Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

A New Healthcare Strategy - Branded Pharma Out, Diagnostics, Generics In

“When you lose, Don’t lose the lesson” - The Dalai Lama

For the better part of 5 months I’ve been kicking myself over not dumping Pfizer (PFE) from the Secular Trends Portfolio the day they announced the Wyeth merger. The second I heard about the deal I honestly thought the TV announcer had made a mistake; [...]

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 [...]

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