David Dreman, father of Contrarian Investing, has been hurt by the recent financial melt down. He thinks that it is not easy for investors to profit from the government bailout. He is not buying much. David Dreman owns 333 stocks with a total value of $10.9 billion. These are the details of the buys and sells during the third quarter.
David Dreman buys Imperial Tobacco Group PLC, The Walt Disney Company Disney, KimberlyClark Corp., VeraSun Energy Corp., sells ARC ENERGY TRUST UNI, Merck & Co. Inc., Microsoft Corp., NEWALTA INCOME FD TRUST UNITS, NEW FLYER INDS INC I/D/S, NAL OIL & GAS TRUST UNITS, NATCO Group Inc., PACCAR Inc, Pinnacle Gas Resources Inc., Perrigo Company, PRIMARY ENGY ENHNCD INCME, Ruby Tuesday Inc., Superior Essex Inc, Sterling Financial Corp., UCBH Holdings Inc., Universal Corp., VERMILION ENERGY TR, Mirant Corp., MCG Capital Corp., L3 Communications Holdings Inc., Arris Group Inc, ABX Air Inc., Avid Technology Inc., BristolMyers Squibb Company, BONAVISTA ENE TR UT, CRESCENT PT NRG TR, Citizens Republic Bancorp Inc., Charles River Laboratories International, E.I. du Pont de Nemours and Co., Quest Diagnostics Inc., Dynegy Inc., Electronic Data Systems Corp., FBR Capital Markets Corp., Petrohawk Energy Corp., HNI Corp., iShares Russell 1000 Value Index Fund, Watts Water Technologies Inc. during the 3-months ended 09/30/2008, according to the most recent filings of his investment company, Dreman Value Management.
New Purchases: DIS, ITY, KMB, VSE,
Added Positions: AEE, ALV, AMED, AMSG, ARW, ATW, AUY, B, BEC, BGC, BHP, BJS, BVF, CBE, CBS, CCJ, CENX, CHCO, CHKP, CI, CINF, DWA, EIX, ESL, ETN, FIF, FMER, FNM, FO, FRE, GMT, HBI, HCC, HERO, HOS, HPT, IP, ISCA, JPM, KMT, MAT, MBFI, MI, MKSI, MYL, NBL, NFX, PAAS, PH, PL, PLT, PPG, PPL, RCL, RGS, RNR, RNT, RRD, SAFM, SAFT, SCRX, SHW, STX, SVU, TCB, TJX, VVC, WHR,
Reduced Positions: AA, ACAS, ACE, AHT, AIG, AIZ, AMGN, ASF, ATI, AWH, AZO, BBOX, BTI, CAI, CBI, CE, CMS, CNA, COF, CONN, COV, CSC, DLX, DOW, DUK, ECA, ECOL, ED, EDE, ELY, EQ, ESV, FITB, FRX, FTO, GCI, GDI, GKK, GVA, GXP, HD, HES, HLX, HOG, HPC, HRL, HW, JCP, JWN, KCI, KSS, L, LLY, LMDIA, LNC, LRCX, LTD, MAS, MET, MRO, MS, MTB, NE, NOV, NSC, NUE, OMG, PBI, PCU, PGN, PGR, PM, RES, RIG, RTI, SJM, SRE, SRP, STI, SUG, SUN, TE, TEL, TEX, TNB, TSO, TXI, URRE.OB, UST, VFC, VZ, WB, WDC, WFC, WOR, WRB, WYE, XOM,
Sold Out: AETUF.PK, ARRS, ATSG, AVID, BMY, BNPUF.PK, CPGCF.PK, CRBC, CRL, DD, DGX, DYN, EDS, FBCM, HK, HNI, IWD, LLL, MCGC, MIR, MRK, MSFT, NFYIF.PK, NTG, PCAR, PINN, PRGO, RT, SPSX, STSA, UCBH, UVV, VETMF.PK, WTS,
For the details of David Dreman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=David+Dreman
David Dreman buys Imperial Tobacco Group PLC, The Walt Disney Company Disney, KimberlyClark Corp., VeraSun Energy Corp., sells ARC ENERGY TRUST UNI, Merck & Co. Inc., Microsoft Corp., NEWALTA INCOME FD TRUST UNITS, NEW FLYER INDS INC I/D/S, NAL OIL & GAS TRUST UNITS, NATCO Group Inc., PACCAR Inc, Pinnacle Gas Resources Inc., Perrigo Company, PRIMARY ENGY ENHNCD INCME, Ruby Tuesday Inc., Superior Essex Inc, Sterling Financial Corp., UCBH Holdings Inc., Universal Corp., VERMILION ENERGY TR, Mirant Corp., MCG Capital Corp., L3 Communications Holdings Inc., Arris Group Inc, ABX Air Inc., Avid Technology Inc., BristolMyers Squibb Company, BONAVISTA ENE TR UT, CRESCENT PT NRG TR, Citizens Republic Bancorp Inc., Charles River Laboratories International, E.I. du Pont de Nemours and Co., Quest Diagnostics Inc., Dynegy Inc., Electronic Data Systems Corp., FBR Capital Markets Corp., Petrohawk Energy Corp., HNI Corp., iShares Russell 1000 Value Index Fund, Watts Water Technologies Inc. during the 3-months ended 09/30/2008, according to the most recent filings of his investment company, Dreman Value Management.
New Purchases: DIS, ITY, KMB, VSE,
Added Positions: AEE, ALV, AMED, AMSG, ARW, ATW, AUY, B, BEC, BGC, BHP, BJS, BVF, CBE, CBS, CCJ, CENX, CHCO, CHKP, CI, CINF, DWA, EIX, ESL, ETN, FIF, FMER, FNM, FO, FRE, GMT, HBI, HCC, HERO, HOS, HPT, IP, ISCA, JPM, KMT, MAT, MBFI, MI, MKSI, MYL, NBL, NFX, PAAS, PH, PL, PLT, PPG, PPL, RCL, RGS, RNR, RNT, RRD, SAFM, SAFT, SCRX, SHW, STX, SVU, TCB, TJX, VVC, WHR,
Reduced Positions: AA, ACAS, ACE, AHT, AIG, AIZ, AMGN, ASF, ATI, AWH, AZO, BBOX, BTI, CAI, CBI, CE, CMS, CNA, COF, CONN, COV, CSC, DLX, DOW, DUK, ECA, ECOL, ED, EDE, ELY, EQ, ESV, FITB, FRX, FTO, GCI, GDI, GKK, GVA, GXP, HD, HES, HLX, HOG, HPC, HRL, HW, JCP, JWN, KCI, KSS, L, LLY, LMDIA, LNC, LRCX, LTD, MAS, MET, MRO, MS, MTB, NE, NOV, NSC, NUE, OMG, PBI, PCU, PGN, PGR, PM, RES, RIG, RTI, SJM, SRE, SRP, STI, SUG, SUN, TE, TEL, TEX, TNB, TSO, TXI, URRE.OB, UST, VFC, VZ, WB, WDC, WFC, WOR, WRB, WYE, XOM,
Sold Out: AETUF.PK, ARRS, ATSG, AVID, BMY, BNPUF.PK, CPGCF.PK, CRBC, CRL, DD, DGX, DYN, EDS, FBCM, HK, HNI, IWD, LLL, MCGC, MIR, MRK, MSFT, NFYIF.PK, NTG, PCAR, PINN, PRGO, RT, SPSX, STSA, UCBH, UVV, VETMF.PK, WTS,
For the details of David Dreman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=David+Dreman
