GuruFocus Updates 8 February 2010 Featured 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 » »