Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

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 [...]

The LAST ramping trades for Portfolio - BBT, SWY, PFE

Well, this is it. I am officially done with the ramping process after these last three trades.
I can’t quite fathom the odds of trying to get this venture off the ground smack in the middle of the worst crisis of my lifetime.
What will be, will be. I will grow with it, and hopefully this portfolio [...]

More on this topic (What's this?)
BB&T Corporation (BBT) Stock Dividend Analysis (Dividend Growth Investor, 10/15/08)
Dividend Stocks in the news (Dividend Growth Investor, 12/22/08)
Stock Analysis: BB&T Corporation (BBT) (Dividends Value, 6/23/08)
Read more on BB&T, Pfizer, Safeway at Wikinvest

Dipping into Big Pharma on Hunt for Yield

After spending the past few days reviewing my old friends in Big Pharma (MRK, PFE, SGP, LLY, BMY, NVS) I am struck by how much pessimism reigns over the industry. Yes, there are always the occasional big multiple stocks with a current compound driving expectations…but on the whole, valuations are low, cash and balance sheets [...]