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Weekly Guru Bargains Highlights: Capitol Federal Financial, CRH Plc., Bally Technologies Inc, Petrohawk Energy Corp, Pulte Homes Inc.

September 25, 2010 | About:
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guruyt

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Last week’s top five guru bargain stocks were Capitol Federal Financial, CRH PLC, Bally Technologies Inc, Petrohawk Energy Corp, and Pulte Homes Inc. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Capitol Federal Financial (CFFN): Down 31% Since Whitney Tilson Bought In the Quarter Ended on 2010-06-30

Whitney Tilson initiated holdings in Banks company Capitol Federal Financial during the quarter ended 06/30/2010. He owned 18,100 shares of as of 06/30/2010. Capitol Federal Financial is a federally chartered mid-tier holding company. Capitol Federal Financial has a market cap of $1.78 billion; its shares were traded at around $24.09 with a P/E ratio of 25.3 and P/S ratio of 4. The dividend yield of Capitol Federal Financial stocks is 8.3%. Capitol Federal Financial had an annual average earning growth of 64.3% over the past 5 years.

Capitol Federal Financial is owned by 1 Gurus. 1 Guru Initiated Positions in CFFN: Whitney Tilson bought 18,100 shares in the quarter that ended on 06/30/2010, which is 0.27% of the $223 million portfolio of T2 Partners Management, LP.

CRH PLC (CRH): Down 29% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2010-06-30

Manning & Napier Advisors, Inc added to his holdings in Building Materials & Fixtures company CRH PLC by 76.75% during the quarter ended 06/30/2010. The firm owned 37,294 shares of as of 06/30/2010. CRH plc manufactures cement, concrete products, aggregates, roofing, instulation and other building materials. Crh Plc has a market cap of $12.36 billion; its shares were traded at around $17.39 with and P/S ratio of 0.5. The dividend yield of Crh Plc stocks is 4.5%.

CRH recently reported its results for the first half of 2010. EBITDA for the first half of 2010 was €520 million, in line with the guidance provided in the Trading Update Statement of 7th July 2010 (H1 2009: €651 million). Operating profit fell 51% to €118 million (2009: €241 million).

Bally Technologies Inc (BYI): Down 21% Since Steven Cohen Bought In the Quarter Ended on 2010-06-30

Steven Cohen added to his holdings in Gambling company Bally Technologies Inc by 152.17% during the quarter ended 06/30/2010. He owned 1,408,897 shares of as of 06/30/2010. Alliance Gaming Corp. is a diversified, worldwide gaming company that designs, manufactures and distributes gaming machines and computerized monitoring systems for gaming machines, owns and manages a significant installed base of gaming machines, owns and operates casinos and in Germany, is a full-service supplier of wall-mounted gaming machines and amusement games. Bally Technologies Inc has a market cap of $1.76 billion; its shares were traded at around $32.56 with a P/E ratio of 15 and P/S ratio of 2.3.

Bally Technologies recently reported its fiscal 2010 results. The company reported diluted earnings per share of $0.89 and $2.38 on revenue of $195 million and $778 million for the three months and year ended June 30, 2010, respectively, which excludes revenues of $6 million and $34 million, respectively, from discontinued operations related to the Rainbow Casino.

Sell: EVP, CFO & Treasurer Robert C Caller sold 25,000 shares of BYI stock on 05/05/2010 at the average price of 45.75. Robert C Caller owns at least 13,010 shares after this. The price of the stock has decreased by 28.83% since. Other insiders have also decreased their positions in the company.

Petrohawk Energy Corp. (HK): Down 26% Since Louis Moore Bacon Bought In the Quarter Ended on 2010-06-30

Louis Moore Bacon initiated holdings in Exploration & Production company Petrohawk Energy Corp. during the quarter ended 06/30/2010. He owned 675,000 shares of as of 06/30/2010. Petrohawk Energy Corporation is an independent energy company engaged in the acquisition, production, exploitation, exploration and development of oil and gas properties. Petrohawk Energy Corp. has a market cap of $4.57 billion; its shares were traded at around $15.13 with a P/E ratio of 33.6 and P/S ratio of 4.3.

Petrohawk recently announced its second quarter 2010 financial and operating results, including quarterly production above expectations; a liquidity update based on $1.4 billion in divestitures closed during the quarter; an update on Haynesville Shale activities, as well as positive developments in the condensate and oil-prone areas of the Eagle Ford Shale.

NWQ Managers owns 1,761,749 shares as of 06/30/2010, an increase of 13.53% from the previous quarter. This position accounts for 0.18% of the $15.72 billion portfolio of NWQ Investment Management Co. George Soros owns 12,300 shares as of 06/30/2010, a decrease of 99.05% of from the previous quarter. This position accounts for 0.01% of the $3.31 billion portfolio of Soros Fund Management LLC. Mario Gabelli sold out his holdings in the quarter that ended on 06/30/2010.

Buy: SVP - Corporate Reserves Tina S Obut bought 2,500 shares of HK stock on 08/20/2010 at the average price of 15.19. Tina S Obut owns at least 85,194 shares after this. The price of the stock has decreased by 0.39% since.

Pulte Homes Inc. (PHM): Down 23% Since Jim Simons Bought In the Quarter Ended on 2010-06-30

Jim Simons added to his holdings in Home Construction company Pulte Homes Inc. by 114.45% during the quarter ended 06/30/2010. He owned 3,929,387 shares of as of 06/30/2010. Pulte Corporation is a publicly held holding company whose subsidiaries engage in the homebuilding and financial services businesses. Pulte Homes Inc. has a market cap of $3.22 billion; its shares were traded at around $8.42 with and P/S ratio of 0.8.

PHM recently reported its financial results for its second quarter ended June 30, 2010. For the quarter, the Company reported net income of $76 million, or $0.20 per share, compared with a prior year net loss for the second quarter of $189 million, or $0.74 per share.

George Soros owns 39,100 shares as of 06/30/2010, an increase of 45.35% from the previous quarter. This position accounts for 0.01% of the $3.31 billion portfolio of Soros Fund Management LLC. Arnold Schneider sold out his holdings in the quarter that ended on 06/30/2010.

Sell: Director Timothy R Eller sold 25,000 shares of PHM stock on 03/30/2010 at the average price of 11.54. Timothy R Eller owns at least 914,393 shares after this. The price of the stock has decreased by 27.04% since.


Rating: 4.0/5 (1 vote)

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