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Old 12-18-2005, 11:39 PM
Uglyowl Uglyowl is offline
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Join Date: Nov 2002
Location: They r who we thought they were
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Default Re: Evaluating Managed Funds

From Buffett's link that talked about 10 "great value funds" I was able to get the top 25 holdings as of 09/30/2005 of 9 of these.

These funds have very low turnover and a long-term (2+ year) philosophy so most are probably viewed as good today. Of the 9 funds here are the stocks owned by more than one of these:

Altria Group (2)
American Express (2)
Berkshire Hathaway (5)
Bristol-Myers Squibb (2)
Burlington Resources (2) NOTE: RECENTLY BOUGHT BY COP
Comcast (3)
Diageo (3)
Discovery Holding Co (2)
Freddie Mac (2)
IMS Health (2)
JP Morgan (2)
Knight Ridder (2)
Liberty Media (3)
Newmont Mining (2)
Old Republic International (2)
Pfizer (2)
The Directv Group (2)
Time Warner (4)
Tyco International (3)
Viacom B (2)
Vivendi Universal (3)
Yum Brands (2)
Zale (2)

Any thoughts on these stocks? Altria has had a nice run up recently, but other than that I don't know much about alot of these.
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