Weekly Guru Bargains Highlights: Consol Energy Inc, Research in Motion Ltd, Siliconware Precision Industries Company, McAfee Inc, Patriot Coal Corp.

Weekly Guru Bargains Highlights: CNX, RIMM, SPIL, MFE, PCX

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Jul 17, 2010
Last week's top five guru bargain stocks were CONSOL Energy Inc, Research in Motion Ltd, Siliconware Precision Industries Company, McAfee Inc, and Patriot Coal Corp. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


CONSOL Energy Inc. (CNX, Financial): Down 30% Since Arnold Schneider Bought In the Quarter Ended on 2010-03-31

Arnold Schneider added to his holdings in Coal company CONSOL Energy Inc. by 81.64% during the quarter ended 03/31/2010. He owned 946,050 shares of as of 03/31/2010. CONSOL Energy Inc. is the largest producer of high-Btu bituminous coal in the United States, and the largest exporter of U. Consol Energy Inc. has a market cap of $7.92 billion; its shares were traded at around $35.09 with a P/E ratio of 12.9 and P/S ratio of 1.7. The dividend yield of Consol Energy Inc. stocks is 1.1%. Consol Energy Inc. had an annual average earning growth of 30.3% over the past 10 years. GuruFocus rated Consol Energy Inc. the business predictability rank of 3-star.


CNX recently reported its first quarter 2010 results. The company reported net income of $100 million, or $0.54 per diluted share for the quarter ended March 31, 2010.


Richard Perry bought 1,750,000 shares in the quarter that ended on 03/31/2010, which is 2.21% of the $3.38 billion portfolio of Perry Capital. George Soros owns 1,731,300 shares as of 03/31/2010, an increase of 20510.7% from the previous quarter. This position accounts for 1.1% of the $6.73 billion portfolio of Soros Fund Management LLC. Ronald Muhlenkamp owns 201,870 shares as of 03/31/2010, a decrease of 57.65% of from the previous quarter. This position accounts for 1.11% of the $776 million portfolio of Muhlenkamp Fund. Brian Rogers sold out his holdings in the quarter that ended on 03/31/2010.


Buy: Director James E Altmeyer bought 3,000 shares of CNX stock on 06/04/2010 at the average price of 36.07. James E Altmeyer owns at least 28,117 shares after this. The price of the stock has decreased by 2.72% since.


Research in Motion Ltd. (RIMM, Financial): Down 24% Since RS Investment Management Bought In the Quarter Ended on 2010-03-31

RS Investment Management added to his holdings in Telecommunications Equipment company Research in Motion Ltd. by 180.47% during the quarter ended 03/31/2010. The investment company owned 70,650 shares of as of 03/31/2010. RESEARCH IN MOTION is a world leader in the mobile communications market and has a history of developing breakthrough wireless solutions. Research In Motion Ltd. has a market cap of $29 billion; its shares were traded at around $52.51 with a P/E ratio of 11 and P/S ratio of 2. Research In Motion Ltd. had an annual average earning growth of 56% over the past 5 years.


RIMM recently reported its first quarter 2011 results. Revenue for the first quarter of fiscal 2011 was $4.24 billion, compared to $4.08 billion in the previous quarter and up 24% from $3.42 billion in the same quarter of last year. The revenue breakdown for the quarter was approximately 79% for devices, 16% for service, 2% for software and 3% for other revenue. During the quarter, RIM shipped approximately 11.2 million devices.


George Soros bought 129,126 shares in the quarter that ended on 03/31/2010, which is 0.14% of the $6.73 billion portfolio of Soros Fund Management LLC. PRIMECAP Management owns 7,829,773 shares as of 03/31/2010, which accounts for 0.91% of the $63.66 billion portfolio of PRIMECAP Management. John Hussman owns 900,000 shares as of 03/31/2010, a decrease of 40% of from the previous quarter. This position accounts for 1.17% of the $5.67 billion portfolio of Hussman Economtrics Advisors, Inc..


Siliconware Precision Industries Company (SPIL, Financial): Down 21% Since Kenneth Fisher Bought In the Quarter Ended on 2010-03-31

Kenneth Fisher added to his holdings in Semiconductors company Siliconware Precision Industries Company by 28.64% during the quarter ended 03/31/2010. He owned 992,130 shares of as of 03/31/2010. SILICONWARE-ADR is a broad based comprehensive A/T company that can meet all of its customers IC packaging and testing requirements. Siliconware Precision Industries Company has a market cap of $3.21 billion; its shares were traded at around $5.12 with a P/E ratio of 10.2 and P/S ratio of 1.9. The dividend yield of Siliconware Precision Industries Company stocks is 3.9%. Siliconware Precision Industries Company had an annual average earning growth of 5.9% over the past 5 years.


SPIL recently announced that its consolidated sales revenues for the first quarter of 2010 were NT$ 15,688 million, which represented a 10.5% decline in revenues compared to the fourth quarter of 2009 and a 63.1% increase in revenues compared to the first quarter of 2009. SPIL reported a net income of NT$ 1,514 million for the first quarter of 2010, compared with a net income of NT$ 4,303 million and a net income of NT$ 262 million for the fourth quarter of 2009 and the first quarter of 2009, respectively.


Kenneth Fisher owns 992,130 shares as of 03/31/2010, an increase of 28.64% from the previous quarter. This position accounts for 0.02% of the $33.01 billion portfolio of Fisher Asset Management, LLC.


McAfee Inc. (MFE, Financial): Down 24% Since George Soros Bought In the Quarter Ended on 2010-03-31

George Soros added to his holdings in Software company McAfee Inc. by 52.73% during the quarter ended 03/31/2010. He owned 8,400 shares of as of 03/31/2010. McAfee, Inc. creates best-of-breed computer security solutions that prevent intrusions on networks and protect computer systems from the next generation of blended attacks and threats. Mcafee Inc. has a market cap of $4.7 billion; its shares were traded at around $30.14 with a P/E ratio of 17.1 and P/S ratio of 2.4.


MFE recently reported its first quarter 2010 results. Revenue reached a first quarter record of $502.7 million, an increase of 12 percent year-over-year. "This quarter marked our 17th consecutive quarter of double-digit, year-over-year revenue growth and we delivered solid operating profitability and record operating cash flow. Demand for McAfee's comprehensive security solutions continues to be driven by dramatic growth in the evolving threat landscape, coupled with increasing regulatory requirements. Partners and customers choose McAfee for unique, leading suite solutions that span the endpoint to the network and offer increased manageability and return on investment," said Dave DeWalt, McAfee's president and chief executive officer.


George Soros owns 8,400 shares as of 03/31/2010, an increase of 52.73% from the previous quarter. This position accounts for 0.01% of the $6.73 billion portfolio of Soros Fund Management LLC. PRIMECAP Management owns 106,500 shares as of 03/31/2010, which accounts for 0.01% of the $63.66 billion portfolio of PRIMECAP Management. Jean-Marie Eveillard sold out his holdings in the quarter that ended on 03/31/2010.


Sell: EVP, General Counsel Mark D Cochran sold 17,969 shares of MFE stock on 03/02/2010 at the average price of 40.4. Mark D Cochran owns at least 28,733 shares after this. The price of the stock has decreased by 25.4% since. Other insiders have also decreased their positions in the company.


Patriot Coal Corp. (PCX, Financial): Down 36% Since Kenneth Fisher Bought In the Quarter Ended on 2010-03-31

Kenneth Fisher initiated holdings in Coal company Patriot Coal Corp. during the quarter ended 03/31/2010. He owned 36,300 shares of as of 03/31/2010. PATRIOT COAL CORPORATION is a producer and marketer of coal in the Eastern United States, with eight company-operated mines, two joint venture mines and numerous contractor-operated mines in Appalachia and the Illinois Basin. Patriot Coal Corp. has a market cap of $1.07 billion; its shares were traded at around $11.73 with a P/E ratio of 16 and P/S ratio of 0.5.


PCX recently reported results for the first quarter of 2010. The Company reported revenues of $467.3 million, EBITDA of $45.2 million, net income of $4.3 million and diluted earnings per share of $0.05 for the 2010 first quarter. "Our EBITDA and EBITDA per ton this quarter were our highest since we became a public company. And we generated over $30 million of cash from our operations. The changes we made in 2008 and 2009 to idle certain operations, redeploy capital and re-tool mine plans are paying off as we realize benefits from our stronger mine portfolio," said Chief Executive Officer Richard M. Whiting. "The commercial portion of our business also excelled, as we significantly strengthened our priced 2010 metallurgical business and completed an exchange of coal reserves in the Illinois Basin to enhance the future of the Highland operation."


Ken Heebner bought 480,000 shares in the quarter that ended on 03/31/2010, which is 0.14% of the $6.88 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Kenneth Fisher bought 36,300 shares in the quarter that ended on 03/31/2010, which is less than 0.01% of the $33.01 billion portfolio of Fisher Asset Management, LLC. Arnold Schneider sold out his holdings in the quarter that ended on 03/31/2010.


Buy: 10% Owner Inc Citigroup bought 2,065 shares of PCX stock on 07/08/2010 at the average price of 12.15. Inc Citigroup owns at least 1,628,834 shares after this. The price of the stock has decreased by 3.46% since. There are mixed trades from other insiders.