Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Alcoa Sees Downgrades, Price Cuts Flow In; Looks Like a Bottom (AA)

For a moment, let’s hop into the WayBack machine and set it for July 1st, when Alcoa (AA) was trading 200% higher, spot prices for aluminum were just beginning to show some weakness, and the credit crisis was still confined to the worries of a few scattered market players.
Sell-side analysts were tripping over themselves to [...]

More on this topic (What's this?)
SOME QUICK THOUGHTS ON THE ALCOA QUARTER (THE PRAGMATIC CAPITALIST, 1/11/10)
Alcoa Inc. (NYSE: AA): Q4 Earnings Preview 2009 (Stock Wizard, 1/7/10)
Start looking forward (The Curious Investor, 1/13/09)
Read more on Alcoa at Wikinvest

Earnings Reports…Rundown on Watchlist (T, VZ, AMZN, BIDU, NITE)

Here’s a brief rundown of what’s been clogging up my computer screen lately. Earnings reports are coming in by the proverbial truckload, and while nobody can read them all I’m trying to get as good a sample of what’s going on out there as possible.
This quarter, more than any in my memory, reading the transcripts [...]

A Hungry Blind Man at the Buffet

These are the days that make investors - and economists - and analysts - try to pull their hair out. I suppose some succeed. It’s not that we can’t handle down days; our skin is impervious to them now. But a day like today is rife with contradiction, uncertainty, changing rules, and low rates of [...]