Back in August, several Motley Fool analysts sat down to play the stock version of a fantasy football draft. Each picked several stocks over a number of rounds, and have watched their performance over the "season" since then. Today, two of the participants, Matt Koppenheffer and Billy Kipersztok, sit down to discuss how some of Billy's picks have performed since then.
Billy looks at American Tower (NYSE:AMT) and its depressed position in the market back in August when the REIT sector was taking a beating; its low starting point plus strong performance since then have led it to be the best performer in his draft pick portfolio.
To the shock of many however was Berkshire Hathaway's (NYSE:BRK-A)(NYSE:BRK-B) performance as the worst performer in the portfolio. Billy discusses investor fears around the idea that it may have a hard time maintaining its historic growth rates at this size, and says that with its price to book ratio having fallen to around 1.3, below its historic average, now may be a good buying opportunity.
Billy Kipersztok owns shares of American Tower, eBay, and MasterCard. Billy Kipersztok has the following options: long January 2016 $55 calls on eBay, short January 2016 $55 puts on eBay, and short March 2014 $80 calls on MasterCard. Matt Koppenheffer owns shares of Berkshire Hathaway. The Motley Fool recommends American Tower, Berkshire Hathaway, eBay, and MasterCard. The Motley Fool owns shares of American Tower, Berkshire Hathaway, eBay, and MasterCard. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.