John Keeley likes to buy small cap stocks in special situations: spin-off, merger/acquisition etc. His asset under management has been soaring. His flagship Small Cap Fund was almost flat for the 12 months ended on 03/31, while Russell 2000 lost 13%. John Keeley owns 388 stocks with a total value of $8.9 billion. These are the details of the buys and sells over the past quarter.
John Keeley buys Zale Corp., Calpine Corp., Hawaiian Electric Industries Inc., Synovus Financial Corp., SANDRIDGE ENERGY INC, Select Sector SPDRFinancial, streetTRACKS Gold, Jacobs Engineering Group Inc., Mosaic Company The, Hudson City Bancorp Inc., Southwestern Energy Company, KBW Regional Banking ETF, IBERDROLA SA S/ADR, Deerfield Triarc Capital Corp., SPDR Homebuilders ETF, Continental Resources Inc., Peabody Energy Corp., Portec Rail Products Inc., United States Oil Fund Limited Partnersh, Sanders Morris Harris Group Inc., Companhia Vale Do Rio Doce, RF Micro Devices Inc., Robbins & Myers Inc., Knight Capital Group Inc., North Valley Bancorp, Portfolio Recovery Associates Inc., PEMBINA PIPELINE INCOME TRUST UNITS, DANVERS BANCORP, INC., Barclays Bank PLC iPath Exchanged Traded, Cincinnati Bell Inc. Depositary Shares (Each repre, UCBH Holdings Inc., sells Google Inc., Apple Inc., HewlettPackard Company, Bayer Aktiengesellschaft, MasterCard Inc., BT Group plc, EMC Corp., National Oilwell Varco Inc., Bank of Montreal, Motorola Inc., Avon Products Inc., Marsh & McLennan Companies Inc., Agrium Inc., NVIDIA Corp., Baidu.com Inc. ADS, IntercontinentalExchange Inc., Intuitive Surgical Inc., GameStop Corp., CNX Gas Corp., Enerplus Resources Fund Trust Units, MDU Resources Group Inc., Cypress Semiconductor Corp., iShares Russell 2000 Value Index Fund, Allied Capital Corp., E*TRADE Financial Corp., W.R. Grace & Co., Alliance Resource Partners L.P., Aquila Inc., Chemed Corp., Idearc Inc., Bank Mutual Corp., Myers Industries Inc., Gray Television Inc., MoneyGram International Inc., Dyadic International Inc., KBW Capital Markets ETF, NESTLE SA REG SHRS S, RPC Inc., NuStar Energy L.P., Parker Drilling Company, lululemon athletica inc., Petrobras Energia Participaciones S.A., Rite Aid Corp., JA SOLAR HOLDINGS, CO., LTD. - ADS, The India Fund Inc., Suntech Power Holdings Co. Ltd., Vimpel Communications, UBS AG, Royal Bank of Canada, Suncor Energy Inc., Tronox Inc., The Travelers Companies Inc., AT&T Inc., Titanium Metals Corp., Wachovia Corp., SunPower Corp., null, Southern Union Company, , DUFF & PHELPS CORP, The China Fund Inc., Western Refining Inc., Spirit AeroSystems Holdings Inc., MEMC Electronic Materials Inc. during the 3-months ended 03/31/2008, according to the most recent filings of his investment company, Keeley Fund Management. John Keeley owns 388 stocks with a total value of $8.9 billion. These are the details of the buys and sells.
New Purchases: BTU, CBB-PB, CLR, CPN, DFR, DJP, DNBK, GLD, HCBK, HE, JEC, KRE, MOS, NITE, NOVB, PRAA, PRPX, RBN, RFMD, RIO, SD, SMHG, SNV, SWN, UCBH, USO, XHB, XLF, ZLC,
Added Positions: ABB, AYI, BFED, BMI, BNCL, BRKL, CPE, CQB, CZN, DBA, DFS, DYN, FFNW, FNFG, FOR, GDP, GFG, GLDD, HLX, JPM, KAMN, LFG, MAG, MCF, MCK, MGM, MI, NCR, NRG, NYX, RPFG, SF, SFG, SXT, TIN, TXI, TYC, XCO, ZEP,
Reduced Positions: ABD, ABT, AFCE, BFC, BPFH, BRNC, CF, CMS, EBHI, FIS, FO, GT, IR, IWS, JEF, LVS, MET, MFC, MHP, NTRS, ORCL, OXY, QCOM, SDS,
Sold Out: AAPL, AGU, ALD, ARLP, AVP, BIDU, BKMU, BMO, BT, CHE, CHN, CXG, CY, DUF, EMC, ERF, ETFC, GME, GOOG, GRA, GTN, HPQ, IAR, ICE, IEP, IFN, ILA, ISRG, IWN, JASO, KCE, LULU, MA, MDU, MGI, MMC, MOT, MYE, NOV, NS, NSRGY.PK, NVDA, PKD, PZE, RAD, RES, RY, SPR, SPWR, STP, SU, SUG, T, TIE, TRV, TRX, UBS, VIP, WB, WFR, WNR,
For the details of 's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=John+Keeley
John Keeley buys Zale Corp., Calpine Corp., Hawaiian Electric Industries Inc., Synovus Financial Corp., SANDRIDGE ENERGY INC, Select Sector SPDRFinancial, streetTRACKS Gold, Jacobs Engineering Group Inc., Mosaic Company The, Hudson City Bancorp Inc., Southwestern Energy Company, KBW Regional Banking ETF, IBERDROLA SA S/ADR, Deerfield Triarc Capital Corp., SPDR Homebuilders ETF, Continental Resources Inc., Peabody Energy Corp., Portec Rail Products Inc., United States Oil Fund Limited Partnersh, Sanders Morris Harris Group Inc., Companhia Vale Do Rio Doce, RF Micro Devices Inc., Robbins & Myers Inc., Knight Capital Group Inc., North Valley Bancorp, Portfolio Recovery Associates Inc., PEMBINA PIPELINE INCOME TRUST UNITS, DANVERS BANCORP, INC., Barclays Bank PLC iPath Exchanged Traded, Cincinnati Bell Inc. Depositary Shares (Each repre, UCBH Holdings Inc., sells Google Inc., Apple Inc., HewlettPackard Company, Bayer Aktiengesellschaft, MasterCard Inc., BT Group plc, EMC Corp., National Oilwell Varco Inc., Bank of Montreal, Motorola Inc., Avon Products Inc., Marsh & McLennan Companies Inc., Agrium Inc., NVIDIA Corp., Baidu.com Inc. ADS, IntercontinentalExchange Inc., Intuitive Surgical Inc., GameStop Corp., CNX Gas Corp., Enerplus Resources Fund Trust Units, MDU Resources Group Inc., Cypress Semiconductor Corp., iShares Russell 2000 Value Index Fund, Allied Capital Corp., E*TRADE Financial Corp., W.R. Grace & Co., Alliance Resource Partners L.P., Aquila Inc., Chemed Corp., Idearc Inc., Bank Mutual Corp., Myers Industries Inc., Gray Television Inc., MoneyGram International Inc., Dyadic International Inc., KBW Capital Markets ETF, NESTLE SA REG SHRS S, RPC Inc., NuStar Energy L.P., Parker Drilling Company, lululemon athletica inc., Petrobras Energia Participaciones S.A., Rite Aid Corp., JA SOLAR HOLDINGS, CO., LTD. - ADS, The India Fund Inc., Suntech Power Holdings Co. Ltd., Vimpel Communications, UBS AG, Royal Bank of Canada, Suncor Energy Inc., Tronox Inc., The Travelers Companies Inc., AT&T Inc., Titanium Metals Corp., Wachovia Corp., SunPower Corp., null, Southern Union Company, , DUFF & PHELPS CORP, The China Fund Inc., Western Refining Inc., Spirit AeroSystems Holdings Inc., MEMC Electronic Materials Inc. during the 3-months ended 03/31/2008, according to the most recent filings of his investment company, Keeley Fund Management. John Keeley owns 388 stocks with a total value of $8.9 billion. These are the details of the buys and sells.
New Purchases: BTU, CBB-PB, CLR, CPN, DFR, DJP, DNBK, GLD, HCBK, HE, JEC, KRE, MOS, NITE, NOVB, PRAA, PRPX, RBN, RFMD, RIO, SD, SMHG, SNV, SWN, UCBH, USO, XHB, XLF, ZLC,
Added Positions: ABB, AYI, BFED, BMI, BNCL, BRKL, CPE, CQB, CZN, DBA, DFS, DYN, FFNW, FNFG, FOR, GDP, GFG, GLDD, HLX, JPM, KAMN, LFG, MAG, MCF, MCK, MGM, MI, NCR, NRG, NYX, RPFG, SF, SFG, SXT, TIN, TXI, TYC, XCO, ZEP,
Reduced Positions: ABD, ABT, AFCE, BFC, BPFH, BRNC, CF, CMS, EBHI, FIS, FO, GT, IR, IWS, JEF, LVS, MET, MFC, MHP, NTRS, ORCL, OXY, QCOM, SDS,
Sold Out: AAPL, AGU, ALD, ARLP, AVP, BIDU, BKMU, BMO, BT, CHE, CHN, CXG, CY, DUF, EMC, ERF, ETFC, GME, GOOG, GRA, GTN, HPQ, IAR, ICE, IEP, IFN, ILA, ISRG, IWN, JASO, KCE, LULU, MA, MDU, MGI, MMC, MOT, MYE, NOV, NS, NSRGY.PK, NVDA, PKD, PZE, RAD, RES, RY, SPR, SPWR, STP, SU, SUG, T, TIE, TRV, TRX, UBS, VIP, WB, WFR, WNR,
For the details of 's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=John+Keeley
