Date updated:12-18-2008
New positions: Dell (DELL), American Express (AXP), News Corp. (NWS.A), Office Depot (ODP), Carmax (KMX), Comcast (CMCSK)
Arnold Van Den Berg has worked in the investment management business for almost 40 years. Van Den Berg is the chairman of the Board of Trustees at Van Den Berg Management, which he founded in 1974. The firm does business as Century Management.
According to Century's Web site, the company applies a value investment strategy is:
"Our proprietary investment research seeks to determine the appraised value of a company. The appraised value, or worth of a company, is sometimes referred to as intrinsic value, private market value, or break-up value.
Investments are then made at a significant discount, normally 40% to 65% below our determination of a company's current intrinsic value. This allows us to buy companies with a margin of safety, as we strongly believe that the price we pay for a company will ultimately determine our return."
Notable portfolio holdings, as of Van Den Berg's latest quarterly filing (Sept. 30, 2008), include:
1. Microsoft (MSFT)
2. Wal-Mart (WMT)
3. Walgreen (WAG)
4. 3M (MMM)
5. The "SPDR" Financial Sector Exchange-Traded Fund (XLF)

-
MSFT
Microsoft Corpora - $21.40
- 0.00%
- $21.42
7.37% of portfolio

-
WMT
Wal-mart Stores - $49.93
- 0.00%
- $50.38
5.8% of portfolio

-
WAG
Walgreen Co. - $31.62
- 0.00%
- $30.98
4.6% of portfolio

-
MMM
3m Co - $59.96
- 0.00%
- $59.24
4.48% of portfolio.

-
XLF
Financial Sel Spd - $12.16
- 0.00%
- $12.19
4.36% of portfolio.

-
WFC
Wells Fargo & Co. - $24.39
- 0.00%
- $24.84
4.13% of portfolio.

-
KO
Coca-cola Co (the - $49.66
- 0.00%
- $49.01
No Analysis added

-
MMC
Marsh & Mclennan - $19.53
- 0.00%
- $19.25
No Analysis added
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