European Shorting
Number of Stocks: 352
Number of New Stocks: 51
Total Value: $29,980 Mil
Q/Q Turnover: 10%
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Premium Members Only)Ticker | Company | Date
|
Action |
Impact
|
Price Range (Average)* 
|
Current Price | Change from Average |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| COST | Costco Wholesale Cor... | 2007-09-30 | Reduce | -1.88% | $57 - $63.25 ($60.6) | $ 113.38 | 87% | Reduce -42.19% | 5,672,145 |  |
| APOL | Apollo Group Inc. | 2007-09-30 | Reduce | -0.01% | $55.1 - $63.58 ($59.2) | $ 20.61 | -65% | Reduce -98.12% | 33,390 | |
| OXY | Occidental Petroleum... | 2007-09-30 | Buy | $54.1 - $64.41 ($59) | $ 91.1 | 54% | New holding, 2656 sh. | 2,656 | | |
| ASN | ArchstoneSmith Trust | 2007-09-30 | Reduce | -0.05% | $55.55 - $60.14 ($58.4) | $ 60.7 | 4% | Reduce -65.35% | 175,000 | |
| TWX | Time Warner Inc. | 2007-09-30 | Add | 0.02% | $54.28 - $62.86 ($57.31) | $ 59.96 | 5% | Add 47.43% | 376,125 | |
| PHI | Philippine Long Dist... | 2007-09-30 | Sold Out | -0.01% | $50.39 - $64.34 ($57.1) | $ 76.24 | 34% | Sold Out | 0 | |
| MDP | Meredith Corp. | 2007-09-30 | Sold Out | -0.36% | $53.36 - $62.02 ($57.1) | $ 41.29 | -28% | Sold Out | 0 | |
| UPL | Ultra Petroleum Corp | 2007-09-30 | Buy | $53.4 - $62.04 ($56.6) | $ 22.9 | -60% | New holding, 1380 sh. | 1,380 | | |
| SRE | Sempra Energy | 2007-09-30 | Buy | $52.82 - $59.53 ($55.9) | $ 81.65 | 46% | New holding, 6000 sh. | 6,000 | | |
| NUE | Nucor Corp. | 2007-09-30 | Buy | 0.08% | $49.1 - $63.12 ($55.5) | $ 46.1 | -17% | New holding, 180000 sh. | 180,000 | |
| NVS | Novartis AG | 2007-09-30 | Buy | 0.01% | $52.65 - $55.33 ($54) | $ 74.62 | 38% | New holding, 13200 sh. | 13,200 | |
| AMGN | Amgen Inc. | 2007-09-30 | Add | 0.09% | $50.08 - $56.93 ($53.4) | $ 104.53 | 96% | Add 110.94% | 390,510 | |
| IDXX | IDEXX Laboratories I... | 2007-09-30 | Buy | $47.6 - $57.74 ($53.2) | $ 83.37 | 57% | New holding, 3500 sh. | 3,500 | | |
| MCY | Mercury General Corp... | 2007-09-30 | Buy | 0.02% | $50.08 - $55.44 ($53.1) | $ 45.67 | -14% | New holding, 49620 sh. | 49,620 | |
| OMC | Omnicom Group Inc. | 2007-09-30 | Sold Out | -0.92% | $48.09 - $53.44 ($51.1) | $ 62.1 | 22% | Sold Out | 0 | |
| JOY | Joy Global Inc. | 2007-09-30 | Sold Out | -0.03% | $43.39 - $63.8 ($50.3) | $ 56.82 | 13% | Sold Out | 0 | |
| HAE | Haemonetics Corp. | 2007-09-30 | Buy | $47.88 - $53.16 ($50.2) | $ 41.3 | -18% | New holding, 10000 sh. | 10,000 | | |
| MRK | Merck & Co. Inc. | 2007-09-30 | Buy | 0.01% | $48.65 - $51.82 ($50) | $ 46.71 | -7% | New holding, 15528 sh. | 15,528 | |
| SLM | SLM Corp. | 2007-09-30 | Buy | 0.08% | $47.88 - $57.9 ($50) | $ 22.9 | -54% | New holding, 210000 sh. | 210,000 | |
| SNE | Sony Corp. | 2007-09-30 | Add | 0.04% | $46.46 - $53.02 ($49) | $ 22.15 | -55% | Add 330.33% | 129,100 | |
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Jean-Marie Eveillard's Profile:Jean-Marie Eveillard is Chief Investment Officer of the Arnhold and S. Bleichroeder Advisers, LLC Global Value Team and Portfolio Manager of First Eagle Global, Overseas, Gold, U.S. Value and Overseas Variable Funds. He was born in Paris, came to the U.S. in 1968, and became portfolio manager in 1979. Mr. Eveilland is now the firm's adviser. Jean-Marie Eveillard's Performance:Average Annual Return of First Eagle Global Fund
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Jean-Marie Eveillard's Current Portfolio:
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