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Weekly Guru Bargains Highlights: PAAS, FMC, SHS, GTI, SM
Posted by: GuruFocus (IP Logged)
Date: July 21, 2012 05:30PM

According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Pan American Silver Corp. (USA) (PAAS): Down 35% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31

Joel Greenblatt added to his holdings in Gold Mining company Pan American Silver Corp. (usa) by 21.06% during the quarter ended 03/31/2012. His purchase prices were between $20.84 and $26.24, with an estimated average price of $21.85. Since then the prices of Pan American Silver Corp. (USA) shares have declined by -35% from the estimated average. Joel Greenblatt owned 15,308 shares of as of 03/31/2012.

PAN AMER SILVER is a mining company focused exclusively on silver. Pan American Silver Corp. (usa) has a market cap of $2.25 billion; its shares were traded at around $14.21 with a P/E ratio of 6.3 and P/S ratio of 2.6. The dividend yield of Pan American Silver Corp. (usa) stocks is 1%. Pan American Silver Corp. (usa) had an annual average earnings growth of 23.4% over the past 5 years.

Joel Greenblatt owns 15,308 shares as of 03/31/2012, an increase of 21.06% from the previous quarter. This position accounts for 0.029% of the $1.15 billion portfolio of Gotham Capital

FMC Corporation (FMC): Down 39% Since Jean-Marie Eveillard Bought In the Quarter Ended on 2012-03-31

Jean-Marie Eveillard initiated holdings in Specialty Chemicals company Fmc Corporation during the quarter ended 03/31/2012. His purchase prices were between $86.95 and $105.69, with an estimated average price of $89.73. Since then the prices of FMC Corporation shares have declined by -39% from the estimated average. Jean-Marie Eveillard owned 111,200 shares of as of 03/31/2012.

FMC Corporation is one of the world's producers of machinery and chemicals for industry and agriculture. Fmc Corporation has a market cap of $7.36 billion; its shares were traded at around $54.55 with a P/E ratio of 16.7 and P/S ratio of 2.2. The dividend yield of Fmc Corporation stocks is 0.7%. Fmc Corporation had an annual average earnings growth of 7.5% over the past 10 years. GuruFocus rated Fmc Corporation the business predictability rank of 2-star.

FMC recently reported net income of $119.1 million, or $1.71 per diluted share, in the first quarter of 2012, versus net income of $94.0 million, or $1.30 per diluted share, in the first quarter of 2011. Net income in the current quarter included charges of$16.3 million after tax, or $0.23 per diluted share, versus charges of $13.6 million after tax, or $0.19 per diluted share, in the prior-year quarter.

Jean-Marie Eveillard bought 111,200 shares in the quarter that ended on 03/31/2012, which is 0.047% of the $25.09 billion portfolio of First Eagle Investment Management, LLC. Mario Gabelli owns 13,740 shares as of 03/31/2012, which accounts for 0.01% of the $13.95 billion portfolio of GAMCO Investors. John Keeley owns 51,780 shares as of 03/31/2012, which accounts for 0.11% of the $4.94 billion portfolio of Keeley Fund Management.

Executive VP and CFO W Kim Foster sold 15,619 shares of FMC stock on 03/02/2012 at the average price of 100. W Kim Foster owns at least 57,151 shares after this. The price of the stock has decreased by 45.45% since. Other insiders have also decreased their positions in the company.

Sauer-Danfoss Inc. (SHS): Down 22% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31

Joel Greenblatt added to his holdings in Diversified Industrials company Sauer-danfoss Inc. by 22.45% during the quarter ended 03/31/2012. His purchase prices were between $35.52 and $55.57, with an estimated average price of $45.3. Since then the prices of Sauer-Danfoss Inc. shares have declined by -22% from the estimated average. Joel Greenblatt owned 107,702 shares of as of 03/31/2012.

Sauer-Danfoss is a global manufacturer of components and integrated hydraulic systems that generate, transmit, and control fluid power in primarily off-highway mobile equipment. Sauer-danfoss Inc. has a market cap of $1.77 billion; its shares were traded at around $35.27 with a P/E ratio of 8.4 and P/S ratio of 0.9. The dividend yield of Sauer-danfoss Inc. stocks is 3.8%.

SHS recently reported net income of $64.8 million, or $1.34 per share, for the first quarter of 2012, compared to net income of $70.6 million, or $1.46 per share, for the first quarter of 2011. In comparison, first quarter 2011 results were favorably impacted by $4.9 million, or $0.10 per share, related to the reversal of deferred tax asset valuation allowances.

Joel Greenblatt owns 107,702 shares as of 03/31/2012, an increase of 22.45% from the previous quarter. This position accounts for 0.44% of the $1.15 billion portfolio of Gotham Capital.

Exec VP Pres-Work Function Div Helge Joergensen sold 3,450 shares of SHS stock on 03/05/2012 at the average price of 47.47. Helge Joergensen owns at least 20,338 shares after this. The price of the stock has decreased by 25.7% since.

GrafTech International Ltd (GTI): Down 30% Since Paul Tudor Jones Bought In the Quarter Ended on 2012-03-31

Paul Tudor Jones added to his holdings in Electrical Components & Equipment company Graftech International Ltd by 128.97% during the quarter ended 03/31/2012. His purchase prices were between $11.6 and $17.63, with an estimated average price of $13.54. Since then the prices of GrafTech International Ltd shares have declined by -30% from the estimated average. Paul Tudor Jones owned 33,200 shares of as of 03/31/2012.

GrafTech International Ltd. is one of the world's largest manufacturers and providers of high quality natural and synthetic graphite and carbon based products and services, offering energy solutions to industry-customers worldwide engaged in the manufacture of steel, aluminum, silicon metal, automotive products and electronics. Graftech International Ltd has a market cap of $1.27 billion; its shares were traded at around $9.48 with a P/E ratio of 9.3 and P/S ratio of 1. Graftech International Ltd had an annual average earnings growth of 0.8% over the past 10 years.

GTI recently reported its first quarter 2012 financial results. Net income was $18 million, or $0.12 per diluted share, down 36 percent versus $27 million, or $0.19 per diluted share, in the first quarter of 2011.

Mario Gabelli owns 5,470,776 shares as of 03/31/2012, which accounts for 0.47% of the $13.95 billion portfolio of GAMCO Investors. Daniel Loeb sold out his holdings in the quarter that ended on 03/31/2012.

Director Mary B Cranston sold 1,300 shares of GTI stock on 02/15/2012 at the average price of 15.92. Mary B Cranston owns at least 42,238 shares after this. The price of the stock has decreased by 40.45% since.

SM Energy Co. (SM): Down 26% Since Jim Simons Bought In the Quarter Ended on 2012-03-31

Jim Simons added to his holdings in Exploration & Production company Sm Energy Co. by 24.32% during the quarter ended 03/31/2012. His purchase prices were between $70.57 and $83.35, with an estimated average price of $71.98. Since then the prices of SM Energy Co. shares have declined by -26% from the estimated average. Jim Simons owned 105,300 shares of as of 03/31/2012.

SM Energy Company, formerly known as St. Mary Land & Exploration Company, is an independent energy company engaged in the exploration, exploitation, development, acquisition, and production of natural gas and crude oil. Sm Energy Co. has a market cap of $3.06 billion; its shares were traded at around $52.96 with a P/E ratio of 18.2 and P/S ratio of 1.9. The dividend yield of Sm Energy Co. stocks is 0.2%. Sm Energy Co. had an annual average earnings growth of 16.1% over the past 10 years.

SM Energy reported net income for the first quarter of 2012 of $26.3 million or $0.39 per diluted share. This compares to a net loss of $18.5 million, or $0.29 per diluted share, for the same period of 2011. Adjusted net income for the first quarter of 2012 was $32.8 million, or $0.48 per diluted share,

Robert Rodriguez owns 341,900 shares as of 06/30/2012, which accounts for 2.1% of the $798 million portfolio of FPA Capital. NWQ Managers owns 69,759 shares as of 03/31/2012, which accounts for 0.033% of the $14.95 billion portfolio of NWQ Investment Management Co. Ron Baron owns 2,250,995 shares as of 03/31/2012, which accounts for 0.95% of the $16.69 billion portfolio of Baron Funds.

Senior VP and General Counsel David W Copeland bought 10,000 shares of SM stock on 06/01/2012 at the average price of 53.37. David W Copeland owns at least 36,093 shares after this. The price of the stock has decreased by 0.77% since. Other insiders have decreased their positions in the company.




Guru Discussed: Joel Greenblatt: Current Portfolio, Stock Picks
Jean-Marie Eveillard: Current Portfolio, Stock Picks
Stocks Discussed: PAAS, FMC, SHS, GTI, SM,
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