What Would Warren Buy?
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Created by John Foreman
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Date updated:06-04-2007

SmartMoney Magazine

Five of Warren Buffets disciples uncover Buffect-like bargins. From last August to April of this year Warren's picks returned 15.8% compared to Standard & Poor's 15.5%.

Now that we're facing a slowing economy, we decided to check back to see if these stocks are still worth owning.

For More articles see SmartMoney.com

symbol name last price % change open
  • +
  • AXP
    Amer Express Inc
  • $37.21
  • -1.40%
  • $37.28

American Express, trading at $65, returned 10% and Joel Greenblatt of Gotham Capital thinks the stock still stands to gain another 31% to reach the $74 area. He adds, "thanks to the Ameriprise spinoff, the now pure-play credit card company has better growth prospects."

People owning AXP also tend to own: AIGALLBACBRK-BCCOFFNM

TheStreet.com Rating: C What is this?

  • +
  • BRK-B
    Berkshire Hath Hl
  • $3425.00
  • +0.88%
  • $3380.00

Buffet's company, Berkshire Hathaway, returned 17% reaching $3,635. Seeing as it's one of today's safest, fastest-growing and cheapest large companies analysts think it could hit $4800.

People owning BRK-B also tend to own: AEGAZINGINTCOPA.VORCLSDA

TheStreet.com Rating: No Rating What is this?

  • +
  • HBC
    Hsbc Hldgs Plc Ad
  • $56.70
  • +1.27%
  • $56.17

HSBC returned only 3% and analysts have no confidence going foward. Bad debt charges and losses on its subprime loans destroyed this stock.

People owning HBC also tend to own: DEOJNJNYXPUISBUXUSTWSC

TheStreet.com Rating: No Rating What is this?

  • +
  • MHK
    Mohawk Inds Inc
  • $44.21
  • +1.68%
  • $43.13

Flooring manufacturer Mohawk Industries returned 24%, rising to $83. Bruce Berkowitz of the Fairholme Fund will buy more if the stock falls 10% but otherwise feels the stock is priced where it should be.

People owning MHK also tend to own: AMEBNIBRK-ABRK-BCHEUY.PKCSCOESV

TheStreet.com Rating: D What is this?

  • +
  • SMG
    Scotts Miracle-gr
  • $43.85
  • 0.00%
  • $N/A

Scotts Miracle-Grow rocketed 39% over the past months, incuding its one-time $8 dividend issued in March. The lawn and garden-care company's future looks bright based on strong operations and low debt levels.

People owning SMG also tend to own: BAMCNICOHEXPDFCE-BLMLUK

TheStreet.com Rating: C+ What is this?

  • +
  • UPS
    United Parcel Svc
  • $54.86
  • +0.73%
  • $54.39

UPS returned 7%, currently priced at $72, and Jeff Auxier of Auxier Funds thinks the stock can go to $90. He like the companies strong balance sheet and high return on capital but warns that most of UPS's business depends on the health of the economy.

People owning UPS also tend to own: COPCOSTCSCOIACIMRVLNWSQCOM

TheStreet.com Rating: C+ What is this?

  • +
  • WMT
    Wal Mart Stores
  • $51.25
  • -0.06%
  • $51.03

Wal-Mart returned 10% but Whitney Tilson of T2 Partners thinks the international expansion and domestic-store renovations will send the stock up 24%, to $60. Though he warns no imediate catalysts- "it takes a long time to turn a supertanker."

People owning WMT also tend to own: AIGALLBACCCATCBSCOP

TheStreet.com Rating: B What is this?

 

Start Price

Return Value

Start Date

AXP 64.81 -42.59% May 31st
BRK-B 3626.8999 -5.57% May 31st
HBC 92.97 -39.01% May 31st
MHK 101.94 -56.63% May 31st
SMG 46.04 -4.76% May 31st
UPS 71.90 -23.70% May 31st
WMT 47.51 +7.87% May 31st

Average return:

-23.48%

Success rate:

14.29%

Tracking Started: 05-31-2007

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