Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Secular Trends Update 12/12 - Welcome New Readers

Hello and welcome to all the new readers who subscribed to the feed this week. As a note to all, I’ve made some changes to the layout of the Portfolio Page, which had about as much performance value as the Flintstones car. I have to self-noodle a lot of the development work here, so please [...]

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?)
BEWARE THE DOUBLE TOP (THE PRAGMATIC CAPITALIST, 3/13/10)
Market In Denial Phase Of Sentiment Cycle (Disciplined Approach to Investing, 3/9/10)
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

Secular Trends Portfolio Updates

I’ve been doing a little tidy work over on the Portfolio Page, and the holdings how reflect the inclusion of Electronic Arts (ERTS) to the model, and the removal of BB&T (BBT). My commentary on EA’s Q3 earnings report discusses the value I saw at the time, and last week I was able to add [...]

U.S. Stock Markets Strike Fresh Lows; Cooler Heads Stand Up?

All the major indexes sit at fresh multi-year lows Wednesday, as the crosscurrents of a seemingly endless wave of negative news has uncertainty levels (as measured by the VIX) one push away from new all-time highs.
The Secular Trends Portfolio has given back all the alpha that seemed so well-earned just two weeks ago on Election [...]

Broad Market Rally Ahead of Election Results, STPortfolio Adds More Alpha

What an impressive day for the U.S. markets. Not only were they up on broad-based buying, there wasn’t much volatility going into the close. Late-day shenanigans in the past month have signaled of an overabundance of redemptions from both the hedgies and mutual funds. But today was relatively smooth, albeit on lower volumes. You can [...]

More on this topic (What's this?)
BEWARE THE DOUBLE TOP (THE PRAGMATIC CAPITALIST, 3/13/10)
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)
Read more on S&P 500 (SPX) at Wikinvest

Hunting Down Some Alpha - 398 Basis Points This Week

The Secular Trends Portfolio is finally gathering up some alpha (nearly 4 full percentage points this week), and I couldn’t be more thankful after some early knife-diving purchases into names like Alcoa (AA), Peabody (BTU), and Petrobras (BTU). Volatility has been more extreme than I ever could have imagined, and sectors like industrials and basic [...]

Weekly Check Under the Hood - Performance & Musings

All in all, it was another vertigo-inspiring week of ups and downs in the global markets. More of the same for me - smatterings of sleep while various sets of numbers fight for the limited real estate left in my brainpad. On the plus side, I did register the modest achievement of memorizing the names [...]

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