Back in the first half of 2008, when the market was down about 20% from the peak, Jean-Marie Eveillard still did not see bargains. He was right! That's why he avoided drastic loss for his funds. What is he buying: "We are focusing on the types of companies we always have--a combination of “cigar butts” (as Warren Buffett called Benjamin Graham-type stocks) and some truly exceptional businesses trading at appealing prices." These are the details.
Jean-Marie Eveillard buys Omnicom Group Inc., Bill Barrett Corp., XTO Energy Inc., UST Inc., Datascope Corp., NRG Energy Inc., Williams Pipeline Partners L.P., NDS Group plc., Copano Energy L.L.C., Ascent Media Corp. Series A, Centennial Communications Corp., Packaging Corp. of America, , Energy Transfer Partners L.P., Linn Energy LLC, The CocaCola Company, First Albany Companies Inc., Provident Bankshares Corp., Trubion Pharmaceuticals Inc., AmeriVest Properties Inc, CocaCola Enterprises Inc., Cooper Industries Ltd., PepsiCo Inc., Nuvelo Inc. New, Air Products and Chemicals Inc., United Therapeutics Corp., Leucadia National Corp., Baker Hughes Inc., McDermott International Inc., Equitable Resources Inc., CONSOL Energy Inc., Peabody Energy Corp., Alcoa Inc., AK Steel Holding Corp., SAPPHIRE INDUSTRIALS, Massey Energy Company, LIBERTY ACQ HGDS CP, The Pepsi Bottling Group Inc., Seattle Genetics Inc., Sangamo BioSciences Inc., Huntsman Corp., , Victory Acquisition Corp, SPDR Homebuilders ETF, SmurfitStone Container Corp., Mosaic Company The, Anglo American plc, The New York Times Company, Boston Scientific Corp., Petroleo Brasileiro S.A.Petrobras, iShares FTSE/Xinhua China 25 Index Fund, CNOOC Ltd., CurrencyShares Canadian Dollar Trust, Flamel Technologies S.A., Hercules Offshore Inc., iShares Hong Kong Index, IntercontinentalExchange Inc., Eldorado Gold Corp, The European Equity Fund Inc., International Coal Group Inc., Dekania Corp, Incyte Corp., Infinity Pharmaceuticals Inc., Cablevision Systems Corp. NY Group, sells WESCO International Inc., Helicos BioSciences Corp., Goldman Sachs Group Inc. The, Denbury Resources Inc., Dillard's Inc., Champion Enterprises Inc., Beazer Homes USA Inc., Brooks Automation Inc., BB&T Corp., Armstrong World Industries Inc., Yamana Gold Inc., ArthroCare Corp., CRA International Inc., Starbucks Corp., AMR Corp., ARCA biopharma Inc., HEALTHSOUTH Corp., Starwood Hotels & Resorts Worldwide Inc., ImClone Systems Inc., UnitedHealth Group Inc., Tyco International Ltd., The TJX Companies Inc., Synaptics Inc., The Stanley Works, St. Jude Medical Inc., SK Telecom Co. Ltd., Rowan Companies Inc., The Procter & Gamble Company, Precision Drilling Trust Trust Units, OwensIllinois Inc., NovaGold Resources Inc, Meritage Homes Corp., Monogram Biosciences Inc., Masco Corp., American International Group Inc. during the 3-months ended 12/31/2008, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Jean-Marie Eveillard owns 351 stocks with a total value of $7.5 billion. These are the details of the buys and sells.
New Purchases: AA, AAUK, AKS, AMV, APD, ASCMA, BBG, BHI, BSX, BTU, CBE, CCE, CEO, CNX, CPNO, CVC, CYCL, DEK, DSCP, EEA, EGO, EQT, ETP, EWH, FACT, FLML, FXC, FXI, FYR, HERO, HUN, ICE, ICO, INCY, INFI, KO, LIA, LINE, LUK, MDR, MEE, MOS, NNDS, NRG, NUVO, NYT, OMC, PBG, PBKS, PBR, PEP, PKG, SGEN, SGMO, SSCC, TBT, TRBN, UST, UTHR, VRY, WMZ, XHB, XTO,
Added Positions: APA, APH, ARQL, ARRY, ATK, AU, AXP, BLL, CCK, CEGE, CKH, CMCSK, COL, COP, CRGN, CRIS, CRXX, CSCO, DELL, DOX, DRC, DTV, EMN, ETE, EXEL, EXH, FNM, GERN, GOOG, HD, HL, HOLX, HP, HWAY, INTC, ISCA, IVAC, MCY, MMM, MSFT, NS, NSH, NWS-A, PLA, QCOM, SNMX, UPL, VAL, VNDA, WLP, WMB, WMT, WPZ, XLF, XRAY, XRX,
Reduced Positions: ABX, BK, CHK, CMCSA, CPN, DNA, DST, DVN, GE, GLD, GTCB, HANS, ITT, JPM, KMX, LEAP, LXRX, MCD, NOK, PTN, ROC, SGP, SVVS, TEL, UNM, WEYS,
Sold Out: ABIO, AIG, AMR, ARTC, AUY, AWI, BBT, BRKS, BZH, CHB, CRAI, DDS, DNR, GS, HLCS, HLS, HOT, IMCL, MAS, MGRM, MTH, NG, OI, PDS, PG, RDC, SBUX, SKM, STJ, SWK, SYNA, TJX, TYC, UNH, WCC,
For the details of Jean-Marie Eveillard's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jean-Marie+Eveillard
Jean-Marie Eveillard buys Omnicom Group Inc., Bill Barrett Corp., XTO Energy Inc., UST Inc., Datascope Corp., NRG Energy Inc., Williams Pipeline Partners L.P., NDS Group plc., Copano Energy L.L.C., Ascent Media Corp. Series A, Centennial Communications Corp., Packaging Corp. of America, , Energy Transfer Partners L.P., Linn Energy LLC, The CocaCola Company, First Albany Companies Inc., Provident Bankshares Corp., Trubion Pharmaceuticals Inc., AmeriVest Properties Inc, CocaCola Enterprises Inc., Cooper Industries Ltd., PepsiCo Inc., Nuvelo Inc. New, Air Products and Chemicals Inc., United Therapeutics Corp., Leucadia National Corp., Baker Hughes Inc., McDermott International Inc., Equitable Resources Inc., CONSOL Energy Inc., Peabody Energy Corp., Alcoa Inc., AK Steel Holding Corp., SAPPHIRE INDUSTRIALS, Massey Energy Company, LIBERTY ACQ HGDS CP, The Pepsi Bottling Group Inc., Seattle Genetics Inc., Sangamo BioSciences Inc., Huntsman Corp., , Victory Acquisition Corp, SPDR Homebuilders ETF, SmurfitStone Container Corp., Mosaic Company The, Anglo American plc, The New York Times Company, Boston Scientific Corp., Petroleo Brasileiro S.A.Petrobras, iShares FTSE/Xinhua China 25 Index Fund, CNOOC Ltd., CurrencyShares Canadian Dollar Trust, Flamel Technologies S.A., Hercules Offshore Inc., iShares Hong Kong Index, IntercontinentalExchange Inc., Eldorado Gold Corp, The European Equity Fund Inc., International Coal Group Inc., Dekania Corp, Incyte Corp., Infinity Pharmaceuticals Inc., Cablevision Systems Corp. NY Group, sells WESCO International Inc., Helicos BioSciences Corp., Goldman Sachs Group Inc. The, Denbury Resources Inc., Dillard's Inc., Champion Enterprises Inc., Beazer Homes USA Inc., Brooks Automation Inc., BB&T Corp., Armstrong World Industries Inc., Yamana Gold Inc., ArthroCare Corp., CRA International Inc., Starbucks Corp., AMR Corp., ARCA biopharma Inc., HEALTHSOUTH Corp., Starwood Hotels & Resorts Worldwide Inc., ImClone Systems Inc., UnitedHealth Group Inc., Tyco International Ltd., The TJX Companies Inc., Synaptics Inc., The Stanley Works, St. Jude Medical Inc., SK Telecom Co. Ltd., Rowan Companies Inc., The Procter & Gamble Company, Precision Drilling Trust Trust Units, OwensIllinois Inc., NovaGold Resources Inc, Meritage Homes Corp., Monogram Biosciences Inc., Masco Corp., American International Group Inc. during the 3-months ended 12/31/2008, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Jean-Marie Eveillard owns 351 stocks with a total value of $7.5 billion. These are the details of the buys and sells.
New Purchases: AA, AAUK, AKS, AMV, APD, ASCMA, BBG, BHI, BSX, BTU, CBE, CCE, CEO, CNX, CPNO, CVC, CYCL, DEK, DSCP, EEA, EGO, EQT, ETP, EWH, FACT, FLML, FXC, FXI, FYR, HERO, HUN, ICE, ICO, INCY, INFI, KO, LIA, LINE, LUK, MDR, MEE, MOS, NNDS, NRG, NUVO, NYT, OMC, PBG, PBKS, PBR, PEP, PKG, SGEN, SGMO, SSCC, TBT, TRBN, UST, UTHR, VRY, WMZ, XHB, XTO,
Added Positions: APA, APH, ARQL, ARRY, ATK, AU, AXP, BLL, CCK, CEGE, CKH, CMCSK, COL, COP, CRGN, CRIS, CRXX, CSCO, DELL, DOX, DRC, DTV, EMN, ETE, EXEL, EXH, FNM, GERN, GOOG, HD, HL, HOLX, HP, HWAY, INTC, ISCA, IVAC, MCY, MMM, MSFT, NS, NSH, NWS-A, PLA, QCOM, SNMX, UPL, VAL, VNDA, WLP, WMB, WMT, WPZ, XLF, XRAY, XRX,
Reduced Positions: ABX, BK, CHK, CMCSA, CPN, DNA, DST, DVN, GE, GLD, GTCB, HANS, ITT, JPM, KMX, LEAP, LXRX, MCD, NOK, PTN, ROC, SGP, SVVS, TEL, UNM, WEYS,
Sold Out: ABIO, AIG, AMR, ARTC, AUY, AWI, BBT, BRKS, BZH, CHB, CRAI, DDS, DNR, GS, HLCS, HLS, HOT, IMCL, MAS, MGRM, MTH, NG, OI, PDS, PG, RDC, SBUX, SKM, STJ, SWK, SYNA, TJX, TYC, UNH, WCC,
For the details of Jean-Marie Eveillard's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jean-Marie+Eveillard
