Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Exiting Schering Plough, Looking at Going Global

In line with yesterday’s post on some pending changes to the Secular Trends Model Portfolio, I am blowing out the remaining 1850 shares of Schering-Plough in the model. SGP has really just been a floater since the announcement of Merck’s buyout in early March, which initially valued Schering shares at $23.60 in cash and stock.
Since [...]

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