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Meridian Funds Buys SBAC, EWBC, NTCT, OTEX, USTR, PLL, PETM, Sells AMT, CCJ, NTAP, DNEX

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Richard Aster Jr of Meridian Fund just reported his first quarter portfolio. Meridian Growth Fund gained 31% in the last 12 months. It averaged 10.6% annually in the last 10 years. As of 03/31/2011, Meridian Fund owns 153 stocks with a total value of $3.3 billion. These are the details of the buys and sells.

This is the portfolio chart of Richard Aster Jr. You can click on the legend of the chart to show/hide buys, sells, or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.



For the details of Richard Aster Jr's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Richard+Aster+Jr

This is the sector weightings of his portfolio:

Industrials 23.6%
Technology 23.5%
Financials 15.9%
Consumer Services 11.6%
Consumer Goods 9.5%
Oil & Gas 6.4%
Health Care 4.3%
Basic Materials 3.9%
Utilities 1.2%


These are the top 5 holdings of Richard Aster Jr

  1. WILLIS GROUP HOLDINGS Ltd. (WSH) - 2,541,213 shares, 3.07% of the total portfolio. Shares added by 6.58%
  2. Citrix Systems Inc. (CTXS) - 1,098,195 shares, 2.42% of the total portfolio. Shares reduced by 1.46%
  3. Mattel Inc. (MAT) - 3,115,314 shares, 2.33% of the total portfolio. Shares added by 12.29%
  4. Autodesk Inc. (ADSK) - 1,670,525 shares, 2.21% of the total portfolio. Shares reduced by 4.82%
  5. Zebra Technologies Corp. (ZBRA) - 1,878,848 shares, 2.21% of the total portfolio. Shares added by 1.17%


Added: United Stationers Inc. (USTR)

Richard Aster Jr added to his holdings in United Stationers Inc. by 236.45%. His purchase prices were between $31.05 and $35.705, with an estimated average price of $32.95. The impact to his portfolio due to this purchase was 0.84%. His holdings were 559,535 shares as of 03/31/2011.

United Stationers Inc. is one of North America's largest distributors of business products to resellers. United Stationers Inc. has a market cap of $1.63 billion; its shares were traded at around $70.2 with a P/E ratio of 15.3 and P/S ratio of 0.3. The dividend yield of United Stationers Inc. stocks is 1.5%. United Stationers Inc. had an annual average earnings growth of 12.5% over the past 10 years.

Added: Pall Corp. (PLL)

Richard Aster Jr added to his holdings in Pall Corp. by 111.53%. His purchase prices were between $48.66 and $57.45, with an estimated average price of $53.52. The impact to his portfolio due to this purchase was 0.81%. His holdings were 892,095 shares as of 03/31/2011.

Pall Corporation is a supplier of fine filters, principally made by the Company using its proprietary filter media, and other fluid clarification and separations equipment for the removal of solid, liquid and gaseous contaminants from a wide variety of liquids and gases. Pall Corp. has a market cap of $6.52 billion; its shares were traded at around $56.19 with a P/E ratio of 21.7 and P/S ratio of 2.7. The dividend yield of Pall Corp. stocks is 1.2%. Pall Corp. had an annual average earnings growth of 11.3% over the past 10 years. GuruFocus rated Pall Corp. the business predictability rank of 3.5-star.

Added: Petsmart Inc. (PETM)

Richard Aster Jr added to his holdings in Petsmart Inc. by 60.22%. His purchase prices were between $38.61 and $42.56, with an estimated average price of $40.71. The impact to his portfolio due to this purchase was 0.58%. His holdings were 1,260,265 shares as of 03/31/2011.

PETSMART, INC. is a operator of superstores specializing in pet food, supplies and services in the United States. Petsmart Inc. has a market cap of $4.86 billion; its shares were traded at around $42.3 with a P/E ratio of 21 and P/S ratio of 0.9. The dividend yield of Petsmart Inc. stocks is 1.2%. Petsmart Inc. had an annual average earnings growth of 17% over the past 10 years. GuruFocus rated Petsmart Inc. the business predictability rank of 2.5-star.

Added: Ametek Inc. (AME)

Richard Aster Jr added to his holdings in Ametek Inc. by 40.61%. His purchase prices were between $39.01 and $43.85, with an estimated average price of $41.38. The impact to his portfolio due to this purchase was 0.45%. His holdings were 1,176,800 shares as of 03/31/2011.

AMETEK is a global manufacturer of electric motors andelectronic instruments. Ametek Inc. has a market cap of $7.12 billion; its shares were traded at around $44.24 with a P/E ratio of 22.3 and P/S ratio of 2.9. The dividend yield of Ametek Inc. stocks is 0.5%. Ametek Inc. had an annual average earnings growth of 41.6% over the past 10 years. GuruFocus rated Ametek Inc. the business predictability rank of 5-star.

Added: Jones Lang Lasalle Inc. (JLL)

Richard Aster Jr added to his holdings in Jones Lang Lasalle Inc. by 37.54%. His purchase prices were between $83.92 and $102.57, with an estimated average price of $94.77. The impact to his portfolio due to this purchase was 0.44%. His holdings were 533,880 shares as of 03/31/2011.

Jones Lang Lasalle, Inc. is a full-service real estate firm that provides management services, corporate and financial services and investment management services to corporations and other real estate owners, users and investors worldwide. Jones Lang Lasalle Inc. has a market cap of $4.23 billion; its shares were traded at around $98.72 with a P/E ratio of 27 and P/S ratio of 1.4. The dividend yield of Jones Lang Lasalle Inc. stocks is 0.2%. Jones Lang Lasalle Inc. had an annual average earnings growth of 9.3% over the past 10 years. GuruFocus rated Jones Lang Lasalle Inc. the business predictability rank of 2.5-star.

Added: Noble Energy Inc. (NBL)

Richard Aster Jr added to his holdings in Noble Energy Inc. by 48.95%. His purchase prices were between $82.34 and $98, with an estimated average price of $89.18. The impact to his portfolio due to this purchase was 0.43%. His holdings were 457,480 shares as of 03/31/2011.

Noble Energy, the parent company of Samedan Oil Corporation, Noble Gas Marketing, Inc. Noble Energy Inc. has a market cap of $15.71 billion; its shares were traded at around $89.13 with a P/E ratio of 18.9 and P/S ratio of 5.2. The dividend yield of Noble Energy Inc. stocks is 0.8%. Noble Energy Inc. had an annual average earnings growth of 10.7% over the past 10 years.

Added: Cracker Barrel Old Country Store Inc (CBRL)

Richard Aster Jr added to his holdings in Cracker Barrel Old Country Store Inc by 35.61%. His purchase prices were between $47.45 and $54.88, with an estimated average price of $51.09. The impact to his portfolio due to this purchase was 0.39%. His holdings were 1,020,736 shares as of 03/31/2011.

Cracker Barrel Old Country Store, Inc., formerly CBRL Group, Inc. Cracker Barrel Old Country Store Inc has a market cap of $1.17 billion; its shares were traded at around $50.43 with a P/E ratio of 12.6 and P/S ratio of 0.5. The dividend yield of Cracker Barrel Old Country Store Inc stocks is 1.8%. Cracker Barrel Old Country Store Inc had an annual average earnings growth of 14.4% over the past 10 years. GuruFocus rated Cracker Barrel Old Country Store Inc the business predictability rank of 4-star.

Added: Bed Bath & Beyond Inc. (BBBY)

Richard Aster Jr added to his holdings in Bed Bath & Beyond Inc. by 39.74%. His purchase prices were between $45.07 and $50.82, with an estimated average price of $48.2. The impact to his portfolio due to this purchase was 0.38%. His holdings were 923,700 shares as of 03/31/2011.

Bed Bath & Beyond is a nationwide operator of `superstores` selling predominantly better quality domestics merchandise and home furnishings typically found in better department stores. Bed Bath & Beyond Inc. has a market cap of $14.15 billion; its shares were traded at around $55.53 with a P/E ratio of 18 and P/S ratio of 1.6. Bed Bath & Beyond Inc. had an annual average earnings growth of 14.6% over the past 10 years. GuruFocus rated Bed Bath & Beyond Inc. the business predictability rank of 2.5-star.

Added: Lincoln Electric Holdings Inc. (LECO)

Richard Aster Jr added to his holdings in Lincoln Electric Holdings Inc. by 100%. His purchase prices were between $32.635 and $37.41, with an estimated average price of $35.1. The impact to his portfolio due to this purchase was 0.35%. His holdings were 303,800 shares as of 03/31/2011.

Lincoln Electric Holdings, Inc. is a full-line manufacturer of welding and cutting products and integral horsepower industrial electric motors. Lincoln Electric Holdings Inc. has a market cap of $3.17 billion; its shares were traded at around $75.18 with a P/E ratio of 21.7 and P/S ratio of 1.6. The dividend yield of Lincoln Electric Holdings Inc. stocks is 1.6%. Lincoln Electric Holdings Inc. had an annual average earnings growth of 8.7% over the past 10 years.

Added: Wells Fargo & Co. (WFC)

Richard Aster Jr added to his holdings in Wells Fargo & Co. by 97.54%. His purchase prices were between $30.99 and $34.1, with an estimated average price of $32.23. The impact to his portfolio due to this purchase was 0.34%. His holdings were 724,000 shares as of 03/31/2011.

Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage and consumer finance services through stores, its Internet site and other distribution channels across North America as well as internationally. Wells Fargo & Co. has a market cap of $151.95 billion; its shares were traded at around $28.78 with a P/E ratio of 11.8 and P/S ratio of 1.7. The dividend yield of Wells Fargo & Co. stocks is 0.7%. Wells Fargo & Co. had an annual average earnings growth of 5.4% over the past 10 years.

Added: Alexander & Baldwin Inc (ALEX)

Richard Aster Jr added to his holdings in Alexander & Baldwin Inc by 97.41%. His purchase prices were between $39.69 and $45.57, with an estimated average price of $41.57. The impact to his portfolio due to this purchase was 0.31%. His holdings were 457,200 shares as of 03/31/2011.

ALEXANDER & BALDWIN, INC. through its subsidiaries, is engaged principally in ocean transportation of goods between west coast of U. Alexander & Baldwin Inc has a market cap of $2.01 billion; its shares were traded at around $48.43 with a P/E ratio of 33.4 and P/S ratio of 1.2. The dividend yield of Alexander & Baldwin Inc stocks is 2.7%.

Added: Expeditors International Of Washington Inc. (EXPD)

Richard Aster Jr added to his holdings in Expeditors International Of Washington Inc. by 24.4%. His purchase prices were between $46.54 and $55.36, with an estimated average price of $51.05. The impact to his portfolio due to this purchase was 0.3%. His holdings were 1,015,105 shares as of 03/31/2011.

Expeditors International of Washington, Inc. is engaged in the business ofproviding global logistics services. Expeditors International Of Washington Inc. has a market cap of $11.2 billion; its shares were traded at around $52.8 with a P/E ratio of 32.9 and P/S ratio of 1.9. The dividend yield of Expeditors International Of Washington Inc. stocks is 0.7%. Expeditors International Of Washington Inc. had an annual average earnings growth of 14.5% over the past 10 years. GuruFocus rated Expeditors International Of Washington Inc. the business predictability rank of 3.5-star.

Added: Coach Inc. (COH)

Richard Aster Jr added to his holdings in Coach Inc. by 25.02%. His purchase prices were between $49.83 and $58.28, with an estimated average price of $54.1. The impact to his portfolio due to this purchase was 0.3%. His holdings were 957,310 shares as of 03/31/2011.

Coach Inc. is a designer, producer and marketer of high-quality, modern, American classic accessories that complement the diverse lifestyles of discerning women and men. Coach Inc. has a market cap of $17.34 billion; its shares were traded at around $58.63 with a P/E ratio of 20.3 and P/S ratio of 4.8. The dividend yield of Coach Inc. stocks is 1%. Coach Inc. had an annual average earnings growth of 33.5% over the past 10 years. GuruFocus rated Coach Inc. the business predictability rank of 4-star.

Added: Brown & Brown Inc. (BRO)

Richard Aster Jr added to his holdings in Brown & Brown Inc. by 16.45%. His purchase prices were between $23.87 and $26.51, with an estimated average price of $25.03. The impact to his portfolio due to this purchase was 0.27%. His holdings were 2,433,767 shares as of 03/31/2011.

Brown & Brown, Inc. and its subsidiaries offer a broad range of insurance and reinsurance products and services, as well as risk management, third party administration, managed health care, and Medicare set-aside services and programs. Brown & Brown Inc. has a market cap of $3.62 billion; its shares were traded at around $25.36 with a P/E ratio of 22.3 and P/S ratio of 3.7. The dividend yield of Brown & Brown Inc. stocks is 1.3%. Brown & Brown Inc. had an annual average earnings growth of 10.9% over the past 10 years.

Added: Mattel Inc. (MAT)

Richard Aster Jr added to his holdings in Mattel Inc. by 12.29%. His purchase prices were between $23.51 and $25.85, with an estimated average price of $24.8. The impact to his portfolio due to this purchase was 0.26%. His holdings were 3,115,314 shares as of 03/31/2011.

Mattel, Inc. designs, manufactures, and markets a broad variety of family products on a worldwide basis through both sales to retailers anddirect to consumers. Mattel Inc. has a market cap of $9.31 billion; its shares were traded at around $26.75 with a P/E ratio of 14.4 and P/S ratio of 1.6. The dividend yield of Mattel Inc. stocks is 0.9%. Mattel Inc. had an annual average earnings growth of 3% over the past 10 years. GuruFocus rated Mattel Inc. the business predictability rank of 4-star.

Added: Dentsply International Inc. (XRAY)

Richard Aster Jr added to his holdings in Dentsply International Inc. by 19.38%. His purchase prices were between $34.17 and $37.94, with an estimated average price of $36.17. The impact to his portfolio due to this purchase was 0.24%. His holdings were 1,309,586 shares as of 03/31/2011.

DENTSPLY International Inc. designs, develops, manufactures and markets products in two principal categories: dental consumable and laboratory products, and dental equipment. Dentsply International Inc. has a market cap of $5.35 billion; its shares were traded at around $37.62 with a P/E ratio of 19.3 and P/S ratio of 2.4. The dividend yield of Dentsply International Inc. stocks is 0.5%. Dentsply International Inc. had an annual average earnings growth of 8.9% over the past 10 years. GuruFocus rated Dentsply International Inc. the business predictability rank of 4-star.

Added: Willis Group Holdings Ltd. (WSH)

Richard Aster Jr added to his holdings in Willis Group Holdings Ltd. by 6.58%. His purchase prices were between $34.57 and $39.98, with an estimated average price of $37.66. The impact to his portfolio due to this purchase was 0.19%. His holdings were 2,541,213 shares as of 03/31/2011.

Willis Group is a global insurance broker providing specialized risk management, advisory, and other services to a broad range of corporate andinstitutional clients, with particular expertise in the construction, aerospace, marine and energy industries. Willis Group Holdings Ltd. has a market cap of $7.02 billion; its shares were traded at around $40.94 with a P/E ratio of 14.9 and P/S ratio of 2.1. The dividend yield of Willis Group Holdings Ltd. stocks is 2.6%. Willis Group Holdings Ltd. had an annual average earnings growth of 8.3% over the past 10 years. GuruFocus rated Willis Group Holdings Ltd. the business predictability rank of 4-star.

Added: Rollins Inc. (ROL)

Richard Aster Jr added to his holdings in Rollins Inc. by 11.96%. His purchase prices were between $18.81 and $20.1, with an estimated average price of $19.41. The impact to his portfolio due to this purchase was 0.16%. His holdings were 2,492,248 shares as of 03/31/2011.

Rollins Inc. provides services to both residential and commercial customers. Rollins Inc. has a market cap of $2.98 billion; its shares were traded at around $20.17 with a P/E ratio of 32.5 and P/S ratio of 2.7. The dividend yield of Rollins Inc. stocks is 1.4%. Rollins Inc. had an annual average earnings growth of 43.5% over the past 10 years. GuruFocus rated Rollins Inc. the business predictability rank of 4.5-star.

Added: J.b. Hunt Transport Services Inc. (JBHT)

Richard Aster Jr added to his holdings in J.b. Hunt Transport Services Inc. by 9.31%. His purchase prices were between $40.45 and $44.43, with an estimated average price of $42.09. The impact to his portfolio due to this purchase was 0.16%. His holdings were 1,386,275 shares as of 03/31/2011.

J.B. Hunt Transport Services, Inc., together with its wholly-owned subsidiaries, is a diversified transportation services and logistics company. J.b. Hunt Transport Services Inc. has a market cap of $5.65 billion; its shares were traded at around $46.52 with a P/E ratio of 27.8 and P/S ratio of 1.5. The dividend yield of J.b. Hunt Transport Services Inc. stocks is 1.1%. J.b. Hunt Transport Services Inc. had an annual average earnings growth of 13.2% over the past 10 years. GuruFocus rated J.b. Hunt Transport Services Inc. the business predictability rank of 3-star.

Added: Advent Software Inc. (ADVS)

Richard Aster Jr added to his holdings in Advent Software Inc. by 13.26%. His purchase prices were between $26.41 and $30.91, with an estimated average price of $28.94. The impact to his portfolio due to this purchase was 0.16%. His holdings were 1,623,819 shares as of 03/31/2011.

Advent Software, Inc. is a provider of Enterprise Investment Management solutions that automate and integrate mission-critical functions for investment management professionals. Advent Software Inc. has a market cap of $1.37 billion; its shares were traded at around $26.14 with a P/E ratio of 47.1 and P/S ratio of 4.9. Advent Software Inc. had an annual average earnings growth of 38.6% over the past 5 years.

Added: Blackbaud Inc. (BLKB)

Richard Aster Jr added to his holdings in Blackbaud Inc. by 12.2%. His purchase prices were between $24.87 and $27.16, with an estimated average price of $26.26. The impact to his portfolio due to this purchase was 0.15%. His holdings were 1,734,769 shares as of 03/31/2011.

Blackbaud is the global provider of software and related services designed specifically for nonprofit organizations. Blackbaud Inc. has a market cap of $1.18 billion; its shares were traded at around $26.58 with a P/E ratio of 34.1 and P/S ratio of 3.6. The dividend yield of Blackbaud Inc. stocks is 1.8%.

Added: Micros Systems Inc. (MCRS)

Richard Aster Jr added to his holdings in Micros Systems Inc. by 9.85%. His purchase prices were between $43.68 and $49.61, with an estimated average price of $46.88. The impact to his portfolio due to this purchase was 0.14%. His holdings were 1,055,097 shares as of 03/31/2011.

MICROS Systems, Inc. provides enterprise applications for the hospitality industry worldwide. Micros Systems Inc. has a market cap of $4.05 billion; its shares were traded at around $50.06 with a P/E ratio of 29.5 and P/S ratio of 4.4. Micros Systems Inc. had an annual average earnings growth of 24.5% over the past 10 years. GuruFocus rated Micros Systems Inc. the business predictability rank of 4.5-star.

Added: Bmc Software Inc. (BMC)

Richard Aster Jr added to his holdings in Bmc Software Inc. by 9.45%. His purchase prices were between $46.98 and $50.98, with an estimated average price of $48.67. The impact to his portfolio due to this purchase was 0.14%. His holdings were 1,068,945 shares as of 03/31/2011.

BMC Software provides software products on a worldwide basis that significantly increase the productivity, reliability and recoverability of its customers' core information technology operations, including their software applications and the systems on which they run. Bmc Software Inc. has a market cap of $8.76 billion; its shares were traded at around $49.07 with a P/E ratio of 18.5 and P/S ratio of 4.6. Bmc Software Inc. had an annual average earnings growth of 54.8% over the past 5 years.

Added: Solera Holdings Inc. (SLH)

Richard Aster Jr added to his holdings in Solera Holdings Inc. by 9.68%. His purchase prices were between $48.68 and $54.18, with an estimated average price of $51.39. The impact to his portfolio due to this purchase was 0.13%. His holdings were 980,800 shares as of 03/31/2011.

SOLERA HOLDINGS INC is an integrated group of automotive claims solutions companies with the vision to continuously improve the automobile insurance claims processing industry worldwide. Solera Holdings Inc. has a market cap of $3.77 billion; its shares were traded at around $53.58 with a P/E ratio of 25.2 and P/S ratio of 5.9. The dividend yield of Solera Holdings Inc. stocks is 0.6%.

Added: Waste Connections Inc. (WCN)

Richard Aster Jr added to his holdings in Waste Connections Inc. by 7.78%. His purchase prices were between $27.11 and $29.82, with an estimated average price of $28.57. The impact to his portfolio due to this purchase was 0.13%. His holdings were 2,106,228 shares as of 03/31/2011.

Waste Connections, Inc. is a regional, integrated solid waste services company that provides solid waste collection, transfer, disposal and recycling services in secondary markets of the Western U. Waste Connections Inc. has a market cap of $3.47 billion; its shares were traded at around $30.51 with a P/E ratio of 23.2 and P/S ratio of 2.6. The dividend yield of Waste Connections Inc. stocks is 1%. Waste Connections Inc. had an annual average earnings growth of 9.2% over the past 10 years. GuruFocus rated Waste Connections Inc. the business predictability rank of 4.5-star.

Added: Herman Miller Inc. (MLHR)

Richard Aster Jr added to his holdings in Herman Miller Inc. by 10.36%. His purchase prices were between $23.56 and $27.35, with an estimated average price of $25.58. The impact to his portfolio due to this purchase was 0.12%. His holdings were 1,521,100 shares as of 03/31/2011.

Herman Miller & Co. is engaged primarily in the design, manufacture, and sale of furniture systems and furniture, and related products and services, for offices, and, to a lesser extent, for health-care facilities and other uses. Herman Miller Inc. has a market cap of $1.42 billion; its shares were traded at around $24.83 with a P/E ratio of 27.3 and P/S ratio of 1.1. The dividend yield of Herman Miller Inc. stocks is 0.3%. Herman Miller Inc. had an annual average earnings growth of 23.4% over the past 10 years.

Added: Ultra Petroleum Corp. (UPL)

Richard Aster Jr added to his holdings in Ultra Petroleum Corp. by 41.19%. His purchase prices were between $42.42 and $49.92, with an estimated average price of $46.46. The impact to his portfolio due to this purchase was 0.12%. His holdings were 283,500 shares as of 03/31/2011.

Ultra Petroleum is an independent, exploration and production company focused on developing its long life natural gas reserves in the Green River Basin of Wyoming, and oil reserves in Bohai Bay, offshore China. Ultra Petroleum Corp. has a market cap of $7.29 billion; its shares were traded at around $47.79 with a P/E ratio of 21.8 and P/S ratio of 7.4.

Added: Affiliated Managers Group (AMG)

Richard Aster Jr added to his holdings in Affiliated Managers Group by 6.33%. His purchase prices were between $98.41 and $112.2, with an estimated average price of $103.78. The impact to his portfolio due to this purchase was 0.11%. His holdings were 576,179 shares as of 03/31/2011.

Affiliated Managers Group Inc. is an asset management holding company which acquires majority interests in mid-sized investment management firms. Affiliated Managers Group has a market cap of $5.45 billion; its shares were traded at around $105.02 with a P/E ratio of 16.2 and P/S ratio of 4.1. Affiliated Managers Group had an annual average earnings growth of 5.1% over the past 10 years.

Added: Cvb Financial Corp. (CVBF)

Richard Aster Jr added to his holdings in Cvb Financial Corp. by 20.17%. His purchase prices were between $7.85 and $9.13, with an estimated average price of $8.42. The impact to his portfolio due to this purchase was 0.1%. His holdings were 2,053,250 shares as of 03/31/2011.

CVB Financial Corp. is a bank holding company. CVB's principal business is to serve as a holding company for the Bank, Community, Ventures, and for other banking or banking related subsidiaries which the Company may establish or acquire. Cvb Financial Corp. has a market cap of $1 billion; its shares were traded at around $9.43 with a P/E ratio of 15.8 and P/S ratio of 2.7. The dividend yield of Cvb Financial Corp. stocks is 3.6%. Cvb Financial Corp. had an annual average earnings growth of 5.1% over the past 10 years.

Added: Valspar Corp. (VAL)

Richard Aster Jr added to his holdings in Valspar Corp. by 5.6%. His purchase prices were between $33.97 and $39.14, with an estimated average price of $37.22. The impact to his portfolio due to this purchase was 0.1%. His holdings were 1,611,405 shares as of 03/31/2011.

The Valspar Corporation is a global leader in the paint and coatings industry, with a broad range of products including industrial, architectural, packaging, automotive refinish and floor coatings, and specialty polymers and colorants. Valspar Corp. has a market cap of $3.67 billion; its shares were traded at around $38.28 with a P/E ratio of 16.9 and P/S ratio of 1.1. The dividend yield of Valspar Corp. stocks is 1.9%. Valspar Corp. had an annual average earnings growth of 5.1% over the past 10 years. GuruFocus rated Valspar Corp. the business predictability rank of 3.5-star.

Added: Nuance Communications Inc. (NUAN)

Richard Aster Jr added to his holdings in Nuance Communications Inc. by 11.03%. His purchase prices were between $17.015 and $20.8, with an estimated average price of $19.01. The impact to his portfolio due to this purchase was 0.09%. His holdings were 1,576,030 shares as of 03/31/2011.

Nuance Communications, Inc. is the provider of speech and imaging solutions for businesses and consumers around the world. Nuance Communications Inc. has a market cap of $6.03 billion; its shares were traded at around $20.05 with a P/E ratio of 23.8 and P/S ratio of 5.4. Nuance Communications Inc. had an annual average earnings growth of 30.6% over the past 5 years.

New Purchase: Sba Communications Corp. (SBAC)

Richard Aster Jr initiated holdings in Sba Communications Corp.. His purchase prices were between $36.94 and $44.26, with an estimated average price of $41.01. The impact to his portfolio due to this purchase was 1.56%. His holdings were 1,316,155 shares as of 03/31/2011.

SBA Communications Corp. is a independent owner and operator of wireless communications infrastructure in the United States. Sba Communications Corp. has a market cap of $4.34 billion; its shares were traded at around $37.76 with and P/S ratio of 7. Sba Communications Corp. had an annual average earnings growth of 11.2% over the past 10 years.

New Purchase: East West Bancorp Inc. (EWBC)

Richard Aster Jr initiated holdings in East West Bancorp Inc.. His purchase prices were between $19.55 and $23.64, with an estimated average price of $21.92. The impact to his portfolio due to this purchase was 1.51%. His holdings were 2,298,140 shares as of 03/31/2011.

East West Bancorp, Inc. is the holding company for East West Bank, East West Capital Trust I, East West Capital Trust II and Risk Services, Inc. East West Bancorp Inc. has a market cap of $3.16 billion; its shares were traded at around $21.29 with a P/E ratio of 20 and P/S ratio of 2.8. The dividend yield of East West Bancorp Inc. stocks is 0.2%. East West Bancorp Inc. had an annual average earnings growth of 3.2% over the past 10 years.

New Purchase: Netscout Systems Inc. (NTCT)

Richard Aster Jr initiated holdings in Netscout Systems Inc.. His purchase prices were between $22.4 and $27.44, with an estimated average price of $25.11. The impact to his portfolio due to this purchase was 0.8%. His holdings were 977,875 shares as of 03/31/2011.

NetScout Systems designs, develops, manufactures, markets and supports afamily of integrated products that enable optimization of the performance and cost management of complex, high-speed networks, including their ability to deliver critical business applications and content to end-users efficiently. Netscout Systems Inc. has a market cap of $1 billion; its shares were traded at around $23.77 with a P/E ratio of 26.5 and P/S ratio of 3.4.

New Purchase: Open Text Corp. (OTEX)

Richard Aster Jr initiated holdings in Open Text Corp.. His purchase prices were between $46.06 and $61.85, with an estimated average price of $53.8. The impact to his portfolio due to this purchase was 0.78%. His holdings were 420,480 shares as of 03/31/2011.

Open Text Corp. has pioneered the development of innovative intranet, extranet and e-Business applications. Open Text Corp. has a market cap of $3.45 billion; its shares were traded at around $60.54 with a P/E ratio of 16.2 and P/S ratio of 3.9. Open Text Corp. had an annual average earnings growth of 24.1% over the past 10 years.

New Purchase: Mohawk Industries Inc. (MHK)

Richard Aster Jr initiated holdings in Mohawk Industries Inc.. His purchase prices were between $55.25 and $60.45, with an estimated average price of $57.81. The impact to his portfolio due to this purchase was 0.77%. His holdings were 421,765 shares as of 03/31/2011.

Mohawk Industries, Inc. is one of the producers of woven and tufted broadloom carpet and rugs for principally residential applications. Mohawk Industries Inc. has a market cap of $4.24 billion; its shares were traded at around $61.75 with a P/E ratio of 24.5 and P/S ratio of 0.8.

New Purchase: Eog Resources Inc. (EOG)

Richard Aster Jr initiated holdings in Eog Resources Inc.. His purchase prices were between $91.41 and $119.67, with an estimated average price of $105.23. The impact to his portfolio due to this purchase was 0.77%. His holdings were 216,700 shares as of 03/31/2011.

EOG Resources, Inc. is engaged, either directly or through a marketing subsidiary with regard to domestic operations or through various subsidiaries with regard to international operations, in the exploration for, and the development, production and marketing of, natural gas and crude oil primarily in major producing basins in the United States, as well as in Canada and Trinidad. Eog Resources Inc. has a market cap of $28.28 billion; its shares were traded at around $106.28 with a P/E ratio of 90.1 and P/S ratio of 4.6. The dividend yield of Eog Resources Inc. stocks is 0.6%. Eog Resources Inc. had an annual average earnings growth of 15.1% over the past 10 years.

New Purchase: Flowserve Corp. (FLS)

Richard Aster Jr initiated holdings in Flowserve Corp.. His purchase prices were between $114.97 and $132.13, with an estimated average price of $123.87. The impact to his portfolio due to this purchase was 0.58%. His holdings were 149,800 shares as of 03/31/2011.

Flowserve Corporation is one of the world's providers of industrial flow management services. Flowserve Corp. has a market cap of $6.79 billion; its shares were traded at around $121.83 with a P/E ratio of 16.7 and P/S ratio of 1.7. The dividend yield of Flowserve Corp. stocks is 1%. Flowserve Corp. had an annual average earnings growth of 14.8% over the past 10 years.

New Purchase: Bally Technologies Inc (BYI)

Richard Aster Jr initiated holdings in Bally Technologies Inc. His purchase prices were between $34.58 and $43.41, with an estimated average price of $39.12. The impact to his portfolio due to this purchase was 0.3%. His holdings were 268,000 shares as of 03/31/2011.

New Purchase: Cintas Corp. (CTAS)

Richard Aster Jr initiated holdings in Cintas Corp.. His purchase prices were between $27.32 and $29.8, with an estimated average price of $28.53. The impact to his portfolio due to this purchase was 0.28%. His holdings were 313,800 shares as of 03/31/2011.

Cintas Corp. provides a specialized service to businesses of all types - from small service and manufacturing companies to major corporations. Cintas Corp. has a market cap of $4.52 billion; its shares were traded at around $31.08 with a P/E ratio of 20.2 and P/S ratio of 1.3. The dividend yield of Cintas Corp. stocks is 1.6%. Cintas Corp. had an annual average earnings growth of 3.7% over the past 10 years.

New Purchase: General Cable Corp. (BGC)

Richard Aster Jr initiated holdings in General Cable Corp.. His purchase prices were between $33.71 and $45.48, with an estimated average price of $40.18. The impact to his portfolio due to this purchase was 0.28%. His holdings were 216,500 shares as of 03/31/2011.

New Purchase: Mobile Mini Inc. (MINI)

Richard Aster Jr initiated holdings in Mobile Mini Inc.. His purchase prices were between $19.47 and $23.7, with an estimated average price of $21.29. The impact to his portfolio due to this purchase was 0.22%. His holdings were 303,495 shares as of 03/31/2011.

Mobile Mini, Inc. provides attractive, accessible temporary storage for a diversified customer, including Wal-Mart, Motorola, Frito Lay, Holiday Inns, Target, numerous municipalities and the Department of Defense. Mobile Mini Inc. has a market cap of $878.5 million; its shares were traded at around $23.88 with a P/E ratio of 44.3 and P/S ratio of 2.7. Mobile Mini Inc. had an annual average earnings growth of 23.3% over the past 10 years. GuruFocus rated Mobile Mini Inc. the business predictability rank of 4-star.

New Purchase: Heartland Payment Systems Inc. (HPY)

Richard Aster Jr initiated holdings in Heartland Payment Systems Inc.. His purchase prices were between $15.42 and $19.9, with an estimated average price of $17.41. The impact to his portfolio due to this purchase was 0.21%. His holdings were 408,800 shares as of 03/31/2011.

New Purchase: Mine Safety Appliances (MSA)

Richard Aster Jr initiated holdings in Mine Safety Appliances. His purchase prices were between $30.15 and $36.2, with an estimated average price of $33.01. The impact to his portfolio due to this purchase was 0.02%. His holdings were 14,300 shares as of 03/31/2011.

New Purchase: Kimco Realty Corp. (KIM)

Richard Aster Jr initiated holdings in Kimco Realty Corp.. His purchase prices were between $17.18 and $19.38, with an estimated average price of $18.15. The impact to his portfolio due to this purchase was 0.02%. His holdings were 30,680 shares as of 03/31/2011.

New Purchase: Walmart Stores Inc. (WMT)

Richard Aster Jr initiated holdings in Walmart Stores Inc.. His purchase prices were between $51.37 and $57.57, with an estimated average price of $53.98. The impact to his portfolio due to this purchase was 0.01%. His holdings were 9,515 shares as of 03/31/2011.

Wal-Mart Stores, Inc. is the world's largest retailer. Walmart Stores Inc. has a market cap of $193.03 billion; its shares were traded at around $55.37 with a P/E ratio of 13.6 and P/S ratio of 0.5. The dividend yield of Walmart Stores Inc. stocks is 2.6%. Walmart Stores Inc. had an annual average earnings growth of 11.1% over the past 10 years. GuruFocus rated Walmart Stores Inc. the business predictability rank of 5-star.

Reduced: Family Dollar Stores Inc (FDO)

Richard Aster Jr reduced to his holdings in Family Dollar Stores Inc by 41.25%. His sale prices were between $41.38 and $53.25, with an estimated average price of $47.48. The impact to his portfolio due to this sale was -0.51%. Richard Aster Jr still held 471,170 shares as of 03/31/2011.

Family Dollar Stores, Inc. is one of the fastest growing discount store chains in the United States. Family Dollar Stores Inc has a market cap of $6.81 billion; its shares were traded at around $53.86 with a P/E ratio of 18.6 and P/S ratio of 0.9. The dividend yield of Family Dollar Stores Inc stocks is 1.3%. Family Dollar Stores Inc had an annual average earnings growth of 8.1% over the past 10 years. GuruFocus rated Family Dollar Stores Inc the business predictability rank of 4-star.

Reduced: Nvidia Corp. (NVDA)

Richard Aster Jr reduced to his holdings in Nvidia Corp. by 94.34%. His sale prices were between $15.4 and $25.68, with an estimated average price of $21.23. The impact to his portfolio due to this sale was -0.5%. Richard Aster Jr still held 49,937 shares as of 03/31/2011.

Reduced: Edwards Lifesciences Corp (EW)

Richard Aster Jr reduced to his holdings in Edwards Lifesciences Corp by 34.25%. His sale prices were between $78.65 and $91.36, with an estimated average price of $85.6. The impact to his portfolio due to this sale was -0.47%. Richard Aster Jr still held 343,999 shares as of 03/31/2011.

Edwards Lifesciences Corp. a leader in advanced cardiovascular disease treatments, is the number-one heart valve company in the world and the global leader in acute hemodynamic monitoring. Edwards Lifesciences Corp has a market cap of $9.82 billion; its shares were traded at around $85.53 with a P/E ratio of 43.5 and P/S ratio of 6.8. Edwards Lifesciences Corp had an annual average earnings growth of 10.9% over the past 10 years. GuruFocus rated Edwards Lifesciences Corp the business predictability rank of 5-star.

Reduced: Copart Inc. (CPRT)

Richard Aster Jr reduced to his holdings in Copart Inc. by 52.15%. His sale prices were between $37.35 and $42.97, with an estimated average price of $40.16. The impact to his portfolio due to this sale was -0.41%. Richard Aster Jr still held 291,455 shares as of 03/31/2011.

Copart, Inc. provides vehicle suppliers, primarily insurance companies, with a full range of services to process and sell salvage vehicles through auctions, principally to licensed dismantlers, rebuilders and used vehicle dealers. Copart Inc. has a market cap of $3.2 billion; its shares were traded at around $45.46 with a P/E ratio of 24.6 and P/S ratio of 4.1. Copart Inc. had an annual average earnings growth of 12.7% over the past 10 years. GuruFocus rated Copart Inc. the business predictability rank of 4.5-star.

Reduced: Forrest Oil Corp. (FST)

Richard Aster Jr reduced to his holdings in Forrest Oil Corp. by 55.68%. His sale prices were between $33.32 and $39.71, with an estimated average price of $36.83. The impact to his portfolio due to this sale was -0.36%. Richard Aster Jr still held 252,300 shares as of 03/31/2011.

Reduced: Waste Management Inc. (WM)

Richard Aster Jr reduced to his holdings in Waste Management Inc. by 42.27%. His sale prices were between $36.04 and $38.34, with an estimated average price of $37.23. The impact to his portfolio due to this sale was -0.31%. Richard Aster Jr still held 377,690 shares as of 03/31/2011.

Waste Management Inc. provides integrated waste management services in North America and internationally. Waste Management Inc. has a market cap of $18.57 billion; its shares were traded at around $39.06 with a P/E ratio of 18.4 and P/S ratio of 1.5. The dividend yield of Waste Management Inc. stocks is 3.5%. Waste Management Inc. had an annual average earnings growth of 5% over the past 10 years. GuruFocus rated Waste Management Inc. the business predictability rank of 3.5-star.

Reduced: Nalco Holding Company (NLC)

Richard Aster Jr reduced to his holdings in Nalco Holding Company by 39.11%. His sale prices were between $25.13 and $31.94, with an estimated average price of $27.8. The impact to his portfolio due to this sale was -0.28%. Richard Aster Jr still held 521,200 shares as of 03/31/2011.

Reduced: Biomarin Pharmaceutical Inc. (BMRN)

Richard Aster Jr reduced to his holdings in Biomarin Pharmaceutical Inc. by 51.54%. His sale prices were between $23.46 and $28.29, with an estimated average price of $25.46. The impact to his portfolio due to this sale was -0.28%. Richard Aster Jr still held 348,800 shares as of 03/31/2011.

Reduced: Uti Worldwide Inc. (UTIW)

Richard Aster Jr reduced to his holdings in Uti Worldwide Inc. by 26.7%. His sale prices were between $18.12 and $22.53, with an estimated average price of $20.73. The impact to his portfolio due to this sale was -0.19%. Richard Aster Jr still held 856,500 shares as of 03/31/2011.

Reduced: Northern Trust Corp. (NTRS)

Richard Aster Jr reduced to his holdings in Northern Trust Corp. by 46.51%. His sale prices were between $49.24 and $56.55, with an estimated average price of $52.51. The impact to his portfolio due to this sale was -0.18%. Richard Aster Jr still held 136,300 shares as of 03/31/2011.

Reduced: Apache Corp. (APA)

Richard Aster Jr reduced to his holdings in Apache Corp. by 30.99%. His sale prices were between $113.77 and $130.43, with an estimated average price of $121.61. The impact to his portfolio due to this sale was -0.13%. Richard Aster Jr still held 77,500 shares as of 03/31/2011.

Reduced: Heartland Express Inc. (HTLD)

Richard Aster Jr reduced to his holdings in Heartland Express Inc. by 21.44%. His sale prices were between $15.81 and $17.805, with an estimated average price of $16.48. The impact to his portfolio due to this sale was -0.12%. Richard Aster Jr still held 828,700 shares as of 03/31/2011.

Sold Out: American Tower Corp. (AMT)

Richard Aster Jr sold out his holdings in American Tower Corp.. His sale prices were between $46.61 and $56.73, with an estimated average price of $51.75.

Sold Out: Cameco Corp. (CCJ)

Richard Aster Jr sold out his holdings in Cameco Corp.. His sale prices were between $28.1 and $43.59, with an estimated average price of $38.25.

Cameco Corporation is the world's largest publicly traded uranium company and a growing gold producer. Cameco Corp. has a market cap of $11.55 billion; its shares were traded at around $29.27 with a P/E ratio of 23.6 and P/S ratio of 5.5. The dividend yield of Cameco Corp. stocks is 1.3%. Cameco Corp. had an annual average earnings growth of 21% over the past 10 years. GuruFocus rated Cameco Corp. the business predictability rank of 4-star.

Sold Out: Netapp Inc. (NTAP)

Richard Aster Jr sold out his holdings in Netapp Inc.. His sale prices were between $46.38 and $60.6, with an estimated average price of $53.85.

Sold Out: Dionex Corp. (DNEX)

Richard Aster Jr sold out his holdings in Dionex Corp.. His sale prices were between $117.48 and $118.15, with an estimated average price of $117.83.

Dionex Corporation designs, manufactures, markets and services analytical instrumentation and related accessories and chemicals. Dionex Corp. has a market cap of $2.07 billion; its shares were traded at around $118.25 with a P/E ratio of 34.2 and P/S ratio of 4.9. Dionex Corp. had an annual average earnings growth of 12% over the past 10 years. GuruFocus rated Dionex Corp. the business predictability rank of 5-star.

Sold Out: Acxiom Corp. (ACXM)

Richard Aster Jr sold out his holdings in Acxiom Corp.. His sale prices were between $13.5 and $18.56, with an estimated average price of $17.13.

Sold Out: Franklin Resources (BEN)

Richard Aster Jr sold out his holdings in Franklin Resources. His sale prices were between $109.74 and $130.4, with an estimated average price of $120.92.

Franklin Resources provides investment advisory and related services to retail mutual funds, institutional and private accounts, and other investment products globally. Franklin Resources has a market cap of $28.53 billion; its shares were traded at around $127.9 with a P/E ratio of 16.6 and P/S ratio of 4.9. The dividend yield of Franklin Resources stocks is 0.8%. Franklin Resources had an annual average earnings growth of 17.2% over the past 10 years. GuruFocus rated Franklin Resources the business predictability rank of 3-star.

Sold Out: Arkansas Best Corp. (ABFS)

Richard Aster Jr sold out his holdings in Arkansas Best Corp.. His sale prices were between $23.46 and $27.93, with an estimated average price of $25.17.

Sold Out: Cisco Systems Inc. (CSCO)

Richard Aster Jr sold out his holdings in Cisco Systems Inc.. His sale prices were between $17 and $22.05, with an estimated average price of $19.5.

Cisco Systems, Inc. is the worldwide leader in networking for the Internet. Cisco Systems Inc. has a market cap of $96.57 billion; its shares were traded at around $17.47 with a P/E ratio of 12.2 and P/S ratio of 2.4. The dividend yield of Cisco Systems Inc. stocks is 1.4%. Cisco Systems Inc. had an annual average earnings growth of 23% over the past 10 years. GuruFocus rated Cisco Systems Inc. the business predictability rank of 2.5-star.

Sold Out: The Travelers Companies Inc. (TRV)

Richard Aster Jr sold out his holdings in The Travelers Companies Inc.. His sale prices were between $53.33 and $60.92, with an estimated average price of $57.54.

Sold Out: Agl Resources Inc. (AGL)

Richard Aster Jr sold out his holdings in Agl Resources Inc.. His sale prices were between $35.85 and $39.7, with an estimated average price of $37.76.

Sold Out: Penney Company Inc. (JCP)

Richard Aster Jr sold out his holdings in Penney Company Inc.. His sale prices were between $29.08 and $37.67, with an estimated average price of $34.06.

Sold Out: Snapon Inc. (SNA)

Richard Aster Jr sold out his holdings in Snapon Inc.. His sale prices were between $55.03 and $61.28, with an estimated average price of $57.7.

Sold Out: Public Storage Inc. (PSA)

Richard Aster Jr sold out his holdings in Public Storage Inc.. His sale prices were between $100.75 and $112.58, with an estimated average price of $107.74.

Public Storage, Inc. is a fully integrated, self-administered and self-managed real estate investment trust that primarily acquires, develops, owns and operates self-storage facilities. Public Storage Inc. has a market cap of $19.83 billion; its shares were traded at around $116.35 with a P/E ratio of 21.4 and P/S ratio of 12. The dividend yield of Public Storage Inc. stocks is 2.8%. Public Storage Inc. had an annual average earnings growth of 5.7% over the past 10 years. GuruFocus rated Public Storage Inc. the business predictability rank of 4.5-star.


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