Dr. John Hussman is one of the few fund managers that saw the crisis coming and successfully avoid large losses from it. He has more than 120 stocks in his portfolio at a high turnover. He is weighted in consumer services, technology and healthcare. These are his buys and sells during the fourth quarter.
John Hussman buys Apple Inc., Target Corp., QUALCOMM Inc., General Electric Company, Darden Restaurants Inc., Hasbro Inc., Adobe Systems Inc., SunPower Corp., American Express Company, Altera Corp., Novartis AG, McCormick & Company Inc., BJ's Wholesale Club Inc., Zimmer Holdings Inc., Oracle Corp., Alcon Inc., Polo Ralph Lauren Corp., The Estee Lauder Companies Inc., Ross Stores Inc., 3M Company, Tupperware Brands Corp., Mosaic Company The, Nordstrom Inc., Southwest Airlines Co., Cypress Semiconductor Corp., Caterpillar Inc., Steel Dynamics Inc., Paychex Inc., Whirlpool Corp., IDEXX Laboratories Inc., LifePoint Hospitals Inc., P.F.Chang's China Bistro Inc., Mattel Inc., Avery Dennison Corp., Life Technologies Corp., Wells Fargo & Company, Bunge Ltd., CommScope Inc., , Celldex Therapeutics Inc, sells ConocoPhillips, ColgatePalmolive Company, Archer Daniels Midland Company, Apollo Group Inc., Barclays PLC, Broadcom Corp., Agilent Technologies Inc., Analog Devices Inc., Cognizant Technology Solutions Corp., Citrix Systems Inc., Autodesk Inc., AMERIGROUP Corp., Brocade Communications Systems Inc. New, Actuant Corp., Ciena Corp., Cell Genesys Inc., Schlumberger Ltd., Schnitzer Steel Industries Inc., Pharmaceutical Product Development Inc., The Pepsi Bottling Group Inc., OmniVision Technologies Inc., NETGEAR Inc., SanofiAventis, Seagate Technology, Syniverse Holdings Inc., Tesoro Corp., Valero Energy Corp., WellCare Health Plans Inc., Wyeth, Yahoo! Inc., Nokia Corp., Nabors Industries Ltd., DISH NETWORK CORPORATION CLASS A COMMON, DryShips Inc., DeVry Inc., Ecolab Inc., EMC Corp., Fossil Inc., Frontier Oil Corp., Gannett Co. Inc., Garmin Ltd., Health Management Associates Inc., Jabil Circuit Inc., King Pharmaceuticals Inc., The CocaCola Company, Dell Inc. during the 3-months ended 12/31/2008, according to the most recent filings of his investment company, Hussman Economtrics Advisors, Inc.. John Hussman owns 121 stocks with a total value of $3.4 billion. These are the details of the buys and sells.
New Purchases: AAPL, ACL, ADBE, ALTR, AVY, AXP, BASFY.PK, BG, BJ, CAT, CLDX, CTV, CY, DRI, EL, GE, HAS, IDXX, JWN, LIFE, LPNT, LUV, MAT, MKC, MMM, MOS, NVS, ORCL, PAYX, PFCB, QCOM, RL, ROST, SPWRA, STLD, TGT, TUP, WFC, WHR, ZMH,
Added Positions: AEE, AMGN, AMZN, ARO, AU, AZN, BAC, BBY, BVN, CSCO, DPL, DTE, DWA, HD, INTC, JNJ, MATK, MDT, NFLX, NKE, NTAP, PNRA, PNW, POM, QLGC, RIMM, SBUX, SCG, SIAL, STJ, UA, WAG, WDC, WMT,
Reduced Positions: ABX, AEM, CCMP, NEM, NVDA, PEP, PLT,
Sold Out: A, ADI, ADM, ADSK, AGP, APOL, ATU, BCS, BRCD, BRCM, CEGE, CIEN, CL, COP, CTSH, CTXS, DELL, DISH, DRYS, DV, ECL, EMC, FOSL, FTO, GCI, GRMN, HMA, JBL, KG, KO, NBR, NOK, NTGR, OVTI, PBG, PPDI, SCHN, SLB, SNY, STX, SVR, TSO, VLO, WCG, WYE, YHOO,
For the details of John Hussman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=John+Hussman
John Hussman buys Apple Inc., Target Corp., QUALCOMM Inc., General Electric Company, Darden Restaurants Inc., Hasbro Inc., Adobe Systems Inc., SunPower Corp., American Express Company, Altera Corp., Novartis AG, McCormick & Company Inc., BJ's Wholesale Club Inc., Zimmer Holdings Inc., Oracle Corp., Alcon Inc., Polo Ralph Lauren Corp., The Estee Lauder Companies Inc., Ross Stores Inc., 3M Company, Tupperware Brands Corp., Mosaic Company The, Nordstrom Inc., Southwest Airlines Co., Cypress Semiconductor Corp., Caterpillar Inc., Steel Dynamics Inc., Paychex Inc., Whirlpool Corp., IDEXX Laboratories Inc., LifePoint Hospitals Inc., P.F.Chang's China Bistro Inc., Mattel Inc., Avery Dennison Corp., Life Technologies Corp., Wells Fargo & Company, Bunge Ltd., CommScope Inc., , Celldex Therapeutics Inc, sells ConocoPhillips, ColgatePalmolive Company, Archer Daniels Midland Company, Apollo Group Inc., Barclays PLC, Broadcom Corp., Agilent Technologies Inc., Analog Devices Inc., Cognizant Technology Solutions Corp., Citrix Systems Inc., Autodesk Inc., AMERIGROUP Corp., Brocade Communications Systems Inc. New, Actuant Corp., Ciena Corp., Cell Genesys Inc., Schlumberger Ltd., Schnitzer Steel Industries Inc., Pharmaceutical Product Development Inc., The Pepsi Bottling Group Inc., OmniVision Technologies Inc., NETGEAR Inc., SanofiAventis, Seagate Technology, Syniverse Holdings Inc., Tesoro Corp., Valero Energy Corp., WellCare Health Plans Inc., Wyeth, Yahoo! Inc., Nokia Corp., Nabors Industries Ltd., DISH NETWORK CORPORATION CLASS A COMMON, DryShips Inc., DeVry Inc., Ecolab Inc., EMC Corp., Fossil Inc., Frontier Oil Corp., Gannett Co. Inc., Garmin Ltd., Health Management Associates Inc., Jabil Circuit Inc., King Pharmaceuticals Inc., The CocaCola Company, Dell Inc. during the 3-months ended 12/31/2008, according to the most recent filings of his investment company, Hussman Economtrics Advisors, Inc.. John Hussman owns 121 stocks with a total value of $3.4 billion. These are the details of the buys and sells.
New Purchases: AAPL, ACL, ADBE, ALTR, AVY, AXP, BASFY.PK, BG, BJ, CAT, CLDX, CTV, CY, DRI, EL, GE, HAS, IDXX, JWN, LIFE, LPNT, LUV, MAT, MKC, MMM, MOS, NVS, ORCL, PAYX, PFCB, QCOM, RL, ROST, SPWRA, STLD, TGT, TUP, WFC, WHR, ZMH,
Added Positions: AEE, AMGN, AMZN, ARO, AU, AZN, BAC, BBY, BVN, CSCO, DPL, DTE, DWA, HD, INTC, JNJ, MATK, MDT, NFLX, NKE, NTAP, PNRA, PNW, POM, QLGC, RIMM, SBUX, SCG, SIAL, STJ, UA, WAG, WDC, WMT,
Reduced Positions: ABX, AEM, CCMP, NEM, NVDA, PEP, PLT,
Sold Out: A, ADI, ADM, ADSK, AGP, APOL, ATU, BCS, BRCD, BRCM, CEGE, CIEN, CL, COP, CTSH, CTXS, DELL, DISH, DRYS, DV, ECL, EMC, FOSL, FTO, GCI, GRMN, HMA, JBL, KG, KO, NBR, NOK, NTGR, OVTI, PBG, PPDI, SCHN, SLB, SNY, STX, SVR, TSO, VLO, WCG, WYE, YHOO,
For the details of John Hussman's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=John+Hussman
