Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Inside the Numbers for November; Big Buyers Only Tiptoeing

I wanted to close out November with a review of the performance trends in what I’ve categorized as fundamentally cheap stocks, using the S&P 500 as my universe. The original idea was to be on the lookout for the re-emergence of sideline capital, the large institutional buyers that are looking to buy long and reallocate [...]

More on this topic (What's this?)
Market In Denial Phase Of Sentiment Cycle (Disciplined Approach to Investing, 3/9/10)
From SPX 666 to RUT 666: where will markets take us next (CHARTLINES (tm), 3/5/10)
The Dividend Stock Recovery: Get Ready for a High-Yield Bonanza (Investment U, 2/22/10)
Read more on S&P 500 (SPX) at Wikinvest

Inside the Numbers Redux; Why We (Likely) Still Haven’t Bottomed

On October 23rd I put together some stats that I just couldn’t reconcile in a post titled “Inside the Numbers - Why We Haven’t Bottomed Yet“. I was running screens to analyze the relative performance of what I saw as the safest companies, specifically filtering the S&P 500 members for the following:

Earnings Stability - Forward [...]

More on this topic (What's this?)
Market In Denial Phase Of Sentiment Cycle (Disciplined Approach to Investing, 3/9/10)
From SPX 666 to RUT 666: where will markets take us next (CHARTLINES (tm), 3/5/10)
ROSENBERG: THE MARKET LOOKS TOPPY (THE PRAGMATIC CAPITALIST, 3/3/10)
Read more on S&P 500 (SPX) at Wikinvest