John Hussman Q4: Buys CVX, DOX, GME, KO, LIFE, MCK, MOT, NE, RIG, TJX, XOM,
[8 Feb 2010 | No Comment]

Dr. John Hussman hedges his portfolio according to long term potential market returns and short term market conditions. He successfully avoided large losses in 2008. He is now “cautiously pessimistic”. This is his Q4 portfolio update. New Purchases: ADI, BVF, CMG.B, CVX, DO, DOX, DRC, ENDP, GME, KO, LIFE, MCK, MOT, MRO, NE, RIG, SAPE, TJX, VPRT, XOM, Added Positions: ABX, ADTN, AEM, ALGN, ARO, BBBY, BRCM, CAKE, CSC, DRI, EBAY, FXY, GLW, KSS, NEM, NTAP, PFE, ROST, SBUX, SMTC, SYNA, WAG, WAT, XLNX, Reduced Positions: ADBE, ADSK, ALTR, AMGN, AMZN, AZN, BVN, CBE, CHKP, CTAS, FXB, GG, GOLD, HUM, IBM, INTC, JNJ, JW-A, LPNT, MAT, MATK, MSFT, NKE, ORCL, RCL, RIMM, TGT, UA, WDC, Sold Out: ACL, AVY, BG, CAT, CCMP, CLX, CMG, CTV, DGX, DIS, DRIV, DWA, ENR, FOSL, HAS, HD, HON, JNPR, LLY, MDP, MDT, MMM, NVS, PAYX, PLT, QCOM, RL, SONC, SPLS, STLD, TIF, TSM, TUP, UNH, VPHM, WMT, WTW, For the details of John Hussman’s stock buys and sells, go to [www.gurufocus.com] Read more » »

Donald Yacktman Q4: Buy BK, EXC, TDA, VNV
[8 Feb 2010 | No Comment]

Donald Yacktman had a great year in 2009, up 60%. That is after a relatively good year in 2008, too. Seeing opportunities in the beginning of 2009, Yachtman rotated his portfolio into low quality stocks. After low quality stocks ran up, he rotated back to high quality ones. This is the portfolio update of Yacktman Asset Management Co. for the quarter of 2009 Read more » »

Steven Romick on Investment Outlook, Heathcare Sector and Aon Corp.
[8 Feb 2010 | No Comment]

By guruek. Steven Romick is the Portfolio Manager for FPA Crescent Fund. He was nominated as one of the candidates for “Manager of the Decade” by MorningStar late last year, together with Bruce Berkowitz and Donald Yacktman. Of course, many of us know that Berkowitz won the tile. Read more » »

Guru Companies Raising Dividends: KMB, PX, EGN, SJW, EPB
[8 Feb 2010 | No Comment]

By gurujk. These are companies that raised their dividends recently: Read more » »

Vectren Corp: Our Most Undervalued Utility
[8 Feb 2010 | No Comment]

By Ockham Research Staff. Vectren (VVC) is probably not a household name, unless of course you live in Indiana or Ohio and they provide your gas or electricity. With that said, we think that investors may want to familiarize themselves with this company as it is the most attractively priced utility out of the 118 utility stocks we cover. For starters, Vectren is an energy holding company for three public regulated utilities operations: Indiana Gas, Southern Indiana Gas and Electric (SIGECO), and the Ohio operations. Read more » »

52-Week High Companies: MCD, WMT, PG
[8 Feb 2010 | No Comment]

By gururk. According to GuruFocus updates], these Guru stocks have reached their 52-Week Highs: McDonald’s Corp (MCD), Walmart Stores (WMT), and the Procter and Gamble Company (PG). Read more » »

Semtech Corp. (SMTC) President and CEO Mohan Maheswaran sells 1,500 Shares
[8 Feb 2010 | No Comment]

By insider. President and CEO of Semtech Corp. (SMTC) Mohan Maheswaran sells 1,500 shares of SMTC on 02/05/2010 at an average price of $14.67 a share. Read more » »

Black & Decker Corp. The (BDK) Sr. Vice President and CFO Stephen F Reeves sells 5,000 Shares
[8 Feb 2010 | No Comment]

By insider. Sr. Vice President and CFO of Black & Decker Corp. The (BDK) Stephen F Reeves sells 5,000 shares of BDK on 02/04/2010 at an average price of $69.7 a share. Read more » »

SOLERA HOLDINGS INC (SLH) President, CEO Tony Aquila sells 35,834 Shares
[8 Feb 2010 | No Comment]

By insider. President, CEO of SOLERA HOLDINGS INC (SLH) Tony Aquila sells 35,834 shares of SLH on 02/05/2010 at an average price of $33.88 a share. Read more » »

Weekly CFO Buy Highlights: WCC, MIPS, FPP, VZ, YAVY
[8 Feb 2010 | No Comment]

By gurujk. According to GuruFocus Insider Data, these are the largest CFO buys during the past week. Read more » »

The Value Investor’s Tale of Two Cities
[8 Feb 2010 | No Comment]

By Nathan Kawaguchi. It was the best of times, it was the worst of times… Read more » »

Zoltek Companies Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Zoltek Companies Inc. (ZOLT) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Dawson Geophysical Company Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Dawson Geophysical Company (DWSN) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Landauer Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Landauer Inc. (LDR) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Apollo Investment Corp. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Apollo Investment Corp. (AINV) filed Quarterly Report for the period ended 2009-12-31. Read more » »

DynCorp International Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. DynCorp International Inc. (DCP) filed Quarterly Report for the period ended 2010-01-01. Read more » »

Becton Dickinson and Company Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Becton Dickinson and Company (BDX) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Eagle Materials Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Eagle Materials Inc. (EXP) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Anchor BanCorp Wisconsin Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Anchor BanCorp Wisconsin Inc. (ABCW) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Alliance One International Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Alliance One International Inc. (AOI) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Health Management Associates Inc. (HMA) CFO Kelly E Curry buys 10,000 Shares
[8 Feb 2010 | No Comment]

By insider. Executive VP and CFO of Health Management Associates Inc. (HMA) Kelly E Curry buys 10,000 shares of HMA on 02/05/2010 at an average price of $6.76 a share. Read more » »

Buffalo Wild Wings Inc. (BWLD) Executive VP, CFO & Treasurer Mary J Twinem sells 2,000 Shares
[8 Feb 2010 | No Comment]

By insider. Executive VP, CFO & Treasurer of Buffalo Wild Wings Inc. (BWLD) Mary J Twinem sells 2,000 shares of BWLD on 02/05/2010 at an average price of $45.9 a share. Read more » »

ESCO Technologies Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. ESCO Technologies Inc. (ESE) filed Quarterly Report for the period ended 2010-02-08. Read more » »

Allied Healthcare Products Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Allied Healthcare Products Inc. (AHPI) filed Quarterly Report for the period ended 2009-12-31. Read more » »

Harman International Industries Inc. Reports Operating Results (10-Q)
[8 Feb 2010 | No Comment]

By 10qk. Harman International Industries Inc. (HAR) filed Quarterly Report for the period ended 2009-12-31. Read more » »