Stock Screen: Cherry-Picking Hedge Fund Q1 Buys

My stock-screening process usually involves picking a quantitative criteria set and running it against the major exchange-listed stock universe to generate a list of prospective stocks. But seeing as I just finished a review of hedge fund Q1 portfolio holdings, I wanted to look closer at select stocks chosen from the various hedge funds I [...]

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Tracking 2011 Q1 Moves by Seth Klarman and Bruce Berkowitz

Being a value investor, I always take great interest to see what long-established value gurus like Seth Klarman and Bruce Berkowitz are doing with their portfolios. While 13F-HR filings are incomplete snapshots at best as they detail no information on bonds, foreign stocks and other esoteric asset classes, some insight may still be gleaned from [...]

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Hedge Funds Report Q1 2011 Holdings

Spreadsheets now available for the remaining money managers I follow (Berkowitz, Einhorn, Pabrai, Pickens). Real interesting to see 4 of the Enlightened American portfolio names in Berkowitz’s new buys in Q1. If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep [...]

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Watch List Stocks – 16 Possible Opportunities

I keep a stock watch list filled with hundreds of names which are evaluated in a broad fashion, with a strong bias toward free cash flow generation. Each stock is assessed a rough intrinsic value estimate and monitored weekly. If a stock’s price falls near my estimated intrinsic value, it shows up on my radar [...]

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Portfolio Update

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +6.3% through Apr 6th, 2011 (my actual IRR, including cash balance) DJIA: +10.6% Nasdaq: +7.1% S&P 500: +7.9% DJ Wilshire 5000: +7.7% Russell 2000 (smallcap): +7.7% In the span of a month, I went from leading the market indices by roughly 2 points to lagging them by the near-same [...]

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