Legendary value investor Jean-Marie Eveillard gave up his retirement and came back to run First Eagle Funds. He likes to buy securities whose intrinsic value and long-term potential outweighs market risk. These are his buys and sells during the fourth quarter of 2007. Jean-Marie Eveillard owns 341 stocks with a total value of $11.8 billion.
Jean-Marie Eveillard buys Tyco Electronics Ltd., Verizon Communications Inc., Alliant Techsystems Inc., TRANE INC COM, Legg Mason Inc., Fannie Mae, BHP Billiton Ltd., Business Objects S.A., Cognos Inc., Freddie Mac, Retail HOLDRs Trust Retail HOLDRs Trust, J.B. Hunt Transport Services Inc., Chemed Corp., Restoration Hardware Inc., Odyssey Healthcare Inc., McMoRan Exploration Co., Armstrong World Industries Inc., Brooks Automation Inc., Lexicon Genetics Inc., FedEx Corp., HarleyDavidson Inc., NovaGold Resources Inc, CHINA NEPSTAR ADS, US BioEnergy Corp., SCPIE Holdings Inc., Exelixis Inc., Genentech Inc., iShares Russell 1000 Value Index Fund, Monogram Biosciences Inc., Sears Holdings Corp., Sangamo BioSciences Inc., CRA International Inc., Borders Group Inc., Altus Pharmaceuticals Inc., FCStone Group Inc., Advanced Micro Devices Inc., Cognex Corp., ArthroCare Corp., Cablevision Systems Corp. NY Group, FactSet Research Systems Inc., Favrille Inc., Vimpel Communications, Perusahaan Perseroan P.T. Telekomunikasi, Turkcell Iletisim Hizmetleri A.S., Senomyx Inc., Regeneron Pharmaceuticals Inc., Potash Corp. of Saskatchewan Inc., Palm Inc., Nutraceutical International Corp., Integra LifeSciences Holdings Corp., Medarex Inc., Warner Music Group Corp., Layne Christensen Company, Lawson Software Inc., METABOLIX, INC., Mobile Telesystems OJSC, Hologic Inc., sells Maxim Integrated Products Inc., Companhia Vale Do Rio Doce, China Life Insurance Company Ltd., Wells Fargo & Company, CVS Caremark Corp., Texas Instruments Inc., Alcan Inc., State Street Corp., Alcoa Inc., Alltel Corp., Motorola Inc., Hilton Hotels Corp., Biogen Idec Inc, Chesapeake Energy Corp., Lyondell Chemical Company, Fluor Corp., Fortune Brands Inc., Ultra Petroleum Corp, Baidu.com Inc. ADS, Mirant Corp., SLM Corp., BEA Systems Inc., American Standard Companies Inc., CYTYC Corp., Yamana Gold Inc., Huntsman Corp., Nuveen Investments Inc., Ceridian Corp., WimmBillDann Foods OJSC, Sirius Satellite Radio Inc., UAL Corp., Black & Decker Corp. The, Washington Group International, Tektronix Inc., Corn Products International Inc., Dobson Communications Corp., Wendy's International Inc., UAP Holding Corp., Applebee's International Inc., 3Com Corp., MGIC Investment Corp., Isis Pharmaceuticals Inc., Equity Inns Inc., EDO Corp., AbitibiConsolidated Inc., Keystone Automotive Industries Inc., PRA International, Human Genome Sciences Inc., Live Nation Inc., Radian Group Inc., InterMune Inc., Horizon Offshore Inc., The Swiss Helvetia Fund Inc., Microtek Medical Holdings Inc, Flamel Technologies S.A., Cosi Inc., Avigen Inc., Anadys Pharmaceuticals Inc., Barclays Bank PLC iPath ETNs linked to t, Mindray Medical International Ltd., Virgin Media Inc. during the 3-months ended 12/31/2007, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Jean-Marie Eveillard owns 341 stocks with a total value of $11.8 billion. These are the details of the buys and sells.
New Purchases: ALTU, AMD, ARTC, ATK, AWI, BGP, BHP, BOBJ, BRKS, CGNX, CHE, COGN, CRAI, CVC, DNA, EXEL, FCSX, FDS, FDX, FNM, FRE, FVRL, HOG, HOLX, IART, IWD, JBHT, LAYN, LM, LWSN, LXRX, MBLX, MBT, MEDX, MGRM, MMR, NG, NPD, NUTR, ODSY, PALM, POT, REGN, RSTO, RTH, SGMO, SHLD, SKP, SNMX, TEL, TKC, TLK, TT, USBE, VIP, VZ, WMG,
Added Positions: AMGN, ARRY, BKS, BLT, CE, CMCSK, CRXX, CTAS, DDS, DEL, DELL, DPZ, DVN, EMMS, ENZN, FMX, GCI, GERN, GFI, GG, GM, GRP, HBC, HD, HIG, IDA, JPM, KFT, KOF, KOSN, LMT, LQU, LSI, MM, MMM, NEM, NKTR, NUE, PCL, PDLI, PH, PLA, PTN, RESP, RYN, SGXP, SJT, SNSS, SNUS, SPY, SWK, TJX, TRFX, TTP, VNDA, VRX, WCC, WHR, WMB,
Reduced Positions: ABX, AVAN, BBBY, BJRI, BUD, CAKE, CCI, CCU, CDE, CMCSA, COST, DISH, FCX, GE, GLD, INTC, KGC, KONA, LINTA, LULU, MS, MSFT, NLC, NWS-A, NYT, ORLY, S, SBUX, SIRT, SKM, TCK, UNP, WAG, WBC, WLP, WMT, WYE,
Sold Out: AA, ABY, AL, ANDS, APPB, ASD, AT, AUY, AVGN, BDK, BEAS, BIDU, BIIB, CEN, CHK, COMS, COSI, CPO, CVS, CYTC, DCEL, EDO, ENN, FLML, FLR, FO, HGSI, HLT, HOFF, HUN, INP, ISIS, ITMN, JNC, KEYS, LFC, LYO, LYV, MIR, MOT, MR, MTG, MTMD, MXIM, PRAI, RDN, RIO, SIRI, SLM, STT, SWZ, TEK, TXN, UAPH, UAUA, UPL, VMED, WBD, WEN, WFC, WNG,
Jean-Marie Eveillard buys Tyco Electronics Ltd., Verizon Communications Inc., Alliant Techsystems Inc., TRANE INC COM, Legg Mason Inc., Fannie Mae, BHP Billiton Ltd., Business Objects S.A., Cognos Inc., Freddie Mac, Retail HOLDRs Trust Retail HOLDRs Trust, J.B. Hunt Transport Services Inc., Chemed Corp., Restoration Hardware Inc., Odyssey Healthcare Inc., McMoRan Exploration Co., Armstrong World Industries Inc., Brooks Automation Inc., Lexicon Genetics Inc., FedEx Corp., HarleyDavidson Inc., NovaGold Resources Inc, CHINA NEPSTAR ADS, US BioEnergy Corp., SCPIE Holdings Inc., Exelixis Inc., Genentech Inc., iShares Russell 1000 Value Index Fund, Monogram Biosciences Inc., Sears Holdings Corp., Sangamo BioSciences Inc., CRA International Inc., Borders Group Inc., Altus Pharmaceuticals Inc., FCStone Group Inc., Advanced Micro Devices Inc., Cognex Corp., ArthroCare Corp., Cablevision Systems Corp. NY Group, FactSet Research Systems Inc., Favrille Inc., Vimpel Communications, Perusahaan Perseroan P.T. Telekomunikasi, Turkcell Iletisim Hizmetleri A.S., Senomyx Inc., Regeneron Pharmaceuticals Inc., Potash Corp. of Saskatchewan Inc., Palm Inc., Nutraceutical International Corp., Integra LifeSciences Holdings Corp., Medarex Inc., Warner Music Group Corp., Layne Christensen Company, Lawson Software Inc., METABOLIX, INC., Mobile Telesystems OJSC, Hologic Inc., sells Maxim Integrated Products Inc., Companhia Vale Do Rio Doce, China Life Insurance Company Ltd., Wells Fargo & Company, CVS Caremark Corp., Texas Instruments Inc., Alcan Inc., State Street Corp., Alcoa Inc., Alltel Corp., Motorola Inc., Hilton Hotels Corp., Biogen Idec Inc, Chesapeake Energy Corp., Lyondell Chemical Company, Fluor Corp., Fortune Brands Inc., Ultra Petroleum Corp, Baidu.com Inc. ADS, Mirant Corp., SLM Corp., BEA Systems Inc., American Standard Companies Inc., CYTYC Corp., Yamana Gold Inc., Huntsman Corp., Nuveen Investments Inc., Ceridian Corp., WimmBillDann Foods OJSC, Sirius Satellite Radio Inc., UAL Corp., Black & Decker Corp. The, Washington Group International, Tektronix Inc., Corn Products International Inc., Dobson Communications Corp., Wendy's International Inc., UAP Holding Corp., Applebee's International Inc., 3Com Corp., MGIC Investment Corp., Isis Pharmaceuticals Inc., Equity Inns Inc., EDO Corp., AbitibiConsolidated Inc., Keystone Automotive Industries Inc., PRA International, Human Genome Sciences Inc., Live Nation Inc., Radian Group Inc., InterMune Inc., Horizon Offshore Inc., The Swiss Helvetia Fund Inc., Microtek Medical Holdings Inc, Flamel Technologies S.A., Cosi Inc., Avigen Inc., Anadys Pharmaceuticals Inc., Barclays Bank PLC iPath ETNs linked to t, Mindray Medical International Ltd., Virgin Media Inc. during the 3-months ended 12/31/2007, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Jean-Marie Eveillard owns 341 stocks with a total value of $11.8 billion. These are the details of the buys and sells.
New Purchases: ALTU, AMD, ARTC, ATK, AWI, BGP, BHP, BOBJ, BRKS, CGNX, CHE, COGN, CRAI, CVC, DNA, EXEL, FCSX, FDS, FDX, FNM, FRE, FVRL, HOG, HOLX, IART, IWD, JBHT, LAYN, LM, LWSN, LXRX, MBLX, MBT, MEDX, MGRM, MMR, NG, NPD, NUTR, ODSY, PALM, POT, REGN, RSTO, RTH, SGMO, SHLD, SKP, SNMX, TEL, TKC, TLK, TT, USBE, VIP, VZ, WMG,
Added Positions: AMGN, ARRY, BKS, BLT, CE, CMCSK, CRXX, CTAS, DDS, DEL, DELL, DPZ, DVN, EMMS, ENZN, FMX, GCI, GERN, GFI, GG, GM, GRP, HBC, HD, HIG, IDA, JPM, KFT, KOF, KOSN, LMT, LQU, LSI, MM, MMM, NEM, NKTR, NUE, PCL, PDLI, PH, PLA, PTN, RESP, RYN, SGXP, SJT, SNSS, SNUS, SPY, SWK, TJX, TRFX, TTP, VNDA, VRX, WCC, WHR, WMB,
Reduced Positions: ABX, AVAN, BBBY, BJRI, BUD, CAKE, CCI, CCU, CDE, CMCSA, COST, DISH, FCX, GE, GLD, INTC, KGC, KONA, LINTA, LULU, MS, MSFT, NLC, NWS-A, NYT, ORLY, S, SBUX, SIRT, SKM, TCK, UNP, WAG, WBC, WLP, WMT, WYE,
Sold Out: AA, ABY, AL, ANDS, APPB, ASD, AT, AUY, AVGN, BDK, BEAS, BIDU, BIIB, CEN, CHK, COMS, COSI, CPO, CVS, CYTC, DCEL, EDO, ENN, FLML, FLR, FO, HGSI, HLT, HOFF, HUN, INP, ISIS, ITMN, JNC, KEYS, LFC, LYO, LYV, MIR, MOT, MR, MTG, MTMD, MXIM, PRAI, RDN, RIO, SIRI, SLM, STT, SWZ, TEK, TXN, UAPH, UAUA, UPL, VMED, WBD, WEN, WFC, WNG,
