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Weekly Guru Bargains Highlights: NG, ALU, APKT, RP, MTL
Posted by: GuruFocus (IP Logged)
Date: May 8, 2012 09:41AM

According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

NovaGold Resources (NG): Down 28% Since Seth Klarman Bought in the Quarter Ended on 2011-12-31

Seth Klarman added to his holdings in Gold Mining company NovaGold Resources by 49.33% during the quarter ended 12/31/2011. His purchase prices were between $6.19 and $11.49, with an estimated average price of $8.95. Since then the prices of NovaGold Resources shares have declined by -28% from the estimated average. Seth Klarman owned 7,466,275 shares of as of 12/31/2011.

NovaGold Resources is a gold and copper company engaged in the exploration and development of mineral properties in Alaska and Western Canada. NovaGold Resources has a market cap of $1.95 billion; its shares were traded at around $5.7 with and P/S ratio of 4856.4. NovaGold Resources had an annual average earnings growth of 31.1% over the past 10 years.

NovaGold Resources recently reported its fourth quarter and full year 2011 results. The company announced that basic and diluted loss per share was 76 cents for the fiscal year ended November 30, 2011, compared to 95 cents per share for the year ended November 30, 2010.

Seth Klarman owns 7,466,275 shares as of 12/31/2011, an increase of 49.33% from the previous quarter. This position accounts for 1.9% of the $3.34 billion portfolio of The Baupost Group. John Paulson owns 22,954,818 shares as of 12/31/2011, an increase of 13.59% from the previous quarter. This position accounts for 1.4% of the $13.88 billion portfolio of Paulson & Co.

Alcatel Ads (ALU): Down 29% Since Charles Brandes Bought in the Quarter Ended on 2011-12-31

Charles Brandes initiated holdings in Telecommunications Equipment company Alcatel Ads during the quarter ended 12/31/2011. His purchase prices were between $1.39 and $3.09, with an estimated average price of $2.12. Since then the prices of Alcatel Ads shares have declined by -29% from the estimated average. Charles Brandes owned 10,294,838 shares of as of 12/31/2011.

Alcatel builds next generation networks, delivering integrated end-to-end voice and data communications solutions to established and new carriers, as well as enterprises and consumers worldwide. Alcatel Ads has a market cap of $3.73 billion; its shares were traded at around $1.52 with a P/E ratio of 4.9 and P/S ratio of 0.2.

Alcatel recently reported 2011 full year results in line with its guidance, and in the fourth quarter of 2011, a free cash flow of €541 million and annualized fixed costs savings of €300 million.

Charles Brandes bought 10,294,838 shares in the quarter that ended on 12/31/2011, which is 0.15% of the $10.87 billion portfolio of Brandes Investment.

Acme Packet Inc. (APKT): Down 22% Since Jim Simons Bought in the Quarter Ended on 2011-12-31

Jim Simons initiated holdings in Software company Acme Packet Inc during the quarter ended 12/31/2011. His purchase prices were between $29.55 and $42.83, with an estimated average price of $35.99. Since then the prices of Acme Packet Inc. shares have declined by -22% from the estimated average. Jim Simons owned 120,200 shares of as of 12/31/2011.

Acme Packet Inc. is engaged in providing session delivery networks that enables delivery of next-generation voice, video and unified communications over IP networks. Acme Packet Inc. has a market cap of $1.95 billion; its shares were traded at around $26.21 with a P/E ratio of 43.3 and P/S ratio of 6.3. Acme Packet Inc had an annual average earnings growth of 25.5% over the past five years.

APKT recently reported its first quarter 2012 financial results. Total revenue for the first quarter of 2012 was $70.8 million, compared to $74.0 million in the first quarter of 2011 and $83.0 million in the fourth quarter of 2011. Net income for the first quarter of 2012 was $2.4 million, or $0.03 per share, compared to $13.7 million, or $0.19 per share, in the first quarter of 2011 and $8.7 million, or $0.12 per share, in the fourth quarter of 2011.

CFO and Treasurer Peter J. Minihane sold 15,000 shares of APKT stock on 04/17/2012 at the average price of $28.07. The price of the stock has decreased by 6.63% since. Chief Technology Officer Patrick J. Melampy sold 60,000 shares of APKT stock on 01/24/2012 at the average price of $30.42. Patrick J. Melampy owns at least 4,035,470 shares after this. The price of the stock has decreased by 13.84% since.

RealPage Inc. (RP): Down 24% Since Pioneer Investments Bought in the Quarter Ended on 2011-12-31

Pioneer Investments added to his holdings in Computer Services company Realpage Inc. by 92.6% during the quarter ended 12/31/2011. His purchase prices were between $19.6 and $27.91, with an estimated average price of $24.44. Since then the prices of RealPage Inc. shares have declined by -24% from the estimated average. Pioneer Investments owned 308,154 shares of as of 12/31/2011.

RealPage Inc. provides on-demand property management solutions that enable owners and managers of single-family and a wide variety of multi-family rental property types to manage their marketing, pricing, screening, leasing, accounting, purchasing and other property operations. RealPage Inc. has a market cap of $1.31 billion; its shares were traded at around $17.96 with a P/E ratio of 112.7 and P/S ratio of 5.1.

Realpage recently reported its first quarter 2012 financial results. Non-GAAP total revenue was $74.5 million, an increase of 29.5% year-over-year.

Ron Baron owns 4,227,938 shares as of 12/31/2011, which accounts for 0.69% of the $15.45 billion portfolio of Baron Funds.

Chairman and CEO, 10% Owner Stephen T. Winn sold 18,800 shares of RP stock on 02/14/2012 at the average price of $27.08. Stephen T. Winn owns at least 27,233,345 shares after this. The price of the stock has decreased by 33.68% since. There are mixed trades from other insiders.

Mechel OAO Ads (MTL): Down 23% Since Howard Marks Bought in the Quarter Ended on 2011-12-31

Howard Marks added to his holdings in Steel company Mechel OAO Ads by 65.25% during the quarter ended 12/31/2011. His purchase prices were between $7.9 and $14.4, with an estimated average price of $10.72. Since then the prices of Mechel OAO Ads shares have declined by -23% from the estimated average. Howard Marks owned 499,543 shares of as of 12/31/2011.

Mechel OAO is a Russian company whose business consists of two segments: mining and steel, comprising facilities in Russia, Romania and Lithuania. Mechel OAO Ads has a market cap of $3.72 billion; its shares were traded at around $7.48 with and P/S ratio of 0.4. Mechel OAO Ads had an annual average earnings growth of 23.4% over the past five years.



Guru Discussed: Charles Brandes: Current Portfolio, Stock Picks
Seth Klarman: Current Portfolio, Stock Picks
Stocks Discussed: NG, ALU, APKT, RP, MTL,
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