stocks

Finding your investing guru

August 16, 2011: 5:00 AM ET

Want to know what Warren Buffett's buying? Or any other major stock player? One small investor has a site for you.

By Scott Cendrowski, reporter

FORTUNE -- Like many people, Charlie Tian loaded up on tech stocks in the '90s. A scientist at Fujitsu, he thought he knew the sector. Then the market crash proved he didn't. Tian, 43, figured there was a better way for small investors. He started reading Warren Buffett's annual letters back to 1972 and thought, "If I select the stocks he already owns, my risk will be much smaller." Tian launched Gurufocus.com, a website tracking the holdings of about 50 great investors, from Buffett to hedge funder David Tepper. More recently Tian has hired analysts and begun building stocks-election programs that emulate the investors. One screen is inspired by value legend Benjamin Graham; another by Buffett. In recent months the latter screen turned up Archer Daniels Midland (ADM), General Dynamics (GD), and McDonald's (MCD). Tian's work got an unintentional endorsement in July when Buffett told an interviewer that ADM and General Dynamics are the kinds of companies he'd consider buying.

This article is from the August 15, 2011 issue of Fortune.

  • First Solar shares: A buy or a sell?

    The solar panel-maker's stock has flamed out over the last two years. Is that about to change?

    By Scott Cendrowski, writer-reporter

    FORTUNE -- The darling of the solar panel industry has been stuck in the mud. First Solar earned the respect of investors as the world's lowest-cost maker of solar panel systems soon after its 2006 IPO. The stock later roared past $300. Then worries of Chinese competition and 2008's market collapse MORE

    Aug 10, 2011 5:00 AM ET
  • 4 good reasons to buy Raytheon stock

    Delaware Dividend Income Fund co-manager Nik Lalvani says the beaten-down defense contractor is ready to launch.

    By Scott Medintz, contributor

    FORTUNE -- The Delaware Dividend Income Fund (DDIAX) is idiosyncratic, mixing large-cap dividend stocks with REITs and convertible and high-yield bonds to earn an average of 6.1% annually over 10 years. Today, says co-manager Nik Lalvani, 36, "we think the best equity-like returns are actually in equities." After all, the U.S. stock MORE

    Jul 12, 2011 5:00 AM ET
  • Are Wal-Mart shares on sale?

    The founding family of the retail giant seem to have a plan that could change the power balance in Bentonville and on Wall Street.

    By Andy Serwer, managing editor

    Have you heard that a low-profile group of shareholders has significantly increased its stake in Wal-Mart and could soon own 50% of the world's largest company? No, it's not some secretive hedge fund looking to take over the giant retailer. It's the Walton MORE

    Jun 3, 2011 5:00 AM ET
  • 5 experts: Where to invest in 2011

    In a post-recession world, you need serious experience to guide your portfolio.  So we sat down with five pros who have the right guidance for these troubled times.

    Roundtable interview by Geoff Colvin, senior editor at large

    THE LINEUP: Renée Haugerud Galtere Ltd. Wally Weitz Weitz Funds Abhay Deshpande First Eagle Investment Management James Swanson MFS Investment Management Dave Ellison FBR Fund Advisors

    The financial crisis is over -- right? Just one problem: The markets haven't settled down, and investing hasn't become any MORE

    Dec 13, 2010 3:00 AM ET
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