Last week’s top five guru bargain stocks were PERFECT WORLD CO., LTD, Tele Norte Leste Participaes S.A, Diamond Offshore Drilling Inc, Banco Santander Central Hispano S.A, and Boston Scientific Corp. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.
PERFECT WORLD CO., LTD. - AMERICAN DEPOSITARY SHAR (PWRD, Financial): Down 24% Since Lee Ainslie Bought In the Quarter Ended on 2009-12-31
Lee Ainslie added to his holdings in Toys company PERFECT WORLD CO., LTD. - AMERICAN DEPOSITARY SHAR by 530.59% during the quarter ended 12/31/2009. He owned 2,681,249 shares of as of 12/31/2009. Perfect World Co., Ltd. is a online game developer and operator in China. Perfect World Co., Ltd. - American Depositary Shar has a market cap of $1.34 billion; its shares were traded at around $33.47 with a P/E ratio of 11.5 and P/S ratio of 4.3.
Perfect World recently reported its fourth quarter 2009 results. Total revenues were RMB607.9 million (USD89.1 million), an increase of 3% from the third quarter of 2009 and an increase of 45.5% from the fourth quarter of 2008. Gross profit was RMB526.4 million (USD77.1 million), an increase of 6.3% from the third quarter of 2009.
Lee Ainslie owns 2,681,249 shares as of 12/31/2009, an increase of 530.59% from the previous quarter. This position accounts for 1.18% of the $8.99 billion portfolio of Maverick Capital. Ken Heebner sold out his holdings in the quarter that ended on 12/31/2009.
Tele Norte Leste Participaes S.A. (TNE, Financial): Down 29% Since Jeremy Grantham Bought In the Quarter Ended on 2009-12-31
Jeremy Grantham added to his holdings in Fixed Line Telecommunications company Tele Norte Leste Participaes S.A. by 31.99% during the quarter ended 12/31/2009. He owned 2,444,380 shares of as of 12/31/2009. Tele Norte Leste Participacoes S.A., together with its subsidiaries, provides telecommunication services such as telephone services, leased lines, and others. Tele Norte Leste Participaes S.a. has a market cap of $5.68 billion; its shares were traded at around $14.86 with a P/E ratio of 16.6 and P/S ratio of 0.4. The dividend yield of Tele Norte Leste Participaes S.a. stocks is 7.8%.
Charles Brandes owns 15,847,483 shares as of 12/31/2009, which accounts for 1.74% of the $19.5 billion portfolio of Brandes Investment.
Diamond Offshore Drilling Inc. (DO, Financial): Down 21% Since John Buckingham Bought In the Quarter Ended on 2009-12-31
John Buckingham added to his holdings in Oil Equipment & Services company Diamond Offshore Drilling Inc. by 41.56% during the quarter ended 12/31/2009. He owned 8,788 shares of as of 12/31/2009. Diamond Offshore Drilling, Inc. engages principally in the contract drilling of offshore oil and gas wells. Diamond Offshore Drilling Inc. has a market cap of $11 billion; its shares were traded at around $79.1 with a P/E ratio of 8.3 and P/S ratio of 3.2. The dividend yield of Diamond Offshore Drilling Inc. stocks is 0.6%. Diamond Offshore Drilling Inc. had an annual average earning growth of 34.8% over the past 10 years.
Diamond Offshore Drilling recently reported its first quarter 2010 results. The company announced that its net income for the first quarter of 2010 was $290.9 million, or $2.09 per share on a diluted basis, compared with net income of $348.6 million, or $2.51 per share on a diluted basis, in the same period a year earlier. Revenues in the quarter were $859.7 million, compared with revenues of $885.7 million for the first quarter of 2009.
John Hussman bought 600,000 shares in the quarter that ended on 12/31/2009, which is 1.17% of the $5.04 billion portfolio of Hussman Economtrics Advisors, Inc.. Kenneth Fisher owns 132,240 shares as of 03/31/2010, a decrease of 44.88% of from the previous quarter. This position accounts for 0.04% of the $33.01 billion portfolio of Fisher Asset Management, LLC.
Sell:: Senior Vice President Robert G Blair sold 1,472 shares of DO stock on 12/28/2009 at the average price of 101.61, the price of the stock has decreased by 22.15% since.
Banco Santander Central Hispano S.A. (STD, Financial): Down 27% Since Jim Simons Bought In the Quarter Ended on 2009-12-31
Jim Simons added to his holdings in Banks company Banco Santander Central Hispano S.A. by 112.08% during the quarter ended 12/31/2009. He owned 1,400,066 shares of as of 12/31/2009. Banco Santander SA is the biggest bank in Spain and the biggest international bank in Latin America as well. Banco Santander Central Hispano S.a. has a market cap of $101.55 billion; its shares were traded at around $12.34 with a P/E ratio of 8.3 and P/S ratio of 0.9. The dividend yield of Banco Santander Central Hispano S.a. stocks is 7.2%.
David Williams owns 2,500,000 shares as of 03/31/2010, which accounts for 0.47% of the $5.51 billion portfolio of Columbia Value and Restructuring Fund. NWQ Managers owns 231,000 shares as of 12/31/2009, which accounts for 0.02% of the $18.28 billion portfolio of NWQ Investment Management Co. Kenneth Fisher owns 29,051,749 shares as of 03/31/2010, which accounts for 1.17% of the $33.01 billion portfolio of Fisher Asset Management, LLC.
Boston Scientific Corp. (BSX, Financial): Down 21% Since PRIMECAP Management Bought In the Quarter Ended on 2009-12-31
PRIMECAP Management added to his holdings in Medical Supplies company Boston Scientific Corp. by 17.55% during the quarter ended 12/31/2009. The firm owned 94,993,424 shares of as of 12/31/2009. Boston Scientific Corporation is a worldwide developer, manufacturer and marketer of minimally invasive medical devices. Boston Scientific Corp. has a market cap of $10.43 billion; its shares were traded at around $6.88 with a P/E ratio of 10.7 and P/S ratio of 1.3. Boston Scientific Corp. had an annual average earning growth of 5.4% over the past 10 years.
Boston Scientific recently reported its fourth quarter and full year 2009 results. The company announced that its net sales were $2.08 billion for the fourth quarter of 2009.
David Einhorn bought 32,668,000 shares in the quarter that ended on 12/31/2009, which is 10.01% of the $2.94 billion portfolio of Greenlight Capital Inc. Robert Olstein owns 1,206,000 shares as of 12/31/2009, an increase of 28.3% from the previous quarter. Arnold Schneider owns 707,510 shares as of 12/31/2009, a decrease of 24.8% of from the previous quarter. 2 Gurus Sold Out BSX.
Sell:: Director John E Abele sold 75,000 shares of BSX stock on 04/28/2010 at the average price of 7, the price of the stock has decreased by 1.71% since. Many other insiders have also decreased their positions in the company.
PERFECT WORLD CO., LTD. - AMERICAN DEPOSITARY SHAR (PWRD, Financial): Down 24% Since Lee Ainslie Bought In the Quarter Ended on 2009-12-31
Lee Ainslie added to his holdings in Toys company PERFECT WORLD CO., LTD. - AMERICAN DEPOSITARY SHAR by 530.59% during the quarter ended 12/31/2009. He owned 2,681,249 shares of as of 12/31/2009. Perfect World Co., Ltd. is a online game developer and operator in China. Perfect World Co., Ltd. - American Depositary Shar has a market cap of $1.34 billion; its shares were traded at around $33.47 with a P/E ratio of 11.5 and P/S ratio of 4.3.
Perfect World recently reported its fourth quarter 2009 results. Total revenues were RMB607.9 million (USD89.1 million), an increase of 3% from the third quarter of 2009 and an increase of 45.5% from the fourth quarter of 2008. Gross profit was RMB526.4 million (USD77.1 million), an increase of 6.3% from the third quarter of 2009.
Lee Ainslie owns 2,681,249 shares as of 12/31/2009, an increase of 530.59% from the previous quarter. This position accounts for 1.18% of the $8.99 billion portfolio of Maverick Capital. Ken Heebner sold out his holdings in the quarter that ended on 12/31/2009.
Tele Norte Leste Participaes S.A. (TNE, Financial): Down 29% Since Jeremy Grantham Bought In the Quarter Ended on 2009-12-31
Jeremy Grantham added to his holdings in Fixed Line Telecommunications company Tele Norte Leste Participaes S.A. by 31.99% during the quarter ended 12/31/2009. He owned 2,444,380 shares of as of 12/31/2009. Tele Norte Leste Participacoes S.A., together with its subsidiaries, provides telecommunication services such as telephone services, leased lines, and others. Tele Norte Leste Participaes S.a. has a market cap of $5.68 billion; its shares were traded at around $14.86 with a P/E ratio of 16.6 and P/S ratio of 0.4. The dividend yield of Tele Norte Leste Participaes S.a. stocks is 7.8%.
Charles Brandes owns 15,847,483 shares as of 12/31/2009, which accounts for 1.74% of the $19.5 billion portfolio of Brandes Investment.
Diamond Offshore Drilling Inc. (DO, Financial): Down 21% Since John Buckingham Bought In the Quarter Ended on 2009-12-31
John Buckingham added to his holdings in Oil Equipment & Services company Diamond Offshore Drilling Inc. by 41.56% during the quarter ended 12/31/2009. He owned 8,788 shares of as of 12/31/2009. Diamond Offshore Drilling, Inc. engages principally in the contract drilling of offshore oil and gas wells. Diamond Offshore Drilling Inc. has a market cap of $11 billion; its shares were traded at around $79.1 with a P/E ratio of 8.3 and P/S ratio of 3.2. The dividend yield of Diamond Offshore Drilling Inc. stocks is 0.6%. Diamond Offshore Drilling Inc. had an annual average earning growth of 34.8% over the past 10 years.
Diamond Offshore Drilling recently reported its first quarter 2010 results. The company announced that its net income for the first quarter of 2010 was $290.9 million, or $2.09 per share on a diluted basis, compared with net income of $348.6 million, or $2.51 per share on a diluted basis, in the same period a year earlier. Revenues in the quarter were $859.7 million, compared with revenues of $885.7 million for the first quarter of 2009.
John Hussman bought 600,000 shares in the quarter that ended on 12/31/2009, which is 1.17% of the $5.04 billion portfolio of Hussman Economtrics Advisors, Inc.. Kenneth Fisher owns 132,240 shares as of 03/31/2010, a decrease of 44.88% of from the previous quarter. This position accounts for 0.04% of the $33.01 billion portfolio of Fisher Asset Management, LLC.
Sell:: Senior Vice President Robert G Blair sold 1,472 shares of DO stock on 12/28/2009 at the average price of 101.61, the price of the stock has decreased by 22.15% since.
Banco Santander Central Hispano S.A. (STD, Financial): Down 27% Since Jim Simons Bought In the Quarter Ended on 2009-12-31
Jim Simons added to his holdings in Banks company Banco Santander Central Hispano S.A. by 112.08% during the quarter ended 12/31/2009. He owned 1,400,066 shares of as of 12/31/2009. Banco Santander SA is the biggest bank in Spain and the biggest international bank in Latin America as well. Banco Santander Central Hispano S.a. has a market cap of $101.55 billion; its shares were traded at around $12.34 with a P/E ratio of 8.3 and P/S ratio of 0.9. The dividend yield of Banco Santander Central Hispano S.a. stocks is 7.2%.
David Williams owns 2,500,000 shares as of 03/31/2010, which accounts for 0.47% of the $5.51 billion portfolio of Columbia Value and Restructuring Fund. NWQ Managers owns 231,000 shares as of 12/31/2009, which accounts for 0.02% of the $18.28 billion portfolio of NWQ Investment Management Co. Kenneth Fisher owns 29,051,749 shares as of 03/31/2010, which accounts for 1.17% of the $33.01 billion portfolio of Fisher Asset Management, LLC.
Boston Scientific Corp. (BSX, Financial): Down 21% Since PRIMECAP Management Bought In the Quarter Ended on 2009-12-31
PRIMECAP Management added to his holdings in Medical Supplies company Boston Scientific Corp. by 17.55% during the quarter ended 12/31/2009. The firm owned 94,993,424 shares of as of 12/31/2009. Boston Scientific Corporation is a worldwide developer, manufacturer and marketer of minimally invasive medical devices. Boston Scientific Corp. has a market cap of $10.43 billion; its shares were traded at around $6.88 with a P/E ratio of 10.7 and P/S ratio of 1.3. Boston Scientific Corp. had an annual average earning growth of 5.4% over the past 10 years.
Boston Scientific recently reported its fourth quarter and full year 2009 results. The company announced that its net sales were $2.08 billion for the fourth quarter of 2009.
David Einhorn bought 32,668,000 shares in the quarter that ended on 12/31/2009, which is 10.01% of the $2.94 billion portfolio of Greenlight Capital Inc. Robert Olstein owns 1,206,000 shares as of 12/31/2009, an increase of 28.3% from the previous quarter. Arnold Schneider owns 707,510 shares as of 12/31/2009, a decrease of 24.8% of from the previous quarter. 2 Gurus Sold Out BSX.
Sell:: Director John E Abele sold 75,000 shares of BSX stock on 04/28/2010 at the average price of 7, the price of the stock has decreased by 1.71% since. Many other insiders have also decreased their positions in the company.
