Updates for David Dreman's buys and sells during the 4th quarter of 2006. Dreman, known as contrarian, manages both large cap and small cap value funds. He owns 466 stocks with a total value of $18.2 billion as of 12/31/2006. He bought 117 new stocks during the 4th quarter.
David Dreman buys Eli Lilly & Co., JM Smucker Co., Thornburg Mortgage Inc., Deerfield Triarc Capital Corp., HELIX ENERGY SOLUTNS, United Technologies Corp., Hubbell Inc. CL B, ALLIED WLD ASSUR CO, Terra Industries Inc., ENERGY METALS CORPOR, Administaff Inc., Iowa Telecommunications Servic, NAL OIL & GAS TRUST UNITS, Alaska Air Group Inc., Armor Holdings Inc., Anworth Mortgage Asset Corp., Conns Inc., Fording Canadian Coal Trust, Callaway Golf Co., Frontline Ltd., Precision Drilling Corp., Columbia Banking System Inc., METAL MANAGEMENT INC, MB Financial Inc. (MD), Arena Resources Inc., PRIMARY ENGY ENHNCD INCME, Bristow Group Inc. Common stock, Bebe Stores, Inc., Argonaut Group Inc., BAYTEX ENERGY TR UTS, MetLife Inc., CF Industries Holdings Inc., Dow Chemical Co., T-3 Energy Services Inc., Marathon Oil Corp., KMG America Corp., Prudential Financial Inc., Comerica Inc., NATCO Group Inc., Caterpillar Inc., Grant Prideco Inc., Pharmaceutical HOLDRS, Alcoa Inc., ACE Ltd., Autoliv Inc., First Data Corp., EOG Resources Inc., Apollo Group Inc., Centerplate Inc., TD Banknorth Inc., Capital One Financial Corp., CIGNA Corp., Countrywide Financial Corp., Boston Scientific Corp., CBS CORP CL B, Friedman Billings Ramsey Group, Gannett Co. Inc., Lincoln National Corp., Masco Corp., Meridian Resource Corp., Phelps Dodge Corp., Southern Peru Copper Corp., Sara Lee Corp., Zions Bancorp. (UT), Sempra Energy, Nucor Corp., Progressive Corp., Loews Corp., Norfolk Southern Corp., Genworth Financial Inc., XTO Energy Inc., Ingersoll-Rand Co. Ltd., ISHARES RUSSELL 2000 VALUE INDEX FD, Petroquest Energy, Inc. Common Stock, Par Value $., Whirlpool Corp., WR Berkley Corp., Sabine Royalty Trust, Black & Decker Corp., ALTAGAS SERVICES TR UTS, American Capital Strategies, L, United States Steel Corp., UnumProvident Corp., Assurant Inc., UnionBanCal Corp., Thermo Electron Corp., Torchmark Corp., 3D Systems Corp., B&G Foods, Inc, BJ Services Co., S A F E C O CP ##, Huntington Bancshares Inc. (MD, Ensco International Inc., Lennar Corp., LB Foster Co., Lincare Holdings Inc., DTE Energy Co., DR Horton Inc., Mohawk Industries Inc., Coventry Health Care Inc., Centex Corp., RR Donnelley & Sons Co., PPG Industries Inc., Pulte Homes Inc., Cano Petroleum Inc., Cummins Inc., Newfield Exploration Co., MBIA Inc., sells Williams Companies Inc., Bon-Ton Stores Inc., Chevy Chase Bank, F.S.B. 8% Noncumulative Perpetua, Caremark Rx Inc., Consolidated Edison Inc., Fifth Third Bancorp, Mellon Financial Corp., Quest Resource Corporation - Common Stock, Meadowbrook Insurance Group In, Mercantile Bankshares Corp., NovaStar Financial, Inc. 8.90% Series C Cumulative, Pioneer Companies Inc. during the 3-months ended 12/31/2006, according to the most recent filings of his investment company, DREMAN VALUE MANAGEMENT L L C. David Dreman owns 466 stocks with a total value of $18.2 billion. These are the details of the buys and sells.
New Purchases: AA, ACAS, ACE, AGII, AH, AIZ, ALK, ALV, ANH, APOL, ARD, ASF, AWH, BDK, BEBE, BER, BGF, BJS, BNK, BRS, BSX, BTE, CAT, CBS, CF, CFC, CFW, CI, CMA, CMI, COF, COLB, CONN, CTX, CVH, CVP, DFR, DHI, DOW, DTE, ELY, EMU, EOG, ESV, FBR, FDC, FDG, FRO, FSTR, GCI, GNW, GRP, HBAN, HLX, HUB-B, IR, IWA, IWN, KMA, LEN, LLY, LNC, LNCR, LTR, MAS, MBFI, MBI, MET, MHK, MM, MRO, NFX, NSC, NTG, NUE, PCU, PD, PDS, PGR, PHM, PPG, PPH, PQ, PRU, RRD, SAF, SBR, SJM, SLE, SRE, TDSC, TMA, TMK, TMO, TMR, TRA, TTES, UB, UNM, UTX, WHR, X, XTO, ZION,
Added Positions: ABK, ACGL, AETUF.PK, AHM, AINV, ALL, AME, APA, ARXX, ASFI, AWBC, BBOX, BBT, BEAV, BHBC, BNPUF.PK, BOL, CAI, CBF, CHD, CHK, CINF, CNC, CORI, CPGCF.PK, DHT, EAD, ECA, EDO, EGLE, ERF, ETN, FCX, FII, FRE, FRP, GCT, GS, HAWK, HAWK, HD, HERO, HES, HTE, HTGC, HTR, HYC, IYXI.OB, JNJ, JPM, JQC, JRT, KFI, KND, LEH, LOW, LPNT, LSE, LYO, MFA, MKSI, MUR, MWA, NAFC, NBL, NCT, ODSY, OPTN, PAAS, PGH, PH, PHT, PLLL, PNBK, PWE, RNP, SCSC, SCUR, SPY, STI, STRL, STSA, SUN, THE, TJX, UCBH, VGR, VLO, VMI, VZ, WDR, WGII, WIN, WPS, WYE, XOM,
Reduced Positions: AG, BBX, BKUNA, BMY, BP, BPT, BSC, CCJ, DGX, DPTR, EP, FICC, FNM, HRLY, KCI, LH, MI, MIND, MMR, MRK, NSRGY.PK, OPWV, PCAR, PMI, RRC, SJT, SUG, SWC, SWY, T, TEX, UN, UVV, WG, WLT, WTU,
Sold Out: ABN-PG, AEE, AMP, APD, APSG, AXP, AXS, BAX, BCR, BEN, BONT,CMX, ED, FCL, FITB, GGC, HCBK, HGR, HHGP, IFNY, KWK, MEL, MIG, MRBK,PONR, QRCP, QRCP, RAI, RDS-A, RGF,SCVL, SUG-PC, TEC, TGT, UNTD, WFC, WMB,
David Dreman buys Eli Lilly & Co., JM Smucker Co., Thornburg Mortgage Inc., Deerfield Triarc Capital Corp., HELIX ENERGY SOLUTNS, United Technologies Corp., Hubbell Inc. CL B, ALLIED WLD ASSUR CO, Terra Industries Inc., ENERGY METALS CORPOR, Administaff Inc., Iowa Telecommunications Servic, NAL OIL & GAS TRUST UNITS, Alaska Air Group Inc., Armor Holdings Inc., Anworth Mortgage Asset Corp., Conns Inc., Fording Canadian Coal Trust, Callaway Golf Co., Frontline Ltd., Precision Drilling Corp., Columbia Banking System Inc., METAL MANAGEMENT INC, MB Financial Inc. (MD), Arena Resources Inc., PRIMARY ENGY ENHNCD INCME, Bristow Group Inc. Common stock, Bebe Stores, Inc., Argonaut Group Inc., BAYTEX ENERGY TR UTS, MetLife Inc., CF Industries Holdings Inc., Dow Chemical Co., T-3 Energy Services Inc., Marathon Oil Corp., KMG America Corp., Prudential Financial Inc., Comerica Inc., NATCO Group Inc., Caterpillar Inc., Grant Prideco Inc., Pharmaceutical HOLDRS, Alcoa Inc., ACE Ltd., Autoliv Inc., First Data Corp., EOG Resources Inc., Apollo Group Inc., Centerplate Inc., TD Banknorth Inc., Capital One Financial Corp., CIGNA Corp., Countrywide Financial Corp., Boston Scientific Corp., CBS CORP CL B, Friedman Billings Ramsey Group, Gannett Co. Inc., Lincoln National Corp., Masco Corp., Meridian Resource Corp., Phelps Dodge Corp., Southern Peru Copper Corp., Sara Lee Corp., Zions Bancorp. (UT), Sempra Energy, Nucor Corp., Progressive Corp., Loews Corp., Norfolk Southern Corp., Genworth Financial Inc., XTO Energy Inc., Ingersoll-Rand Co. Ltd., ISHARES RUSSELL 2000 VALUE INDEX FD, Petroquest Energy, Inc. Common Stock, Par Value $., Whirlpool Corp., WR Berkley Corp., Sabine Royalty Trust, Black & Decker Corp., ALTAGAS SERVICES TR UTS, American Capital Strategies, L, United States Steel Corp., UnumProvident Corp., Assurant Inc., UnionBanCal Corp., Thermo Electron Corp., Torchmark Corp., 3D Systems Corp., B&G Foods, Inc, BJ Services Co., S A F E C O CP ##, Huntington Bancshares Inc. (MD, Ensco International Inc., Lennar Corp., LB Foster Co., Lincare Holdings Inc., DTE Energy Co., DR Horton Inc., Mohawk Industries Inc., Coventry Health Care Inc., Centex Corp., RR Donnelley & Sons Co., PPG Industries Inc., Pulte Homes Inc., Cano Petroleum Inc., Cummins Inc., Newfield Exploration Co., MBIA Inc., sells Williams Companies Inc., Bon-Ton Stores Inc., Chevy Chase Bank, F.S.B. 8% Noncumulative Perpetua, Caremark Rx Inc., Consolidated Edison Inc., Fifth Third Bancorp, Mellon Financial Corp., Quest Resource Corporation - Common Stock, Meadowbrook Insurance Group In, Mercantile Bankshares Corp., NovaStar Financial, Inc. 8.90% Series C Cumulative, Pioneer Companies Inc. during the 3-months ended 12/31/2006, according to the most recent filings of his investment company, DREMAN VALUE MANAGEMENT L L C. David Dreman owns 466 stocks with a total value of $18.2 billion. These are the details of the buys and sells.
New Purchases: AA, ACAS, ACE, AGII, AH, AIZ, ALK, ALV, ANH, APOL, ARD, ASF, AWH, BDK, BEBE, BER, BGF, BJS, BNK, BRS, BSX, BTE, CAT, CBS, CF, CFC, CFW, CI, CMA, CMI, COF, COLB, CONN, CTX, CVH, CVP, DFR, DHI, DOW, DTE, ELY, EMU, EOG, ESV, FBR, FDC, FDG, FRO, FSTR, GCI, GNW, GRP, HBAN, HLX, HUB-B, IR, IWA, IWN, KMA, LEN, LLY, LNC, LNCR, LTR, MAS, MBFI, MBI, MET, MHK, MM, MRO, NFX, NSC, NTG, NUE, PCU, PD, PDS, PGR, PHM, PPG, PPH, PQ, PRU, RRD, SAF, SBR, SJM, SLE, SRE, TDSC, TMA, TMK, TMO, TMR, TRA, TTES, UB, UNM, UTX, WHR, X, XTO, ZION,
Added Positions: ABK, ACGL, AETUF.PK, AHM, AINV, ALL, AME, APA, ARXX, ASFI, AWBC, BBOX, BBT, BEAV, BHBC, BNPUF.PK, BOL, CAI, CBF, CHD, CHK, CINF, CNC, CORI, CPGCF.PK, DHT, EAD, ECA, EDO, EGLE, ERF, ETN, FCX, FII, FRE, FRP, GCT, GS, HAWK, HAWK, HD, HERO, HES, HTE, HTGC, HTR, HYC, IYXI.OB, JNJ, JPM, JQC, JRT, KFI, KND, LEH, LOW, LPNT, LSE, LYO, MFA, MKSI, MUR, MWA, NAFC, NBL, NCT, ODSY, OPTN, PAAS, PGH, PH, PHT, PLLL, PNBK, PWE, RNP, SCSC, SCUR, SPY, STI, STRL, STSA, SUN, THE, TJX, UCBH, VGR, VLO, VMI, VZ, WDR, WGII, WIN, WPS, WYE, XOM,
Reduced Positions: AG, BBX, BKUNA, BMY, BP, BPT, BSC, CCJ, DGX, DPTR, EP, FICC, FNM, HRLY, KCI, LH, MI, MIND, MMR, MRK, NSRGY.PK, OPWV, PCAR, PMI, RRC, SJT, SUG, SWC, SWY, T, TEX, UN, UVV, WG, WLT, WTU,
Sold Out: ABN-PG, AEE, AMP, APD, APSG, AXP, AXS, BAX, BCR, BEN, BONT,CMX, ED, FCL, FITB, GGC, HCBK, HGR, HHGP, IFNY, KWK, MEL, MIG, MRBK,PONR, QRCP, QRCP, RAI, RDS-A, RGF,SCVL, SUG-PC, TEC, TGT, UNTD, WFC, WMB,
