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Weekly Guru Bargains Highlights: SAY, LFT, AGO, HMIN, AMLN

February 26, 2011 | About:
hyperman299

hyperman299

4 followers
Last week’s top five guru bargains were Saytem Computer Services, Longtop Financial Technologies, Assured Guaranty, Home Inns & Hotel Management, and Amylin Pharmaceuticals. 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 S ervices Limited is a provider of information technology services in India.

LONGTOP FINANCIAL TECHNOLOGIES Ltd. (LFT): Down 22% Since Steven Cohen Bought In the Quarter Ended on 2010-12-31

Steven Cohen added to his holdings in Computer Services company LONGTOP FINANCIAL TECHNOLOGIES Ltd. by 8810.81% during the quarter ended 12/31/2010. He owned 207,800 shares of as of 12/31/2010. Longtop is a software development and solutions provider targeting the financial services industry in China. Longtop Financial Technologies Ltd. has a market cap of $1.68 billion; its shares were traded at around $29.89 with and P/S ratio of 10.

LFT recently reported its fourth quarter 2010 results. The company announced Total Software Development Revenues of US$55.5 million, an increase of 50.0% year-on-year.

Lee Ainslie owns 3,912,537 shares as of 12/31/2010, which accounts for 1.5% of the $9.44 billion portfolio of Maverick Capital. Steve Mandel owns 2,104,089 shares as of 12/31/2010, a decrease of 31.41% of from the previous quarter. This position accounts for 0.63% of the $12.14 billion portfolio of Lone Pine Capital. George Soros owns 37,200 shares as of 12/31/2010, a decrease of 86.51% of from the previous quarter. This position accounts for 0.02% of the $7.69 billion portfolio of Soros Fund Management LLC.

ASSURED GUARANTY LTD (AGO): Down 22% Since Steven Cohen Bought In the Quarter Ended on 2010-12-31

Steven Cohen added to his holdings in Property & Casualty Insurance company ASSURED GUARANTY LTD by 45.81% during the quarter ended 12/31/2010. He owned 20,037 shares of as of 12/31/2010. Assured Guaranty is a Bermuda-based holding company providing credit enhancement products to the municipal finance, structured finance and mortgage markets. Assured Guaranty Ltd has a market cap of $2.67 billion; its shares were traded at around $14.55 with a P/E ratio of 4.3 and P/S ratio of 2.3. The dividend yield of Assured Guaranty Ltd stocks is 1.3%.

AGO recently reported its fourth quarter 2010 results. The company announced operating income was $660.3 million, a 125% increase from FY 2009. FY 2010 operating income per diluted share was $3.49, up 54% from FY 2009. FY 2010 net income was $548.9 million, a 465% increase compared with FY 2009 net income of $97.2 million.

George Soros bought 66,500 shares in the quarter that ended on 12/31/2010, which is 0.02% of the $7.69 billion portfolio of Soros Fund Management LLC. Arnold Schneider owns 2,082,298 shares as of 12/31/2010, an increase of 11.09% from the previous quarter. This position accounts for 2.01% of the $1.83 billion portfolio of Schneider Capital Management.

Home Inns & Hotels Management Inc. (HMIN): Down 23% Since Steven Cohen Bought In the Quarter Ended on 2010-09-30

Steven Cohen added to his holdings in Hotels company Home Inns & Hotels Management Inc. by 771.34% during the quarter ended 09/30/2010. He owned 38,008 shares of as of 09/30/2010. Home Inns & Hotels Management Inc. is a economy hotel chain in China based on the number of hotels and hotel rooms, as well as the geographic coverage of the hotel chain. Home Inns & Hotels Management Inc. has a market cap of $1.33 billion; its shares were traded at around $33.58 with a P/E ratio of 43 and P/S ratio of 3.5.

Steve Mandel owns 524,730 shares as of 12/31/2010, an increase of 122.47% from the previous quarter. This position accounts for 0.18% of the $12.14 billion portfolio of Lone Pine Capital. Lee Ainslie owns 2,943,346 shares as of 12/31/2010, an increase of 103.73% from the previous quarter. This position accounts for 1.28% of the $9.44 billion portfolio of Maverick Capital.

Amylin Pharmaceuticals Inc. (AMLN): Down 23% 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 $2.23 billion; its shares were traded at around $15.505 with and P/S ratio of 3.4.

AMLN recently reported its fourth quarter 2010 results. The Company reported total revenue of $174.2 million for the quarter ended December 31, 2010, including net product sales of $162.3 million and revenue under collaborative agreements of $11.9 million. Non-GAAP operating income was $22.9 million for the quarter ended December 31, 2010, compared to non-GAAP operating loss of $17.0 million for the same period in 2009. Net loss, excluding restructuring charges, was $11.9 million, or $0.08 per share for the quarter ended December 31, 2010, compared to $44.7 million, or $0.32 per share for the same period in 2009. GAAP net loss was $19.2 million, or $0.13 per share for the quarter ended December 31, 2010, compared to $50.3 million, or $0.35 per share for the same period in 2009.

Carl Icahn owns 14,381,925 shares as of 12/31/2010, an increase of 10.87% from the previous quarter. This position accounts for 3.76% of the $5.63 billion portfolio of Icahn Capital Management LP. Edward Owens owns 1,357,200 shares as of 12/31/2010, which accounts for 0.11% of the $18.42 billion portfolio of Vanguard Health Care Fund.

Directors and Officers Recent Trades:

Sell: SVP, Chief Medical Officer Orville G Kolterman sold 2,500 shares of AMLN stock on 02/01/2011 at the average price of 16.16. Orville G Kolterman owns at least 156,454 shares after this. The price of the stock has decreased by 4.05% since. Other insiders have also decreased their positions in the company.

Rating: 3.0/5 (2 votes)

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