After beating the market for 15 consecutive years, Bill Miller has been underperforming. But that does not mean he lost his touch, he is still a great investor. It might be a good time to learn what he is buying and selling. Here are the details.
Bill Miller buys CIT Group Inc., Texas Instruments Inc., Bear Stearns Companies Inc. , Radian Group Inc., Indymac Bancorp Inc., Goldman Sachs Group Inc. The, Amgen Inc., Thornburg Mortgage Inc., HEALTHSOUTH Corp., Fortress Investment Group LLC, CompuCredit Corp., Exxon Mobil Corp., NYSE Euronext, Best Buy Co. Inc., sells AES Corp. The, AlcatelLucent, Amylin Pharmaceuticals Inc., Eagle Materials Inc., The Home Depot Inc., Qwest Communications International Inc., Sepracor Inc., Syntroleum Corp., Trinity Industries Inc. during the 3-months ended 09/30/2007, according to the most recent filings of his investment company, Legg Mason Value Trust. Bill Miller owns 40 stocks with a total value of $16.2 billion. These are the details of the buys and sells.
New Purchases: AMGN, BBY, BSC, CCRT, CIT, FIG, GS, HLS, IMB, NYX, RDN, TMA, TXN, XOM,
Added Positions: ACF, CFC, DAL, GE, GM, LEN, MOT, MTH, RHT, UAUA, XIDE, YHOO,
Reduced Positions: AKS, BE, COT, FWLT, HNT, LCC, S, TEL,
Sold Out: AES, ALU, AMLN, EXP, HD, Q, SEPR, SYNM, TRN,
Added: General Electric Company (GE, Financial)
Bill Miller added to his holdings in Diversified Industrials company General Electric Company by 18.65%. His purchase prices were between $37.8 and $41.4, with an estimated average price of $39.1. The impact to his portfolio due to this purchase was 0.5%. His holdings were 12,458,000 shares as of 09/30/2007. General Electric Company has a market cap of $371 billion; its shares were traded at around $36.25 with P/E ratio of 17.11 and P/S ratio of 2.11. The dividend yield of General Electric Company stocks is 2.9%.
Added: Delta Air Lines Inc. (DAL, Financial)
Bill Miller added to his holdings in Airlines company Delta Air Lines Inc. by 71.11%. His purchase prices were between $16 and $21.4, with an estimated average price of $18.4. The impact to his portfolio due to this purchase was 0.34%. His holdings were 3,850,000 shares as of 09/30/2007.
Delta Air Lines, Inc., together with its subsidiaries, operates as an air carrier in the United States and internationally. It provides scheduled air transportation for passengers and cargo. Delta Air Lines Inc. has a market cap of $4.92 billion; its shares were traded at around $18.61 with P/S ratio of 0.27.
Added: Countrywide Financial Corp. (CFC, Financial)
Bill Miller added to his holdings in Mortgage Finance company Countrywide Financial Corp. by 47.11%. His purchase prices were between $18.01 and $36.73, with an estimated average price of $25. The impact to his portfolio due to this purchase was 0.33%. His holdings were 4,583,000 shares as of 09/30/2007.
Countrywide Financial Corporation, a holding company, engages in mortgage lending and other finance-related operations. The company operates in five segments: Mortgage Banking, Banking, Capital Markets, Insurance, and Global Operations. Countrywide Financial Corp. has a market cap of $6.03 billion; its shares were traded at around $10 with P/S ratio of 0.81. The dividend yield of Countrywide Financial Corp. stocks is 5.5%.
Added: Red Hat Inc. (RHT, Financial)
Bill Miller added to his holdings in Software company Red Hat Inc. by 13.08%. His purchase prices were between $19.08 and $22.18, with an estimated average price of $20.5. The impact to his portfolio due to this purchase was 0.25%. His holdings were 9,001,000 shares as of 09/30/2007.
Red Hat, Inc., together with its subsidiaries, provides open source software solutions to enterprises primarily in the United States. Its products include Red Hat Enterprise Linux and Red Hat Desktop technologies designed for enterprise computing. Red Hat Inc. has a market cap of $3.88 billion; its shares were traded at around $19.69 with P/E ratio of 60.33 and P/S ratio of 8.24.
Added: Lennar Corp. (LEN, Financial)
Bill Miller added to his holdings in Home Construction company Lennar Corp. by 39.13%. His purchase prices were between $22.49 and $36.6, with an estimated average price of $30. The impact to his portfolio due to this purchase was 0.24%. His holdings were 3,200,000 shares as of 09/30/2007.
Lennar Corporation operates as a homebuilder primarily in the United States. It constructs and sells single-family attached and detached homes, and to a lesser extent multi-level buildings to first-time, move-up, and active adult homebuyers. Lennar Corp. has a market cap of $2.6 billion; its shares were traded at around $15.81 with P/S ratio of 0.21. The dividend yield of Lennar Corp. stocks is 4%.
Added: AmeriCredit Corp. (ACF, Financial)
Bill Miller added to his holdings in Consumer Finance company AmeriCredit Corp. by 29.25%. His purchase prices were between $16.72 and $26.78, with an estimated average price of $20. The impact to his portfolio due to this purchase was 0.17%. His holdings were 3,535,000 shares as of 09/30/2007.
AmeriCredit Corp., an auto finance company, engages in purchasing and servicing automobile sales finance contracts in the United States and Canada. It also originates operating leases on automobiles. AmeriCredit Corp. has a market cap of $1.18 billion; its shares were traded at around $10.5 with P/E ratio of 3.83 and P/S ratio of 1.30.
Added: Exide Technologies New (XIDE, Financial)
Bill Miller added to his holdings in Auto Parts company Exide Technologies New by 22.86%. His purchase prices were between $6.5 and $9.34, with an estimated average price of $7.6. The impact to his portfolio due to this purchase was 0.15%. His holdings were 10,384,000 shares as of 09/30/2007.
Exide Technologies engages in the manufacture and supply of lead acid batteries used in transportation, motive power, network power, and military applications in the Americas, Europe, and internationally. Exide Technologies New has a market cap of $514.84 million; its shares were traded at around $6.6 with P/S ratio of 0.16.
Added: Meritage Homes Corp. (MTH, Financial)
Bill Miller added to his holdings in Home Construction company Meritage Homes Corp. by 61.54%. His purchase prices were between $14.12 and $26.73, with an estimated average price of $19.6. The impact to his portfolio due to this purchase was 0.14%. His holdings were 2,100,000 shares as of 09/30/2007.
Meritage Homes Corporation engages in the design and building of single-family attached and detached homes in the southern and western United States. The company offers homes for a range of homebuyers, including first-time, move-up, luxury. Meritage Homes Corp. has a market cap of $383.50 million; its shares were traded at around $14.61 with P/S ratio of 0.15.
Added: Yahoo! Inc. (YHOO, Financial)
Bill Miller added to his holdings in Internet company Yahoo! Inc. by 3.46%. His purchase prices were between $22.73 and $27.1, with an estimated average price of $24.7. The impact to his portfolio due to this purchase was 0.13%. His holdings were 24,286,000 shares as of 09/30/2007.
Yahoo! Inc. provides Internet services to users and businesses worldwide. It offers online properties and services to users; and various tools and marketing solutions to businesses. Yahoo! Inc. has a market cap of $34.72 billion; its shares were traded at around $26.42 with P/E ratio of 50.54 and P/S ratio of 5.16.
Added: General Motors Corp. (GM, Financial)
Bill Miller added to his holdings in Automobiles company General Motors Corp. by 14.83%. His purchase prices were between $29.32 and $36.46, with an estimated average price of $32.9. The impact to his portfolio due to this purchase was 0.12%. His holdings were 4,034,000 shares as of 09/30/2007.
General Motors Corporation and its subsidiaries engage in the development, production, and marketing of cars, trucks, and parts worldwide. It offers small, midsize, sports, and luxury cars; and pickup, van, utilities, and medium duty trucks. General Motors Corp. has a market cap of $15.9 billion; its shares were traded at around $27.68 with P/S ratio of 0.08. The dividend yield of General Motors Corp. stocks is 3.4%.
Added: UAL Corp. (UAUA, Financial)
Bill Miller added to his holdings in Airlines company UAL Corp. by 3.51%. His purchase prices were between $40.64 and $47.47, with an estimated average price of $45. The impact to his portfolio due to this purchase was 0.11%. His holdings were 5,900,000 shares as of 09/30/2007.
UAL Corporation offers air transportation services. The company, through its subsidiary, United Air Lines, Inc., provides transportation of persons, property, and mail in the United States and internationally. UAL Corp. has a market cap of $4.67 billion; its shares were traded at around $39.98 with P/E ratio of 13.41 and P/S ratio of 0.24.
Added: Motorola Inc. (MOT, Financial)
Bill Miller added to his holdings in Telecom Equipment company Motorola Inc. by 10.95%. His purchase prices were between $16.26 and $18.53, with an estimated average price of $17.2. The impact to his portfolio due to this purchase was 0.1%. His holdings were 8,545,000 shares as of 09/30/2007.
Motorola, Inc. provides wireless and broadband communication products worldwide. It operates through three segments: Mobile Devices, Home and Networks Mobility, and Enterprise Mobility Solutions. Motorola Inc. has a market cap of $35.98 billion; its shares were traded at around $15.67 with P/E ratio of 78.36 and P/S ratio of 0.92. The dividend yield of Motorola Inc. stocks is 1.3%.
New Purchase: CIT Group Inc. (CIT)
Bill Miller initiated holdings in Specialty Finance company CIT Group Inc.. His purchase prices were between $33.76 and $54.86, with an estimated average price of $40.7. The impact to his portfolio due to this purchase was 1.77%. His holdings were 3,662,000 shares as of 09/30/2007.
CIT Group, Inc., a commercial and consumer finance company, provides financing and leasing products and services to various industries. Its products primarily include asset based loans; secured lines of credit; operating, capital etc. CIT Group Inc. has a market cap of $4.81 billion; its shares were traded at around $24.93 with P/S ratio of 1.21. The dividend yield of CIT Group Inc. stocks is 3.8%.
New Purchase: Texas Instruments Inc. (TXN)
Bill Miller initiated holdings in Semiconductors company Texas Instruments Inc.. His purchase prices were between $32.99 and $38.49, with an estimated average price of $35.5. The impact to his portfolio due to this purchase was 1.76%. His holdings were 7,785,000 shares as of 09/30/2007.
Texas Instruments Incorporated engages in the design, manufacture, marketing, and sale of high-technology components in the United States, Asia, Europe, Japan, and rest of the world. Texas Instruments Inc. has a market cap of $45.27 billion; its shares were traded at around $31.7 with P/E ratio of 18.53 and P/S ratio of 3.23. The dividend yield of Texas Instruments Inc. stocks is 1.3%.
New Purchase: Bear Stearns Companies Inc. (BSC)
Bill Miller initiated holdings in Investment Services company Bear Stearns Companies Inc. . His purchase prices were between $105.1 and $144.1, with an estimated average price of $120.5. The impact to his portfolio due to this purchase was 1.21%. His holdings were 1,600,000 shares as of 09/30/2007.
The Bear Stearns Companies, Inc. operates as a financial services company serving governments, corporations, institutions, and individuals worldwide. The company's business lines include institutional equities, fixed income, investment banking, etc. Bear Stearns Companies Inc. has a market cap of $13.39 billion; its shares were traded at around $93.61 with P/E ratio of 8.03 and P/S ratio of 1.55. The dividend yield of Bear Stearns Companies Inc. stocks is 1.3%.
New Purchase: Radian Group Inc. (RDN)
Bill Miller initiated holdings in Property & Casualty Insurance company Radian Group Inc.. His purchase prices were between $17.23 and $54.98, with an estimated average price of $29.5. The impact to his portfolio due to this purchase was 1.06%. His holdings were 3,800,000 shares as of 09/30/2007.
Radian Group, Inc., through its subsidiaries and affiliates, operates as a credit enhancement company that provides credit protection products and financial services to mortgage lenders and other financial institutions. Radian Group Inc. has a market cap of $848.19 million; its shares were traded at around $10.42 with P/S ratio of 1.24. The dividend yield of Radian Group Inc. stocks is 0.7%.
New Purchase: Indymac Bancorp Inc. (IMB)
Bill Miller initiated holdings in Banks company Indymac Bancorp Inc.. His purchase prices were between $18.74 and $29.56, with an estimated average price of $23.2. The impact to his portfolio due to this purchase was 0.79%. His holdings were 2,800,000 shares as of 09/30/2007.
IndyMac Bancorp, Inc. operates as the holding company for IndyMac Bank, F.S.B., a thrift/mortgage bank, which provides mortgage products and services in the United States. Indymac Bancorp Inc. has a market cap of $704.27 million; its shares were traded at around $8.49 with P/S ratio of 0.78. The dividend yield of Indymac Bancorp Inc. stocks is 10.5%.
New Purchase: Goldman Sachs Group Inc. The (GS)
Bill Miller initiated holdings in Investment Services company Goldman Sachs Group Inc. The. His purchase prices were between $174.73 and $222.89, with an estimated average price of $194.3. The impact to his portfolio due to this purchase was 0.67%. His holdings were 500,000 shares as of 09/30/2007.
The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services primarily to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Goldman Sachs Group Inc. The has a market cap of $86.8 billion; its shares were traded at around $215.22 with P/E ratio of 8.96 and P/S ratio of 1.92. The dividend yield of Goldman Sachs Group Inc. The stocks is 0.6%.
New Purchase: Amgen Inc. (AMGN)
Bill Miller initiated holdings in Biotechnology company Amgen Inc.. His purchase prices were between $50.08 and $56.93, with an estimated average price of $53.4. The impact to his portfolio due to this purchase was 0.58%. His holdings were 1,670,000 shares as of 09/30/2007.
Amgen Inc., a biotechnology company, engages in the discovery, development, manufacture, and marketing of human therapeutics based on advances in cellular and molecular biology. Amgen Inc. has a market cap of $59.7 billion; its shares were traded at around $54.91 with P/E ratio of 19.85 and P/S ratio of 4.02.
New Purchase: Thornburg Mortgage Inc. (TMA)
Bill Miller initiated holdings in Real Estate Holding & Development company Thornburg Mortgage Inc.. His purchase prices were between $11.78 and $26.46, with an estimated average price of $18.4. The impact to his portfolio due to this purchase was 0.5%. His holdings were 3,248,000 shares as of 09/30/2007.
Thornburg Mortgage, Inc. operates as a single-family residential mortgage lending company. It originates, acquires, and retains investments in adjustable and variable rate mortgage (ARM) assets. Thornburg Mortgage Inc. has a market cap of $1.36 billion; its shares were traded at around $10.16 . The dividend yield of Thornburg Mortgage Inc. stocks is 25.5%.
New Purchase: HEALTHSOUTH Corp. (HLS)
Bill Miller initiated holdings in Health Care Providers company HEALTHSOUTH Corp.. His purchase prices were between $15.16 and $18.73, with an estimated average price of $17.7. The impact to his portfolio due to this purchase was 0.41%. His holdings were 1,966,000 shares as of 09/30/2007.
HealthSouth Corporation provides ambulatory surgery and rehabilitative health care services in the United States. The company operates inpatient rehabilitation facilities and long-term acute care hospitals, as well as provides treatment etc. HEALTHSOUTH Corp. has a market cap of $1.59 billion; its shares were traded at around $19.1 with P/S ratio of 0.50.
New Purchase: Fortress Investment Group LLC (FIG)
Bill Miller initiated holdings in Asset Managers company Fortress Investment Group LLC. His purchase prices were between $16.87 and $24.14, with an estimated average price of $19.7. The impact to his portfolio due to this purchase was 0.39%. His holdings were 1,522,000 shares as of 09/30/2007.
Fortress Investment Group LLC is a publicly owned investment management firm. The firm provides its services to pension funds, endowments and foundations, financial institutions, funds of funds and high net worth individuals. Fortress Investment Group LLC has a market cap of $1.69 billion; its shares were traded at around $17.46 with P/E ratio of 23.14 and P/S ratio of 1.16. The dividend yield of Fortress Investment Group LLC stocks is 4.9%.
New Purchase: CompuCredit Corp. (CCRT)
Bill Miller initiated holdings in Consumer Finance company CompuCredit Corp.. His purchase prices were between $20.81 and $33.8, with an estimated average price of $24.8. The impact to his portfolio due to this purchase was 0.31%. His holdings were 1,200,000 shares as of 09/30/2007.
CompuCredit Corporation provides credit and related financial services and products to underserved and un-banked consumers. It operates through four segments: Credit Cards; Investments in Previously Charged-Off Receivables; Retail Micro-Loans; etc. CompuCredit Corp. has a market cap of $583.73 million; its shares were traded at around $12.25 with P/S ratio of 0.96.
New Purchase: Exxon Mobil Corp. (XOM)
Bill Miller initiated holdings in Integrated Oil & Gas company Exxon Mobil Corp.. His purchase prices were between $81.44 and $92.2, with an estimated average price of $86.9. The impact to his portfolio due to this purchase was 0.29%. His holdings were 500,000 shares as of 09/30/2007. Exxon Mobil Corp. has a market cap of $491.29 billion; its shares were traded at around $88.12 with P/E ratio of 13.00 and P/S ratio of 1.42. The dividend yield of Exxon Mobil Corp. stocks is 1.6%.
New Purchase: NYSE Euronext (NYX)
Bill Miller initiated holdings in Integrated Oil & Gas company NYSE Euronext. His purchase prices were between $70.69 and $82.93, with an estimated average price of $75.3. The impact to his portfolio due to this purchase was 0.24%. His holdings were 500,000 shares as of 09/30/2007.
NYSE Euronext, the holding company for NYSE Group, Inc. and Euronext N.V., operates an exchange group and offers a diverse array of financial products and services. NYSE Euronext has a market cap of $22.69 billion; its shares were traded at around $83.56 with P/E ratio of 33.82 and P/S ratio of 7.32. The dividend yield of NYSE Euronext stocks is 1.2%.
New Purchase: Best Buy Co. Inc. (BBY)
Bill Miller initiated holdings in Specialty Retailers company Best Buy Co. Inc.. His purchase prices were between $42.74 and $48.17, with an estimated average price of $45. The impact to his portfolio due to this purchase was 0.05%. His holdings were 171,000 shares as of 09/30/2007.
Best Buy Co., Inc. operates as a specialty retailer of consumer electronics, home-office products, entertainment software, appliances, and related services primarily in the United States, Canada, and China. Best Buy Co. Inc. has a market cap of $21.65 billion; its shares were traded at around $51.07 with P/E ratio of 18.41 and P/S ratio of 0.56. The dividend yield of Best Buy Co. Inc. stocks is 1%.
Reduced: AK Steel Holding Corp. (AKS)
Bill Miller reduced to his holdings in Steel company AK Steel Holding Corp. by 31.78%. His sale prices were between $32.25 and $43.95, with an estimated average price of $38.6. The impact to his portfolio due to this sale was 2.32%. Bill Miller still held 5,799,000 shares as of 09/30/2007.
AK Steel Holding Corporation, through its subsidiaries, produces flat-rolled carbon, stainless, and electrical steels, as well as tubular products in the United States. AK Steel Holding Corp. has a market cap of $5.17 billion; its shares were traded at around $45.15 with P/E ratio of 22.34 and P/S ratio of 0.73.
Reduced: Health Net Inc. (HNT)
Bill Miller reduced to his holdings in Health Care Providers company Health Net Inc. by 24.24%. His sale prices were between $49.72 and $55.3, with an estimated average price of $53.4. The impact to his portfolio due to this sale was 1.48%. Bill Miller still held 5,501,000 shares as of 09/30/2007.
Health Net, Inc., through its subsidiaries, delivers managed health care services through health plans and government sponsored managed care plans. The company's health maintenance organizations, insured preferred provider organizations (PPO), etc. Health Net Inc. has a market cap of $5.29 billion; its shares were traded at around $47.75 with P/E ratio of 34.26 and P/S ratio of 0.38.
Reduced: Sprint Nextel Corp. Series 1 (S)
Bill Miller reduced to his holdings in Fixed Line Telecom company Sprint Nextel Corp. Series 1 by 84.55%. His sale prices were between $17.35 and $21.92, with an estimated average price of $19.5. The impact to his portfolio due to this sale was 1.17%. Bill Miller still held 9,500,000 shares as of 09/30/2007.
Sprint Nextel Corporation offers wireless and wireline communications products and services. Its Wireless segment provides wireless mobile telephone and wireless data transmission services. Sprint Nextel Corp. Series 1 has a market cap of $43.86 billion; its shares were traded at around $15.44 with P/E ratio of 335.22 and P/S ratio of 1.08. The dividend yield of Sprint Nextel Corp. Series 1 stocks is 0.6%.
Reduced: Foster Wheeler Ltd. (FWLT)
Bill Miller reduced to his holdings in Heavy Construction company Foster Wheeler Ltd. by 41.64%. His sale prices were between $90.4 and $131.28, with an estimated average price of $115.7. The impact to his portfolio due to this sale was 0.91%. Bill Miller still held 817,000 shares as of 09/30/2007.
Foster Wheeler, Ltd., through its subsidiaries, primarily provides engineering and construction services to the oil and gas, oil refining, chemical/petrochemical, pharmaceutical, environmental, power generation, and power plant operation and maintaince etc. Foster Wheeler Ltd. has a market cap of $11.29 billion; its shares were traded at around $156.58 with P/E ratio of 29.88 and P/S ratio of 2.33.
Reduced: Tyco Electronics Ltd. (TEL)
Bill Miller reduced to his holdings in Electrical Components & Equipment company Tyco Electronics Ltd. by 77.29%. His sale prices were between $32.68 and $39.66, with an estimated average price of $35.6. The impact to his portfolio due to this sale was 0.6%. Bill Miller still held 2,525,000 shares as of 09/30/2007.
Tyco Electronics, Ltd. and its subsidiaries provide engineered electronic components, network solutions, and wireless systems worldwide. The company operates in four segments: Electronic Components, Network Solutions, Wireless Systems, and Other. Tyco Electronics Ltd. has a market cap of $18.31 billion; its shares were traded at around $36.8 with P/S ratio of 1.36. The dividend yield of Tyco Electronics Ltd. stocks is 1.5%.
Reduced: US Airways Group Inc. (LCC)
Bill Miller reduced to his holdings in Airlines company US Airways Group Inc. by 75.11%. His sale prices were between $26.25 and $34.71, with an estimated average price of $30.8. The impact to his portfolio due to this sale was 0.24%. Bill Miller still held 1,344,000 shares as of 09/30/2007.
US Airways Group, Inc. provides air transportation for passengers and cargo. It operates approximately 4,000 flights daily to 240 communities in the United States, Canada, the Caribbean, Latin America, and Europe. US Airways Group Inc. has a market cap of $1.65 billion; its shares were traded at around $19.62 with P/E ratio of 3.29 and P/S ratio of 0.15.
Reduced: BearingPoint Inc. (BE)
Bill Miller reduced to his holdings in Computer Services company BearingPoint Inc. by 49.05%. His sale prices were between $4.05 and $7.53, with an estimated average price of $6.1. The impact to his portfolio due to this sale was 0.13%. Bill Miller still held 3,821,000 shares as of 09/30/2007.
BearingPoint, Inc. provides consulting applications services, technology solutions, and managed services to government organizations and medium-sized businesses in the United States and internationally. BearingPoint Inc. has a market cap of $556.06 million; its shares were traded at around $2.83 with P/S ratio of 0.17.
Reduced: Cott Corp. (COT)
Bill Miller reduced to his holdings in Soft Drinks company Cott Corp. by 59.92%. His sale prices were between $7.97 and $15.75, with an estimated average price of $11.8. The impact to his portfolio due to this sale was 0.11%. Bill Miller still held 1,924,000 shares as of 09/30/2007.
Cott Corporation, through its subsidiaries, engages in the production and distribution of retailer branded soft drinks primarily in North America. It offers carbonated soft drinks, flavored waters, juice-based products, bottled water, energy drink. Cott Corp. has a market cap of $443.44 million; its shares were traded at around $6.27 with P/S ratio of 0.26.
Sold Out: AES Corp. The (AES)
Bill Miller sold out his holdings in Electricity company AES Corp. The. His sale prices were between $18.11 and $22.92, with an estimated average price of $19.8. The impact to his portfolio due to this sale was less than 0.01%.
The AES Corporation, through its subsidiaries, engages in the generation and distribution of electricity. It operates electric utilities, and sells power to customers in the retail, commercial, industrial, and governmental sectors. AES Corp. The has a market cap of $14.72 billion; its shares were traded at around $21.65 with P/S ratio of 1.13.
Sold Out: AlcatelLucent (ALU)
Bill Miller sold out his holdings in Electricity company AlcatelLucent. His sale prices were between $9 and $14.35, with an estimated average price of $11.5. The impact to his portfolio due to this sale was less than 0.01%.
Alcatel-Lucent provides solutions that enable service providers, enterprises, and governments to deliver voice, data, and video communication services to end-users worldwide. AlcatelLucent has a market cap of $17.59 billion; its shares were traded at around $7.74 with P/S ratio of 0.73. The dividend yield of AlcatelLucent stocks is 4.4%.
Sold Out: Syntroleum Corp. (SYNM)
Bill Miller sold out his holdings in Oil Equipment & Services company Syntroleum Corp.. His sale prices were between $1.6 and $2.74, with an estimated average price of $2. The impact to his portfolio due to this sale was less than 0.01%.
Syntroleum Corporation engages in the research, development, and commercialization of the Syntroleum Process, a proprietary process designed to convert natural gas or synthesis gas into synthetic liquid hydrocarbons. Syntroleum Corp. has a market cap of $71.52 million; its shares were traded at around $1.15 with P/S ratio of 4.48.
Sold Out: Sepracor Inc. (SEPR)
Bill Miller sold out his holdings in Pharmaceuticals company Sepracor Inc.. His sale prices were between $26.48 and $42.37, with an estimated average price of $31.4. The impact to his portfolio due to this sale was less than 0.01%.
Sepracor, Inc. engages in the research, discovery, development, and commercialization of pharmaceutical products for the treatment of respiratory and central nervous system disorders in the United States and Canada. Sepracor Inc. has a market cap of $2.95 billion; its shares were traded at around $26.47 with P/E ratio of 17.99 and P/S ratio of 2.36.
Sold Out: The Home Depot Inc. (HD)
Bill Miller sold out his holdings in Specialty Retailers company The Home Depot Inc.. His sale prices were between $32.17 and $40.28, with an estimated average price of $35.9. The impact to his portfolio due to this sale was less than 0.01%. Home Depot Inc. has a market cap of $48.89 billion; its shares were traded at around $28.79 with P/E ratio of 12.09 and P/S ratio of 0.55. The dividend yield of The Home Depot Inc. stocks is 3.2%.
Sold Out: Amylin Pharmaceuticals Inc. (AMLN)
Bill Miller sold out his holdings in Biotechnology company Amylin Pharmaceuticals Inc.. His sale prices were between $42.28 and $50, with an estimated average price of $47.6. The impact to his portfolio due to this sale was less than 0.01%.
Amylin Pharmaceuticals, Inc., a biopharmaceutical company, engages in the discovery, development, and commercialization of medicines for diabetes, obesity, and other diseases in the United States. Amylin Pharmaceuticals Inc. has a market cap of $5.07 billion; its shares were traded at around $36.57 with P/S ratio of 6.82.
Sold Out: Qwest Communications International Inc. (Q)
Bill Miller sold out his holdings in Fixed Line Telecom company Qwest Communications International Inc.. His sale prices were between $8.37 and $9.84, with an estimated average price of $9.1. The impact to his portfolio due to this sale was less than 0.01%.
Qwest Communications International, Inc. provides voice, data, and video services in the United States. It operates in three segments: Wireline Services, Wireless Services, and Other Services. Qwest Communications International Inc. has a market cap of $12.27 billion; its shares were traded at around $6.74 with P/E ratio of 4.85 and P/S ratio of 0.88.
Sold Out: Eagle Materials Inc. (EXP)
Bill Miller sold out his holdings in Building Materials & Fixtures company Eagle Materials Inc.. His sale prices were between $35.55 and $50.68, with an estimated average price of $41.1. The impact to his portfolio due to this sale was less than 0.01%.
Eagle Materials, Inc., together with its subsidiaries, engages in the manufacture, distribution, and sale of gypsum wallboard and cement primarily in the United States. Eagle Materials Inc. has a market cap of $1.75 billion; its shares were traded at around $38.48 with P/E ratio of 12.72 and P/S ratio of 2.02. The dividend yield of Eagle Materials Inc. stocks is 2.1%.
Sold Out: Trinity Industries Inc. (TRN)
Bill Miller sold out his holdings in Commercial Vehicles & Trucks company Trinity Industries Inc.. His sale prices were between $33.21 and $46.27, with an estimated average price of $38.3. The impact to his portfolio due to this sale was less than 0.01%.
Trinity Industries, Inc., through its subsidiaries, provides various products and services for the transportation, industrial, construction, and energy sectors primarily in the United States. Trinity Industries Inc. has a market cap of $2.09 billion; its shares were traded at around $25.01 with P/S ratio of 0.57. The dividend yield of Trinity Industries Inc. stocks is 1.1%.
Bill Miller buys CIT Group Inc., Texas Instruments Inc., Bear Stearns Companies Inc. , Radian Group Inc., Indymac Bancorp Inc., Goldman Sachs Group Inc. The, Amgen Inc., Thornburg Mortgage Inc., HEALTHSOUTH Corp., Fortress Investment Group LLC, CompuCredit Corp., Exxon Mobil Corp., NYSE Euronext, Best Buy Co. Inc., sells AES Corp. The, AlcatelLucent, Amylin Pharmaceuticals Inc., Eagle Materials Inc., The Home Depot Inc., Qwest Communications International Inc., Sepracor Inc., Syntroleum Corp., Trinity Industries Inc. during the 3-months ended 09/30/2007, according to the most recent filings of his investment company, Legg Mason Value Trust. Bill Miller owns 40 stocks with a total value of $16.2 billion. These are the details of the buys and sells.
New Purchases: AMGN, BBY, BSC, CCRT, CIT, FIG, GS, HLS, IMB, NYX, RDN, TMA, TXN, XOM,
Added Positions: ACF, CFC, DAL, GE, GM, LEN, MOT, MTH, RHT, UAUA, XIDE, YHOO,
Reduced Positions: AKS, BE, COT, FWLT, HNT, LCC, S, TEL,
Sold Out: AES, ALU, AMLN, EXP, HD, Q, SEPR, SYNM, TRN,
Added: General Electric Company (GE, Financial)
Bill Miller added to his holdings in Diversified Industrials company General Electric Company by 18.65%. His purchase prices were between $37.8 and $41.4, with an estimated average price of $39.1. The impact to his portfolio due to this purchase was 0.5%. His holdings were 12,458,000 shares as of 09/30/2007. General Electric Company has a market cap of $371 billion; its shares were traded at around $36.25 with P/E ratio of 17.11 and P/S ratio of 2.11. The dividend yield of General Electric Company stocks is 2.9%.
Added: Delta Air Lines Inc. (DAL, Financial)
Bill Miller added to his holdings in Airlines company Delta Air Lines Inc. by 71.11%. His purchase prices were between $16 and $21.4, with an estimated average price of $18.4. The impact to his portfolio due to this purchase was 0.34%. His holdings were 3,850,000 shares as of 09/30/2007.
Delta Air Lines, Inc., together with its subsidiaries, operates as an air carrier in the United States and internationally. It provides scheduled air transportation for passengers and cargo. Delta Air Lines Inc. has a market cap of $4.92 billion; its shares were traded at around $18.61 with P/S ratio of 0.27.
Added: Countrywide Financial Corp. (CFC, Financial)
Bill Miller added to his holdings in Mortgage Finance company Countrywide Financial Corp. by 47.11%. His purchase prices were between $18.01 and $36.73, with an estimated average price of $25. The impact to his portfolio due to this purchase was 0.33%. His holdings were 4,583,000 shares as of 09/30/2007.
Countrywide Financial Corporation, a holding company, engages in mortgage lending and other finance-related operations. The company operates in five segments: Mortgage Banking, Banking, Capital Markets, Insurance, and Global Operations. Countrywide Financial Corp. has a market cap of $6.03 billion; its shares were traded at around $10 with P/S ratio of 0.81. The dividend yield of Countrywide Financial Corp. stocks is 5.5%.
Added: Red Hat Inc. (RHT, Financial)
Bill Miller added to his holdings in Software company Red Hat Inc. by 13.08%. His purchase prices were between $19.08 and $22.18, with an estimated average price of $20.5. The impact to his portfolio due to this purchase was 0.25%. His holdings were 9,001,000 shares as of 09/30/2007.
Red Hat, Inc., together with its subsidiaries, provides open source software solutions to enterprises primarily in the United States. Its products include Red Hat Enterprise Linux and Red Hat Desktop technologies designed for enterprise computing. Red Hat Inc. has a market cap of $3.88 billion; its shares were traded at around $19.69 with P/E ratio of 60.33 and P/S ratio of 8.24.
Added: Lennar Corp. (LEN, Financial)
Bill Miller added to his holdings in Home Construction company Lennar Corp. by 39.13%. His purchase prices were between $22.49 and $36.6, with an estimated average price of $30. The impact to his portfolio due to this purchase was 0.24%. His holdings were 3,200,000 shares as of 09/30/2007.
Lennar Corporation operates as a homebuilder primarily in the United States. It constructs and sells single-family attached and detached homes, and to a lesser extent multi-level buildings to first-time, move-up, and active adult homebuyers. Lennar Corp. has a market cap of $2.6 billion; its shares were traded at around $15.81 with P/S ratio of 0.21. The dividend yield of Lennar Corp. stocks is 4%.
Added: AmeriCredit Corp. (ACF, Financial)
Bill Miller added to his holdings in Consumer Finance company AmeriCredit Corp. by 29.25%. His purchase prices were between $16.72 and $26.78, with an estimated average price of $20. The impact to his portfolio due to this purchase was 0.17%. His holdings were 3,535,000 shares as of 09/30/2007.
AmeriCredit Corp., an auto finance company, engages in purchasing and servicing automobile sales finance contracts in the United States and Canada. It also originates operating leases on automobiles. AmeriCredit Corp. has a market cap of $1.18 billion; its shares were traded at around $10.5 with P/E ratio of 3.83 and P/S ratio of 1.30.
Added: Exide Technologies New (XIDE, Financial)
Bill Miller added to his holdings in Auto Parts company Exide Technologies New by 22.86%. His purchase prices were between $6.5 and $9.34, with an estimated average price of $7.6. The impact to his portfolio due to this purchase was 0.15%. His holdings were 10,384,000 shares as of 09/30/2007.
Exide Technologies engages in the manufacture and supply of lead acid batteries used in transportation, motive power, network power, and military applications in the Americas, Europe, and internationally. Exide Technologies New has a market cap of $514.84 million; its shares were traded at around $6.6 with P/S ratio of 0.16.
Added: Meritage Homes Corp. (MTH, Financial)
Bill Miller added to his holdings in Home Construction company Meritage Homes Corp. by 61.54%. His purchase prices were between $14.12 and $26.73, with an estimated average price of $19.6. The impact to his portfolio due to this purchase was 0.14%. His holdings were 2,100,000 shares as of 09/30/2007.
Meritage Homes Corporation engages in the design and building of single-family attached and detached homes in the southern and western United States. The company offers homes for a range of homebuyers, including first-time, move-up, luxury. Meritage Homes Corp. has a market cap of $383.50 million; its shares were traded at around $14.61 with P/S ratio of 0.15.
Added: Yahoo! Inc. (YHOO, Financial)
Bill Miller added to his holdings in Internet company Yahoo! Inc. by 3.46%. His purchase prices were between $22.73 and $27.1, with an estimated average price of $24.7. The impact to his portfolio due to this purchase was 0.13%. His holdings were 24,286,000 shares as of 09/30/2007.
Yahoo! Inc. provides Internet services to users and businesses worldwide. It offers online properties and services to users; and various tools and marketing solutions to businesses. Yahoo! Inc. has a market cap of $34.72 billion; its shares were traded at around $26.42 with P/E ratio of 50.54 and P/S ratio of 5.16.
Added: General Motors Corp. (GM, Financial)
Bill Miller added to his holdings in Automobiles company General Motors Corp. by 14.83%. His purchase prices were between $29.32 and $36.46, with an estimated average price of $32.9. The impact to his portfolio due to this purchase was 0.12%. His holdings were 4,034,000 shares as of 09/30/2007.
General Motors Corporation and its subsidiaries engage in the development, production, and marketing of cars, trucks, and parts worldwide. It offers small, midsize, sports, and luxury cars; and pickup, van, utilities, and medium duty trucks. General Motors Corp. has a market cap of $15.9 billion; its shares were traded at around $27.68 with P/S ratio of 0.08. The dividend yield of General Motors Corp. stocks is 3.4%.
Added: UAL Corp. (UAUA, Financial)
Bill Miller added to his holdings in Airlines company UAL Corp. by 3.51%. His purchase prices were between $40.64 and $47.47, with an estimated average price of $45. The impact to his portfolio due to this purchase was 0.11%. His holdings were 5,900,000 shares as of 09/30/2007.
UAL Corporation offers air transportation services. The company, through its subsidiary, United Air Lines, Inc., provides transportation of persons, property, and mail in the United States and internationally. UAL Corp. has a market cap of $4.67 billion; its shares were traded at around $39.98 with P/E ratio of 13.41 and P/S ratio of 0.24.
Added: Motorola Inc. (MOT, Financial)
Bill Miller added to his holdings in Telecom Equipment company Motorola Inc. by 10.95%. His purchase prices were between $16.26 and $18.53, with an estimated average price of $17.2. The impact to his portfolio due to this purchase was 0.1%. His holdings were 8,545,000 shares as of 09/30/2007.
Motorola, Inc. provides wireless and broadband communication products worldwide. It operates through three segments: Mobile Devices, Home and Networks Mobility, and Enterprise Mobility Solutions. Motorola Inc. has a market cap of $35.98 billion; its shares were traded at around $15.67 with P/E ratio of 78.36 and P/S ratio of 0.92. The dividend yield of Motorola Inc. stocks is 1.3%.
New Purchase: CIT Group Inc. (CIT)
Bill Miller initiated holdings in Specialty Finance company CIT Group Inc.. His purchase prices were between $33.76 and $54.86, with an estimated average price of $40.7. The impact to his portfolio due to this purchase was 1.77%. His holdings were 3,662,000 shares as of 09/30/2007.
CIT Group, Inc., a commercial and consumer finance company, provides financing and leasing products and services to various industries. Its products primarily include asset based loans; secured lines of credit; operating, capital etc. CIT Group Inc. has a market cap of $4.81 billion; its shares were traded at around $24.93 with P/S ratio of 1.21. The dividend yield of CIT Group Inc. stocks is 3.8%.
New Purchase: Texas Instruments Inc. (TXN)
Bill Miller initiated holdings in Semiconductors company Texas Instruments Inc.. His purchase prices were between $32.99 and $38.49, with an estimated average price of $35.5. The impact to his portfolio due to this purchase was 1.76%. His holdings were 7,785,000 shares as of 09/30/2007.
Texas Instruments Incorporated engages in the design, manufacture, marketing, and sale of high-technology components in the United States, Asia, Europe, Japan, and rest of the world. Texas Instruments Inc. has a market cap of $45.27 billion; its shares were traded at around $31.7 with P/E ratio of 18.53 and P/S ratio of 3.23. The dividend yield of Texas Instruments Inc. stocks is 1.3%.
New Purchase: Bear Stearns Companies Inc. (BSC)
Bill Miller initiated holdings in Investment Services company Bear Stearns Companies Inc. . His purchase prices were between $105.1 and $144.1, with an estimated average price of $120.5. The impact to his portfolio due to this purchase was 1.21%. His holdings were 1,600,000 shares as of 09/30/2007.
The Bear Stearns Companies, Inc. operates as a financial services company serving governments, corporations, institutions, and individuals worldwide. The company's business lines include institutional equities, fixed income, investment banking, etc. Bear Stearns Companies Inc. has a market cap of $13.39 billion; its shares were traded at around $93.61 with P/E ratio of 8.03 and P/S ratio of 1.55. The dividend yield of Bear Stearns Companies Inc. stocks is 1.3%.
New Purchase: Radian Group Inc. (RDN)
Bill Miller initiated holdings in Property & Casualty Insurance company Radian Group Inc.. His purchase prices were between $17.23 and $54.98, with an estimated average price of $29.5. The impact to his portfolio due to this purchase was 1.06%. His holdings were 3,800,000 shares as of 09/30/2007.
Radian Group, Inc., through its subsidiaries and affiliates, operates as a credit enhancement company that provides credit protection products and financial services to mortgage lenders and other financial institutions. Radian Group Inc. has a market cap of $848.19 million; its shares were traded at around $10.42 with P/S ratio of 1.24. The dividend yield of Radian Group Inc. stocks is 0.7%.
New Purchase: Indymac Bancorp Inc. (IMB)
Bill Miller initiated holdings in Banks company Indymac Bancorp Inc.. His purchase prices were between $18.74 and $29.56, with an estimated average price of $23.2. The impact to his portfolio due to this purchase was 0.79%. His holdings were 2,800,000 shares as of 09/30/2007.
IndyMac Bancorp, Inc. operates as the holding company for IndyMac Bank, F.S.B., a thrift/mortgage bank, which provides mortgage products and services in the United States. Indymac Bancorp Inc. has a market cap of $704.27 million; its shares were traded at around $8.49 with P/S ratio of 0.78. The dividend yield of Indymac Bancorp Inc. stocks is 10.5%.
New Purchase: Goldman Sachs Group Inc. The (GS)
Bill Miller initiated holdings in Investment Services company Goldman Sachs Group Inc. The. His purchase prices were between $174.73 and $222.89, with an estimated average price of $194.3. The impact to his portfolio due to this purchase was 0.67%. His holdings were 500,000 shares as of 09/30/2007.
The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services primarily to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Goldman Sachs Group Inc. The has a market cap of $86.8 billion; its shares were traded at around $215.22 with P/E ratio of 8.96 and P/S ratio of 1.92. The dividend yield of Goldman Sachs Group Inc. The stocks is 0.6%.
New Purchase: Amgen Inc. (AMGN)
Bill Miller initiated holdings in Biotechnology company Amgen Inc.. His purchase prices were between $50.08 and $56.93, with an estimated average price of $53.4. The impact to his portfolio due to this purchase was 0.58%. His holdings were 1,670,000 shares as of 09/30/2007.
Amgen Inc., a biotechnology company, engages in the discovery, development, manufacture, and marketing of human therapeutics based on advances in cellular and molecular biology. Amgen Inc. has a market cap of $59.7 billion; its shares were traded at around $54.91 with P/E ratio of 19.85 and P/S ratio of 4.02.
New Purchase: Thornburg Mortgage Inc. (TMA)
Bill Miller initiated holdings in Real Estate Holding & Development company Thornburg Mortgage Inc.. His purchase prices were between $11.78 and $26.46, with an estimated average price of $18.4. The impact to his portfolio due to this purchase was 0.5%. His holdings were 3,248,000 shares as of 09/30/2007.
Thornburg Mortgage, Inc. operates as a single-family residential mortgage lending company. It originates, acquires, and retains investments in adjustable and variable rate mortgage (ARM) assets. Thornburg Mortgage Inc. has a market cap of $1.36 billion; its shares were traded at around $10.16 . The dividend yield of Thornburg Mortgage Inc. stocks is 25.5%.
New Purchase: HEALTHSOUTH Corp. (HLS)
Bill Miller initiated holdings in Health Care Providers company HEALTHSOUTH Corp.. His purchase prices were between $15.16 and $18.73, with an estimated average price of $17.7. The impact to his portfolio due to this purchase was 0.41%. His holdings were 1,966,000 shares as of 09/30/2007.
HealthSouth Corporation provides ambulatory surgery and rehabilitative health care services in the United States. The company operates inpatient rehabilitation facilities and long-term acute care hospitals, as well as provides treatment etc. HEALTHSOUTH Corp. has a market cap of $1.59 billion; its shares were traded at around $19.1 with P/S ratio of 0.50.
New Purchase: Fortress Investment Group LLC (FIG)
Bill Miller initiated holdings in Asset Managers company Fortress Investment Group LLC. His purchase prices were between $16.87 and $24.14, with an estimated average price of $19.7. The impact to his portfolio due to this purchase was 0.39%. His holdings were 1,522,000 shares as of 09/30/2007.
Fortress Investment Group LLC is a publicly owned investment management firm. The firm provides its services to pension funds, endowments and foundations, financial institutions, funds of funds and high net worth individuals. Fortress Investment Group LLC has a market cap of $1.69 billion; its shares were traded at around $17.46 with P/E ratio of 23.14 and P/S ratio of 1.16. The dividend yield of Fortress Investment Group LLC stocks is 4.9%.
New Purchase: CompuCredit Corp. (CCRT)
Bill Miller initiated holdings in Consumer Finance company CompuCredit Corp.. His purchase prices were between $20.81 and $33.8, with an estimated average price of $24.8. The impact to his portfolio due to this purchase was 0.31%. His holdings were 1,200,000 shares as of 09/30/2007.
CompuCredit Corporation provides credit and related financial services and products to underserved and un-banked consumers. It operates through four segments: Credit Cards; Investments in Previously Charged-Off Receivables; Retail Micro-Loans; etc. CompuCredit Corp. has a market cap of $583.73 million; its shares were traded at around $12.25 with P/S ratio of 0.96.
New Purchase: Exxon Mobil Corp. (XOM)
Bill Miller initiated holdings in Integrated Oil & Gas company Exxon Mobil Corp.. His purchase prices were between $81.44 and $92.2, with an estimated average price of $86.9. The impact to his portfolio due to this purchase was 0.29%. His holdings were 500,000 shares as of 09/30/2007. Exxon Mobil Corp. has a market cap of $491.29 billion; its shares were traded at around $88.12 with P/E ratio of 13.00 and P/S ratio of 1.42. The dividend yield of Exxon Mobil Corp. stocks is 1.6%.
New Purchase: NYSE Euronext (NYX)
Bill Miller initiated holdings in Integrated Oil & Gas company NYSE Euronext. His purchase prices were between $70.69 and $82.93, with an estimated average price of $75.3. The impact to his portfolio due to this purchase was 0.24%. His holdings were 500,000 shares as of 09/30/2007.
NYSE Euronext, the holding company for NYSE Group, Inc. and Euronext N.V., operates an exchange group and offers a diverse array of financial products and services. NYSE Euronext has a market cap of $22.69 billion; its shares were traded at around $83.56 with P/E ratio of 33.82 and P/S ratio of 7.32. The dividend yield of NYSE Euronext stocks is 1.2%.
New Purchase: Best Buy Co. Inc. (BBY)
Bill Miller initiated holdings in Specialty Retailers company Best Buy Co. Inc.. His purchase prices were between $42.74 and $48.17, with an estimated average price of $45. The impact to his portfolio due to this purchase was 0.05%. His holdings were 171,000 shares as of 09/30/2007.
Best Buy Co., Inc. operates as a specialty retailer of consumer electronics, home-office products, entertainment software, appliances, and related services primarily in the United States, Canada, and China. Best Buy Co. Inc. has a market cap of $21.65 billion; its shares were traded at around $51.07 with P/E ratio of 18.41 and P/S ratio of 0.56. The dividend yield of Best Buy Co. Inc. stocks is 1%.
Reduced: AK Steel Holding Corp. (AKS)
Bill Miller reduced to his holdings in Steel company AK Steel Holding Corp. by 31.78%. His sale prices were between $32.25 and $43.95, with an estimated average price of $38.6. The impact to his portfolio due to this sale was 2.32%. Bill Miller still held 5,799,000 shares as of 09/30/2007.
AK Steel Holding Corporation, through its subsidiaries, produces flat-rolled carbon, stainless, and electrical steels, as well as tubular products in the United States. AK Steel Holding Corp. has a market cap of $5.17 billion; its shares were traded at around $45.15 with P/E ratio of 22.34 and P/S ratio of 0.73.
Reduced: Health Net Inc. (HNT)
Bill Miller reduced to his holdings in Health Care Providers company Health Net Inc. by 24.24%. His sale prices were between $49.72 and $55.3, with an estimated average price of $53.4. The impact to his portfolio due to this sale was 1.48%. Bill Miller still held 5,501,000 shares as of 09/30/2007.
Health Net, Inc., through its subsidiaries, delivers managed health care services through health plans and government sponsored managed care plans. The company's health maintenance organizations, insured preferred provider organizations (PPO), etc. Health Net Inc. has a market cap of $5.29 billion; its shares were traded at around $47.75 with P/E ratio of 34.26 and P/S ratio of 0.38.
Reduced: Sprint Nextel Corp. Series 1 (S)
Bill Miller reduced to his holdings in Fixed Line Telecom company Sprint Nextel Corp. Series 1 by 84.55%. His sale prices were between $17.35 and $21.92, with an estimated average price of $19.5. The impact to his portfolio due to this sale was 1.17%. Bill Miller still held 9,500,000 shares as of 09/30/2007.
Sprint Nextel Corporation offers wireless and wireline communications products and services. Its Wireless segment provides wireless mobile telephone and wireless data transmission services. Sprint Nextel Corp. Series 1 has a market cap of $43.86 billion; its shares were traded at around $15.44 with P/E ratio of 335.22 and P/S ratio of 1.08. The dividend yield of Sprint Nextel Corp. Series 1 stocks is 0.6%.
Reduced: Foster Wheeler Ltd. (FWLT)
Bill Miller reduced to his holdings in Heavy Construction company Foster Wheeler Ltd. by 41.64%. His sale prices were between $90.4 and $131.28, with an estimated average price of $115.7. The impact to his portfolio due to this sale was 0.91%. Bill Miller still held 817,000 shares as of 09/30/2007.
Foster Wheeler, Ltd., through its subsidiaries, primarily provides engineering and construction services to the oil and gas, oil refining, chemical/petrochemical, pharmaceutical, environmental, power generation, and power plant operation and maintaince etc. Foster Wheeler Ltd. has a market cap of $11.29 billion; its shares were traded at around $156.58 with P/E ratio of 29.88 and P/S ratio of 2.33.
Reduced: Tyco Electronics Ltd. (TEL)
Bill Miller reduced to his holdings in Electrical Components & Equipment company Tyco Electronics Ltd. by 77.29%. His sale prices were between $32.68 and $39.66, with an estimated average price of $35.6. The impact to his portfolio due to this sale was 0.6%. Bill Miller still held 2,525,000 shares as of 09/30/2007.
Tyco Electronics, Ltd. and its subsidiaries provide engineered electronic components, network solutions, and wireless systems worldwide. The company operates in four segments: Electronic Components, Network Solutions, Wireless Systems, and Other. Tyco Electronics Ltd. has a market cap of $18.31 billion; its shares were traded at around $36.8 with P/S ratio of 1.36. The dividend yield of Tyco Electronics Ltd. stocks is 1.5%.
Reduced: US Airways Group Inc. (LCC)
Bill Miller reduced to his holdings in Airlines company US Airways Group Inc. by 75.11%. His sale prices were between $26.25 and $34.71, with an estimated average price of $30.8. The impact to his portfolio due to this sale was 0.24%. Bill Miller still held 1,344,000 shares as of 09/30/2007.
US Airways Group, Inc. provides air transportation for passengers and cargo. It operates approximately 4,000 flights daily to 240 communities in the United States, Canada, the Caribbean, Latin America, and Europe. US Airways Group Inc. has a market cap of $1.65 billion; its shares were traded at around $19.62 with P/E ratio of 3.29 and P/S ratio of 0.15.
Reduced: BearingPoint Inc. (BE)
Bill Miller reduced to his holdings in Computer Services company BearingPoint Inc. by 49.05%. His sale prices were between $4.05 and $7.53, with an estimated average price of $6.1. The impact to his portfolio due to this sale was 0.13%. Bill Miller still held 3,821,000 shares as of 09/30/2007.
BearingPoint, Inc. provides consulting applications services, technology solutions, and managed services to government organizations and medium-sized businesses in the United States and internationally. BearingPoint Inc. has a market cap of $556.06 million; its shares were traded at around $2.83 with P/S ratio of 0.17.
Reduced: Cott Corp. (COT)
Bill Miller reduced to his holdings in Soft Drinks company Cott Corp. by 59.92%. His sale prices were between $7.97 and $15.75, with an estimated average price of $11.8. The impact to his portfolio due to this sale was 0.11%. Bill Miller still held 1,924,000 shares as of 09/30/2007.
Cott Corporation, through its subsidiaries, engages in the production and distribution of retailer branded soft drinks primarily in North America. It offers carbonated soft drinks, flavored waters, juice-based products, bottled water, energy drink. Cott Corp. has a market cap of $443.44 million; its shares were traded at around $6.27 with P/S ratio of 0.26.
Sold Out: AES Corp. The (AES)
Bill Miller sold out his holdings in Electricity company AES Corp. The. His sale prices were between $18.11 and $22.92, with an estimated average price of $19.8. The impact to his portfolio due to this sale was less than 0.01%.
The AES Corporation, through its subsidiaries, engages in the generation and distribution of electricity. It operates electric utilities, and sells power to customers in the retail, commercial, industrial, and governmental sectors. AES Corp. The has a market cap of $14.72 billion; its shares were traded at around $21.65 with P/S ratio of 1.13.
Sold Out: AlcatelLucent (ALU)
Bill Miller sold out his holdings in Electricity company AlcatelLucent. His sale prices were between $9 and $14.35, with an estimated average price of $11.5. The impact to his portfolio due to this sale was less than 0.01%.
Alcatel-Lucent provides solutions that enable service providers, enterprises, and governments to deliver voice, data, and video communication services to end-users worldwide. AlcatelLucent has a market cap of $17.59 billion; its shares were traded at around $7.74 with P/S ratio of 0.73. The dividend yield of AlcatelLucent stocks is 4.4%.
Sold Out: Syntroleum Corp. (SYNM)
Bill Miller sold out his holdings in Oil Equipment & Services company Syntroleum Corp.. His sale prices were between $1.6 and $2.74, with an estimated average price of $2. The impact to his portfolio due to this sale was less than 0.01%.
Syntroleum Corporation engages in the research, development, and commercialization of the Syntroleum Process, a proprietary process designed to convert natural gas or synthesis gas into synthetic liquid hydrocarbons. Syntroleum Corp. has a market cap of $71.52 million; its shares were traded at around $1.15 with P/S ratio of 4.48.
Sold Out: Sepracor Inc. (SEPR)
Bill Miller sold out his holdings in Pharmaceuticals company Sepracor Inc.. His sale prices were between $26.48 and $42.37, with an estimated average price of $31.4. The impact to his portfolio due to this sale was less than 0.01%.
Sepracor, Inc. engages in the research, discovery, development, and commercialization of pharmaceutical products for the treatment of respiratory and central nervous system disorders in the United States and Canada. Sepracor Inc. has a market cap of $2.95 billion; its shares were traded at around $26.47 with P/E ratio of 17.99 and P/S ratio of 2.36.
Sold Out: The Home Depot Inc. (HD)
Bill Miller sold out his holdings in Specialty Retailers company The Home Depot Inc.. His sale prices were between $32.17 and $40.28, with an estimated average price of $35.9. The impact to his portfolio due to this sale was less than 0.01%. Home Depot Inc. has a market cap of $48.89 billion; its shares were traded at around $28.79 with P/E ratio of 12.09 and P/S ratio of 0.55. The dividend yield of The Home Depot Inc. stocks is 3.2%.
Sold Out: Amylin Pharmaceuticals Inc. (AMLN)
Bill Miller sold out his holdings in Biotechnology company Amylin Pharmaceuticals Inc.. His sale prices were between $42.28 and $50, with an estimated average price of $47.6. The impact to his portfolio due to this sale was less than 0.01%.
Amylin Pharmaceuticals, Inc., a biopharmaceutical company, engages in the discovery, development, and commercialization of medicines for diabetes, obesity, and other diseases in the United States. Amylin Pharmaceuticals Inc. has a market cap of $5.07 billion; its shares were traded at around $36.57 with P/S ratio of 6.82.
Sold Out: Qwest Communications International Inc. (Q)
Bill Miller sold out his holdings in Fixed Line Telecom company Qwest Communications International Inc.. His sale prices were between $8.37 and $9.84, with an estimated average price of $9.1. The impact to his portfolio due to this sale was less than 0.01%.
Qwest Communications International, Inc. provides voice, data, and video services in the United States. It operates in three segments: Wireline Services, Wireless Services, and Other Services. Qwest Communications International Inc. has a market cap of $12.27 billion; its shares were traded at around $6.74 with P/E ratio of 4.85 and P/S ratio of 0.88.
Sold Out: Eagle Materials Inc. (EXP)
Bill Miller sold out his holdings in Building Materials & Fixtures company Eagle Materials Inc.. His sale prices were between $35.55 and $50.68, with an estimated average price of $41.1. The impact to his portfolio due to this sale was less than 0.01%.
Eagle Materials, Inc., together with its subsidiaries, engages in the manufacture, distribution, and sale of gypsum wallboard and cement primarily in the United States. Eagle Materials Inc. has a market cap of $1.75 billion; its shares were traded at around $38.48 with P/E ratio of 12.72 and P/S ratio of 2.02. The dividend yield of Eagle Materials Inc. stocks is 2.1%.
Sold Out: Trinity Industries Inc. (TRN)
Bill Miller sold out his holdings in Commercial Vehicles & Trucks company Trinity Industries Inc.. His sale prices were between $33.21 and $46.27, with an estimated average price of $38.3. The impact to his portfolio due to this sale was less than 0.01%.
Trinity Industries, Inc., through its subsidiaries, provides various products and services for the transportation, industrial, construction, and energy sectors primarily in the United States. Trinity Industries Inc. has a market cap of $2.09 billion; its shares were traded at around $25.01 with P/S ratio of 0.57. The dividend yield of Trinity Industries Inc. stocks is 1.1%.
