Last week’s top five guru bargain stocks were JNY, CSTR, ZNH, AGO, and AKAM. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.
THE JONES GROUP INC. (JNY, Financial): Down 23% Since Richard Pzena Bought In the Quarter Ended on 2010-12-31
Richard Pzena added to his holdings in Clothing & Accessories company The Jones Group Inc. by 30.7% during the quarter ended 12/31/2010. He owned 2,275,313 shares of as of 12/31/2010. 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 $1.09 billion; its shares were traded at around $12.36 with a P/E ratio of 8.2 and P/S ratio of 0.3. The dividend yield of The Jones Group Inc. stocks is 1.6%.
Charles Brandes bought 95,072 shares in the quarter that ended on 12/31/2010, which is 0.01% of the $16.01 billion portfolio of Brandes Investment. HOTCHKIS & WILEY owns 5,211,261 shares as of 09/30/2010, which accounts for 0.69% of the $14.81 billion portfolio of Hotchkis & Wliey Capital Management LLC. George Soros sold out his holdings in the quarter that ended on 12/31/2010.
Sell: CEO Wesley R Card sold 126,241 shares of JNY stock on 02/11/2011 at the average price of 13.99. Wesley R Card owns at least 1,221,424 shares after this. The price of the stock has decreased by 11.65% since. Other insiders have also decreased their positions in the company.
Coinstar Inc. (CSTR, Financial): Down 21% Since Jim Simons Bought In the Quarter Ended on 2010-12-31
Jim Simons added to his holdings in Diversified Industrials company Coinstar Inc. by 124.92% during the quarter ended 12/31/2010. He owned 777,114 shares of as of 12/31/2010. Coinstar, Inc. operate a national network of self-service coin-counting machines in the U. Coinstar Inc. has a market cap of $1.42 billion; its shares were traded at around $44.74 with a P/E ratio of 23.2 and P/S ratio of 0.9. Coinstar Inc. had an annual average earnings growth of 24.4% over the past 10 years. GuruFocus rated Coinstar Inc. the business predictability rank of 4-star.
Coinstar recently reported its fourth quarter 2010 results. Revenue for the fourth quarter of 2010 increased 31% to $390.8 million compared with the fourth quarter of 2009, driven primarily by growth in DVD revenue, which increased 38% to $319.6 million, and by Coin revenue which grew 7% to $71.2 million.
Mario Gabelli bought 4,000 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 owns 22,300 shares as of 12/31/2010, an increase of 23.89% from the previous quarter. This position accounts for 0.02% of the $7.69 billion portfolio of Soros Fund Management LLC.
Sell: Director Connor Daniel W O sold 3,900 shares of CSTR stock on 11/23/2010 at the average price of 62.54. Connor Daniel W O owns at least 2,155 shares after this. The price of the stock has decreased by 28.46% since. Other insiders have also decreased their positions in the company.
CHINA SOUTHERN AIRLINES COMPANY Ltd. (ZNH, Financial): Down 40% Since Jim Simons Bought In the Quarter Ended on 2010-12-31
Jim Simons added to his holdings in Airlines company China Southern Airlines Company Ltd. by 28.91% during the quarter ended 12/31/2010. He owned 200,650 shares of as of 12/31/2010. China Southern Airlines is one of the air transportation enterprises in China, especially in passenger volume and the total amount of tax and profit for the past three years. China Southern Airlines Company Ltd. has a market cap of $3.2 billion; its shares were traded at around $20.02 with and P/S ratio of 0.5.
ASSURED GUARANTY LTD (AGO, Financial): Down 23% 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 $2.66 billion; its shares were traded at around $14.46 with a P/E ratio of 4.2 and P/S ratio of 1.8. The dividend yield of Assured Guaranty Ltd stocks is 1.3%.
AGO recently reported financial results for FY 2010 and fourth quarter 2010. The Company's FY 2010 operating income1, a non-GAAP financial measure, 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 attributable to AGL ("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.
Akamai Technologies Inc. (AKAM): Down 27% Since Jeremy Grantham Bought In the Quarter Ended on 2010-12-31
Jeremy Grantham added to his holdings in Internet company Akamai Technologies Inc. by 108.46% during the quarter ended 12/31/2010. He owned 105,900 shares of as of 12/31/2010. Akamai Technologies Inc. is the global service provider for accelerating content and business processes online. Akamai Technologies Inc. has a market cap of $6.77 billion; its shares were traded at around $36.19 with a P/E ratio of 35.8 and P/S ratio of 6.6. Akamai Technologies Inc. had an annual average earnings growth of 31.8% over the past 5 years.
AKAM recently reported financial results for the fourth quarter and full-year ended December 31, 2010. Revenue for the fourth quarter 2010 was $284.7 million, a 12 percent increase over third quarter revenue of $253.6 million, and a 19 percent increase over fourth quarter 2009 revenue of $238.3 million. Total revenue for 2010 was $1,023.6 million, a 19 percent increase over 2009 revenue of $859.8 million.
Andreas Halvorsen bought 3,757,500 shares in the quarter that ended on 12/31/2010, which is 1.47% of the $12.06 billion portfolio of Viking Global Investors LP. George Soros owns 54,250 shares as of 12/31/2010, a decrease of 74.09% of from the previous quarter. This position accounts for 0.03% of the $7.69 billion portfolio of Soros Fund Management LLC.
Sell: CFO J Donald Sherman sold 5,000 shares of AKAM stock on 02/22/2011 at the average price of 40.99. J Donald Sherman owns at least 98,965 shares after this. The price of the stock has decreased by 11.71% since. Other insiders have also decreased their positions in the company.
THE JONES GROUP INC. (JNY, Financial): Down 23% Since Richard Pzena Bought In the Quarter Ended on 2010-12-31
Richard Pzena added to his holdings in Clothing & Accessories company The Jones Group Inc. by 30.7% during the quarter ended 12/31/2010. He owned 2,275,313 shares of as of 12/31/2010. 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 $1.09 billion; its shares were traded at around $12.36 with a P/E ratio of 8.2 and P/S ratio of 0.3. The dividend yield of The Jones Group Inc. stocks is 1.6%.
Charles Brandes bought 95,072 shares in the quarter that ended on 12/31/2010, which is 0.01% of the $16.01 billion portfolio of Brandes Investment. HOTCHKIS & WILEY owns 5,211,261 shares as of 09/30/2010, which accounts for 0.69% of the $14.81 billion portfolio of Hotchkis & Wliey Capital Management LLC. George Soros sold out his holdings in the quarter that ended on 12/31/2010.
Sell: CEO Wesley R Card sold 126,241 shares of JNY stock on 02/11/2011 at the average price of 13.99. Wesley R Card owns at least 1,221,424 shares after this. The price of the stock has decreased by 11.65% since. Other insiders have also decreased their positions in the company.
Coinstar Inc. (CSTR, Financial): Down 21% Since Jim Simons Bought In the Quarter Ended on 2010-12-31
Jim Simons added to his holdings in Diversified Industrials company Coinstar Inc. by 124.92% during the quarter ended 12/31/2010. He owned 777,114 shares of as of 12/31/2010. Coinstar, Inc. operate a national network of self-service coin-counting machines in the U. Coinstar Inc. has a market cap of $1.42 billion; its shares were traded at around $44.74 with a P/E ratio of 23.2 and P/S ratio of 0.9. Coinstar Inc. had an annual average earnings growth of 24.4% over the past 10 years. GuruFocus rated Coinstar Inc. the business predictability rank of 4-star.
Coinstar recently reported its fourth quarter 2010 results. Revenue for the fourth quarter of 2010 increased 31% to $390.8 million compared with the fourth quarter of 2009, driven primarily by growth in DVD revenue, which increased 38% to $319.6 million, and by Coin revenue which grew 7% to $71.2 million.
Mario Gabelli bought 4,000 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 owns 22,300 shares as of 12/31/2010, an increase of 23.89% from the previous quarter. This position accounts for 0.02% of the $7.69 billion portfolio of Soros Fund Management LLC.
Sell: Director Connor Daniel W O sold 3,900 shares of CSTR stock on 11/23/2010 at the average price of 62.54. Connor Daniel W O owns at least 2,155 shares after this. The price of the stock has decreased by 28.46% since. Other insiders have also decreased their positions in the company.
CHINA SOUTHERN AIRLINES COMPANY Ltd. (ZNH, Financial): Down 40% Since Jim Simons Bought In the Quarter Ended on 2010-12-31
Jim Simons added to his holdings in Airlines company China Southern Airlines Company Ltd. by 28.91% during the quarter ended 12/31/2010. He owned 200,650 shares of as of 12/31/2010. China Southern Airlines is one of the air transportation enterprises in China, especially in passenger volume and the total amount of tax and profit for the past three years. China Southern Airlines Company Ltd. has a market cap of $3.2 billion; its shares were traded at around $20.02 with and P/S ratio of 0.5.
ASSURED GUARANTY LTD (AGO, Financial): Down 23% 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 $2.66 billion; its shares were traded at around $14.46 with a P/E ratio of 4.2 and P/S ratio of 1.8. The dividend yield of Assured Guaranty Ltd stocks is 1.3%.
AGO recently reported financial results for FY 2010 and fourth quarter 2010. The Company's FY 2010 operating income1, a non-GAAP financial measure, 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 attributable to AGL ("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.
Akamai Technologies Inc. (AKAM): Down 27% Since Jeremy Grantham Bought In the Quarter Ended on 2010-12-31
Jeremy Grantham added to his holdings in Internet company Akamai Technologies Inc. by 108.46% during the quarter ended 12/31/2010. He owned 105,900 shares of as of 12/31/2010. Akamai Technologies Inc. is the global service provider for accelerating content and business processes online. Akamai Technologies Inc. has a market cap of $6.77 billion; its shares were traded at around $36.19 with a P/E ratio of 35.8 and P/S ratio of 6.6. Akamai Technologies Inc. had an annual average earnings growth of 31.8% over the past 5 years.
AKAM recently reported financial results for the fourth quarter and full-year ended December 31, 2010. Revenue for the fourth quarter 2010 was $284.7 million, a 12 percent increase over third quarter revenue of $253.6 million, and a 19 percent increase over fourth quarter 2009 revenue of $238.3 million. Total revenue for 2010 was $1,023.6 million, a 19 percent increase over 2009 revenue of $859.8 million.
Andreas Halvorsen bought 3,757,500 shares in the quarter that ended on 12/31/2010, which is 1.47% of the $12.06 billion portfolio of Viking Global Investors LP. George Soros owns 54,250 shares as of 12/31/2010, a decrease of 74.09% of from the previous quarter. This position accounts for 0.03% of the $7.69 billion portfolio of Soros Fund Management LLC.
Sell: CFO J Donald Sherman sold 5,000 shares of AKAM stock on 02/22/2011 at the average price of 40.99. J Donald Sherman owns at least 98,965 shares after this. The price of the stock has decreased by 11.71% since. Other insiders have also decreased their positions in the company.
