Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Trimming Petrobras, Caterpillar in Secular Trends Portfolio (PBR, CAT)

There hasn’t been a lot of activity here for a couple of weeks, the unfortunate result of other obligations and my ongoing intent to put in 5-6 hours of good reading and research time for every hour spent writing up my conclusions. But hey, if it’s not broke; The Secular Trends Portfolio continues it’s alpha [...]

Secular Trends Portfolio Update - July 15th - Strong Outperformance Continues

As I’ve contended from the beginning of the Secular Trends Model, this has probably been the most challenging time in history to invest based on long term trends. Hardly a day goes by that I don’t hear a new media outlet ask the question (or state outright) that “buy and hold investing is dead”.
Well, 9 [...]

Amgen Shares Spike 15% as “Dmab” Lives up to its Promise (AMGN)

Shares of Amgen (Nasdaq: AMGN) are soaring today following the news that a Phase III trial of the company’s Denosumab drug for osteoporosis showed superior effects in treating adverse bone reactions in patients with advanced forms of breast cancer.
In the trial summary data released after Tuesday’s close, “Dmab” went head-to-head with the existing treatment option, [...]

More on this topic (What's this?)
Surprise Volatility – The Option Sellers Worst Nightmare (Fusion Investing and Analysis, 7/8/09)
Amgen on the Hot Tamale Train (Fusion Investing and Analysis, 7/28/09)
(AMGN) Amgen Awaits US Food and Drug Administration Action on Osteoporosis Drug Candidate (Stock Blog Hub, 2/24/10)
Read more on Amgen at Wikinvest

The Not-Ready-For-Primetime Stock List

Several readers have asked me what particular stocks are on my radar these days.
The list is actually quite long, but unfortunately it’s chock full of companies that just don’t seem to grasp their own potential. But since I’m currently giving away my best ideas for free, I have no problem presenting a list of my [...]

Trimming Freeport-McMoRan (FCX) in Secular Trends Portfolio; Thanks For the Crazy Ride

The next few trading sessions will constitute what is, for me, a rash of trading as I adjust the allocations within the Secular Trends Portfolio. For readers who have been wondering why it’s been so quiet around here, I offer my apologies for not being able to speak with you more frequently.
I took on some [...]

More on this topic (What's this?)
Eating Humble Pie (Gold Versus Paper, 5/5/09)
Freeport-McMoRan Is Off to the Races (Contrarian Profits, 8/6/09)
Freeport McMoran Copper & Gold (FCX) Hits 200 Day Moving Average (Fund my Mutual Fund, 1/28/10)
Read more on Freeport-McMoRan Copper & Gold at Wikinvest

Trims & Trades for Secular Trends Portfolio

The Secular Trends Portfolio has enjoyed a quiet (0% turnover) first quarter, and now sits with about 20% of outperformance over our benchmark S&P 500. Internally, the portfolio has seen widely divergent returns within the individual holdings, causing the weightings to “get off the rails” from where I’d like them to be.
As such, I am [...]

More on this topic (What's this?)
S&P Dividend Aristocrats under performing S&P 500 in 1Q 2009 (Dividend Growth Investor, 4/2/09)
S&P 500: Day by day analysis. (Emerging Index, 4/6/09)
S&P 500: Short term overbought (Emerging Index, 3/29/09)
Read more on S&P 500 (SPX), Petrobras, NVIDIA at Wikinvest

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 [...]

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