Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Adding Noble Corp, Seabridge Gold to Secular Trends Portfolio (NE, SA)

I’ve been sitting on larger-than-desired cash position of 12.5%, and waiting out what I saw as the potential for a 4-5% pullback in the major indexes. That pullback just doesn’t seem to have gathered its critical mass, with all due nods to the anemic volumes we’re seeing of late. Meanwhile I’ve been pouring over sectors [...]