Guru Stocks at 52-Week Lows: CSCO, AZ, MTU, TGT, ETR

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Apr 04, 2011
Last week’s top five stocks that reached their 52-week lows were CSCO, AZ, MTU, TGT and ETR. According to GuruFocus' list of 52-week lows, these Guru stocks have reached their 52-week lows.


Cisco Systems Inc. (CSCO, Financial) Reached the 52-Week Low of $17.04


The prices of Cisco Systems Inc. (CSCO) shares have declined to close to the 52-week low of $17.04, which is 38.3% off the 52-week high of $27.57. Cisco Systems Inc. is owned by 39 gurus we are tracking. Among them, 21 have added to their positions during the past quarter. Fourteen reduced their positions.


Cisco Systems Inc. is the worldwide leader in networking for the Internet. Cisco Systems Inc. has a market cap of $94.45 billion; its shares were traded at around $17.04 with a P/E ratio of 11.92 and P/S ratio of 2.36. The dividend yield of Cisco Systems Inc. stocks is 1.41%. Cisco Systems Inc. had an annual average earnings growth of 23% over the past 10 years. GuruFocus rated Cisco Systems Inc. the business predictability rank of 2.5-star.


Cisco recently reported its fourth quarter and fiscal year results for the period ended July 31, 2010. Cisco reported fourth-quarter net sales of $10.8 billion, net income on a generally accepted accounting principles (GAAP) basis of $1.9 billion or $0.33 per share, and non-GAAP net income of $2.5 billion or $0.43 per share.


Donald Yacktman bought 5,359,709 shares in the quarter that ended on 12/31/2010, which is 1.82% of the $5.96 billion portfolio of Yacktman Asset Management Co. Edward Lampert bought 6,439,720 shares in the quarter that ended on 12/31/2010, which is 1.41% of the $9.25 billion portfolio of ESL Investments. Private Capital bought 850,500 shares in the quarter that ended on 12/31/2010, which is 1.16% of the $1.48 billion portfolio of Private Capital Management. Joel Greenblatt bought 41,937 shares in the quarter that ended on 12/31/2010, which is 0.28% of the $306 million portfolio of Gotham Capital.


Sell: Director Larry R. Carter sold 250,000 shares of CSCO stock on 03/25/2011 at the average price of $17.36. Larry R. Carter owns at least 82,864 shares after this. The price of the stock has decreased by 1.84% since. Other insiders have also decreased their positions in the company.


Allianz SE (AZ, Financial) Reached the 52-Week Low of $12.45


The prices of Allianz SE (AZ) shares have declined to close to the 52-week low of $12.45, which is 46.5% off the 52-week high of $23.55. Allianz SE is owned by one guru we are tracking. Allianz AG's principal activities are carried out through four divisions: Life/Health, Property/Casualty, Banking and Asset Management. Allianz SE has a market cap of $68.8 billion; its shares were traded at around $12.45 with a P/E ratio of 6.1. The dividend yield of Allianz Se stocks is 5.2%.


MITSUBISHI UFJ FINANCIAL GROUP INC. (MTU, Financial) Reached the 52-Week Low of $4.63


The prices of MITSUBISHI UFJ FINANCIAL GROUP INC. (MTU) shares have declined to close to the 52-week low of $4.63, which is 20.2% off the 52-week high of $5.64. MITSUBISHI UFJ FINANCIAL GROUP INC. is owned by four gurus we are tracking. Among them, one has added it to their positions during the past quarter. Four reduced their positions.


Mitsubishi Tokyo provides a variety of financial and investment services such as commercial banking, asset management services and trust banking. Mitsubishi Ufj Financial Group Inc. has a market cap of $65.48 billion; its shares were traded at around $4.63 with a P/E ratio of 11.02 and P/S ratio of 1.2. The dividend yield of Mitsubishi Ufj Financial Group Inc. stocks is 1.41%.


Kenneth Fisher owns 39,197,249 shares as of 12/31/2010, which accounts for 0.59% of the $35.88 billion portfolio of Fisher Asset Management, LLC. Charles Brandes owns 23,743,515 shares as of 12/31/2010, which accounts for 0.8% of the $16.01 billion portfolio of Brandes Investment.


TARGET Corp. (TGT, Financial) Reached the 52-Week Low of $50.36


The prices of TARGET Corp. (TGT) shares have declined to close to the 52-week low of $50.36, which is 19.4% off the 52-week high of $60.77. TARGET Corp. is owned by 21 gurus we are tracking. Among them, 11 have added to their positions during the past quarter. Eight reduced their positions.


Target Corporation operates large-format general merchandise and food discount stores in the United States, which include Target and SuperTarget stores. Target Corp. has a market cap of $35.66 billion; its shares were traded at around $50.36 with a P/E ratio of 12.56 and P/S ratio of 0.54. The dividend yield of Target Corp. stocks is 1.99%. Target Corp. had an annual average earnings growth of 9.8% over the past 10 years. GuruFocus rated Target Corp. the business predictability rank of 5-star.


Target Corp. recently reported net earnings of $1,035 million for the quarter ended January 29, 2011, compared with $936 million in the quarter ended January 30, 2010. Earnings per share in the fourth quarter increased 17.0 percent to $1.45 from $1.24 in the same period a year ago. On a full-year basis, earnings per share were $4.00, a 21.4% increase from $3.30 in 2009. All earnings per share figures refer to diluted earnings per share.


Joel Greenblatt bought 9,707 shares in the quarter that ended on 12/31/2010, which is 0.19% of the $306 million portfolio of Gotham Capital. George Soros owns 310,200 shares as of 12/31/2010, an increase of 733.87% from the previous quarter. This position accounts for 0.24% of the $7.69 billion portfolio of Soros Fund Management LLC. PRIMECAP Management owns 4,021,800 shares as of 12/31/2010, a decrease of 27.27% of from the previous quarter. This position accounts for 0.36% of the $67.24 billion portfolio of PRIMECAP Management.


Sell: Director Roxanne S. Austin sold 2,388 shares of TGT stock on 12/10/2010 at the average price of 58.95. Roxanne S. Austin owns at least 7,996 shares after this. The price of the stock has decreased by 14.57% since. Other insiders have also decreased their positions in the company.


ENTERGY Corp. (ETR, Financial) Reached the 52-Week Low of $67.64


The prices of ENTERGY Corp. (ETR) shares have declined to close to the 52-week low of $67.64, which is 22.1% off the 52-week high of $84.07. ENTERGY Corp. is owned by 11 gurus we are tracking. Among them, seven have added to their positions during the past quarter. Five reduced their positions. Entergy Corporation engages principally in the following businesses: domestic utility operations, power marketing and trading, global power development, and domestic non-utility nuclear operations. Entergy Corp. has a market cap of $12.09 billion; its shares were traded at around $67.64 with a P/E ratio of 9.53 and P/S ratio of 1.05. The dividend yield of Entergy Corp. stocks is 4.91%. Entergy Corp. had an annual average earnings growth of 8.2% over the past 10 years. GuruFocus rated Entergy Corp. the business predictability rank of 2.5-star.


ETR recently reported fourth quarter 2010 as-reported earnings of $228.3 million, or $1.26 per share, compared with $313.8 million, or $1.64 per share, for fourth quarter 2009. On an operational basis, Entergy’s fourth-quarter 2010 earnings were $235.0 million, or $1.30 per share, compared with $334.9 million, or $1.75 per share, in fourth quarter 2009. For the year, Entergy’s as-reported earnings were $1.3 billion, or $6.66 per share, and operational earnings were $1.3 billion, or $7.10 per share. These results compare with 2009 as-reported earnings of $1.2 billion, or $6.30 per share, and operational earnings of $1.3 billion, or $6.67 per share.


Brian Rogers owns 3,063,700 shares as of 12/31/2010, an increase of 83.17% from the previous quarter. This position accounts for 1.11% of the $19.57 billion portfolio of T Rowe Price Equity Income Fund. Mario Gabelli owns 7,500 shares as of 12/31/2010, which accounts for less than 0.01% of the $26.72 billion portfolio of GAMCO Investors. James Barrow owns 6,840,211 shares as of 12/31/2010, which accounts for 1.02% of the $47.35 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. HOTCHKIS & WILEY owns 422,052 shares as of 09/30/2010, which accounts for 0.22% of the $14.81 billion portfolio of Hotchkis & Wliey Capital Management LLC.


Sell: Group President, Utility Op Gary J. Taylor sold 8,650 shares of ETR stock on 03/15/2011 at the average price of 68.34. Gary J. Taylor owns at least 4,471 shares after this. The price of the stock has decreased by 1.02% since. Other insiders have also decreased their positions in the company.