Arnold Van Den Berg likes to buy good companies with 10-year rolling low p/s ratios. The prices of these companies are in down-trends. But by buying these out of favor companies Arnold Van Den Berg has achieved outstanding results over long term. These are his buys and sells during the 4 th quarter.
Arnold Van Den Berg buys Select Sector SPDRFinancial, Applied Materials Inc., Bed Bath & Beyond Inc., The Walt Disney Company Disney, Cymer Inc., United Parcel Service, Inc., FedEx Corp., USEC Inc., Haverty Furniture Companies Inc., sells Office Depot Inc. during the 3-months ended 12/31/2007, according to the most recent filings of his investment company, Century Management. Arnold Van Den Berg owns 67 stocks with a total value of $3.2 billion. These are the details of the buys and sells.
New Purchases: AMAT, BBBY, CYMI, DIS, FDX, HVT, UPS, USU, XLF,
Added Positions: ABFS, CPY, ETH, KEM, LAWS, MAS, NEWP, RNT, TGT, TLB, TOL, WAG, WFC,
Reduced Positions: CDI, ESCC, ITW, LTRE, MMM, PFE, STX,
Sold Out: ODP,
Added: Walgreen Company (WAG, Financial)
Arnold Van Den Berg added to his holdings in Walgreen Company by 97.92%. His purchase prices were between $36.49 and $39.98, with an estimated average price of $38.3. The impact to his portfolio due to this purchase was 2.34%. His holdings were 3,960,194 shares as of 12/31/2007.
Walgreen Co. operates a chain of drugstores in the United States. These drugstores sell prescription and non-prescription drugs, and general merchandise. Walgreen Company has a market cap of $35.16 billion; its shares were traded at around $35.47 with a P/E ratio of 17.22 and P/S ratio of 0.64. The dividend yield of Walgreen Company stocks is 1.1%.
Added: Target Corp. (TGT, Financial)
Arnold Van Den Berg added to his holdings in Target Corp. by 1422.03%. His purchase prices were between $50.55 and $63.84, with an estimated average price of $56.7. The impact to his portfolio due to this purchase was 1.97%. His holdings were 1,344,136 shares as of 12/31/2007.
Target Corp. has a market cap of $44.09 billion; its shares were traded at around $53.07 with a P/E ratio of 15.55 and P/S ratio of 0.70. The dividend yield of Target Corp. stocks is 1.1%.
Added: KEMET Corp. (KEM, Financial)
Arnold Van Den Berg added to his holdings in KEMET Corp. by 8894.83%. His purchase prices were between $5.91 and $7.66, with an estimated average price of $6.7. The impact to his portfolio due to this purchase was 1.11%. His holdings were 5,401,846 shares as of 12/31/2007.
KEMET Corporation, together with its subsidiaries, manufactures tantalum, multilayer ceramic, and solid aluminum capacitors. It produces surface-mount capacitors, which are attached directly to the circuit board without lead wires; KEMET Corp. has a market cap of $397.24 million; its shares were traded at around $4.73 with a P/E ratio of 81.55 and P/S ratio of 0.53.
Added: Masco Corp. (MAS, Financial)
Arnold Van Den Berg added to his holdings in Masco Corp. by 62.1%. His purchase prices were between $21.4 and $23.68, with an estimated average price of $22.5. The impact to his portfolio due to this purchase was 1.09%. His holdings were 4,186,350 shares as of 12/31/2007.
Masco Corporation manufactures, distributes, and installs home improvement and building products primarily in North America. It operates through five segments: Cabinets and Related Products, Plumbing Products, Installation and Other Services, Masco Corp. has a market cap of $7.06 billion; its shares were traded at around $19.15 with a P/E ratio of 20.82 and P/S ratio of 0.59. The dividend yield of Masco Corp. stocks is 4.3%.
Added: Newport Corp. (NEWP, Financial)
Arnold Van Den Berg added to his holdings in Newport Corp. by 1775.92%. His purchase prices were between $12.89 and $15.15, with an estimated average price of $13.5. The impact to his portfolio due to this purchase was 0.97%. His holdings were 2,556,028 shares as of 12/31/2007.
Newport Corporation engages in the development, manufacture, and marketing of technology products and systems worldwide. It operates in two divisions, Lasers, and Photonics and Precision Technologies (PPT). Newport Corp. has a market cap of $390.77 million; its shares were traded at around $10.58 with a P/E ratio of 9.35 and P/S ratio of 0.87.
Added: Wells Fargo & Company (WFC, Financial)
Arnold Van Den Berg added to his holdings in Wells Fargo & Company by 32.72%. His purchase prices were between $29.76 and $35.34, with an estimated average price of $31.6. The impact to his portfolio due to this purchase was 0.9%. His holdings were 3,874,590 shares as of 12/31/2007.
Wells Fargo & Company, through its subsidiaries, provides banking and financial products and services in the United States. The company operates in three segments: Community Banking, Wholesale Banking, and Wells Fargo Financial. Wells Fargo & Company has a market cap of $97.89 billion; its shares were traded at around $29.69 with a P/E ratio of 12.46 and P/S ratio of 2.83. The dividend yield of Wells Fargo & Company stocks is 4%.
Added: Ethan Allen Interiors Inc. (ETH, Financial)
Arnold Van Den Berg added to his holdings in Ethan Allen Interiors Inc. by 91.89%. His purchase prices were between $26.59 and $32.97, with an estimated average price of $29.4. The impact to his portfolio due to this purchase was 0.66%. His holdings were 1,537,490 shares as of 12/31/2007.
Ethan Allen Interiors, Inc. engages in manufacturing and retailing home furnishings and accessories. The company involves in the design, manufacture, sourcing, sale, and distribution of a range of home furnishings and accessories, Ethan Allen Interiors Inc. has a market cap of $802.46 million; its shares were traded at around $27.65 with a P/E ratio of 11.25 and P/S ratio of 0.80. The dividend yield of Ethan Allen Interiors Inc. stocks is 3.1%.
Added: CPI Corp. (CPY, Financial)
Arnold Van Den Berg added to his holdings in CPI Corp. by 253.8%. His purchase prices were between $23.96 and $38.62, with an estimated average price of $29.2. The impact to his portfolio due to this purchase was 0.37%. His holdings were 701,576 shares as of 12/31/2007.
CPI Corp., through its subsidiaries, engages in the manufacture and sale of professional portrait photography of babies, children, adults, and family groups. CPI Corp. has a market cap of $120.66 million; its shares were traded at around $18.83 with a P/E ratio of 44.31 and P/S ratio of 0.34. The dividend yield of CPI Corp. stocks is 3.5%.
Added: The Talbots Inc. (TLB, Financial)
Arnold Van Den Berg added to his holdings in The Talbots Inc. by 15.8%. His purchase prices were between $11.82 and $17.31, with an estimated average price of $14.2. The impact to his portfolio due to this purchase was 0.34%. His holdings were 6,683,539 shares as of 12/31/2007.
The Talbots, Inc., together with its subsidiaries, operates as a specialty retailer and cataloger of women's, children's, and men's apparel, accessories, and shoes in the United States, Canada, and the United Kingdom. The Talbots Inc. has a market cap of $486.82 million; its shares were traded at around $8.9 with P/S ratio of 0.19. The dividend yield of The Talbots Inc. stocks is 6.8%.
Added: Arkansas Best Corp. (ABFS, Financial)
Arnold Van Den Berg added to his holdings in Arkansas Best Corp. by 42.29%. His purchase prices were between $22.05 and $32.7, with an estimated average price of $25.3. The impact to his portfolio due to this purchase was 0.25%. His holdings were 1,220,436 shares as of 12/31/2007.
Arkansas Best Corporation, through its subsidiaries, provides motor carrier transportation services in the United States. The company offers national, inter-regional, and regional transportation of general commodities, including food, textiles, etc. Arkansas Best Corp. has a market cap of $714.30 million; its shares were traded at around $28.72 with a P/E ratio of 12.70 and P/S ratio of 0.40. The dividend yield of Arkansas Best Corp. stocks is 2%.
Added: Aaron Rents Inc. (RNT, Financial)
Arnold Van Den Berg added to his holdings in Aaron Rents Inc. by 54.47%. His purchase prices were between $18.58 and $21.41, with an estimated average price of $20. The impact to his portfolio due to this purchase was 0.06%. His holdings were 300,840 shares as of 12/31/2007.
Aaron Rents, Inc. engages in the lease ownership, rental, and retail sale of consumer electronics, computers, residential and office furniture, household appliances, and accessories in the United States and Canada. Aaron Rents Inc. has a market cap of $1.03 billion; its shares were traded at around $18.96 with a P/E ratio of 12.44 and P/S ratio of 0.71. The dividend yield of Aaron Rents Inc. stocks is 0.4%.
Added: Toll Brothers Inc. (TOL, Financial)
Arnold Van Den Berg added to his holdings in Toll Brothers Inc. by 31.88%. His purchase prices were between $18.98 and $23.1, with an estimated average price of $21.3. The impact to his portfolio due to this purchase was 0.05%. His holdings were 320,085 shares as of 12/31/2007.
Toll Brothers, Inc. engages in designing, building, marketing, and arranging finance for single-family detached and attached homes in luxury residential communities in the United States. Toll Brothers Inc. has a market cap of $3.28 billion; its shares were traded at around $20.75 with a P/E ratio of 95.62 and P/S ratio of 0.74.
Added: Lawson Products Inc. (LAWS)
Arnold Van Den Berg added to his holdings in Lawson Products Inc. by 20.22%. His purchase prices were between $30.01 and $38.18, with an estimated average price of $33.9. The impact to his portfolio due to this purchase was 0.02%. His holdings were 79,150 shares as of 12/31/2007.
Lawson Products, Inc. engages in the distribution and marketing of systems, services, and products to the industrial, commercial, and institutional maintenance, repair, and replacement marketplace. Lawson Products Inc. has a market cap of $221.57 million; its shares were traded at around $26 with a P/E ratio of 27.84 and P/S ratio of 0.45. The dividend yield of Lawson Products Inc. stocks is 2.6%.
New Purchase: Select Sector SPDRFinancial (XLF)
Arnold Van Den Berg initiated holdings in Select Sector SPDRFinancial. His purchase prices were between $28.94 and $35.22, with an estimated average price of $30.9. The impact to his portfolio due to this purchase was 3.33%. His holdings were 3,667,570 shares as of 12/31/2007.
Select Sector SPDRFinancial shares were traded at around $26.83 . The dividend yield of Select Sector SPDRFinancial stocks is 3.8%.
New Purchase: Applied Materials Inc. (AMAT)
Arnold Van Den Berg initiated holdings in Applied Materials Inc.. His purchase prices were between $17.71 and $20.9, with an estimated average price of $18.7. The impact to his portfolio due to this purchase was 1.67%. His holdings were 2,997,499 shares as of 12/31/2007.
Applied Materials, Inc. designs, manufactures, and sells semiconductor fabrication equipment worldwide. It operates in four segments: Silicon, Fab Solutions, Display, and Adjacent Technologies. Applied Materials Inc. has a market cap of $26.33 billion; its shares were traded at around $19.04 with a P/E ratio of 17.25 and P/S ratio of 2.73. The dividend yield of Applied Materials Inc. stocks is 1.3%.
New Purchase: Bed Bath & Beyond Inc. (BBBY)
Arnold Van Den Berg initiated holdings in Bed Bath & Beyond Inc.. His purchase prices were between $29.11 and $35.06, with an estimated average price of $31.5. The impact to his portfolio due to this purchase was 0.51%. His holdings were 549,176 shares as of 12/31/2007.
Bed Bath & Beyond Inc. has a market cap of $7.66 billion; its shares were traded at around $29.25 with a P/E ratio of 13.47 and P/S ratio of 1.10.
New Purchase: The Walt Disney Company Disney (DIS)
Arnold Van Den Berg initiated holdings in The Walt Disney Company Disney. His purchase prices were between $31.5 and $35.09, with an estimated average price of $33. The impact to his portfolio due to this purchase was 0.49%. His holdings were 482,388 shares as of 12/31/2007.
The Walt Disney Company operates as a diversified entertainment company worldwide. Its Media Networks segment comprises a domestic broadcast television network, television production and distribution operations, domestic television stations, The Walt Disney Company Disney has a market cap of $61.18 billion; its shares were traded at around $32.49 with a P/E ratio of 15.67 and P/S ratio of 1.67. The dividend yield of The Walt Disney Company Disney stocks is 1.2%.
New Purchase: Cymer Inc. (CYMI)
Arnold Van Den Berg initiated holdings in Cymer Inc.. His purchase prices were between $37.61 and $42.34, with an estimated average price of $39.9. The impact to his portfolio due to this purchase was 0.16%. His holdings were 133,815 shares as of 12/31/2007.
Cymer, Inc. engages in the development, manufacturing, and marketing of light source solutions for the semiconductor industry. It primarily offers deep ultraviolet photolithography light source systems, and replacement parts and services. Cymer Inc. has a market cap of $813.89 million; its shares were traded at around $26.87 with a P/E ratio of 10.74 and P/S ratio of 1.57.
New Purchase: United Parcel Service, Inc. (UPS)
Arnold Van Den Berg initiated holdings in United Parcel Service, Inc.. His purchase prices were between $69.86 and $75.7, with an estimated average price of $72.6. The impact to his portfolio due to this purchase was 0.09%. His holdings were 39,747 shares as of 12/31/2007.
United Parcel Service, Inc., a package delivery company, provides transportation, logistics, and financial services in the United States and internationally. United Parcel Service, Inc. has a market cap of $75.82 billion; its shares were traded at around $72.42 with a P/E ratio of 172.02 and P/S ratio of 1.52. The dividend yield of United Parcel Service, Inc. stocks is 2.4%.
New Purchase: FedEx Corp. (FDX)
Arnold Van Den Berg initiated holdings in FedEx Corp.. His purchase prices were between $90.62 and $107.4, with an estimated average price of $98.8. The impact to his portfolio due to this purchase was 0.09%. His holdings were 32,315 shares as of 12/31/2007.
FedEx Corporation, together with its subsidiaries, provides transportation, e-commerce, and business services. It operates in four segments: FedEx Express, FedEx Ground, FedEx Freight, and FedEx Kinko's. FedEx Corp. has a market cap of $27.21 billion; its shares were traded at around $87.92 with a P/E ratio of 13.67 and P/S ratio of 0.75. The dividend yield of FedEx Corp. stocks is 0.4%.
New Purchase: USEC Inc. (USU)
Arnold Van Den Berg initiated holdings in USEC Inc.. His purchase prices were between $8.07 and $9.4, with an estimated average price of $8.8. The impact to his portfolio due to this purchase was 0.07%. His holdings were 240,510 shares as of 12/31/2007.
USEC, Inc., together with its subsidiaries, supplies low enriched uranium (LEU) for commercial nuclear power plants worldwide. It sells separative work units (SWU) component of LEU, the SWU and uranium components of LEU, and uranium. USEC Inc. has a market cap of $889.07 million; its shares were traded at around $8.05 with a P/E ratio of 6.33 and P/S ratio of 0.48.
New Purchase: Haverty Furniture Companies Inc. (HVT)
Arnold Van Den Berg initiated holdings in Haverty Furniture Companies Inc.. His purchase prices were between $8 and $10.33, with an estimated average price of $8.8. The impact to his portfolio due to this purchase was 0.01%. His holdings were 37,155 shares as of 12/31/2007.
Haverty Furniture Companies, Inc. and its subsidiaries operate as a residential furniture and accessories retailer. The company's products include living room furniture, bedroom furniture, dining room furniture, bedding, and other accessories. Haverty Furniture Companies Inc. has a market cap of $202.83 million; its shares were traded at around $9.29 with a P/E ratio of 76.78 and P/S ratio of 0.26. The dividend yield of Haverty Furniture Companies Inc. stocks is 2.8%.
Reduced: 3M Company (MMM)
Arnold Van Den Berg reduced to his holdings in 3M Company by 30.46%. His sale prices were between $79.04 and $93.62, with an estimated average price of $84.9. The impact to his portfolio due to this sale was 3.59%. Arnold Van Den Berg still held 1,770,209 shares as of 12/31/2007.
3M Company, together with its subsidiaries, operates as a diversified technology company worldwide. It operates in six segments: Industrial and Transportation; Health Care; Display and Graphics; Consumer and Office; Safety, Security, 3M Company has a market cap of $56.7 billion; its shares were traded at around $79.95 with a P/E ratio of 14.29 and P/S ratio of 2.33. The dividend yield of 3M Company stocks is 2.5%.
Reduced: Seagate Technology (STX)
Arnold Van Den Berg reduced to his holdings in Seagate Technology by 51.67%. His sale prices were between $24.88 and $28.46, with an estimated average price of $26.6. The impact to his portfolio due to this sale was 1.25%. Arnold Van Den Berg still held 2,377,966 shares as of 12/31/2007.
Seagate Technology engages in the design, manufacture, and marketing of disc drives for enterprise, desktop, mobile computing, consumer electronics, and branded solutions markets of the disc drive industry. Seagate Technology has a market cap of $11.96 billion; its shares were traded at around $22.68 with a P/E ratio of 8.46 and P/S ratio of 0.97. The dividend yield of Seagate Technology stocks is 1.9%.
Reduced: Illinois Tool Works Inc. (ITW)
Arnold Van Den Berg reduced to his holdings in Illinois Tool Works Inc. by 40.31%. His sale prices were between $53.98 and $59.69, with an estimated average price of $55.6. The impact to his portfolio due to this sale was 1.2%. Arnold Van Den Berg still held 1,006,776 shares as of 12/31/2007.
Illinois Tool Works, Inc. (ITW) manufactures engineered products and specialty systems worldwide. Engineered products business offers plastic and metal components and fasteners, as well as specialty products. Illinois Tool Works Inc. has a market cap of $26.31 billion; its shares were traded at around $48.86 with a P/E ratio of 14.53 and P/S ratio of 1.63. The dividend yield of Illinois Tool Works Inc. stocks is 2.2%.
Reduced: Pfizer Inc (PFE)
Arnold Van Den Berg reduced to his holdings in Pfizer Inc by 50.86%. His sale prices were between $22.51 and $24.61, with an estimated average price of $23.2. The impact to his portfolio due to this sale was 0.7%. Arnold Van Den Berg still held 1,494,452 shares as of 12/31/2007.
Pfizer, Inc. engages in the discovery, development, manufacture, and marketing of prescription medicines for humans and animals in the United States, Europe, Canada, Asia, and Latin America. Pfizer Inc has a market cap of $151.26 billion; its shares were traded at around $22.33 with a P/E ratio of 18.67 and P/S ratio of 3.13. The dividend yield of Pfizer Inc stocks is 5.7%.
Reduced: CDI Corp. (CDI)
Arnold Van Den Berg reduced to his holdings in CDI Corp. by 22.85%. His sale prices were between $24.19 and $28.33, with an estimated average price of $25.7. The impact to his portfolio due to this sale was 0.55%. Arnold Van Den Berg still held 877,408 shares as of 12/31/2007.
CDI Corp. provides engineering and information technology outsourcing solutions, and professional staffing services in the United States, Canada, and the United Kingdom. CDI Corp. has a market cap of $415.55 million; its shares were traded at around $20.44 with a P/E ratio of 12.50 and P/S ratio of 0.32. The dividend yield of CDI Corp. stocks is 2.6%.
Reduced: Learning Tree International Inc. (LTRE)
Arnold Van Den Berg reduced to his holdings in Learning Tree International Inc. by 56.25%. His sale prices were between $20.13 and $26.72, with an estimated average price of $22.1. The impact to his portfolio due to this sale was 0.15%. Arnold Van Den Berg still held 325,335 shares as of 12/31/2007.
Learning Tree International, Inc. engages in the development, marketing, and delivery of a library of instructor-led classroom courses for the professional development of managers and information technology professionals worldwide. Learning Tree International Inc. has a market cap of $230.47 million; its shares were traded at around $13.92 with a P/E ratio of 12.38 and P/S ratio of 1.35.
Reduced: Evans & Sutherland Computer Corp. (ESCC)
Arnold Van Den Berg reduced to his holdings in Evans & Sutherland Computer Corp. by 34.95%. His sale prices were between $1.15 and $1.8, with an estimated average price of $1.6. The impact to his portfolio due to this sale was 0.01%. Arnold Van Den Berg still held 179,247 shares as of 12/31/2007.
Evans & Sutherland Computer Corporation engages in the design, manufacture, marketing, and support of visual systems for planetariums, science centers, educational institutions, and entertainment venues worldwide. Evans & Sutherland Computer Corp. has a market cap of $11.64 million; its shares were traded at around $1.05 with P/S ratio of 0.55.
Sold Out: Office Depot Inc. (ODP)
Arnold Van Den Berg sold out his holdings in Office Depot Inc.. His sale prices were between $13.09 and $22.16, with an estimated average price of $17.6. The impact to his portfolio due to this sale was less than 0.01%.
Office Depot, Inc. provides various office products and services worldwide. The company sells an assortment of merchandise, including brand name and private brand office supplies, business machines and computers, computer software, etc. Office Depot Inc. has a market cap of $3.85 billion; its shares were traded at around $14.1 with a P/E ratio of 7.78 and P/S ratio of 0.25.
Arnold Van Den Berg buys Select Sector SPDRFinancial, Applied Materials Inc., Bed Bath & Beyond Inc., The Walt Disney Company Disney, Cymer Inc., United Parcel Service, Inc., FedEx Corp., USEC Inc., Haverty Furniture Companies Inc., sells Office Depot Inc. during the 3-months ended 12/31/2007, according to the most recent filings of his investment company, Century Management. Arnold Van Den Berg owns 67 stocks with a total value of $3.2 billion. These are the details of the buys and sells.
New Purchases: AMAT, BBBY, CYMI, DIS, FDX, HVT, UPS, USU, XLF,
Added Positions: ABFS, CPY, ETH, KEM, LAWS, MAS, NEWP, RNT, TGT, TLB, TOL, WAG, WFC,
Reduced Positions: CDI, ESCC, ITW, LTRE, MMM, PFE, STX,
Sold Out: ODP,
Added: Walgreen Company (WAG, Financial)
Arnold Van Den Berg added to his holdings in Walgreen Company by 97.92%. His purchase prices were between $36.49 and $39.98, with an estimated average price of $38.3. The impact to his portfolio due to this purchase was 2.34%. His holdings were 3,960,194 shares as of 12/31/2007.
Walgreen Co. operates a chain of drugstores in the United States. These drugstores sell prescription and non-prescription drugs, and general merchandise. Walgreen Company has a market cap of $35.16 billion; its shares were traded at around $35.47 with a P/E ratio of 17.22 and P/S ratio of 0.64. The dividend yield of Walgreen Company stocks is 1.1%.
Added: Target Corp. (TGT, Financial)
Arnold Van Den Berg added to his holdings in Target Corp. by 1422.03%. His purchase prices were between $50.55 and $63.84, with an estimated average price of $56.7. The impact to his portfolio due to this purchase was 1.97%. His holdings were 1,344,136 shares as of 12/31/2007.
Target Corp. has a market cap of $44.09 billion; its shares were traded at around $53.07 with a P/E ratio of 15.55 and P/S ratio of 0.70. The dividend yield of Target Corp. stocks is 1.1%.
Added: KEMET Corp. (KEM, Financial)
Arnold Van Den Berg added to his holdings in KEMET Corp. by 8894.83%. His purchase prices were between $5.91 and $7.66, with an estimated average price of $6.7. The impact to his portfolio due to this purchase was 1.11%. His holdings were 5,401,846 shares as of 12/31/2007.
KEMET Corporation, together with its subsidiaries, manufactures tantalum, multilayer ceramic, and solid aluminum capacitors. It produces surface-mount capacitors, which are attached directly to the circuit board without lead wires; KEMET Corp. has a market cap of $397.24 million; its shares were traded at around $4.73 with a P/E ratio of 81.55 and P/S ratio of 0.53.
Added: Masco Corp. (MAS, Financial)
Arnold Van Den Berg added to his holdings in Masco Corp. by 62.1%. His purchase prices were between $21.4 and $23.68, with an estimated average price of $22.5. The impact to his portfolio due to this purchase was 1.09%. His holdings were 4,186,350 shares as of 12/31/2007.
Masco Corporation manufactures, distributes, and installs home improvement and building products primarily in North America. It operates through five segments: Cabinets and Related Products, Plumbing Products, Installation and Other Services, Masco Corp. has a market cap of $7.06 billion; its shares were traded at around $19.15 with a P/E ratio of 20.82 and P/S ratio of 0.59. The dividend yield of Masco Corp. stocks is 4.3%.
Added: Newport Corp. (NEWP, Financial)
Arnold Van Den Berg added to his holdings in Newport Corp. by 1775.92%. His purchase prices were between $12.89 and $15.15, with an estimated average price of $13.5. The impact to his portfolio due to this purchase was 0.97%. His holdings were 2,556,028 shares as of 12/31/2007.
Newport Corporation engages in the development, manufacture, and marketing of technology products and systems worldwide. It operates in two divisions, Lasers, and Photonics and Precision Technologies (PPT). Newport Corp. has a market cap of $390.77 million; its shares were traded at around $10.58 with a P/E ratio of 9.35 and P/S ratio of 0.87.
Added: Wells Fargo & Company (WFC, Financial)
Arnold Van Den Berg added to his holdings in Wells Fargo & Company by 32.72%. His purchase prices were between $29.76 and $35.34, with an estimated average price of $31.6. The impact to his portfolio due to this purchase was 0.9%. His holdings were 3,874,590 shares as of 12/31/2007.
Wells Fargo & Company, through its subsidiaries, provides banking and financial products and services in the United States. The company operates in three segments: Community Banking, Wholesale Banking, and Wells Fargo Financial. Wells Fargo & Company has a market cap of $97.89 billion; its shares were traded at around $29.69 with a P/E ratio of 12.46 and P/S ratio of 2.83. The dividend yield of Wells Fargo & Company stocks is 4%.
Added: Ethan Allen Interiors Inc. (ETH, Financial)
Arnold Van Den Berg added to his holdings in Ethan Allen Interiors Inc. by 91.89%. His purchase prices were between $26.59 and $32.97, with an estimated average price of $29.4. The impact to his portfolio due to this purchase was 0.66%. His holdings were 1,537,490 shares as of 12/31/2007.
Ethan Allen Interiors, Inc. engages in manufacturing and retailing home furnishings and accessories. The company involves in the design, manufacture, sourcing, sale, and distribution of a range of home furnishings and accessories, Ethan Allen Interiors Inc. has a market cap of $802.46 million; its shares were traded at around $27.65 with a P/E ratio of 11.25 and P/S ratio of 0.80. The dividend yield of Ethan Allen Interiors Inc. stocks is 3.1%.
Added: CPI Corp. (CPY, Financial)
Arnold Van Den Berg added to his holdings in CPI Corp. by 253.8%. His purchase prices were between $23.96 and $38.62, with an estimated average price of $29.2. The impact to his portfolio due to this purchase was 0.37%. His holdings were 701,576 shares as of 12/31/2007.
CPI Corp., through its subsidiaries, engages in the manufacture and sale of professional portrait photography of babies, children, adults, and family groups. CPI Corp. has a market cap of $120.66 million; its shares were traded at around $18.83 with a P/E ratio of 44.31 and P/S ratio of 0.34. The dividend yield of CPI Corp. stocks is 3.5%.
Added: The Talbots Inc. (TLB, Financial)
Arnold Van Den Berg added to his holdings in The Talbots Inc. by 15.8%. His purchase prices were between $11.82 and $17.31, with an estimated average price of $14.2. The impact to his portfolio due to this purchase was 0.34%. His holdings were 6,683,539 shares as of 12/31/2007.
The Talbots, Inc., together with its subsidiaries, operates as a specialty retailer and cataloger of women's, children's, and men's apparel, accessories, and shoes in the United States, Canada, and the United Kingdom. The Talbots Inc. has a market cap of $486.82 million; its shares were traded at around $8.9 with P/S ratio of 0.19. The dividend yield of The Talbots Inc. stocks is 6.8%.
Added: Arkansas Best Corp. (ABFS, Financial)
Arnold Van Den Berg added to his holdings in Arkansas Best Corp. by 42.29%. His purchase prices were between $22.05 and $32.7, with an estimated average price of $25.3. The impact to his portfolio due to this purchase was 0.25%. His holdings were 1,220,436 shares as of 12/31/2007.
Arkansas Best Corporation, through its subsidiaries, provides motor carrier transportation services in the United States. The company offers national, inter-regional, and regional transportation of general commodities, including food, textiles, etc. Arkansas Best Corp. has a market cap of $714.30 million; its shares were traded at around $28.72 with a P/E ratio of 12.70 and P/S ratio of 0.40. The dividend yield of Arkansas Best Corp. stocks is 2%.
Added: Aaron Rents Inc. (RNT, Financial)
Arnold Van Den Berg added to his holdings in Aaron Rents Inc. by 54.47%. His purchase prices were between $18.58 and $21.41, with an estimated average price of $20. The impact to his portfolio due to this purchase was 0.06%. His holdings were 300,840 shares as of 12/31/2007.
Aaron Rents, Inc. engages in the lease ownership, rental, and retail sale of consumer electronics, computers, residential and office furniture, household appliances, and accessories in the United States and Canada. Aaron Rents Inc. has a market cap of $1.03 billion; its shares were traded at around $18.96 with a P/E ratio of 12.44 and P/S ratio of 0.71. The dividend yield of Aaron Rents Inc. stocks is 0.4%.
Added: Toll Brothers Inc. (TOL, Financial)
Arnold Van Den Berg added to his holdings in Toll Brothers Inc. by 31.88%. His purchase prices were between $18.98 and $23.1, with an estimated average price of $21.3. The impact to his portfolio due to this purchase was 0.05%. His holdings were 320,085 shares as of 12/31/2007.
Toll Brothers, Inc. engages in designing, building, marketing, and arranging finance for single-family detached and attached homes in luxury residential communities in the United States. Toll Brothers Inc. has a market cap of $3.28 billion; its shares were traded at around $20.75 with a P/E ratio of 95.62 and P/S ratio of 0.74.
Added: Lawson Products Inc. (LAWS)
Arnold Van Den Berg added to his holdings in Lawson Products Inc. by 20.22%. His purchase prices were between $30.01 and $38.18, with an estimated average price of $33.9. The impact to his portfolio due to this purchase was 0.02%. His holdings were 79,150 shares as of 12/31/2007.
Lawson Products, Inc. engages in the distribution and marketing of systems, services, and products to the industrial, commercial, and institutional maintenance, repair, and replacement marketplace. Lawson Products Inc. has a market cap of $221.57 million; its shares were traded at around $26 with a P/E ratio of 27.84 and P/S ratio of 0.45. The dividend yield of Lawson Products Inc. stocks is 2.6%.
New Purchase: Select Sector SPDRFinancial (XLF)
Arnold Van Den Berg initiated holdings in Select Sector SPDRFinancial. His purchase prices were between $28.94 and $35.22, with an estimated average price of $30.9. The impact to his portfolio due to this purchase was 3.33%. His holdings were 3,667,570 shares as of 12/31/2007.
Select Sector SPDRFinancial shares were traded at around $26.83 . The dividend yield of Select Sector SPDRFinancial stocks is 3.8%.
New Purchase: Applied Materials Inc. (AMAT)
Arnold Van Den Berg initiated holdings in Applied Materials Inc.. His purchase prices were between $17.71 and $20.9, with an estimated average price of $18.7. The impact to his portfolio due to this purchase was 1.67%. His holdings were 2,997,499 shares as of 12/31/2007.
Applied Materials, Inc. designs, manufactures, and sells semiconductor fabrication equipment worldwide. It operates in four segments: Silicon, Fab Solutions, Display, and Adjacent Technologies. Applied Materials Inc. has a market cap of $26.33 billion; its shares were traded at around $19.04 with a P/E ratio of 17.25 and P/S ratio of 2.73. The dividend yield of Applied Materials Inc. stocks is 1.3%.
New Purchase: Bed Bath & Beyond Inc. (BBBY)
Arnold Van Den Berg initiated holdings in Bed Bath & Beyond Inc.. His purchase prices were between $29.11 and $35.06, with an estimated average price of $31.5. The impact to his portfolio due to this purchase was 0.51%. His holdings were 549,176 shares as of 12/31/2007.
Bed Bath & Beyond Inc. has a market cap of $7.66 billion; its shares were traded at around $29.25 with a P/E ratio of 13.47 and P/S ratio of 1.10.
New Purchase: The Walt Disney Company Disney (DIS)
Arnold Van Den Berg initiated holdings in The Walt Disney Company Disney. His purchase prices were between $31.5 and $35.09, with an estimated average price of $33. The impact to his portfolio due to this purchase was 0.49%. His holdings were 482,388 shares as of 12/31/2007.
The Walt Disney Company operates as a diversified entertainment company worldwide. Its Media Networks segment comprises a domestic broadcast television network, television production and distribution operations, domestic television stations, The Walt Disney Company Disney has a market cap of $61.18 billion; its shares were traded at around $32.49 with a P/E ratio of 15.67 and P/S ratio of 1.67. The dividend yield of The Walt Disney Company Disney stocks is 1.2%.
New Purchase: Cymer Inc. (CYMI)
Arnold Van Den Berg initiated holdings in Cymer Inc.. His purchase prices were between $37.61 and $42.34, with an estimated average price of $39.9. The impact to his portfolio due to this purchase was 0.16%. His holdings were 133,815 shares as of 12/31/2007.
Cymer, Inc. engages in the development, manufacturing, and marketing of light source solutions for the semiconductor industry. It primarily offers deep ultraviolet photolithography light source systems, and replacement parts and services. Cymer Inc. has a market cap of $813.89 million; its shares were traded at around $26.87 with a P/E ratio of 10.74 and P/S ratio of 1.57.
New Purchase: United Parcel Service, Inc. (UPS)
Arnold Van Den Berg initiated holdings in United Parcel Service, Inc.. His purchase prices were between $69.86 and $75.7, with an estimated average price of $72.6. The impact to his portfolio due to this purchase was 0.09%. His holdings were 39,747 shares as of 12/31/2007.
United Parcel Service, Inc., a package delivery company, provides transportation, logistics, and financial services in the United States and internationally. United Parcel Service, Inc. has a market cap of $75.82 billion; its shares were traded at around $72.42 with a P/E ratio of 172.02 and P/S ratio of 1.52. The dividend yield of United Parcel Service, Inc. stocks is 2.4%.
New Purchase: FedEx Corp. (FDX)
Arnold Van Den Berg initiated holdings in FedEx Corp.. His purchase prices were between $90.62 and $107.4, with an estimated average price of $98.8. The impact to his portfolio due to this purchase was 0.09%. His holdings were 32,315 shares as of 12/31/2007.
FedEx Corporation, together with its subsidiaries, provides transportation, e-commerce, and business services. It operates in four segments: FedEx Express, FedEx Ground, FedEx Freight, and FedEx Kinko's. FedEx Corp. has a market cap of $27.21 billion; its shares were traded at around $87.92 with a P/E ratio of 13.67 and P/S ratio of 0.75. The dividend yield of FedEx Corp. stocks is 0.4%.
New Purchase: USEC Inc. (USU)
Arnold Van Den Berg initiated holdings in USEC Inc.. His purchase prices were between $8.07 and $9.4, with an estimated average price of $8.8. The impact to his portfolio due to this purchase was 0.07%. His holdings were 240,510 shares as of 12/31/2007.
USEC, Inc., together with its subsidiaries, supplies low enriched uranium (LEU) for commercial nuclear power plants worldwide. It sells separative work units (SWU) component of LEU, the SWU and uranium components of LEU, and uranium. USEC Inc. has a market cap of $889.07 million; its shares were traded at around $8.05 with a P/E ratio of 6.33 and P/S ratio of 0.48.
New Purchase: Haverty Furniture Companies Inc. (HVT)
Arnold Van Den Berg initiated holdings in Haverty Furniture Companies Inc.. His purchase prices were between $8 and $10.33, with an estimated average price of $8.8. The impact to his portfolio due to this purchase was 0.01%. His holdings were 37,155 shares as of 12/31/2007.
Haverty Furniture Companies, Inc. and its subsidiaries operate as a residential furniture and accessories retailer. The company's products include living room furniture, bedroom furniture, dining room furniture, bedding, and other accessories. Haverty Furniture Companies Inc. has a market cap of $202.83 million; its shares were traded at around $9.29 with a P/E ratio of 76.78 and P/S ratio of 0.26. The dividend yield of Haverty Furniture Companies Inc. stocks is 2.8%.
Reduced: 3M Company (MMM)
Arnold Van Den Berg reduced to his holdings in 3M Company by 30.46%. His sale prices were between $79.04 and $93.62, with an estimated average price of $84.9. The impact to his portfolio due to this sale was 3.59%. Arnold Van Den Berg still held 1,770,209 shares as of 12/31/2007.
3M Company, together with its subsidiaries, operates as a diversified technology company worldwide. It operates in six segments: Industrial and Transportation; Health Care; Display and Graphics; Consumer and Office; Safety, Security, 3M Company has a market cap of $56.7 billion; its shares were traded at around $79.95 with a P/E ratio of 14.29 and P/S ratio of 2.33. The dividend yield of 3M Company stocks is 2.5%.
Reduced: Seagate Technology (STX)
Arnold Van Den Berg reduced to his holdings in Seagate Technology by 51.67%. His sale prices were between $24.88 and $28.46, with an estimated average price of $26.6. The impact to his portfolio due to this sale was 1.25%. Arnold Van Den Berg still held 2,377,966 shares as of 12/31/2007.
Seagate Technology engages in the design, manufacture, and marketing of disc drives for enterprise, desktop, mobile computing, consumer electronics, and branded solutions markets of the disc drive industry. Seagate Technology has a market cap of $11.96 billion; its shares were traded at around $22.68 with a P/E ratio of 8.46 and P/S ratio of 0.97. The dividend yield of Seagate Technology stocks is 1.9%.
Reduced: Illinois Tool Works Inc. (ITW)
Arnold Van Den Berg reduced to his holdings in Illinois Tool Works Inc. by 40.31%. His sale prices were between $53.98 and $59.69, with an estimated average price of $55.6. The impact to his portfolio due to this sale was 1.2%. Arnold Van Den Berg still held 1,006,776 shares as of 12/31/2007.
Illinois Tool Works, Inc. (ITW) manufactures engineered products and specialty systems worldwide. Engineered products business offers plastic and metal components and fasteners, as well as specialty products. Illinois Tool Works Inc. has a market cap of $26.31 billion; its shares were traded at around $48.86 with a P/E ratio of 14.53 and P/S ratio of 1.63. The dividend yield of Illinois Tool Works Inc. stocks is 2.2%.
Reduced: Pfizer Inc (PFE)
Arnold Van Den Berg reduced to his holdings in Pfizer Inc by 50.86%. His sale prices were between $22.51 and $24.61, with an estimated average price of $23.2. The impact to his portfolio due to this sale was 0.7%. Arnold Van Den Berg still held 1,494,452 shares as of 12/31/2007.
Pfizer, Inc. engages in the discovery, development, manufacture, and marketing of prescription medicines for humans and animals in the United States, Europe, Canada, Asia, and Latin America. Pfizer Inc has a market cap of $151.26 billion; its shares were traded at around $22.33 with a P/E ratio of 18.67 and P/S ratio of 3.13. The dividend yield of Pfizer Inc stocks is 5.7%.
Reduced: CDI Corp. (CDI)
Arnold Van Den Berg reduced to his holdings in CDI Corp. by 22.85%. His sale prices were between $24.19 and $28.33, with an estimated average price of $25.7. The impact to his portfolio due to this sale was 0.55%. Arnold Van Den Berg still held 877,408 shares as of 12/31/2007.
CDI Corp. provides engineering and information technology outsourcing solutions, and professional staffing services in the United States, Canada, and the United Kingdom. CDI Corp. has a market cap of $415.55 million; its shares were traded at around $20.44 with a P/E ratio of 12.50 and P/S ratio of 0.32. The dividend yield of CDI Corp. stocks is 2.6%.
Reduced: Learning Tree International Inc. (LTRE)
Arnold Van Den Berg reduced to his holdings in Learning Tree International Inc. by 56.25%. His sale prices were between $20.13 and $26.72, with an estimated average price of $22.1. The impact to his portfolio due to this sale was 0.15%. Arnold Van Den Berg still held 325,335 shares as of 12/31/2007.
Learning Tree International, Inc. engages in the development, marketing, and delivery of a library of instructor-led classroom courses for the professional development of managers and information technology professionals worldwide. Learning Tree International Inc. has a market cap of $230.47 million; its shares were traded at around $13.92 with a P/E ratio of 12.38 and P/S ratio of 1.35.
Reduced: Evans & Sutherland Computer Corp. (ESCC)
Arnold Van Den Berg reduced to his holdings in Evans & Sutherland Computer Corp. by 34.95%. His sale prices were between $1.15 and $1.8, with an estimated average price of $1.6. The impact to his portfolio due to this sale was 0.01%. Arnold Van Den Berg still held 179,247 shares as of 12/31/2007.
Evans & Sutherland Computer Corporation engages in the design, manufacture, marketing, and support of visual systems for planetariums, science centers, educational institutions, and entertainment venues worldwide. Evans & Sutherland Computer Corp. has a market cap of $11.64 million; its shares were traded at around $1.05 with P/S ratio of 0.55.
Sold Out: Office Depot Inc. (ODP)
Arnold Van Den Berg sold out his holdings in Office Depot Inc.. His sale prices were between $13.09 and $22.16, with an estimated average price of $17.6. The impact to his portfolio due to this sale was less than 0.01%.
Office Depot, Inc. provides various office products and services worldwide. The company sells an assortment of merchandise, including brand name and private brand office supplies, business machines and computers, computer software, etc. Office Depot Inc. has a market cap of $3.85 billion; its shares were traded at around $14.1 with a P/E ratio of 7.78 and P/S ratio of 0.25.
