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Weekly Guru Bargains Highlights: DF, CLWR, THOR, VRX, ASIA

December 26, 2010 | About:
guruyt

guruyt

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Last week’s top five guru bargain stocks were Dean Foods Company, Clearwire Corp, Thoratec Corp, Valeant Pharmaceuticals International, and AsiaInfo Holdings Inc. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Dean Foods Company (DF): Down 22% 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 $1.51 billion; its shares were traded at around $8.29 with a P/E ratio of 8.6 and P/S ratio of 0.1.

DF recently reported its 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. 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.

Buy: Director J Wayne Mailloux bought 5,000 shares of DF stock on 12/14/2010 at the average price of 8.13. J Wayne Mailloux owns at least 17,406 shares after this. The price of the stock has increased by 1.97% since. Other insiders have also decreased their positions in the company.

Clearwire Corp. (CLWR): Down 25% Since George Soros Bought In the Quarter Ended on 2010-09-30

George Soros added to his holdings in Internet company Clearwire Corp. by 80.08% during the quarter ended 09/30/2010. He owned 230,879 shares of as of 09/30/2010. CLEARWIRE CORPORATION is a provider of simple, portable and reliable wireless high-speed Internet service. Clearwire Corp. has a market cap of $5.07 billion; its shares were traded at around $5.14 with and P/S ratio of 18.4.

Clearwire Corp. recently repoted its third quarter 2010 results. Revenue for the third quarter was $147 million, a 114% increase over third quarter 2009 revenue of $68.8 million. Consolidated average revenue per subscriber (ARPU) was $21.19, composed of retail ARPU of $42.74 and wholesale ARPU of $4.46 in the third quarter.

George Soros owns 230,879 shares as of 09/30/2010, an increase of 80.08% from the previous quarter. This position accounts for 0.03% of the $6.69 billion portfolio of Soros Fund Management LLC. Mario Gabelli owns 260,087 shares as of 09/30/2010, which accounts for 0.01% of the $23.32 billion portfolio of GAMCO Investors.

Sell: CFO Erik Prusch sold 10,000 shares of CLWR stock on 12/21/2010 at the average price of 5.02. Erik Prusch owns at least 254,947 shares after this. The price of the stock has increased by 2.39% since .

Thoratec Corp. (THOR): Down 25% Since George Soros Bought In the Quarter Ended on 2010-09-30

George Soros initiated holdings in Medical Equipment company Thoratec Corp. during the quarter ended 09/30/2010. He owned 100,000 shares of as of 09/30/2010. Thoratec Corp develops, manufactures and markets proprietary medical devices used for circulatory support, vascular graft, blood coagulation and skin incision applications. Thoratec Corp. has a market cap of $1.67 billion; its shares were traded at around $28.6 with a P/E ratio of 27 and P/S ratio of 4.4. Thoratec Corp. had an annual average earning growth of 24.7% over the past 10 years.

For the quarter ended October 2, 2010, revenues were $91.0 million, compared with revenues of $65.1 million in the third quarter of 2009. Net income on a GAAP basis in the third quarter of 2010 was $15.5 million, or $0.26 per diluted share, versus GAAP net income of $11.8 million, or $0.20 per diluted share, in the third quarter of 2009. Non-GAAP net income, which is described later in this press release, was $20.8 million, or $0.32 per diluted share, in the third quarter of 2010, versus non-GAAP net income of $13.3 million, or $0.21 per diluted share, in the third quarter a year ago.

George Soros bought 100,000 shares in the quarter that ended on 09/30/2010, which is 0.06% of the $6.69 billion portfolio of Soros Fund Management LLC.

Sell: Director J Daniel Cole sold 1,000 shares of THOR stock on 11/01/2010 at the average price of 33.41. J Daniel Cole owns at least 46,270 shares after this. The price of the stock has decreased by 14.4% since. Other insiders have also decreased their positions in the company.

Valeant Pharmaceuticals International (VRX): Down 49% 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 $8.8 billion; its shares were traded at around $29.32 with a P/E ratio of 25.3 and P/S ratio of 10.7. The dividend yield of Valeant Pharmaceuticals International stocks is 1.3%. Valeant Pharmaceuticals International had an annual average earning growth of 12.3% over the past 5 years.

VRX recently reported its third quarter 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. Jean-Marie Eveillard owns 1,820,432 shares as of 09/30/2010, an increase of 16.84% from the previous quarter. This position accounts for 0.29% of the $15.82 billion portfolio of First Eagle Investment Management, LLC.

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. Charles Brandes sold out his holdings in the quarter that ended on 09/30/2010. George Soros sold out his holdings in the quarter that ended on 09/30/2010.

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 15.75% since.

AsiaInfo Holdings Inc. (ASIA): Down 21% Since Chuck Royce Bought In the Quarter Ended on 2010-09-30

Chuck Royce added to his holdings in Telecommunications Equipment company AsiaInfo Holdings Inc. by 218.79% during the quarter ended 09/30/2010. He owned 47,500 shares of as of 09/30/2010. AsiaInfo-Linkage, Inc. is engaged in providing telecommunications software solutions and IT security products and services in China. Asiainfo Holdings Inc. has a market cap of $1.25 billion; its shares were traded at around $16.69 with a P/E ratio of 12.2 and P/S ratio of 5.1.

ASIA recently reported its third quarter 2010 results. Total revenues for the third quarter of 2010 were US$121.7 million, an increase of 91.5% year-over-year and 82.0% sequentially. Meeting guidance, net revenue (non-GAAP) for the third quarter of 2010 was US$112.8 million, an increase of 85.3% year-over-year and 72% sequentially.

Sell: CEO & President Steve Zhang sold 120,000 shares of ASIA stock on 08/26/2010 at the average price of 20.01. Steve Zhang owns at least 137,269 shares after this. The price of the stock has decreased by 16.59% since. There are mixed trades from other insiders.


Rating: 3.4/5 (8 votes)

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