See What Investing Giant George Soros Has Bought

It can pay to keep an eye on the successful big guys.

May 27, 2014 at 6:45PM

The latest 13F season is here, when many money managers issue required reports on their holdings. It can be worthwhile to pay attention, as you might get an investment idea or two by seeing what some major investors have been buying and selling.

For example, consider George Soros, known to some folks these days for his politics and philanthropy. His fame initially stemmed from his wealth, though, which is a result of his investing prowess. He founded Soros Fund Management back in 1973, and under its umbrella, the Quantum funds racked up an amazing record, reportedly averaging close to 20% annual growth over four decades. 

Soros Fund Management's reportable stock portfolio totaled $10.1 billion in value as of March 31, 2014. Its latest 13F report shows that it established or added to positions in Atmel Corporation (NASDAQ:ATML), Brocade Communications Systems (NASDAQ:BRCD), and Petroleo Brasileiro Petrobras SA (NYSE:PBR).

Atmel Corporation, which makes touchscreen controllers, has fans excited about its market share growth and growing number of new products. Its first-quarter results were impressive, with earnings more than doubling over year-ago levels and also surpassing analyst expectations. (Revenue, though, only grew by 2.4%.) Its forward P/E ratio near 12 is also appealing. Bulls -- and management -- also see a profitable role for the company in building out The Internet of Things.

Brocade Communications Systems has seen its stock surge more than 50% over the past year -- though it was up even more earlier in the year. The network data storage specialist still seems undervalued, with its forward-looking P/E ratio near 10, not to mention its growing margins. Still, revenue has not been growing very briskly, and there has long been speculation that the company might get bought out. Its most recent quarter featured revenue roughly flat over year-ago levels and adjusted earnings up 16%, with management noting a focus on serving data centers, which delivered the bulk of its revenue. It also introduced a dividend, which yields about 1.7% these days.

Petrobras, an oil giant majority-owned by the Brazilian government, also looks attractively priced, with its forward P/E ratio near seven. It sports promising offshore developments and is aggressively aiming to double production capacity by the end of the decade. But bears worry about its huge debt load, stalling production, and potentially costly corruption. Governmental meddling is another concern, such as when Brazil's government kept gas prices below Petrobras' costs.

Warren Buffett just bought nearly 9 million shares of this company
Imagine a company that rents a very specific and valuable piece of machinery for $41,000 per hour (that's almost as much as the average American makes in a year!). And Warren Buffett is so confident in this company's can't-live-without-it business model, he just loaded up on 8.8 million shares. An exclusive, brand-new Motley Fool report reveals the company we're calling "OPEC's Worst Nightmare." Just click here to uncover the name of this industry-leading stock and join Buffett in his quest for a veritable landslide of profits!

Longtime Fool specialist Selena Maranjian, whom you can follow on Twitter, has no position in any stocks mentioned. The Motley Fool recommends Petroleo Brasileiro S.A. (ADR). 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.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't 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.

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