Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Monday Morning Coffee & Preview - Earnings Upside Continues (IBM, CAT, LVS)

The weak dollar trade is back on today, as the USD is down against most major currencies. This has pushed gold, copper, and other hard commodities up to or near their highest levels of the month. Days like this are generally good for the Secular Trends Portfolio, and in early morning trade the model has [...]

Additions to Secular Trends Portfolio - Check Point Software, IBM Stake Increased (CHKP, IBM)

Following the recent sales of Pfizer (PFE), Schering (SGP), and Freeport (FCX) in the Secular Trends Portfolio (the links will take you to my coverage of all 3), the cash position in the Secular Trends Model has shot up to 15%. This is far too high for an all-equity model, and I’ve been openly adamant [...]

IBM Pre-Announces Strong Q3 - But Don’t Expect a Tech Sector Trend

It appears that there is a little life in Technology and Services, as IBM pre-announced 3rd quarter results above estimates Wednesday evening. Obviously management wants to stem the tide of losses hitting the stock in the past two weeks; shares are down nearly 23% in the month of October alone. In this market, the mantra [...]

Completing Buys for Portfolio - IBM, PBR, COST

The Secular Trends Portfolio is now up to 17 positions, right in the range that I would like to have as my mean. I averaged in to Costco (COST), IBM, and Petrobras (PBR) as I waited out the flailings of the market. I’m still utterly displeased with everything that happened yesterday, but the government has [...]

IBM Thesis For Secular Trends Portfolio

In the rush to get some positions picked up yesterday before the close, I posted on the IBM (IBM) buy without outlining the investment thesis for the Tech/Services 800lb gorilla. I started with a half-target position of 2%, getting in at $116.88 with 170 shares. Shares closed Friday at $118.85, mildly participating in the rally.
I [...]

Dell Reports Q2 Earnings; Who Thought This Would Turn Out Well?

There was a modest batch of semiconductor and consumer tech related companies reporting earnings today, with Dell (Nasdaq: DELL) being the feature tone-setter. They came in with a 3-cent miss (after backing out those pesky “business realignment” charges), saw gross margins drop 120 basis points sequentially, and investors are bracing themselves for [...]

More on this topic (What's this?)
Trade System Tutorial (All Allan, 2/26/10)
DELL (All Allan, 2/19/10)
DELL: Sleeping Giant or Tech Dinosaur? (Oxbury Publishing, 1/21/10)
Read more on Dell at Wikinvest