October 19, 2007   

 
We build an all weather portfolio following "The Warren Buffet Way" with the book's author, Legg Mason Fund Manager Robert Hagstrom, veteran contrarian investor Steve Leuthold, and The Bond Bible's Marilyn Cohen.
 
 

Robert Hagstrom

Portfolio Manager, Legg Mason Growth Trust
Author, "The Warren Buffet Way"


“The One Investment…”

Growth Revival
- iShares Russell 1000 Growth Index (IWF)
  Price: $61.18 on 10/19
  52-week range: $53.29 - $63.38

Steve Leuthold

Founder, Chief Investment Officer
The Leuthold Group, LLC


“The One Investment…”

Health Essentials
Pharmaceutical HOLDRs (PPH)
  Price: $79.73 on 10/19
  52-week range: $73.09 - $86.40

Marilyn Cohen

President and CEO, Envision Capital Management
Author, "The Bond Bible"


“The One Investment…”

Tax Deferred Bargain
- Zero coupon GMAC bond Presently yielding 9.25%

 
 
Buy Stocks The Warren Buffet Way

The Warren Buffett Way

- Buy stocks in great companies
- Run by honest & competent managers
- Selling for less than intrinsic worth

The Warren Buffett Way
- Buy companies with "big moats"
 
 
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