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  • Portfolio #7 Piece of W. Buffett ’s pie 0 comments
    Apr 9, 2010 10:08 AM | about stocks: BAC, KO, COP, GCI, IRM, NLC, RSG, SNY, UNH, WLP, CMCSA, GE, MDLZ, STI, USB, WFC
     There is no need to tell about the achievements of Warren.Buffett investments. This famous investor’s life and work are described in many books.

    Can we really be so smart investors like him? Sure. And we do not need to invent anything new.
    Remember, he said: “I am a better investor because I am a businessman, and a better businessman because I am no investor.”
    So, he already has done half of work for you. I.e. He has made the choice. We have to move his way.
    But there is one small problem. We do not have enough money (so many as W.B. has), we can’t wait for years, or even assume a tangible losses in a brief period. Here is the difference that separates us from Mr. Buffett.
    Hence, we need to customize his choice to ours abilities. And we can do that.
    At first we have to do: to choose a few shares from Mr. Buffett’s portfolio. What is chosen, there is not much difference. Because we will not purchase right now, despite the fact that this is really good campaigns.
    We must follow our own capital management (allocation) rules, among others things. This is what we are able to do as well as Mr. Buffett’s to choice shares.
    It is true that the easiest way to gain piece of W. Buffett’s pie is to buy Berkshire Hathaway Inc.. shares. That’s all.
    But we’ll try to go further and achieve more.
    Thus, the initial choice is:

    Berkshire Hathaway Inc. BRK-B.
    We have placed buy stop order at 79.75 USD. Stop loss – 79.10 USD.

    Bank of America Corporation BAC.
    Still are waiting for entry signals.

    The Coca-Cola Company KO.
    We have placed buy stop order at 53.79 USD. Stop loss – 53.43 USD.

    ConocoPhillips COP.
    Still are waiting for entry signals.

    Gannett Co., Inc. GCI.
    Still are waiting for entry signals.

     

    Iron Mountain Inc. IRM.
    Still are waiting for entry signals.

     

    Nalco Holding Co. NLC.
    We have placed buy stop order at 25.29 USD. Stop loss – 24.28 USD.

     

    Republic Services Inc. RSG.
    Still are waiting for entry signals.

     

    Sanofi-Aventis SNY.
    We have placed buy stop order at 39.49 USD. Stop loss – 35.37 USD.

     

    Unitedhealth Group, Inc. UNH.
    We have placed buy stop order at 34.01 USD. Stop loss – 32.19 USD.

    WellPoint Inc. WLP.
    Still are waiting for entry signals.

     

    Comcast Corporation CMCSA.
    We have placed buy stop order at 18.99 USD. Stop loss – 18.67 USD.

     

    General Electric Co. GE.
    We have placed buy stop order at 18.95 USD. Stop loss – 17.79 USD.

     

    Kraft Foods Inc. KFT.
    We have placed buy stop order at 30.54 USD. Stop loss – 29.90 USD.

     

    SunTrust Banks, Inc. STI.
    We have placed buy stop order at 29.42 USD. Stop loss – 28.33 USD.

     

    US Bancorp USB.
    Still are waiting for entry signals.

     

    Wells Fargo & Company WFC.
    We have placed buy stop order at 32.50 USD. Stop loss – 31.76 USD.

    Buffett & Berkshire Hathaway 2010 Stock Holdings is here

    Stocks: BAC, KO, COP, GCI, IRM, NLC, RSG, SNY, UNH, WLP, CMCSA, GE, MDLZ, STI, USB, WFC
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