Jean-Marie Eveillard Buys Genentech Inc., AMR Corp., ImClone Systems Inc., Sells Yahoo! Inc., Seattle Genetics Inc., Bank of America Corp.

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Nov 14, 2008
At the beginning of the year, Jean-Marie Eveillard did not see many opportunities. Now he thinks that the market is reasonablely priced. Of course stock prices declined even more after he bought some. Jean-Marie Eveillard owns 304 stocks with a total value of $9.7 billion. These are the details of the buys and sells of the third quarter.


Jean-Marie Eveillard buys Banco Latinoamericano de Exportaciones S, AMR Corp., ImClone Systems Inc., Fannie Mae, Genentech Inc., Rohm and Haas Company, Amgen Inc., Applera Corp. Applied Biosystems Group, IKON Office Solutions Inc., UnionBanCal Corp., ALPHARMA Inc., Longs Drug Stores Corp., NVIDIA Corp., EnergySouth Inc., Rockwell Collins Inc., The Williams Companies Inc., OwensIllinois Inc., Ultra Petroleum Corp, The Boeing Company, Williams Partners L.P., Google Inc., Nokia Corp., UltraShort MidCap400 ProShares, Synaptics Inc., Precision Drilling Trust Trust Units, Sirius Satellite Radio Inc., Puget Energy Inc., Boots and Coots International Well Contr, TempurPedic International Inc., Targacept Inc., Meritage Homes Corp., Beazer Homes USA Inc., CalMaine Foods Inc., CADIZ Inc., Constellation Energy Group Inc., Champion Enterprises Inc., China Mobile Ltd., Energy Transfer Equity L.P., EXTERRAN HOLDINGS INC., Market Vectors Gold Miners ETF, Goldman Sachs Group Inc. The, Masco Corp., BB&T Corp., sells Yahoo! Inc., Seattle Genetics Inc., iShares MSCI Japan Small Cap Index Fund, Safeco Corp., Potash Corp. of Saskatchewan Inc., ONYX Pharmaceuticals Inc., Odyssey Healthcare Inc., Nucor Corp., Neose Technologies Inc., Nortel Networks Corp., NYMEX Holdings Inc., Napster Inc., Morgan Stanley, Motorola Inc., Massey Energy Company, METABOLIX, INC., ULTRASHORT FINANCIALS PROSHARES, SPDR S&P 500, XM Satellite Radio Holdings Inc., United States Steel Corp., Walter Industries Inc., WH Energy Services Inc., WABCO Holdings Inc., Wachovia Corp., VISA INC, UST Inc., ULTA SALON, COSMETICS & FRAGRANCE, INC., Tata Motors Ltd., Talisman Energy Inc., TreeHouse Foods Inc., Target Corp., Molson Coors Brewing Company, Greenfield Online Inc., MBIA Inc., lululemon athletica inc., Life Time Fitness Inc., Discover Financial Services, ChoicePoint Inc., Corn Products International Inc., Clear Channel Communications Inc., Cameco Corp., Cheesecake Factory Inc., BlueLinx Holdings Inc., Buffalo Wild Wings Inc., Bed Bath & Beyond Inc., Baxter International Inc., Bank of America Corp., Autoliv Inc., Alnylam Pharmaceuticals Inc., Analog Devices Inc., Ambac Financial Group Inc., Discovery Holding Company Series A, Dick's Sporting Goods Inc., Lumber Liquidators Inc., Liberty Media Corp. Interactive Common S, Kona Grill Inc., J.B. Hunt Transport Services Inc., HireRight Inc., Hercules Offshore Inc., Halliburton Company, FreeportMcMoRan Copper & Gold Inc., iShares MSCI Japan, Eaton Corp., Electronic Data Systems Corp., Energy East Corp., UltraShort Oil & Gas ProShares, Domino's Pizza Inc., dELIA*s Inc., Advance Auto Parts Inc. during the 3-months ended 09/30/2008, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Jean-Marie Eveillard owns 304 stocks with a total value of $9.7 billion. These are the details of the buys and sells.





New Purchases: ABI, ALO, AMGN, AMR, BA, BBT, BLX, BZH, CALM, CDZI, CEG, CHB, CHL, COL, DNA, ENSI, ETE, EXH, FNM, GDX, GOOG, GS, IKN, IMCL, LDG, MAS, MTH, MZZ, NOK, NVDA, OI, PDS, PSD, ROH, SIRI, SYNA, TPX, TRGT, UB, UPL, WEL, WMB, WPZ,


Added Positions: ABX, AIB, ANR, ATLS, ATML, AXP, BK, BKS, BRK-A, BRK-B, C, CRIS, DRC, DRS, GD, GFI, GNLB, HL, HLCS, HMY, HOT, IBM, ID, IVAC, JPM, LM, LMDIA, MDZ, MSFT, NCC, NEM, NSH, NUVO, PCP, PDLI, PLA, PM, PWE, RDC, SNMX, TTP, VRX, WY, XRX, GNLB,


Reduced Positions: A, AIG, APA, APH, ARRY, AUY, AWI, BRKS, CCO, CEGE, CHK, CMCSK, CPN, DTV, DVN, EW, EXEL, GE, GTCB, HLS, ISCA, JNJ, KMX, LMT, MCD, MTB, MUR, PCL, PH, ROC, TJX, TYC, UNP, WCC, WFC, WWY, XLF,


Sold Out: AAP, ABK, ADI, ALNY, ALV, BAC, BAX, BBBY, BWLD, BXC, CAKE, CCJ, CCU, CPO, CPS, DFS, DISCA, DKS, DLIA, DPZ, DUG, EAS, EDS, ETN, EWJ, FCX, HAL, HERO, HIRE, JBHT, KONA, LINTA, LL, LTM, LULU, MBI, MBLX, MEE, MOT, MS, NAPS, NMX, NT, NTEC, NUE, ODSY, ONXX, POT, SAF, SCJ, SGEN, SKF, SPY, SRVY, TAP, TGT, THS, TLM, TTM, ULTA, UST, V, WB, WBC, WHQ, WLT, X, XMSR, YHOO,


For the details of Jean-Marie Eveillard's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jean-Marie+Eveillard