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Ryan Barnes

Epiphany Investing is edited by Ryan Barnes, a financial writer and analyst focusing on equity investment strategies and asset/sector allocation models. Ryan has over 15 years of experience in portfolio management and investment research, covering equities, fixed income and derivative products. Ryan has worked with Merrill Lynch, Charles Schwab, Morgan Stanley and many others as an institutional trader, and conducted AIMR-compliant performance audits for high-net-worth investors.

His market commentary appears regularly on Investopedia.com, and his analysis has appeared in Barron's, WSJ.com, TheStreet.com, and Forbes.com, among others. Ryan is currently pursuing his CFA designation in the hopes of doing what he loves for a select group of like-minded clients.

At EpiphanyInvesting.com, equity analysis originates within a methodical, objective, and analytical framework. But true success involves equal parts science and art - and this starts with a solid belief in the way the world will be in the future. From that belief can come logical theories that apply to specific technologies, business models, and industries. Failures should be appreciated as much as successes, so long as the investor can approach both with a relative calm. Success in the long run is the only goal which truly matters, so we must practice with intent, no matter what the short-term noise reinforces or contradicts. The markets are always seeking an inherent balance, and our research style seeks to follow the markets and profit from imbalances when they appear.

Ryan Barnes's Latest Articles

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Las Vegas Sands: Is Goldman Sachs Working on Club Loan?
on Nov 21, 2008 about GS, LVS
4 Unbelievable Stock Charts: Freeport-McMoran, Alcoa, Peabody and Goldman Sachs
on Nov 20, 2008 about AA, BTU, FCX
Markets Strike Fresh Lows
on Nov 20, 2008 about AMGN, BMY, BAC
Corning Drops 2009 Guidance; How Low Will It Go?
on Nov 19, 2008 about GLW
Las Vegas Sands: Sustainable in 2009?
on Nov 17, 2008 about LVS
This Week's Economic Indicators May Be DOA
on Nov 17, 2008
Macy’s, Best Buy: Consumer Spending Continues to Decline
on Nov 13, 2008 about M, BBY
No Surprises as Intel Reduces Sales Guidance
on Nov 13, 2008 about INTC
Alcoa: Analyst Downgrades and Price Cuts; Looks Like a Bottom
on Nov 12, 2008 about AA
Las Vegas Sands: Massive Offering, But Is It Enough?
on Nov 12, 2008 about LVS
DHL: Shuts Down U.S. Delivery Operations, Who Will Pick Up the Slack?
on Nov 11, 2008 about UPS, FDX
Freeport-McMoRan: Production Cut as Molybdenum Price Plummets
on Nov 11, 2008 about FCX
Four Tales of Woe: AIG, General Motors, Starbucks and Williams-Sonoma
on Nov 11, 2008 about GM, SBUX, AIG
Amgen: Remember Its Biotech Bloodlines?
on Nov 09, 2008 about AMGN
Jobs Report: Bad, But Not Terrible
on Nov 08, 2008
Las Vegas Sands: The Clock Is Ticking
on Nov 07, 2008 about LVS
Will Global Equity Markets Pass or Fail Today's Test?
on Nov 07, 2008 about SPY
Cisco: The Alpha Male of Tech Stocks Reports Earnings
on Nov 06, 2008 about CSCO
Global Markets, Meet President Obama. Now What?
on Nov 05, 2008
SunPower and JA Solar Rebound on Oil and Obama Prospects
on Nov 04, 2008 about DBO, OIL, JASO
Be Careful, Consumer Retail's Full of Land Mines
on Nov 04, 2008 about CCTYQ.PK, BBBY, GLW
Petrobras: Mixed Sentiment Despite Record Production
on Nov 04, 2008 about PBR
Costco: More Positives than Negatives
on Nov 04, 2008 about COST
Peabody Energy: Will Abundance of Chinese Coal Cause Price Weakness?
on Nov 04, 2008 about BTU
Auto Parts Retailers Outperform
on Nov 02, 2008 about AZO, ORLY, AAP
GFI Group: Loss Reported in Murphy’s Law Quarter
on Nov 02, 2008 about GFIG
Electronic Arts: Stock Drops on Lowered Guidance
on Nov 02, 2008 about ERTS
Amgen Answering the $30B Riddle
on Oct 23, 2008 about AMGN
Caterpillar Could Really Deliver on Earnings
on Oct 20, 2008 about CAT
NVIDIA Chosen for New MacBooks: Verdict and Prospects
on Oct 16, 2008 about NVDA, AAPL
China Mobile: Looks Like Value, Smells Like Growth
on Oct 13, 2008 about CHL
IBM Pre-Announces a Strong Q3, But Don't Expect a Tech Sector Trend
on Oct 09, 2008 about IBM

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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