1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
hyperman299
hyperman299
Articles (1279) 

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

February 26, 2011 | About:

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 (NYSE: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. (NASDAQ: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)

Comments

Please leave your comment:


GuruFocus Mobile App Available


Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Login to add portfolio
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK