Warren Buffett, also known as the world's greatest investor, doesn't change his portfolio often, but when he makes his required 13f disclosures with the SEC, we think its a smart move to take a close look at what an analysis of his disclosed portfolio reveals.

You probably already know that Mr. Buffett became one of the world's richest men through an amazing investment performance that has spanned over twenty five years.

In fact, an investment of $10,000 in Warren Buffett's portfolio in 1965 would be worth over $50 million today. Jeesh, even a measly $1,000 would be a cool $5 million. That wouldn't be too bad either would it?

You can't go back in time and invest in the companies that Warren bought in 1965.

But you can find out what he has been up to...

Here, at Big Money Watch, we follow Warren Buffett's disclosures in order to see what portfolio additions and subtractions he has made.

Warren Buffett doesn't trade very often in his portfolio, so when he does buy a stock or two, you can be sure that he has done his homework on that stock.

As Warren Buffett has said himself, "I prefer to keep all my eggs in one basket and watch that basket closely."

Big Money Watch has taken a good look at two of the companies listed in Warren Buffett's most recent quarterly 13f filing with the SEC. Based on our own current analysis, it once again looks like he has a knack for locating value in a market that has already had a good run.

Obviously these aren't a couple of penny stocks, but rather they are established businesses trading at a reasonable value with great long term growth prospects

  • One of the companies is a consumer bank that is trading at a historic discount to its lifetime valuation and has strung together 14 consecutive quarters of growth.

  • The other is an out of favor oil company that has large proven reserves, but thanks to some poor communciation with Wall Street saw its shares get hammered.

We think both of these stocks offer near term AND long term rewards -- They are a healthy addition to any portfolio aimed at capital appreciation.

Not only are we going to tell you which two stocks we are talking about here, but our research analysts have dug deep into these companies to make sure that these are still worthy investments.

You will find this information in our detailed research report on these two stocks.

How do we know what Mr. Buffett has been doing?

Big fund managers, especially guys like Warren Buffett, go to great lengths to keep new positions they are taking secret, so that the market won't bid up the price while they are trying to buy shares.

For many years, the SEC often granted Warren Buffet a special exemption to keep some of his disclosure "confidential." Recently, he has no longer been granted this special exemption and is required, like most investment managers who exercise investment discretion over $100M or more in certain securities, to make disclosures regarding his holdings.

Sure, they still try to bury the data deep in a confusing and arcane database structure that makes trying to find out this information still almost as hard as finding a needle in a haystack.

However, here, at Big Money Watch, we have gone ahead and done all the work for you so that you can get a close up view of what the world's best investment managers have been holding, buying and selling, as disclosed in their 13f filings.

We think you'll agree that following the moves of the best, market-beating portfolio managers is quite simply a brilliant strategy.

As you might have guessed by now, Warren Buffett isn't the only great manager we follow. We have complete analysis on more than 10 of the world's best investment managers and we add a new one each month. We also present each manager's disclosed holdings in a portfolio format that is easy to view and sort.

The performance results of these masters have been outstanding. Just look at what they have done:

Morningstar's "Fund Manager of the Decade" who has beat the S&P 500 every year for the past 13 years.

These two were easy to follow:
Nextel (NASDAQ: NXTL) at $3 Up 600% in 18 months

Quest Communications (NYSE: Q) at $1.25 Up 260% in 15 months

This hedge fund was the first healthcare fund ever and is the largest biotech hedge fund in existence. Check out some of their picks:

RCN in October of 2002 at $4 Up 520%

FHRX in March 2003 at $3 Up 475%

Now the fund has disclosed in its most recent 13F filing holdings in a cancer and pain drug company that we think have the capacity to show even better performance then their spectacular picks in 2004. You can find this stock right now in our model portfolio.

We have also chosen 7 others who are the best in their field. From small cap technology stock managers to biotech and pharma gurus we've got you covered.

By viewing the past disclosures of some of these managers, an investor could have found these stock picks:

ZRAN - A cool 423%
SINA - Perhaps the most incredible stock pick of 2003, up over a whopping 2000%

One thing is clear. These top investment managers really know how to find some of Wall Street's most underlooked and explosive investment ideas. Our goal, is to help you do just that.

Here's How it Works:

Each month, we scour the 13F filings of the top investment mangers for you and identify what we think are top 2 most promising stock picks. You will only get the very best ideas taken from the very stock pickers.

We then provide a detailed buy report on these two companies, add them to our model portfolio and watch them along with you as we rack up the profits.

It doesn't stop there. When it is time to buy we send you an email with our in-depth analysis of the company and stock situation including our BUY price and TARGET PRICE to SELL. When it is time to SELL we also send you a notification email.

We also keep you fully informed on any new developments that occur with these stocks so you can always remain confident in your holdings.

In addition, as a subscriber to Big Money Watch, you will have access to the each managers disclosed holdings that reflect a wide spectrum of investment interests.

At your fingertips you will have:

*A list of Biotech stocks bought by the world's best Biotech investors

*A list of Technology stocks bought by the world's best Technology investors

*A list of Value stocks bought from the world's best Value investors

As you can see, access to the quarterly disclosure of the great portfolio managers can provide profitable investment ideas for many different investment styles.

Try Big Money Watch without Risk... Accept this subscription to Big Money Watch without risk, and I'll give you the name of these 2 stocks to buy -- and complete details -- IMMEDIATELY online.

If you don't love the service -- if it doesn't make you money -- just cancel anytime within in the first thirty days, and your subscription costs NOTHING. AND, the special report you download today is yours to keep for free.


P.S. Please don't wait. Once the information is disclosed it often becomes widely disseminated. We think its best to act early.

Your Big Money Watch service includes:

  • Complete access to the best investment manager's disclosed holdings, such as Warren Buffet and Bill Miller including their purchases and sales on our web site as revealed by their quarterly 13f disclosures.

  • A monthly newsletter featuring our 2 best stock recommendations. These are ideas that we have culled from our extensive knowledge base and experience of studying the top investment managers. Our newsletter also features exclusive interviews with some of the world's top managers, giving first hand insight behind their investment strategies.

  • Our model portfolio and watch list constructed from the disclosed stock holdings of our top 10 institutional investors. The portfolio is actively managed and also includes in-depth analysis on each portfolio holding as well as our price targets.

  • A quarterly newsletter with in-depth analysis and discussion of each investment manager's disclosed holdings.

  • Real-time Email Trade Alerts: As we make changes to our portfolio, you will be the first to hear about it with a Buy or Sell entry point and our analysis of the situation.

  • Periodic reports that highlight special investment opportunities. Plus our simple 30-day 100% money-back guarantee.

AND, by subscribing today you'll get a free copy of our "Watching Warren Buffett" research report, naming the two stocks discussed above. It's yours to keep -- regardless of whether or not you keep your subscription.