“Very few people have gotten rich on their seventh best idea, but a lot of people have gotten rich with their best idea,” Warren Buffett is quoted as having said – and today’s article looks at what two big-name money managers appear to consider among their best investment ideas, based on the fact that they have substantial portions of their portfolios tied up in these single stocks. For these two potential “best idea” investments – a health care stock and a memory chip maker stock – CLICK HERE.
It is #2 in the world in innovation. It has more scientists and tech companies than anywhere else. Warren Buffett has called it “the leading, largest and most-promising investment hub outside the United States.” And yet, the author of today’s article notes that this country is “unchartered territory for the overwhelming majority of the investment community.” The country in question? Israel. What lies at the heart of Israel’s innovation genius? Why is it an under-covered investment story? What two exchange-traded funds – both outperforming so far this year – does the author recommend for exposure to Israel? CLICK HERE to find out.
With his Berkshire Hathaway having poured nearly $10 billion into the big four U.S. airlines over the last little while, it’s safe to say that Warren Buffett has changed his perspective on the airline industry – which he once referred to as a death trap for investors. So why are airlines now better investments than when Buffett shunned them, and is their run likely to continue or is there limited runway room left? Today’s article examines both of these questions. To read more, CLICK HERE.
Can any investor be like Warren Buffett or simulate the returns of George Soros? Today’s article looks at the findings of a new paper from investment firm AQR Capital Management which “posits that a lot of the gains reaped by the legendary managers over time were, in theory, available to anyone using a handful of buy-and-sell signals known to quantitative analysts.” What factors allow investors to be Buffet-like or Soros-like in their investment styles, and how close can this approach come to replicating their returns? CLICK HERE to read more.
Despite the fact that Warren Buffett has been critical of the airline industry for years (including calling airlines “death traps” for investors), his Berkshire Hathaway recently purchased stakes in four major U.S. carriers – Delta, Southwest, United Continental and American Airlines. However, the author of today’s article argues that, instead of these big-name airlines, the better airline buy might be a smaller airline that he describes as having “absolutely crushed it over the past decade.” The airline in question? Allegiant Travel Co. To read more about Allegiant and the author’s case for it as a buying opportunity, CLICK HERE.
When it comes to investing guidance, many look to the Oracle of Omaha – Warren Buffett. Today’s article looks at the investing philosophy of one of the men Buffett studied under – Ben Graham, who is considered to be the father of the value investing investment approach – and identifies four stocks that he might buy today based on his technique. What are the three steps to Graham’s investing philosophy? What was his technique for identifying undervalued stocks? And what are the four current stocks – all trading under $10 a share – the author highlights as being the only ones that pass Graham’s test? CLICK HERE to find out.
As far as investing strategies go, one can certainly do far worse than taking stock pick cues from Warren Buffett. As such, the three contributors to today’s article each highlight their top pick from the Oracle of Omaha’s portfolio. For an overview of each stock – including an energy company that is not as tied to the ups and downs of oil prices as others and a megabank that was hit hard in the wake of the Brexit vote despite almost all of its business occurring domestically – CLICK HERE.