Arnold Van Den Berg buys quality stocks when they have the lowest rolling 10-year price to sales (P/S) ratios. That is how he achieved more than 20% a year over the past 20 years. These are his buys and sells during the first quarter of 2007. Arnold Van Den Berg owns 54 stocks with a total value of $3.5 billion.
Arnold Van Den Berg buys Wells Fargo & Co., Masco Corp., Intel Corp., Invacare Corp., sells Clark Inc., Cpi Corp., Elkcorp, Graham Corp., Reader's Digest Association In during the 3-months ended 03/31/2007, according to the most recent filings of his investment company, Century Management. Arnold Van Den Berg owns 54 stocks with a total value of $3.5 billion. These are the details of the buys and sells.
- New Purchases: INTC, IVC, MAS, WFC,
- Added Positions: CDWC, CPWM, IMN, LEG, PG, TLB, WPL,
- Reduced Positions: BRK-B, POWL, RBN, USU,
- Sold Out: CPY, GHM,
Added: Talbots Inc. (TLB)
Arnold Van Den Berg added to his holdings in Apparel Retailers company Talbots Inc. by 68.18%. His purchase prices were between $22.89 and $25.73, with an estimated average price of $24.3. The impact to his portfolio due to this purchase was 1.46%. His holdings was 5,322,230 shares as of 03/31/2007. Talbots Inc. closed today at $19.58.
Added: Leggett & Platt Inc. (LEG)
Arnold Van Den Berg added to his holdings in Furnishings company Leggett & Platt Inc. by 384.34%. His purchase prices were between $22.28 and $24.3, with an estimated average price of $23.6. The impact to his portfolio due to this purchase was 1.43%. His holdings was 2,780,083 shares as of 03/31/2007. Leggett & Platt Inc. closed today at $23.7.
Added: WP Stewart & Co. Ltd. (WPL)
Arnold Van Den Berg added to his holdings in Investment Services company Wp Stewart & Co. Ltd. by 62.57%. His purchase prices were between $10.26 and $15.99, with an estimated average price of $12.6. The impact to his portfolio due to this purchase was 1.09%. His holdings was 9,867,390 shares as of 03/31/2007. Wp Stewart & Co. Ltd. closed today at $9.92.
Added: Cost Plus Inc. (CPWM)
Arnold Van Den Berg added to his holdings in Specialty Retailers company Cost Plus Inc. by 62.56%. His purchase prices were between $9.94 and $10.94, with an estimated average price of $10.4. The impact to his portfolio due to this purchase was 0.34%. His holdings was 3,072,856 shares as of 03/31/2007. Cost Plus Inc. closed today at $9.19.
Added: Cdw Corp. (CDWC)
Arnold Van Den Berg added to his holdings in Business Support Services company Cdw Corp. by 25.3%. His purchase prices were between $59.33 and $73.13, with an estimated average price of $64.7. The impact to his portfolio due to this purchase was 0.34%. His holdings was 950,279 shares as of 03/31/2007. Cdw Corp. closed today at $76.9.
Added: Imation Corp. (IMN)
Arnold Van Den Berg added to his holdings in Computer Hardware company Imation Corp. by 22.6%. His purchase prices were between $39.67 and $48.33, with an estimated average price of $43. The impact to his portfolio due to this purchase was 0.25%. His holdings was 1,163,713 shares as of 03/31/2007. Imation Corp. closed today at $37.31.
Added: Procter & Gamble Co. (PG)
Arnold Van Den Berg added to his holdings in Nondurable Household Products company Procter & Gamble Co. by 29.68%. His purchase prices were between $61.27 and $65.73, with an estimated average price of $63.7. The impact to his portfolio due to this purchase was less than 0.01%. His holdings was 5,187 shares as of 03/31/2007. Procter & Gamble Co. closed today at $62.07.
New Purchase: Wells Fargo & Co. (WFC)
Arnold Van Den Berg initiated holdings in Banks company Wells Fargo & Co.. His purchase prices were between $33.69 and $35.58, with an estimated average price of $34.9. The impact to his portfolio due to this purchase was 2.23%. His holdings was 2,267,792 shares as of 03/31/2007. Wells Fargo & Co. closed today at $35.41.
New Purchase: Masco Corp. (MAS)
Arnold Van Den Berg initiated holdings in Building Materials & Fixtures company Masco Corp.. His purchase prices were between $26.85 and $33.64, with an estimated average price of $29.7. The impact to his portfolio due to this purchase was 0.97%. His holdings was 1,244,575 shares as of 03/31/2007. Masco Corp. closed today at $29.16.
New Purchase: Intel Corp. (INTC)
Arnold Van Den Berg initiated holdings in Semiconductors company Intel Corp.. His purchase prices were between $18.76 and $21.9, with an estimated average price of $20.2. The impact to his portfolio due to this purchase was 0.88%. His holdings was 1,603,137 shares as of 03/31/2007. Intel Corp. closed today at $22.01.
New Purchase: Invacare Corp. (IVC)
Arnold Van Den Berg initiated holdings in Medical Supplies company Invacare Corp.. His purchase prices were between $17.51 and $23.79, with an estimated average price of $20. The impact to his portfolio due to this purchase was 0.38%. His holdings was 763,025 shares as of 03/31/2007. Invacare Corp. closed today at $17.35.
Reduced: Usec Inc. (USU)
Arnold Van Den Berg reduced to his holdings in Electricity company Usec Inc. by 26.78%. His purchase prices were between $12.39 and $16.25, with an estimated average price of $14.3. The impact to his portfolio due to this sale was 1.03%. His still held 2,796,995 shares as of 03/31/2007. Usec Inc. closed today at $23.2.
Reduced: Robbins & Myers Inc. (RBN)
Arnold Van Den Berg reduced to his holdings in Electronic Equipment company Robbins & Myers Inc. by 78.42%. His purchase prices were between $37.19 and $45.1, with an estimated average price of $41.2. The impact to his portfolio due to this sale was 0.02%. His still held 36,895 shares as of 03/31/2007. Robbins & Myers Inc. closed today at $43.38.
Reduced: Powell Industries Inc. (POWL)
Arnold Van Den Berg reduced to his holdings in Electrical Components & Equipment company Powell Industries Inc. by 90.56%. His purchase prices were between $29.8 and $33.46, with an estimated average price of $31.2. The impact to his portfolio due to this sale was 0.01%. His still held 12,199 shares as of 03/31/2007. Powell Industries Inc. closed today at $31.1.
Reduced: Berkshirehathaway Inc. Cl B (BRK-B)
Arnold Van Den Berg reduced to his holdings in Property & Casualty Insurance company Berkshirehathaway Inc. Cl B by 42%. His purchase prices were between $3532 and $3668, with an estimated average price of $3603.2. The impact to his portfolio due to this sale was 0.01%. His still held 58 shares as of 03/31/2007. Berkshirehathaway Inc. Cl B closed today at $3633.
Sold Out: Graham Corp. (GHM)
Arnold Van Den Berg sold out his holdings in Diversified Industrials company Graham Corp.. His purchase prices were between $12.84 and $16.77, with an estimated average price of $14.6. The impact to his portfolio due to this sale was less than 0.01%. Graham Corp. closed today at $17.99.
Sold Out: CPI Corp. (CPY)
Arnold Van Den Berg sold out his holdings in Specialized Consumer Services company Cpi Corp.. His purchase prices were between $47.01 and $55.29, with an estimated average price of $51.9. The impact to his portfolio due to this sale was less than 0.01%. Cpi Corp. closed today at $84.4.
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