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Weekly Guru Bargains Highlights: SAY, JNY, VRX, STRA

February 06, 2011 | About:
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Last week’s top five guru bargain stocks were Saytem Computer Services, The Jones Group, Valeant Pharma, Strayer Education, , According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

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.

SAY recently reported its third quarter 2010 results. Revenue for Q1 and Q2 was Rs 1,248 Crores and Rs 1,242 Crores respectively. Vineet Nayyar, Chairman, Mahindra Satyam, said, “The announcement of Quarterly results is an important first step towards building a high-growth business. The synergies with M&M and Tech Mahindra are quite visible and we are seeing definite traction in our joint go-to-market strategies.”

THE JONES GROUP INC. (JNY): Down 24% Since Chuck Royce Bought In the Quarter Ended on 2010-09-30

Chuck Royce added to his holdings in Clothing & Accessories company THE JONES GROUP INC. by 21.18% during the quarter ended 09/30/2010. His purchase prices were between $14.09 and $19.69, with an estimated average price of $16.92. Since then the prices of THE JONES GROUP INC. shares have declined by -24% from the estimated average. Chuck Royce owned 1,637,952 shares of as of 09/30/2010.

The Jones Group Inc. operates as a global designer, marketer and wholesaler of lifestyle brands across five divisions: apparel, footwear, jeans wear, jewelry and handbags. The Jones Group Inc. has a market cap of $1.12 billion; its shares were traded at around $12.82 with a P/E ratio of 8.1 and P/S ratio of 0.3. The dividend yield of The Jones Group Inc. stocks is 1.6%.

JNY recently released its preliminary adjusted and GAAP results for fiscal year 2010. The Company expects to report 2010 full year adjusted earnings per share of approximately $1.50, compared with 2009 adjusted earnings per share of $1.14. For the fourth quarter of 2010, the Company expects to report adjusted earnings per share of approximately $0.02, compared with a 2009 fourth quarter adjusted earnings per share of $0.11.

Mario Gabelli bought 11,500 shares in the quarter that ended on 12/31/2010, which is less than 0.01% of the $26.72 billion portfolio of GAMCO Investors. George Soros bought 18,600 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.

VALEANT PHARMACEUTICALS INTERNATIONAL (VRX): Down 30% 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. His purchase prices were between $25.39 and $65.7, with an estimated average price of $57.1. Since then the prices of VALEANT PHARMACEUTICALS INTERNATIONAL shares have declined by -30% from the estimated average. Ruane Cunniff 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 $12.02 billion; its shares were traded at around $40.07 with a P/E ratio of 34.6 and P/S ratio of 14.6. The dividend yield of Valeant Pharmaceuticals International stocks is 0.9%. Valeant Pharmaceuticals International had an annual average earning growth of 10.8% 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.

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 58.19% since. Other insiders have decreased their positions in the company.

Strayer Education Inc. (STRA): Down 37% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30

Jeremy Grantham added to his holdings in Specialized Consumer Services company Strayer Education Inc. by 36.44% during the quarter ended 09/30/2010. He owned 9,211 shares of as of 09/30/2010. STRAYER EDUCATION, INC. The College is a regional proprietary institution of higher education offering undergraduate and graduate degree programs to more than 7,000 students at eight campuses in Washington, D. Strayer Education Inc. has a market cap of $1.61 billion; its shares were traded at around $118.85 with a P/E ratio of 12.7 and P/S ratio of 3.2. The dividend yield of Strayer Education Inc. stocks is 3.3%. Strayer Education Inc. had an annual average earning growth of 16% over the past 10 years. GuruFocus rated Strayer Education Inc. the business predictability rank of 3.5-star.

Strayer recently reported its third quarter results. Revenues for the three months ended September 30, 2010 increased 29% to $147.6 million, compared to $114.4 million for the same period in 2009, due to increased enrollment and a 5% tuition increase which commenced in January 2010.

Ruane Cunniff owns 51,978 shares as of 09/30/2010, an increase of 26.04% from the previous quarter. This position accounts for 0.1% of the $8.85 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Wallace Weitz owns 27,100 shares as of 09/30/2010, which accounts for 0.23% of the $2.02 billion portfolio of Weitz Wallace R & Co. Steve Mandel owns 1,241,638 shares as of 09/30/2010, which accounts for 1.9% of the $11.39 billion portfolio of Lone Pine Capital. Ron Baron owns 1,333,384 shares as of 09/30/2010, which accounts for 1.54% of the $15.15 billion portfolio of Baron Funds. George Soros sold out his holdings in the quarter that ended on 09/30/2010.

Buy: Director Robert R Grusky bought 400 shares of STRA stock on 01/14/2011 at the average price of 123.71. Robert R Grusky owns at least 5,505 shares after this. The price of the stock has decreased by 3.93% since. Other insiders have also increased their positions in the company.

Rating: 3.2/5 (6 votes)

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