Here’s What This Big Value Investor Has Been Buying and Selling: Liquidity Services, Inc. (LQDT), Diamond Foods, Inc. (DMND)

Huntington Bancshares, meanwhile, has been aggressively reducing its loan-loss provisions, while its business has been growing, thanks to talented management. Its 2.3% dividend yield might not be tantalizing, but it was quadrupled  in 2011, and the company does sport a lot of room to grow – organically and via acquisitions. Its CEO recently bought nearly $300,000 worth of shares, too, which is a bullish sign.

Finally, Diamond Hill’s biggest closed positions included Amgen, Inc. (NASDAQ:AMGN) and Fluor Corporation (NEW) (NYSE:FLR) . Heavy construction and industrial specialist Fluor is trading near a 52-week high, and its P/E ratio is a bit above  its five-year average, with free cash flow having dropped  some in recent years. Thus, it doesn’t look quite as bargain-licious as many other stocks, right now. Still, there are promising long-term factors, such as sound ethics and global economic softness, that will reverse at some point.

We should never blindly copy any investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. Therefore, 13-F forms can be great places to find intriguing candidates for our portfolios.

The article Here’s What This Big Value Investor Has Been Buying and Selling originally appeared on Fool.com and is written by Selena Maranjian.

Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, owns shares of Apple. The Motley Fool recommends Apple and Liquidity Services. The Motley Fool owns shares of Apple, Fluor, and Huntington Bancshares.

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