To Guru Richard Aster Jr, there is no difference between value and growth. He runs both growth fund and value funds. His growth fund averaged 13.2% during the past 10 years, and his value fund avareged 18.3%, both outperforming S&P500's 8.2% within the same period. These are his buys and sells during the first quarter. Richard Aster Jr owns 126 stocks with a total value of $3.7 billion.
Richard Aster Jr buys Brown & Brown Inc., Bea Systems Inc., International Rectifier Corp., Progress Energy Inc., Charles River Laboratories Int, Intel Corp., Schnitzer Steel Industries Inc, Avid Technology Inc., Polaris Industries Inc., Cooper Companies Inc., Steris Corp., Hyperion Solutions Corp., At&t Corp., United Parcel Service Inc., sells Amerisourcebergen Corp., Vishay Intertechnology Inc., Tektronix Inc., Tidewater Inc., Ruby Tuesday Inc., Everest Re Group Ltd., Ihop Corp., Healthcare Realty Trust Inc., Foot Locker Inc., El Paso Corp., Egl Inc., Cato Corp., Cincinnati Financial Corp., Bearingpoint Inc., Xilinx Inc. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, Meridian Fund. Richard Aster Jr owns 126 stocks with a total value of $3.7 billion. These are the details of the buys and sells.
New Purchases: AVID, BEAS, BRO, COO, CRL, INTC, IRF, PGN, PII, SCHN, STE, T, UPS,
Added Positions: AVP, AVY, BLT, COGN, FII, HELE, JNJ, LTD, MSA, NLY, STC, USTR, WDC, WDR, ZBRA,
Reduced Positions: ARG, AVZ, IFF, NWL, ROST, RSG, SWY, TUES, URI, WMI, ZLC,
Sold Out: ABC, BE, CINF, CTR, EAGL, EP, FL, HR, IHP, RE, TDW, TEK, VSH, XLNX,
Richard Aster Jr buys Brown & Brown Inc., Bea Systems Inc., International Rectifier Corp., Progress Energy Inc., Charles River Laboratories Int, Intel Corp., Schnitzer Steel Industries Inc, Avid Technology Inc., Polaris Industries Inc., Cooper Companies Inc., Steris Corp., Hyperion Solutions Corp., At&t Corp., United Parcel Service Inc., sells Amerisourcebergen Corp., Vishay Intertechnology Inc., Tektronix Inc., Tidewater Inc., Ruby Tuesday Inc., Everest Re Group Ltd., Ihop Corp., Healthcare Realty Trust Inc., Foot Locker Inc., El Paso Corp., Egl Inc., Cato Corp., Cincinnati Financial Corp., Bearingpoint Inc., Xilinx Inc. during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, Meridian Fund. Richard Aster Jr owns 126 stocks with a total value of $3.7 billion. These are the details of the buys and sells.
New Purchases: AVID, BEAS, BRO, COO, CRL, INTC, IRF, PGN, PII, SCHN, STE, T, UPS,
Added Positions: AVP, AVY, BLT, COGN, FII, HELE, JNJ, LTD, MSA, NLY, STC, USTR, WDC, WDR, ZBRA,
Reduced Positions: ARG, AVZ, IFF, NWL, ROST, RSG, SWY, TUES, URI, WMI, ZLC,
Sold Out: ABC, BE, CINF, CTR, EAGL, EP, FL, HR, IHP, RE, TDW, TEK, VSH, XLNX,
