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Warren Buffett's New Stock Picks

Warren Buffett's Berkshire Hathaway (BRK-A) has been in the news recently because of the fine levied by the Justice Department for not following anti-trust guidelines. However, Buffett is still providing investors with significant returns. Berkshire Hathaway closed at $205,159 per share yesterday, an all time closing high for the stock.

One technique that some investors use is "follow the experts," basically, follow what the top investors are doing. Applying that technique to Warren Buffett and Berkshire Hathaway is easy. WallStreetNewsNetwork.com has a free list of Berkshire Hathaway holdings, so you can just pick and choose the stocks that you think are the best of Warren Buffett's holdings.

A better technique is to take a close look at the stocks that the experts have recently purchased. In the case of Buffett, he has only two new investments during the latest reported quarter ending June 30.

One of his purchases was Charter Communications (CHTR), the Stamford, Connecticut based cable television provider. The stock trades at 58 times forward earnings and although generating negative earnings currently, it posted a 14.6% increase in revenues for the latest quarter, year over year.

The new investment in Buffett's portfolio is Now Inc. (DNOW). The company distributes pipes and valves to utilities, refineries, and oil and gas operators. This isn't a new purchase as it was a spinoff from National Oilwell Varco (NOV), which Buffett already has in his portfolio. Now trades at 19 times forward earnings, and has reported a drop in quarterly earning of 18.2% on a revenue decrease of 11%. The company is debt free with $236 million in cash.

At the very least, Buffett's portfolio can provide you with some investment ideas worth looking into.

Disclosure: Author didn't own any of the above at the time the article was written.

By Stockerblog.com
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The Harvard Endowment Portfolio

Harvard University is considered to be the top educational institution in the United States. So you would think that their endowment fund would have a great track record, and if it does, maybe you can follow along, and make money along side them, without even attending Harvard.

So lets start with the returns. The endowment fund is managed by Harvard Management Company, Inc. The average annual return over the last 20 years has been 12.0% per year. Not too shabby.

The fund has added 27 new positions during the latest quarter ending June 30, 2014. The new positions with the largest capital investments are as follows:

Protective Life (PL)

Covidien (COV)
Hillshire Brands (HSH)
American Realty Capital Health (HCT)
Susser Holdings (SUSS)

Energy Transfer Partners (ETP)

Protective Life, based in Birmingham, Alabama, has been around since 1907. The stock trades at 14 times current earnings and 13 times forward earnings. Earnings for the latest quarter were up 4.6%. The stock yields 1.4%.


Covidien makes and markets healthcare products, and is based in Dublin, Ireland. The stock has a trailing price to earnings ratio of 25 and a forward PE of 20. Although revenues were up in the latest quarter, earnings dropped 22.7%. The company provides a dividend rate of 1.4%.

Hillshire Brands makes and sells primarily meat related foods such as hotdogs, sausages, and luncheon meats. Brans include Sara Lee and Jimmy Dean. The stock trades at 34 times trailing earnings and 29 time forward earnings. Latest quarter revenues were up 10.6%, but earnings tanked 34.1%. The yield is 1.1%.

Maybe you can pick the best of the Havard picks and outperform Harvard. If you like interesting stock lists like this, check out the free stock lists at WallStreetNewsNetwork.com.

Disclosure: Author didn't own any of the above at the time the article was written. 

By Stockerblog.com
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