Arnold Van Den Berg Portfolio - Stockpickr! Your Source for Stock Ideas

Arnold Van Den Berg

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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

People owning MSFT also tend to own: AAPL AMD CSCO DELL GOOG IBM INTC

TheStreet.com Rating: C What is this?

WMT
Wal-mart Stores
$49.93
0.00%
$50.38

5.8% of portfolio

People owning WMT also tend to own: ABT DGX EPD FMD GSK JNJ JOSB

TheStreet.com Rating: B What is this?

WAG
Walgreen Co.
$31.62
0.00%
$30.98

4.6% of portfolio

People owning WAG also tend to own: ADM AVP BF-B BTI CL CVS DEO

TheStreet.com Rating: B- What is this?

MMM
3m Co
$59.96
0.00%
$59.24

4.48% of portfolio.

People owning MMM also tend to own: AA ADP AVP BAC BRK-B BUD CSCO

TheStreet.com Rating: C+ What is this?

XLF
Financial Sel Spd
$12.16
0.00%
$12.19

4.36% of portfolio.

People owning XLF also tend to own: AAPL EWZ GLD QQQQ RIO XME AIG

TheStreet.com Rating: No Rating What is this?

WFC
Wells Fargo & Co.
$24.39
0.00%
$24.84

4.13% of portfolio.

People owning WFC also tend to own: ASH ATG BAC CB MNI NFB NI

TheStreet.com Rating: B- What is this?

KO
Coca-cola Co (the
$49.66
0.00%
$49.01

No Analysis added

People owning KO also tend to own: AA AIG IBM INTC JNJ JPM MSFT

TheStreet.com Rating: B- What is this?

MMC
Marsh & Mclennan
$19.53
0.00%
$19.25

No Analysis added

People owning MMC also tend to own: AIG ATML BAC BRCM CAT CREE DVN

TheStreet.com Rating: C What is this?

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