Ken Heebner was having a good year while other value managers suffer. He shorted low quality financials. Heebner is good at sensing hot sectors and gets in and out quickly. These are the buys and sells of Ken Heebner during the second quarter.
Like many other value investors, Chris Davis's funds have been not doing very well. But it seems that he is determined, and he is buying a lot of new stocks. These are his buys and sells during the second quarter. Chris Davis owns 336 stocks with a total value of $81.8 billion.
In this week's issue: CBRE puts together a string big deals in Pittsburgh. Duke Realty doing the same in Cincinnati. Rolls Royce rolls into Prince George, VA. Porsche motorin' into Lehigh Valley, PA. Green Mountain Coffee chooses Tennessee valley...