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Most Active Stocks Bought by Groups of Gurus
Posted by: Sally Jones (IP Logged)
Date: August 6, 2013 09:47AM
These four stocks were the most active and bought heavily by Guru investors in the first quarter of 2013, according to the GuruFocus Most Active Consensus Picks screen.
Moody’s Corporation (MCO) – Up 72% over 12 Months
Moody’s Corporation (MCO) shares are currently priced at $69.23. Shares trade at a P/E of 22.30 and a P/B of 34.00. Up 72% over 12 months, MCO has a market cap of $15.19 billion. The dividend yield is 1.00. Moody’s Corporation reported revenue of $2.7 billion in 2012.
Founded in 1990, Moody's Corporation is a key player in the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparency in the financial markets. Moody's Corporation (MCO) is the parent company of Moody's Investors Service, a credit rating and research company, and Moody's Analytics, a software, advisory, and research firm. The company employs approximately 7,000 people, maintaining a presence in 29 countries.
Guru Action: Seven billionaire Gurus added to their MCO positions or bought new holdings as of March 31, 2013. Top Guru stakeholder Warren Buffett has averaged a gain of 179% on 19,584,75,0 shares sold at an average price of $24.79. In the first quarter of 2013, his portfolio gained 36.3% on 28,415,250 shares bought at an average price of $50.81.
Chuck Akre , added 14.49% to his holding which now has current shares of 2,538,375. Akre has averaged a gain of 67% on his holding, buying at an average price of $41.47 per share.
Lou Simpson is the second largest Guru stakeholder with 2,022,576 MCO shares bought at an average price of $48.74 per share, for a gain of 42%.
Starz (STRZA) – Up 125% over 12 Months
Liberty Media Corporation (STRZA) is also referred to by one of its subsidiary’s names, Starz. Shares are currently priced at $24.89 and trade at a P/E of 20.40 and a P/B of 21.40. Up 125% over 12 months, STRZA has a market cap of $2.94 billion. The dividend yield is 1.00.
Liberty Media (STRZA) reported first quarter 2013 revenue of $789 million, up from $44 million in the previous quarter. The company’s operating income for first quarter was $160 million, compared to an operating loss of $61 million in the fourth quarter of 2012.
The media firm owns interests in a broad range of media, communications and entertainment businesses, including its subsidiaries SiriusXM, Atlanta National League Baseball Club Inc., TruePosition Inc., interests in Charter Communications, Live Nation Entertainment, Barnes & Noble and minority equity investments in Time Warner Inc., Time Warner Cable and Viacom. Through subsidiaries and affiliates, the company operates in North America, Europe and Asia. Its principal businesses and assets include consolidated subsidiaries QVC Inc. and Starz LLC. Sirius XM Radio Inc. and Expedia Inc. are equity affiliates.
Guru Action: Nine Gurus bought new STRZA holdings in the first quarter of 2013, with the largest stakeholder, Warren Buffett, holding 5,622,340 shares bought at an average price of $17.85, for a gain of 39% in the first quarter.
The second largest Guru stakeholder is John Keeley who bought a new holding of 1,865,000 shares at $17.85 per share for a gain of 39% in first quarter.
Check all of the Guru trading details.
TIBCO Software Inc. (TBIX) - Up 12% since January
TIBCO Software Inc. (TBIX) shares are currently priced at $25.07 and trade at a P/E of 45.90 and a P/B of 4.70. Up 12% since January, TIBCO Software Inc. has a market cap of $4.12 billion.
TIBCO Software Inc. (TIBX) is a provider of infrastructure software for companies to use on- premise or as part of cloud computing environments. TIBCO software helps optimize claims, process trades, cross- sell products based on real-time customer behavior, and avert a business crisis. TIBCO provides companies with the ability to capture the right information at the right time and act on it for a competitive advantage. More than 4,000 customers worldwide rely on TIBCO to manage information, decisions, processes and applications in real time.
TIBCO Software Inc. reported total revenue for the second quarter of fiscal 2013 as $245.8 million with a net income of $8.7 million or $0.05 per diluted share. This compares to total revenue of $247.4 million and net income of $26.5 million, or $0.16 per diluted share, as reported for the second quarter of fiscal 2012. On a non-GAAP basis, net income for the second quarter of fiscal 2013 was $29.7 million or $0.18 per diluted share, compared with $43.6 million or $0.26 per diluted share for the second quarter of fiscal 2012. Non-GAAP operating income for the second quarter of fiscal 2013 was $45.3 million, resulting in a non-GAAP operating margin of 18.4%. This compares to non-GAAP operating income of $61.8 million, or a 25.0% non-GAAP operating margin in the second quarter of fiscal 2012, according to a company press release.
Guru Action: Gaining 22.4%, Median Funds reduced its position by 71.73% as of June 30, 2013 after buying a new holding of 544,100 shares in the previous quarter.
Daniel Loeb bought a new holding of 1,000,000 shares at an average price of $22.54, gaining 11.2%, alongside George Soros who bought 366,666 shares at an average price of $22.54, gaining 11.2% as well, both as of first quarter 2013. Joel Greenblatt also added to his position by 408.51%. Guru Ken Fisher reduced his position by 37.94%, while Andreas Halvorsen sold out his TIBX as of March 31, 2013.
Check the Guru trading details.
Pioneer Natural Resources Company (PXD) – Up 86% over 12 Months
Pioneer Natural Resources Company (PXD) is an independent oil and gas exploration and production company with operations in the United States and South Africa. The company's purpose is to competitively and profitably explore for, develop and produce oil and gas reserves.
Pioneer Natural Resources shares are currently priced at $180.08 and trade at a P/E of 323.60 and a P/B of 3.00. Up 86% over 12 months, the company has a market cap of $23.64 billion.
Guru Action: Combining the fourth quarter of 2012 and the first quarter of 2013, Top Guru stakeholder John Paulson averaged a 57% gain on 2,544,000 shares bought at an average price of $114.92.
In addition to John Paulson adding to his position by 154.4%, other first quarter activity shows that Guru Ray Dalio bought a new holding of 3,700 shares; T. Boone Pickens added to his position by 70.67%; George Soros added to his position by 11.21%.
Check out the GuruFocus Most Active Consensus Picks screen to find out the stocks that numbers of Gurus agree on and buy.
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GuruFocus Real Time Picks reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 2 days after the date of the transaction. This feature is for Premium Members only.
Guru Discussed: John Paulson: Current Portfolio, Stock Picks
George Soros: Current Portfolio, Stock Picks
Stocks Discussed: MCO, STRZA, TIBX, PXD,