Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Monday Morning Coffee & Preview - Earnings Upside Continues (IBM, CAT, LVS)

The weak dollar trade is back on today, as the USD is down against most major currencies. This has pushed gold, copper, and other hard commodities up to or near their highest levels of the month. Days like this are generally good for the Secular Trends Portfolio, and in early morning trade the model has [...]

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 [...]

Highlights From Warren Buffett Interview on CNBC

On the eve of a charity lunch tomorrow that someone will likely pay $2 million to attend, Warren Buffett did a short interview with Becky Quick over on CNBC (see video & summary here). As always, Buffett threw out some great soundbites and displayed his folksy wit (as folksy as guy worth over $40 billion [...]

More on this topic (What's this?)
Buffett Partnership Letters (Dividend Growth Investor, 7/17/09)
(Preview)Guru Portfolio: Warren Buffett (ModernGraham.com, 6/27/09)
(Finished Version)Guru Portfolio: Warren Buffett (ModernGraham.com, 6/30/09)
Read more on Warren Buffett at Wikinvest

Daily Catalysts Report - AIG, GM, SBUX, WSM

This post is about four stocks in the news today, each with a different tale of woe to tell.
On our left, we have insurance giant AIG, recently made the 80% property of the U.S. government, and an auto maker in GM that is seeking $75 billion from said government…just without the nationalization.
And on the retail [...]