David Dreman Buys Microsemi Corp., Anworth Mortgage Asset Corp. ...
GuruFocus Updates (Free subscription) | 07/24/2009
David Dreman , the renowned contrarian investor, had a forgetable 2008. His idea is "that we accumulate useful resources, such as crude for our strategic oil reserve. This would create new jobs, halt a deflationary spiral and give us some protection against the next international oil crisis." David Dreman owns 297 stocks with a total value of $3.1 billion. This is his Q2 portfolio update....
Explore : 3M, Aerospace and Defense, Affiliated Computer Services Inc., Alliance Data Systems Corp., Arris Group, Assurant Inc., Boeing Co., Business, Business Services, Chemicals, Computer industry, Conglomerates, Crane, Diamond Offshore Drilling Inc., Drug Stores, Fiserv Inc., Forest Laboratories Inc., Foster Wheeler AG, Garmin, Gas, Humana Inc., Intel Corp., IT Services, Loews Corporation, McDermott International, Medical Equipment, Mining, National Oilwell Varco Inc., Noble Corp., ONEOK Inc., Owens and Minor Inc., Prudential Financial Inc., Rental and Leasing, Retailers, Rockwell Collins Inc., Semi Conductors, Silver, Silver Wheaton Corp., Software industry, Sumitomo Group, Telecommunication, Telecommunication Companies, The Dow Chemical Company, Tidewater Inc., Walgreen Co., Weis Markets Inc., WellPoint Inc.
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