Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Electronic Arts (ERTS) Down Big on Guidance; Good Value Here

Video game publisher Electronic Arts just hasn’t been able to find its stride ever since the new game console units came out two years ago. They discounted the marketability of the Wii, leaving R&D woefully behind for the social phenomenon.
And their heralded franchise games (that flat-out print money every year) have failed to make up [...]

GFI Group (GFIG) Reports Loss in Murphy’s Law Quarter

Investors weren’t expecting much in the way of good news as inter-dealer broker GFI Group reported earnings after the bell Thursday. Shares are down 80% YTD and over 60% in the past month, as several of the company’s core markets - OTC derivatives trading - experienced massively lower volumes, and many industry watchers wonder if [...]

More on this topic (What's this?)
GFI Group: Not Your Typical Brokerage (Prudent Speculations, 6/11/08)
Read more on GFI Group at Wikinvest

Corning Earnings up 24%, But Consumer Weakness on the Horizon

Flat-Panel maker and glass guru Corning (GLW) reported earnings up strongly year-over-year, but notched down guidance for the 4th quarter. Shares are down over 9% in early trading, as the sales forecasts came in lower than even reduced estimates.
Boilerplate Numbers
Net income for the 3rd quarter was $768 million, up 24% YoY from $617 million. Sales [...]

More on this topic (What's this?)
Manipulating earnings (Canadian Business Blog, 2/24/10)
Dividend Stock Review: Corning (GLW) (The DIV-Net, 9/20/08)
“One Technology Can Keep America from Going Dark” (Money Map VIP Trader) (Stock Gumshoe, 2/18/10)
Read more on Corning, Net Income at Wikinvest

Where Did the Sellers Go Today?

I was getting ready to put a title on this post that read “The Least Gratifying 10% Move Ever?”…but at the last minute, after reading all my notes, I looked past my cynicism. Not that there’s anything wrong with being cynical in this market - if I was a financial doctor, I would prescribe cynicism [...]