Ken Heebner shorted financials and made 80% in 2007. Then he bet on commodities in 2008, it turned out to be too late. then he moved to financials..., it was too early. Now he is heavily invested in financials and healthcare. Ken is a remarkable investor. Although sometime he got it wrong, but he still did very well during the past 20 years. This is what he bought and sold in the 4th quarter of 2008.
Ken Heebner buys MetLife Inc., The Hartford Financial Services Group In, Apollo Group Inc., AFLAC Inc., Gilead Sciences Inc., Research in Motion Ltd., Newmont Mining Corp., Berkshire Hathaway Inc., Celgene Corp., CVS Caremark Corp., Aon Corp., ProLogis, Teva Pharmaceutical Industries Ltd., Goldman Sachs Group Inc. The, Developers Diversified Realty Corp., Biogen Idec Inc, Kellogg Company, International Business Machines Corp, General Electric Company, CHIMERA INVESTMENT CORP COMMON STOCK, UDR Inc., C.R. Bard Inc., Cephalon Inc., Medco Health Solutions Inc., Genentech Inc., Morgan Stanley, Lowe's Companies Inc., ScheringPlough Corp., Intuitive Surgical Inc., Express Scripts Inc., Merrill Lynch & Co. Inc., Douglas Emmett Inc., Copa Holdings S.A., Tanger Factory Outlet Centers, Genzyme Corp., Corinthian Colleges Inc., DeVry Inc., Jos. A. Bank Clothiers Inc., Fidelity National Financial Inc., Stewart Information Services Corp., GOL Linhas Areas Inteligentes S.A., Dollar Tree Stores Inc., The Buckle Inc., EZCORP Inc., Yum! Brands Inc., Capella Education Company, The First American Corp., Developers Diversified Realty Corp., sells Zions Ban Corp., PepsiCo Inc., Petroleo Brasileiro S.A.Petrobras, NVR Inc, Northrop Grumman Corp., NIKE Inc., Murphy Oil Corp., Mosaic Company The, Monsanto Company, Potash Corp. of Saskatchewan Inc., Pantry Inc., Regions Financial Corp., Wells Fargo & Company, Vornado Realty Trust, Vimpel Communications, U.S. Bancorp, Unibanco Unio de Bancos Brasileiros S.A., Synovus Financial Corp., Charles Schwab Corp., Raytheon Company, Middleby Corp., Mobile Telesystems OJSC, ManTech International Corp., Citigroup Inc., Boston Properties Inc., Brookfield Properties Corp., Burlington Northern Santa Fe Corp., Credicorp Ltd., Bank of America Corp., AZZ Inc., Avon Products Inc., CNOOC Ltd., Cummins Inc., Cisco Systems Inc., Lockheed Martin Corp., Kohl's Corp., Kimco Realty Corp., J.C. Penney Company Inc., Hess Corp., General Growth Properties Inc, Finish Line Inc., Chevron Corp., AvalonBay Communities Inc. during the 3-months ended 12/31/2008, according to the most recent filings of his investment company, CAPITAL GROWTH MANAGEMENT LP. Ken Heebner owns 89 stocks with a total value of $6.9 billion. These are the details of the buys and sells.
New Purchases: AFL, AOC, APOL, BCR, BIIB, BKE, BRK-A, CELG, CEPH, CIM, COCO, CPA, CPLA, CVS, DDR, DEI, DLTR, DNA, DV, ESRX, EZPW, FAF, FNF, GE, GENZ, GILD, GOL, GS, HIG, IBM, ISRG, JOSB, K, LOW, MER, MET, MHS, MS, NEM, PLD, RIMM, SGP, SKT, STC, TEVA, UDR, YUM, DDR,
Added Positions: ABT, AFAM, AMED, BAX, CL, ENR, EPR, GIS, GTIV, HME, HXM, MAC, PG, PM, PRU, HME, MAC,
Reduced Positions: ABX, AEM, AMX, BBD, BRE, DLR, ESS, GG, ITU, JPM, MCD, VTR,
Sold Out: AVB, AVP, AZZ, BAC, BAP, BNI, BPO, BXP, C, CEO, CMI, CSCO, CVX, FINL, GGP, HES, JCP, KIM, KSS, LMT, MANT, MBT, MIDD, MON, MOS, MUR, NKE, NOC, NVR, PBR, PEP, POT, PTRY, RF, RTN, SCHW, SNV, UBB, USB, VIP, VNO, WFC, ZION,
For the details of Ken Heebner's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Ken+Heebner
Ken Heebner buys MetLife Inc., The Hartford Financial Services Group In, Apollo Group Inc., AFLAC Inc., Gilead Sciences Inc., Research in Motion Ltd., Newmont Mining Corp., Berkshire Hathaway Inc., Celgene Corp., CVS Caremark Corp., Aon Corp., ProLogis, Teva Pharmaceutical Industries Ltd., Goldman Sachs Group Inc. The, Developers Diversified Realty Corp., Biogen Idec Inc, Kellogg Company, International Business Machines Corp, General Electric Company, CHIMERA INVESTMENT CORP COMMON STOCK, UDR Inc., C.R. Bard Inc., Cephalon Inc., Medco Health Solutions Inc., Genentech Inc., Morgan Stanley, Lowe's Companies Inc., ScheringPlough Corp., Intuitive Surgical Inc., Express Scripts Inc., Merrill Lynch & Co. Inc., Douglas Emmett Inc., Copa Holdings S.A., Tanger Factory Outlet Centers, Genzyme Corp., Corinthian Colleges Inc., DeVry Inc., Jos. A. Bank Clothiers Inc., Fidelity National Financial Inc., Stewart Information Services Corp., GOL Linhas Areas Inteligentes S.A., Dollar Tree Stores Inc., The Buckle Inc., EZCORP Inc., Yum! Brands Inc., Capella Education Company, The First American Corp., Developers Diversified Realty Corp., sells Zions Ban Corp., PepsiCo Inc., Petroleo Brasileiro S.A.Petrobras, NVR Inc, Northrop Grumman Corp., NIKE Inc., Murphy Oil Corp., Mosaic Company The, Monsanto Company, Potash Corp. of Saskatchewan Inc., Pantry Inc., Regions Financial Corp., Wells Fargo & Company, Vornado Realty Trust, Vimpel Communications, U.S. Bancorp, Unibanco Unio de Bancos Brasileiros S.A., Synovus Financial Corp., Charles Schwab Corp., Raytheon Company, Middleby Corp., Mobile Telesystems OJSC, ManTech International Corp., Citigroup Inc., Boston Properties Inc., Brookfield Properties Corp., Burlington Northern Santa Fe Corp., Credicorp Ltd., Bank of America Corp., AZZ Inc., Avon Products Inc., CNOOC Ltd., Cummins Inc., Cisco Systems Inc., Lockheed Martin Corp., Kohl's Corp., Kimco Realty Corp., J.C. Penney Company Inc., Hess Corp., General Growth Properties Inc, Finish Line Inc., Chevron Corp., AvalonBay Communities Inc. during the 3-months ended 12/31/2008, according to the most recent filings of his investment company, CAPITAL GROWTH MANAGEMENT LP. Ken Heebner owns 89 stocks with a total value of $6.9 billion. These are the details of the buys and sells.
New Purchases: AFL, AOC, APOL, BCR, BIIB, BKE, BRK-A, CELG, CEPH, CIM, COCO, CPA, CPLA, CVS, DDR, DEI, DLTR, DNA, DV, ESRX, EZPW, FAF, FNF, GE, GENZ, GILD, GOL, GS, HIG, IBM, ISRG, JOSB, K, LOW, MER, MET, MHS, MS, NEM, PLD, RIMM, SGP, SKT, STC, TEVA, UDR, YUM, DDR,
Added Positions: ABT, AFAM, AMED, BAX, CL, ENR, EPR, GIS, GTIV, HME, HXM, MAC, PG, PM, PRU, HME, MAC,
Reduced Positions: ABX, AEM, AMX, BBD, BRE, DLR, ESS, GG, ITU, JPM, MCD, VTR,
Sold Out: AVB, AVP, AZZ, BAC, BAP, BNI, BPO, BXP, C, CEO, CMI, CSCO, CVX, FINL, GGP, HES, JCP, KIM, KSS, LMT, MANT, MBT, MIDD, MON, MOS, MUR, NKE, NOC, NVR, PBR, PEP, POT, PTRY, RF, RTN, SCHW, SNV, UBB, USB, VIP, VNO, WFC, ZION,
For the details of Ken Heebner's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Ken+Heebner
