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The Weekend Edition is pulled from the daily Stansberry Digest. The Digest comes free with a subscription to any of our premium products.
Saturday, February 18, 2017
Thanks to everyone who joined us for our special event earlier this week...
It was among the most valuable we've held to date, and the early feedback from attendees has been incredibly positive.
If you missed it, Porter and Stansberry Research senior analyst Bryan Beach walked attendees through their "10x Project" research... and officially unveiled our brand-new Stansberry Venture Value service for the first time.
Unfortunately, we're not able to offer a full replay of the event at this time... But you can learn more about this exclusive research – including how you can put it to use in your own portfolio – right here. (Please note: This does not lead to a long video presentation.)
Legendary investor Warren Buffett made headlines this week, following his firm's latest regulatory filings with the U.S. Securities and Exchange Commission...
Buffett's Berkshire Hathaway (BRK-B) reported it owned 8 million shares – worth nearly $1 billion – of Stansberry's Investment Advisory portfolio holding Monsanto (MON) as of December 31.
Monsanto agreed to be purchased by German conglomerate Bayer AP last year for $66 billion, or $128 a share. Yet the deal is still awaiting regulatory approval.
And Monsanto shares are still trading around $109 per share – more than 15% less than the agreed-upon price – indicating the market is skeptical the deal will be approved.
What's notable in this case is that Berkshire bought this entire stake in the fourth quarter of 2016... after the deal was made.
As Bloomberg merger-and-acquisitions columnist Brooke Sutherland noted on Tuesday, this suggests Buffett and/or Berkshire execs are making a big bet the deal will go through...
Depending on when Berkshire made its purchases, it could earn up to 30% – or more than $250 million – if the deal is approved. As of Thursday's close, Stansberry's Investment Advisory subscribers are up more than 15% on the trade.
Buffett's firm also "doubled down" on some existing positions...
Berkshire reported it had increased its positions in the four biggest U.S. airlines by nearly seven times. It disclosed total stakes of more than $2.1 billion each in American Airlines (AAL), Delta Air Lines (DAL), Southwest Airlines (LUV), and United Continental (UAL).
This is a significant departure for Buffett, who long considered airlines to be among the worst businesses in the world. As he wrote in Berkshire's 2007 annual letter to investors...
Berkshire also nearly quadrupled its position in consumer-electronics giant Apple (AAPL) to 57.4 million shares, up from 15.2 million shares in the third quarter of last year.
Assuming Berkshire hasn't sold shares this quarter, the position – worth nearly $8 billion at today's share price – would make Buffett a top 10 shareholder in the world's most valuable company.
Editor's note: Porter and senior research analyst Bryan Beach have uncovered a strategy that sounds almost too good to be true: They've found a way to turn safe, simple investments in high-quality stocks into absolute home runs. And it doesn't require using leverage, options, or anything risky. Find out how you can get started today right here.