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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.

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