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Weekly Guru Bargains Highlights: SKX, VRX, ALKS, DF, SVU

December 05, 2010 | About:
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guruyt

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Last week’s top five guru bargain stocks were Skechers U.S.A. Inc, Valeant Pharmaceuticals International, Alkermes Inc, Dean Foods Company, and Supervalu Inc. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Skechers U.S.A. Inc. (SKX): Down 24% Since Jim Simons Bought In the Quarter Ended on 2010-09-30

Jim Simons added to his holdings in Footwear company Skechers U.S.A. Inc. by 197.79% during the quarter ended 09/30/2010. He owned 1,156,300 shares of as of 09/30/2010. Skechers U.S.A., Inc. designs and markets branded contemporary casual, active, rugged and lifestyle footwear for men, women and children. Skechers U.s.a. Inc. has a market cap of $1.06 billion; its shares were traded at around $22.38 with a P/E ratio of 6.8 and P/S ratio of 0.8. Skechers U.s.a. Inc. had an annual average earning growth of 1.6% over the past 5 years.

SKX recently reported its third quarter 2010 results. The company announced that its net sales for the quarter were $554.6 million, compared to $405.4 million in the third quarter of 2009, or a 36.8% increase. Net earnings for the quarter were $36.4 million versus net earnings of $24.5 million in the third quarter of 2009. Net earnings per diluted share were $0.74 on 49.2 million diluted shares outstanding, versus net earnings per diluted share of $0.52 on 47.1 million diluted shares outstanding for the third quarter of 2009.

SKX recently reported its third quarter 2010 results. Net sales for the third quarter of 2010 were $554.6 million, compared to $405.4 million in the third quarter of 2009, an increase of 36.8 percent, and income from operations was $55.6 million, compared to $32.4 million in the third quarter of 2009, an increase of 71.3 percent. Net earnings for the quarter were $36.4 million versus net earnings of $24.5 million in the third quarter of 2009. Net earnings per diluted share were $0.74 on 49.2 million diluted shares outstanding, versus net earnings per diluted share of $0.52 on 47.1 million diluted shares outstanding for the third quarter of 2009.

George Soros bought 17,100 shares in the quarter that ended on 09/30/2010, which is 0.01% of the $6.69 billion portfolio of Soros Fund Management LLC. Ken Heebner sold out his holdings in the quarter that ended on 09/30/2010.

Sell: General Counsel & Secretary Phillip Paccione sold 14,443 shares of SKX stock on 11/19/2010 at the average price of 20.83. Phillip Paccione owns at least 50,475 shares after this. The price of the stock has increased by 7.44% since. Other insiders have also decreased their positions in the company.

Valeant Pharmaceuticals International (VRX): Down 50% Since Ruane Cunniff Bought In the Quarter Ended on 2010-09-30

Ruane Cunniff added to his holdings in Pharmaceuticals company Valeant Pharmaceuticals International by 215.39% during the quarter ended 09/30/2010. He owned 34,024,824 shares of as of 09/30/2010. Valeant Pharmaceuticals International, Inc. is a multinational specialty pharmaceutical company that develops, manufactures and markets a broad range of pharmaceutical products primarily in the areas of neurology, dermatology and branded generics. Valeant Pharmaceuticals International has a market cap of $8.5 billion; its shares were traded at around $28.32 with a P/E ratio of 24.4 and P/S ratio of 10.4. The dividend yield of Valeant Pharmaceuticals International stocks is 1.4%. Valeant Pharmaceuticals International had an annual average earning growth of 13.7% over the past 5 years.

VRX recently reported its third quarter 2010 results. Total reported revenue was $208.3 million in the third quarter of 2010 as compared to $212.5 million in the third quarter of 2009, a decrease of 2%.

John Griffin bought 7,251,038 shares in the quarter that ended on 09/30/2010, which is 2.81% of the $6.46 billion portfolio of Blue Ridge Capital. Ruane Cunniff owns 34,024,824 shares as of 09/30/2010, an increase of 215.39% from the previous quarter. This position accounts for 9.64% of the $8.85 billion portfolio of Ruane & Cunniff & Goldfarb Inc. John Hussman owns 1,500,000 shares as of 09/30/2010, a decrease of 25% of from the previous quarter. This position accounts for 0.52% of the $7.2 billion portfolio of Hussman Economtrics Advisors, Inc.. NWQ Managers owns 381,221 shares as of 09/30/2010, a decrease of 91.41% of from the previous quarter. This position accounts for 0.14% of the $17.75 billion portfolio of NWQ Investment Management Co. 2 gurus sold out their positions in the company.

Buy: Director Katharine Berghuis Stevenson bought 3,000 shares of VRX stock on 11/29/2010 at the average price of 25.33. Katharine Berghuis Stevenson owns at least 3,000 shares after this. The price of the stock has increased by 11.8% since.

Alkermes Inc. (ALKS): Down 22% Since Jim Simons Bought In the Quarter Ended on 2010-09-30

Jim Simons added to his holdings in Pharmaceuticals company Alkermes Inc. by 49.28% during the quarter ended 09/30/2010. He owned 73,000 shares of as of 09/30/2010. Alkermes, Inc. is a biotechnology company that develops innovative medicines designed to yield better therapeutic outcomes and improve the lives of patients with serious disease. Alkermes Inc. has a market cap of $1.01 billion; its shares were traded at around $10.61 with and P/S ratio of 5.7.

Sell: SVP, R&D & Chief Medical Ofcr Elliot Ehrich sold 3,412 shares of ALKS stock on 11/19/2010 at the average price of 10.83. Elliot Ehrich owns at least 26,579 shares after this. The price of the stock has decreased by 2.03% since. Other insiders also decreased their positions in the company.

ALKS recently reported its second quarter fiscal 2011 results. GAAP net loss was $7.7 million or a basic and diluted loss per share of $0.08, including $4.9 million in share-based compensation expense. For the same period in 2009, GAAP net loss was $8.7 million or a basic and diluted loss per share of $0.09, including $5.6 million in share-based compensation and severance expense and $4.1 million of charges associated with the relocation of the company's headquarters.

Dean Foods Company (DF): Down 31% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30

Jeremy Grantham added to his holdings in Food Products company Dean Foods Company by 189.76% during the quarter ended 09/30/2010. He owned 36,800 shares of as of 09/30/2010. Dean Foods Company is the nation's processor and distributor of fresh milk and other dairy products, and a leader in the specialty foods industry. Dean Foods Company has a market cap of $1.33 billion; its shares were traded at around $7.31 with a P/E ratio of 7.6 and P/S ratio of 0.1.

DF recently reported third quarter diluted earnings per share of $0.13 for the quarter ended September 30, 2010, compared to diluted earnings of $0.27 per share in the third quarter of 2009. Adjusted (as defined below) diluted earnings per share in the third quarter were $0.13, compared to $0.33 per share in the year ago period.

John Hussman bought 770,000 shares in the quarter that ended on 09/30/2010, which is 0.11% of the $7.2 billion portfolio of Hussman Economtrics Advisors, Inc.. David Dreman owns 230,191 shares as of 09/30/2010, an increase of 10.48% from the previous quarter. This position accounts for 0.05% of the $4.35 billion portfolio of Dreman Value Management. David Dreman owns 230,191 shares as of 09/30/2010, which accounts for 0.05% of the $4.35 billion portfolio of Dreman Value Management. Mario Gabelli owns 1,179,600 shares as of 09/30/2010, which accounts for 0.05% of the $23.32 billion portfolio of GAMCO Investors.

Supervalu Inc. (SVU): Down 23% Since Mario Gabelli Bought In the Quarter Ended on 2010-09-30

Mario Gabelli added to his holdings in Food Retailers & Wholesalers company Supervalu Inc. by 941.86% during the quarter ended 09/30/2010. He owned 275,000 shares of as of 09/30/2010. SUPERVALU is one of the nation's largest supermarket retailer and largest food distributor. Supervalu Inc. has a market cap of $1.78 billion; its shares were traded at around $8.4 with a P/E ratio of 4.6 and P/S ratio of 0.1. The dividend yield of Supervalu Inc. stocks is 4.2%. Supervalu Inc. had an annual average earning growth of 6.2% over the past 10 years.

SVU recently reported its second quarter fiscal 2011 results. The company announced net sales of $8.7 billion and a net loss of $1.470 billion or $6.94 per diluted share. Craig Herkert, SUPERVALU's chief executive officer and president, said, "Our sales performance continues to reflect a difficult operating environment. As the company moves into the next phase of its business transformation, we remain focused on our customers and taking actions that will better meet their needs. I remain confident that we have the correct strategy in place to achieve long term success."

Mario Gabelli owns 275,000 shares as of 09/30/2010, an increase of 941.86% from the previous quarter. This position accounts for 0.01% of the $23.32 billion portfolio of GAMCO Investors. George Soros owns 13,000 shares as of 09/30/2010, a decrease of 33.67% of from the previous quarter. This position accounts for less than 0.01% of the $6.69 billion portfolio of Soros Fund Management LLC.

Buy: EVP Merchandising Steven J Jungmann bought 5,800 shares of SVU stock on 10/21/2010 at the average price of 10.23. Steven J Jungmann owns at least 49,420 shares after this. The price of the stock has decreased by 17.89% since.


Rating: 4.5/5 (2 votes)

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