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Billionaire Bargain-Hunter Finds Four with Yield, Down Since Gurus Bought
Posted by: Sally Jones (IP Logged)
Date: October 30, 2013 05:21PM

Today the GuruFocus Guru Bargains feature reveals four stocks in gold, uranium and real estate investment trusts that have fallen since a number of billionaires bought them in the second quarter of 2013. Check out the high yields of Macerich Company (MAC) at 4.00% and Digital Realty Trust Inc. (DLR) at 6.20%.

Digital Realty Trust Inc. (DLR) - Yield 6.20%

Digital Realty Trust Inc. is down 20% over 12 months. The current share price is around $58.10, down 11% since Ray Dalio made a new buy of 4,587 shares as of June 30, 2013.

In his first quarter of holding, Ray Dalio bought 4,587 shares at an average price of $65.25, taking a loss of 25%.

His current shares are 4,587.

Formed in 2004, Digital Realty Trust, Inc. is a real estate investment trust, engaged in the business of owning, acquiring, developing, redeveloping and managing technology-related real estate.

The company has a market cap of $6.34 billion; its trades with a P/E ratio of 34.30 and a P/B ratio of 2.20.

Tracking historical share pricing, revenue and net income:





Macerich Company (MAC) - Yield 4.00%

Macerich Company is up 2% over 12 months. The current share price is around $58.56, down 11% since Ray Dalio made a new buy of 4,200 shares at an average price of $65.82 as of June 30, 2013.

Dalio’s five-year history shows only four quarters of trading. He last sold out 159,221 shares in the fourth quarter of 2008, selling at an average price of $23.05, for a gain of 152.7%.

His current shares are 4,200.

Organized in 1993, Macerich Company is a self-administered and self-managed real estate investment trust (REIT) that conducts operations through an operating partnership and the company's management companies. The company is involved in the acquisition, ownership, development, management and leasing of regional and community shopping centers located throughout the US.

The company has a market cap of $8.19 billion; its trades with a P/E ratio of 17.60 and a P/B ratio of 2.50.

Tracking historical share pricing, revenue and net income:



Cameco Corp. (CCJ) - Yield 2.15%

Cameco Corp. is down 2% over 12 months. The current share price is around $18.15, down 11% since Ray Dalio increased his position by 360.18% as of June 30, 2013.

He bought 40,700 shares at an average price of $20.35 for a loss of 7.1%.

Over eight quarters of trading, Dalio has sold out twice. Overall, he has taken a loss of 8% on 52,000 shares bought at an average price of $20.53.

His current shares are 52,000.

Incorporated in 1987, Cameco Corporation engages in the exploration and development, mining, refining, conversion, and fabrication of uranium for sale as fuel for generating electricity in nuclear power reactors in Canada and other countries. The company sells uranium and fuel services to nuclear utilities in Belgium, Canada, China, Finland, France, Germany, Japan, South Korea, Spain, Sweden, Taiwan, and the US.

The company has a market cap of $7.48 billion; its trades with a P/E ratio of 45.30 and a P/B ratio of 1.60.

Tracking historical share pricing, revenue and net income:



Anglogold Ashanti Limited (AU) - Yield 1.00%

Anglogold Ashanti Limited is down 53% over 12 months. The current share price is around $16.07, down 11% since Jean-Marie Eveillard’s First Eagle Investment Management increased its position by 444.51% as of June 30, 2013. The dividend yield is 1.00%.

The firm bought 21,981,524 shares at an average price of $18.03 for a loss of 9.5%.

The firm has held for five years of losing quarters, averaging a loss of 24% on 27,053,266 shares bought at an average price of $21.61, and losing 47% on 344,531 shares sold at an average price of $30.63.

First Eagle Investment Management’s current shares are 26,926,608.

Anglogold Ashanti Limited is a gold exploration, mining and marketing company, holds a portfolio of operations and projects on four continents. The company is headquartered in Johannesburg, South Africa, and has 21 operations in 10 countries.

The company has a market cap of $6.18 billion; its trades with a P/B ratio of 1.70.

Tracking historical share pricing, revenue and net income:





Check out the GuruFocus Guru Bargains feature to discover more stocks priced at around 20% off since billionaires last bought.

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.

If you are not a Premium Member, we invite you for a 7-day Free Trial.




Guru Discussed: Ray Dalio: Current Portfolio, Stock Picks
Stocks Discussed: AU, MAC, DLR, CCJ,
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