Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

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

A Three-Pronged Thesis for Safeway

Anyone who listened to Ben Bernanke’s testimony this morning got an extremely frank rundown on the state of the U.S. consumer. Some tidbits from his testimony:
“Real economic activity in the second quarter appears to have been remarkably resilient; however in the third quarter economic activity appears to have decelerated broadly”
“Real PCE fell in June and [...]

Adding NVIDIA to Secular Trends Portfolio

Buying 2% positon at $10.94
Ryan Barnes

Adding Caterpillar to Secular Trends Portfolio (CAT)

Yesterday’s bloodbath in energy, industrial, and other commodity-based stocks was a clear sign of panic, one of those rare moments when investors need to be ultra-aware and ready to step in…even if that step is towards a fleeing crowd. Peabody Energy (BTU) was purchased yesterday as a 4% position, and today we will be opening [...]

More on this topic (What's this?)
Buying Stocks On The Rebound: Four To Consider (Dividends Value, 10/21/08)
Caterpillar Inc. (NYSE: CAT): Q4 Earnings Preview 2009 (Stock Wizard, 1/21/10)
What’s Behind This Move In Caterpillar (CAT) (The Wild Investor, 1/11/10)
Read more on Caterpillar at Wikinvest

Halliburton - Valuation Revisited

Energy servicing giant Halliburton Company (NYSE: HAL) is down over 25% from its summer peak of $55, tracing the performance line of crude oil. This is to be expected in a market with little in the way of broad direction or leadership, but with oil becoming so volatile on YoY levels, price movements have lost [...]

More on this topic (What's this?)
Stock up on HAL on the Cheap (Domenic Strazzulla's Stock Blog, 10/27/08)
“Top Secret ‘Project Bronco’ Probes Ocean of Oil in the U.S.” (Stock Gumshoe, 3/4/10)
What You Doing Hal? (The Wild Investor, 6/16/08)
Read more on Halliburton Company, Oil at Wikinvest