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Weekly Guru Bargains Highlights: ATML, UMC, CSH, PWE, ZNGA
Posted by: GuruFocus (IP Logged)
Date: November 19, 2012 11:19AM

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

Atmel Corporation (ATML): Down 43% Since Jim Simons Bought in the Quarter Ended on 2012-06-30


Jim Simons initiated holdings in Semiconductors company Atmel Corporation during the quarter ended 06/30/2012. His purchase prices were between $6.24 and $9.7, with an estimated average price of $7.78. Since then the prices of Atmel Corporation shares have declined by -43% from the estimated average. Jim Simons owned 668,800 shares of as of 06/30/2012.

Atmel Corporation is a global semiconductor company that designs, develops, manufactures and sells a wide range of highly integrated semiconductor integrated circuit products. Atmel Corporation has a market cap of $1.95 billion; its shares were traded at around $4.4 with a P/E ratio of 20.18 and P/S ratio of 1.08.

ATML recently reported its third quarter 2012 financial results. Revenue for the third quarter of 2012 was $361.0 million, a 2% decrease compared to $368.2 million for the second quarter of 2012, and 25% lower compared to $479.4 million for the third quarter of 2011. GAAP net income totaled $21.6 million or $0.05 per diluted share for the third quarter of 2012.

Leon Cooperman bought 3,300,000 shares in the quarter that ended on 09/30/2012, which is 0.35% of the $4.99 billion portfolio of Omega Advisors. Joel Greenblatt bought 25,820 shares in the quarter that ended on 09/30/2012, which is 0.0091% of the $1.5 billion portfolio of Gotham Capital. George Soros sold out his holdings in the quarter that ended on 09/30/2012.

Director Papken Der Torossian bought 10,000 shares of ATML stock on 08/03/2012 at the average price of 5.57. Papken Der Torossian owns at least 140,608 shares after this. The price of the stock has decreased by 21.01% since.

United Microelectronics Corp. (UMC): Down 23% Since Pioneer Investments Bought in the Quarter Ended on 2012-06-30

Pioneer Investments initiated holdings in Semiconductors company United Microelectronics Corp. during the quarter ended 06/30/2012. His purchase prices were between $1.98 and $2.71, with an estimated average price of $2.33. Since then the prices of United Microelectronics Corp. shares have declined by 23% from the estimated average. Pioneer Investments owned 873,100 shares of as of 06/30/2012.

UMC specializes in providing foundry services for high-performance semiconductor applications. United Microelectronics Corp. has a market cap of $4.55 billion; its shares were traded at around $1.8 with a P/E ratio of 18 and P/S ratio of 1.3. The dividend yield of United Microelectronics Corp. stocks is 3.24%.

UMC recently reported its third quarter 2012 financial results. The company announced its third quarter 2012 NT$28.53 billion.

Cash America International Inc (CSH): Down 21% Since Joel Greenblatt Bought in the Quarter Ended on 2012-06-30

Joel Greenblatt initiated holdings in Specialized Consumer Services company Cash America International Inc. during the quarter ended 06/30/2012. His purchase prices were between $40.91 and $48.03, with an estimated average price of $43.96. Since then the prices of Cash America International Inc shares have declined by 21% from the estimated average. Joel Greenblatt owned 17,710 shares of as of 06/30/2012.

Cash America International Inc. is a specialty financial services enterprise principally engaged in acquiring, establishing and operating pawnshops which advance money on the security of pledged tangible personal property. Cash America International Inc. has a market cap of $1.02 billion; its shares were traded at around $34.74 with a P/E ratio of 7.57 and P/S ratio of 0.66. The dividend yield of Cash America International Inc. stocks is 0.4%. Cash America International Inc. had an annual average earnings growth of 23.6% over the past 10 years. GuruFocus rated Cash America International Inc. the business predictability rank of 3.5-star.

Joel Greenblatt owns 46,347 shares as of 09/30/2012, an increase of 161.7% from the previous quarter. This position accounts for 0.12% of the $1.5 billion portfolio of Gotham Capital.

CEO and President Daniel R. Feehan sold 50,000 shares of CSH stock on 11/02/2012 at the average price of 38.95. Daniel R Feehan owns at least 338,245 shares after this. The price of the stock has decreased by 10.81% since. Other insiders have also decreased their positions in the company.

Penn West Petroleum Ltd. (PWE): Down 30% Since Jean-Marie Eveillard Bought in the Quarter Ended on 2012-06-30

Jean-Marie Eveillard added to his holdings in exploration and production company Penn West Petroleum Ltd. by 35.03% during the quarter ended 06/30/2012. His purchase prices were between $12.48 and $19.6, with an estimated average price of $15.08. Since then the prices of Penn West Petroleum Ltd. shares have declined by 30% from the estimated average. Jean-Marie Eveillard owned 25,705,470 shares of as of 06/30/2012.

Penn West Energy Trust is a senior oil and natural gas energy trust based in Calgary, Alberta. Penn West Petroleum Ltd. has a market cap of $5 billion; its shares were traded at around $10.58 with a P/E ratio of 39.19 and P/S ratio of 1.36. The dividend yield of Penn West Petroleum Ltd. stocks is 10.35%.

Jean-Marie Eveillard owns 26,944,048 shares as of 09/30/2012, which accounts for 1.4% of the $27.01 billion portfolio of First Eagle Investment Management, LLC.

Zynga Inc. (ZNGA): Down 40% Since Wilbur Ross Bought in the Quarter Ended on 2012-09-30

Wilbur Ross added to his holdings in Gambling company Zynga Inc. by 22.54% during the quarter ended 09/30/2012. His purchase prices were between $2.71 and $5.57, with an estimated average price of $3.67. Since then the prices of Zynga Inc. shares have declined by 40% from the estimated average. Wilbur Ross owned 1,034,646 shares of as of 09/30/2012.

Zynga Inc. is the world's largest social game developer with users playing their games which include CityVille, FarmVille, FrontierVille, Words With Friends, Mafia Wars, Zynga Poker, Cafe World and Treasure Isle. Zynga Inc. has a market cap of $1.73 billion; its shares were traded at around $2.21 with a P/E ratio of 110.5 and P/S ratio of 1.52.

ZNGA recently reported its third quarter 2012 financial results. Third quarter revenue of $317 million is up 3% year over year, and nine months year-to-date revenue of $970 million is up 17% year-over-year.

John Burbank bought 1,033,717 shares in the quarter that ended on 09/30/2012, which is 0.13% of the $2.19 billion portfolio of Passport Capital. Wilbur Ross owns 1,034,646 shares as of 09/30/2012, an increase of 22.54% from the previous quarter. This position accounts for 0.26% of the $1.12 billion portfolio of Invesco Private Capital. Robert Karr sold out his holdings in the quarter that ended on 09/30/2012.

CFO David M. Wehner sold 73,727 shares of ZNGA stock on 11/05/2012 at the average price of $2.32. David M. Wehner owns at least 365,031 shares after this. The price of the stock has decreased by 4.74% since. There are mixed trades from other insiders.



Guru Discussed: Joel Greenblatt: Current Portfolio, Stock Picks
Jean-Marie Eveillard: Current Portfolio, Stock Picks
Stocks Discussed: ATML, UMC, CSH, PWE, ZNGA,
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