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Weekly Guru Bargains Highlights: ASIA, SAY, VRX, AMLN, NUVA

January 01, 2011 | About:
guruyt

guruyt

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Last week’s top five guru bargain stocks were AsiaInfo Holdings Inc, Satyam Computer Services Ltd, Valeant Pharmaceuticals International, Amylin Pharmaceuticals Inc, and NuVasive Inc. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

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 $1.24 billion; its shares were traded at around $16.57 with a P/E ratio of 12.3 and P/S ratio of 4.9.

AsiaInfo 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. Our revenues for the third quarter of 2010 are not comparable to those of prior periods due to the merger with Linkage and we are not able to separately present the portion of revenues in this quarter contributed by AsiaInfo’s historical business and Linkage’s historical business as a result of our full integration strategy.

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 17.19% since. There are mixed trades from other insiders.

Satyam Computer Services Ltd. (SAY): Down 24% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30

Jeremy Grantham initiated holdings in Computer Services company Satyam Computer Services Ltd. during the quarter ended 09/30/2010. He owned 343,690 shares of as of 09/30/2010. Satyam Computer Services Limited is a provider of information technology services in India. with and P/S ratio of 1.

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 $8.49 billion; its shares were traded at around $28.29 with a P/E ratio of 24.5 and P/S ratio of 10.3. 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. 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.

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 11.69% since. Other insiders have decreased their positions in the company.

Amylin Pharmaceuticals Inc. (AMLN): Down 27% Since Steven Cohen Bought In the Quarter Ended on 2010-09-30

Steven Cohen added to his holdings in Biotechnology company Amylin Pharmaceuticals Inc. by 1967.67% during the quarter ended 09/30/2010. He owned 251,904 shares of as of 09/30/2010. Amylin Pharmaceuticals is a biopharmaceutical company committed to improving lives through the discovery, development and commercialization of innovative medicines. Amylin Pharmaceuticals Inc. has a market cap of $2.12 billion; its shares were traded at around $14.71 with and P/S ratio of 2.9.

Carl Icahn owns 12,971,328 shares as of 09/30/2010, which accounts for 5.39% of the $5.02 billion portfolio of Icahn Capital Management LP. Edward Owens owns 1,557,200 shares as of 09/30/2010, which accounts for 0.18% of the $18.12 billion portfolio of Vanguard Health Care Fund. George Soros owns 200,000 shares as of 09/30/2010, which accounts for 0.06% of the $6.69 billion portfolio of Soros Fund Management LLC.

Sell: SVP, Research & Development Christian Weyer sold 1,314 shares of AMLN stock on 11/19/2010 at the average price of 13.42. Christian Weyer owns at least 8,172 shares after this. The price of the stock has increased by 9.61% since.

NuVasive Inc. (NUVA): Down 22% Since RS Investment Management Bought In the Quarter Ended on 2010-09-30

RS Investment Management added to his holdings in Medical Equipment company NuVasive Inc. by 386.74% during the quarter ended 09/30/2010. The company owned 270,190 shares of as of 09/30/2010. NUVASIVE is a medical device company focused on the design, development and marketing of products for the surgical treatment of spine disorders. Nuvasive Inc. has a market cap of $1.01 billion; its shares were traded at around $25.65 with a P/E ratio of 35.2 and P/S ratio of 2.7.

NUVA recently reported its third quarter 2010 results. Gross profit for the third quarter 2010 was $98.7 million and gross margin was 82.1%, compared to a gross profit of $79.0 million and a gross margin of 83.3% for the third quarter 2009. For the second quarter 2010, gross profit was $98.6 million and gross margin was 82.4%.

PRIMECAP Management owns 301,100 shares as of 09/30/2010, which accounts for 0.02% of the $61.27 billion portfolio of PRIMECAP Management. Mario Gabelli owns 8,500 shares as of 09/30/2010, which accounts for less than 0.01% of the $23.32 billion portfolio of GAMCO Investors.

Sell: CEO and Chairman Alexis V Lukianov sold 5,000 shares of NUVA stock on 07/08/2010 at the average price of 35.38. Alexis V Lukianov owns at least 39,004 shares after this. The price of the stock has decreased by 27.5% since. There are mixed trades from other insiders.


Rating: 3.8/5 (8 votes)

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