Value investor Charles de Vaulx minimizes his investment risk by focusing on securities that are considered to be undervalued by the market. This is the updates of his buys and sells during the 4th quarter of 2006. Charles de Vaulx owns 388 stocks with a total value of $13.4 billion as of 12/31/2006.
Charles de Vaulx buys Lockheed Martin Corp., WellPoint Inc., Express Scripts Inc., Linear Technology Corp., Meredith Corp., Caremark Rx Inc., Mercantile Bankshares Corp., ISHARES LEHMAN 20 YR, Maxim Integrated Products Inc., Texas Instruments Inc., Columbia Equity Trust Inc., Equity Office Properties Trust, Duke Energy Corp., HEALTHSOUTH CP, Clark Inc., St. Jude Medical Inc., Abbott Laboratories, TECK COMINCO CL B, Eagle Materials Inc., Digitas Inc., DYNCORP INTL INC., Halliburton Co., Barclays plc, Agere Systems Inc., MDS Inc., Government Properties Trust In, AirTran Holdings Inc., Apollo Group Inc., 3M Co., TD Banknorth Inc., FUJIFILM HOLDINGS CORPORATION - AMERICAN DEPOSITAR, Penn West Energy Trust, Suntech Power Holdings Co., Ltd. American Deposita, CombinatoRx, Incorporated - Common, Buffalo Wild Wings Inc., AMER ITAL PASTA, Nuvelo Inc., The Hanover Insurance Group, Inc. , MGP Ingredients Inc., Microtek Medical Holdings Inc., Sky Financial Group Inc., Sirius Satellite Radio Inc., SGX PHARMACEUTICALS, INC., Sanmina-SCI Corp., Skyworks Solutions Inc., Napster Inc., Embarq Corporation , Telstra Corp. Ltd., NATCO Group Inc., , Tejon Ranch Co., Ultra Petroleum Corp., Veeco Instruments Inc., MEMC Electronic Materials Inc., Midwest Air Group Inc., Patterson-UTI Energy Inc., IntercontinentalExchange, Inc. , par v, DB Commodity Index Tracking Fund, ENTERRA EN TR, America First Apartment Invest, Essex Property Trust Inc., EWZ, Gemstar-TV Guide International, Lithia Motors Inc., Genitope Corp., Computer Programs & Systems In, Onyx Pharmaceuticals Inc., Japan Smaller Capitalization Fund, Inc. Common Sto, International Securities Excha, Dionex Corp., InfoSpace Inc., Harvest Energy Trust Trust Units, Annaly Mortgage Management Inc, ReGen Biologics Inc., Columbia Equity Trust Inc., sells Waste Management Inc., Northwestern Corp., Orthologic Corp., Mittal Steel Company NV, Panera Bread Co., , Interpublic Group of Companies, Five Star Quality Care Inc., Fisher Communications Inc., First Data Corp., Elephant Talk Communications I, NitroMed Inc., Retail HOLDRS, Witness Systems Inc., Windstream Corporation , Wendy's International Inc., Unitedhealth Group Inc., Titan Pharmaceuticals Inc., Toll Brothers Inc., SPY, Staples Inc., Sherwin-Williams Co., Sepracor Inc., EOG Resources Inc., Dell Inc., Coinstar Inc., American Power Conversion Corp, Alteon Inc., Advanced Life Sciences Holding, Asbury Automotive Group Inc., Live Nation, Inc. , Maverick Oil and Gas Inc., MTR Gaming Group Inc., The9 Ltd., MasterCard Incorporated Class A , Molex Inc., ARADIGM CORP, Arena Pharmaceuticals Inc., Applera Corp-Celera Genomics G, Corcept Therapeutics Inc., China Netcom Group Corp. (Hong, China Unicom Ltd., Cephalon Inc., Canyon Resources Corp., Peabody Energy Corp., Bolt Technology Corp., Birch Mountain Resources Ltd., Bally Total Fitness Holding Co, MDC Holdings Inc. during the 3-months ended 12/31/2006, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Charles de Vaulx owns 388 stocks with a total value of $13.4 billion. These are the details of the buys and sells.
New Purchases: AAI, ABT, AGR, APOL, APRO, BCS, BNK, BWLD, CLK, CMX, COE, CPSI, CRXX, DBC, DCP, DNEX, DUK, ENT, EQ, ESRX, ESS, EWZ, EXP, FUJI, GMST, GPT, GTOP, HAL, HLS, HTE, ICE, INSP, ISE, JOF, LAD, LLTC, LMT, MDP, MDZ, MEH, MGPI, MMM, MRBK, MTMD, MXIM, NAPS, NLY, NTG, NUVO, ONXX, PTEN, PWE, SANM, SGXP, SIRI, SKYF, STJ, STP, SWKS, TCK, THG, TLS, TLT, TPTX, TRC, TXN, UPL, VECO, WFR, WLP, RGBI.OB, COE,
Added Positions: ABY, ADI, APA, ASD, AT, AU, AVAN, BAX, BEZ, BNP, BSG, CCO, CTAS, CY, CYCC, CYTC, DEL, DLIA, EMMS, GE, GG, GLD, GNLB, GTCB, H, HAE, HD, HIG, ICLR, IDIX, IDXX, KEYS, KMX, KOSN, LEXG, LQU, LTM, MANH, MDT, MGRM, MHS, MO, MRX, NLC, NPSP, NRG, NYT, OIH, ORLY, PPDI, PRAI, RESP, SENEA, SWK, TMO, TRB, TRX, ZBRA, GNLB, SENEA, DEL, APH, NLC, WEYS,
Reduced Positions: ABX, AMRI, ANSV, ARRY, ATX, AXP, BIIB, BMY, CAKE, DKS, EPL, GBE, GD, GPS, HANS, HON, HRS, IDA, IWOV, JNS, MEDI, MEDX, NG, NKE, PDE, PTN, SGP, SNUS, TEK, TM, TSCO, TWX, UST, UTX, UVN, VIA-B, WB, WY, CAU,
Sold Out: ABG, ADLS, ALT, ARNA, BFT, BMD, BTJ, BTU, CAU, CEPH, CHU, CN, CORT, CRA, CSTR, DELL, EOG, ETLK.OB, FDC, FSCI, FVE, IPG, IWD, LYV, MA, MDC, MNTG, MOLX, MT, MVOG.OB, NCTY, NTMD, NWEC, OLGC, PNRA, RTH, SEPR, SHW, SPLS, SPY, TOL, TTP, UNH, WEN, WIN, WITS, WMI,
Charles de Vaulx buys Lockheed Martin Corp., WellPoint Inc., Express Scripts Inc., Linear Technology Corp., Meredith Corp., Caremark Rx Inc., Mercantile Bankshares Corp., ISHARES LEHMAN 20 YR, Maxim Integrated Products Inc., Texas Instruments Inc., Columbia Equity Trust Inc., Equity Office Properties Trust, Duke Energy Corp., HEALTHSOUTH CP, Clark Inc., St. Jude Medical Inc., Abbott Laboratories, TECK COMINCO CL B, Eagle Materials Inc., Digitas Inc., DYNCORP INTL INC., Halliburton Co., Barclays plc, Agere Systems Inc., MDS Inc., Government Properties Trust In, AirTran Holdings Inc., Apollo Group Inc., 3M Co., TD Banknorth Inc., FUJIFILM HOLDINGS CORPORATION - AMERICAN DEPOSITAR, Penn West Energy Trust, Suntech Power Holdings Co., Ltd. American Deposita, CombinatoRx, Incorporated - Common, Buffalo Wild Wings Inc., AMER ITAL PASTA, Nuvelo Inc., The Hanover Insurance Group, Inc. , MGP Ingredients Inc., Microtek Medical Holdings Inc., Sky Financial Group Inc., Sirius Satellite Radio Inc., SGX PHARMACEUTICALS, INC., Sanmina-SCI Corp., Skyworks Solutions Inc., Napster Inc., Embarq Corporation , Telstra Corp. Ltd., NATCO Group Inc., , Tejon Ranch Co., Ultra Petroleum Corp., Veeco Instruments Inc., MEMC Electronic Materials Inc., Midwest Air Group Inc., Patterson-UTI Energy Inc., IntercontinentalExchange, Inc. , par v, DB Commodity Index Tracking Fund, ENTERRA EN TR, America First Apartment Invest, Essex Property Trust Inc., EWZ, Gemstar-TV Guide International, Lithia Motors Inc., Genitope Corp., Computer Programs & Systems In, Onyx Pharmaceuticals Inc., Japan Smaller Capitalization Fund, Inc. Common Sto, International Securities Excha, Dionex Corp., InfoSpace Inc., Harvest Energy Trust Trust Units, Annaly Mortgage Management Inc, ReGen Biologics Inc., Columbia Equity Trust Inc., sells Waste Management Inc., Northwestern Corp., Orthologic Corp., Mittal Steel Company NV, Panera Bread Co., , Interpublic Group of Companies, Five Star Quality Care Inc., Fisher Communications Inc., First Data Corp., Elephant Talk Communications I, NitroMed Inc., Retail HOLDRS, Witness Systems Inc., Windstream Corporation , Wendy's International Inc., Unitedhealth Group Inc., Titan Pharmaceuticals Inc., Toll Brothers Inc., SPY, Staples Inc., Sherwin-Williams Co., Sepracor Inc., EOG Resources Inc., Dell Inc., Coinstar Inc., American Power Conversion Corp, Alteon Inc., Advanced Life Sciences Holding, Asbury Automotive Group Inc., Live Nation, Inc. , Maverick Oil and Gas Inc., MTR Gaming Group Inc., The9 Ltd., MasterCard Incorporated Class A , Molex Inc., ARADIGM CORP, Arena Pharmaceuticals Inc., Applera Corp-Celera Genomics G, Corcept Therapeutics Inc., China Netcom Group Corp. (Hong, China Unicom Ltd., Cephalon Inc., Canyon Resources Corp., Peabody Energy Corp., Bolt Technology Corp., Birch Mountain Resources Ltd., Bally Total Fitness Holding Co, MDC Holdings Inc. during the 3-months ended 12/31/2006, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Charles de Vaulx owns 388 stocks with a total value of $13.4 billion. These are the details of the buys and sells.
New Purchases: AAI, ABT, AGR, APOL, APRO, BCS, BNK, BWLD, CLK, CMX, COE, CPSI, CRXX, DBC, DCP, DNEX, DUK, ENT, EQ, ESRX, ESS, EWZ, EXP, FUJI, GMST, GPT, GTOP, HAL, HLS, HTE, ICE, INSP, ISE, JOF, LAD, LLTC, LMT, MDP, MDZ, MEH, MGPI, MMM, MRBK, MTMD, MXIM, NAPS, NLY, NTG, NUVO, ONXX, PTEN, PWE, SANM, SGXP, SIRI, SKYF, STJ, STP, SWKS, TCK, THG, TLS, TLT, TPTX, TRC, TXN, UPL, VECO, WFR, WLP, RGBI.OB, COE,
Added Positions: ABY, ADI, APA, ASD, AT, AU, AVAN, BAX, BEZ, BNP, BSG, CCO, CTAS, CY, CYCC, CYTC, DEL, DLIA, EMMS, GE, GG, GLD, GNLB, GTCB, H, HAE, HD, HIG, ICLR, IDIX, IDXX, KEYS, KMX, KOSN, LEXG, LQU, LTM, MANH, MDT, MGRM, MHS, MO, MRX, NLC, NPSP, NRG, NYT, OIH, ORLY, PPDI, PRAI, RESP, SENEA, SWK, TMO, TRB, TRX, ZBRA, GNLB, SENEA, DEL, APH, NLC, WEYS,
Reduced Positions: ABX, AMRI, ANSV, ARRY, ATX, AXP, BIIB, BMY, CAKE, DKS, EPL, GBE, GD, GPS, HANS, HON, HRS, IDA, IWOV, JNS, MEDI, MEDX, NG, NKE, PDE, PTN, SGP, SNUS, TEK, TM, TSCO, TWX, UST, UTX, UVN, VIA-B, WB, WY, CAU,
Sold Out: ABG, ADLS, ALT, ARNA, BFT, BMD, BTJ, BTU, CAU, CEPH, CHU, CN, CORT, CRA, CSTR, DELL, EOG, ETLK.OB, FDC, FSCI, FVE, IPG, IWD, LYV, MA, MDC, MNTG, MOLX, MT, MVOG.OB, NCTY, NTMD, NWEC, OLGC, PNRA, RTH, SEPR, SHW, SPLS, SPY, TOL, TTP, UNH, WEN, WIN, WITS, WMI,
