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 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 » »
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 » »
By gurujk. These are companies that raised their dividends recently: Read more » »
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 » »
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 » »
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 » »
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 » »
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 » »
By gurujk. According to GuruFocus Insider Data, these are the largest CFO buys during the past week. Read more » »
By Nathan Kawaguchi. It was the best of times, it was the worst of times… Read more » »
By 10qk. Zoltek Companies Inc. (ZOLT) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. Dawson Geophysical Company (DWSN) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. Landauer Inc. (LDR) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. Apollo Investment Corp. (AINV) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. DynCorp International Inc. (DCP) filed Quarterly Report for the period ended 2010-01-01. Read more » »
By 10qk. Becton Dickinson and Company (BDX) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. Eagle Materials Inc. (EXP) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. Anchor BanCorp Wisconsin Inc. (ABCW) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. Alliance One International Inc. (AOI) filed Quarterly Report for the period ended 2009-12-31. Read more » »
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 » »
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 » »
By 10qk. ESCO Technologies Inc. (ESE) filed Quarterly Report for the period ended 2010-02-08. Read more » »
By 10qk. Allied Healthcare Products Inc. (AHPI) filed Quarterly Report for the period ended 2009-12-31. Read more » »
By 10qk. Harman International Industries Inc. (HAR) filed Quarterly Report for the period ended 2009-12-31. Read more » »
