Guru Stocks at 52-Week Lows: CHL, AIG, TGT, LFC, GGB

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May 09, 2011
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows: CHL, AIG, TGT, LFC, and GGB.


China Mobile Ltd. (CHL, Financial) Reached the 52-Week Low of $45.97


The prices of China Mobile Ltd. (CHL) shares have declined to close to the 52-week low of $45.97, which is 17.6% off the 52-week high of $54.4. China Mobile Ltd. is owned by 10 Gurus we are tracking. Among them, six have added to their positions during the past quarter. Six reduced their positions.


China Mobile offers mobile communications services principally using Global System for Mobile Communications, or GSM, which is a pan-European mobile telephone system based on digital transmission and mobile communications network architecture with roaming capabilities. China Mobile Ltd. has a market cap of $184.48 billion; its shares were traded at around $45.97 with and P/S ratio of 2.57. The dividend yield of China Mobile Ltd. stocks is 1.79%.


Charles Brandes bought 31,830 shares in the quarter that ended on 12/31/2010, which is 0.01% of the $16.01 billion portfolio of Brandes Investment. John Hussman owns 1,000,000 shares as of 03/31/2011, an increase of 198.51% from the previous quarter. This position accounts for 0.77% of the $5.99 billion portfolio of Hussman Economtrics Advisors Inc. Jean-Marie Eveillard sold out his holdings in the quarter that ended on 12/31/2010.


American International Group Inc. (AIG, Financial) Reached the 52-Week Low of $30.7


The prices of American International Group Inc. (AIG) shares have declined to close to the 52-week low of $30.7, which is 49.8% off the 52-week high of $61.18. American International Group Inc. is owned by 10 Gurus we are tracking. Among them, eight have added to their positions during the past quarter. Two reduced their positions.


American International Group Inc., world leaders in insurance and financial services, is the international insurance organization with operations in more than one hundred thirty countries and jurisdictions. American International Group Inc. has a market cap of $55.16 billion; its shares were traded at around $30.7 with and P/S ratio of 0.83.


American International Group recently reported net income attributable to AIG of $269 million and after-tax operating income of $2.0 billion for the quarter ended March 31, 2011, compared to net income of $1.8 billion and after-tax operating income of $637 million for the first quarter of 2010.


Bruce Berkowitz owns 44,285,986 shares as of 12/31/2010, an increase of 34.57% from the previous quarter. This position accounts for 16.16% of the $15.79 billion portfolio of Fairholme Capital Management. Daniel Loeb owns 200,000 shares as of 12/31/2010, which accounts for less than 0.01% of the $1.88 billion portfolio of Third Point, LLC.


Buy: 10% Owner Capital Management L. Fairholme bought 1,655,665 shares of AIG stock on 12/10/2010 at the average price of 47.8. Capital Management L. Fairholme owns at least 84,727,263 shares after this. The price of the stock has decreased by 35.77% since. Other insiders have also increased their positions in the company.


Target Corp. (TGT, Financial) Reached the 52-Week Low of $50.51


The price of Target Corp. (TGT) shares have declined to close to the 52-week low of $50.51, which is 19.7% off the 52-week high of $60.77. Target Corp. is owned by 22 Gurus we are tracking. Among them, 10 have added to their positions during the past quarter. Ten 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 $35.01 billion; its shares were traded at around $50.51 with a P/E ratio of 12.6 and P/S ratio of 0.53. The dividend yield of Target Corp. stocks is 1.98%. Target Corp. had an annual average earnings growth of 9.2% over the past 10 years. GuruFocus rated Target Corp. the business predictability rank of 5-star.


Target recently reported that its net retail sales for the five weeks ended April 2, 2011, were $5,955 million, a decrease of 4.5% from $6,233 million for the five weeks ended April 3, 2010. On this same basis, March comparable-store sales decreased 5.5%.


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. Ron Baron owns 102,530 shares as of 12/31/2010, which accounts for 0.04% of the $16.91 billion portfolio of Baron Funds. Wallace Weitz owns 12,500 shares as of 12/31/2010, which accounts for 0.04% of the $2.04 billion portfolio of Weitz Wallace R & Co. Richard Snow owns 5,902 shares as of 12/31/2010, which accounts for 0.01% of the $2.58 billion portfolio of Snow Capital Management, L.P..


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 14.32% since. Other insiders have also decreased their position in the company.


China Life Insurance Company Ltd. (LFC, Financial) Reached the 52-Week Low of $51.83


The prices of China Life Insurance Company Ltd. (LFC) shares have declined to close to the 52-week low of $51.83, which is 26.9% off the 52-week high of $70.5. China Life Insurance Company Ltd. is owned by seven Gurus we are tracking. Among them, one has added to their position during the past quarter. Six reduced their positions.


China Life Insurance Company Limited is a life insurance company based in China. China Life Insurance Company Ltd. has a market cap of $25.71 billion; its shares were traded at around $51.83 with a P/E ratio of 19.78 and P/S ratio of 0.45. The dividend yield of China Life Insurance Company Ltd. stocks is 1.55%.


Chris Davis owns 390,313 shares as of 12/31/2010, which accounts for 0.04% of the $58.28 billion portfolio of Davis Selected Advisers. Kenneth Fisher owns 110,350 shares as of 03/31/2011, which accounts for 0.02% of the $37.97 billion portfolio of Fisher Asset Management, LLC.


Gerdau S.A. (GGB, Financial) Reached the 52-Week Low of $10.73


The prices of Gerdau S.A. (GGB) shares have declined to close to the 52-week low of $10.73, which is 32.2% off the 52-week high of $15.55. Gerdau S.A. is owned by seven Gurus we are tracking. Among them, four have added to their positions during the past quarter. Four reduced their positions.


Gerdau S.A. throughout its 101 years of activities, is the largest long steel producer in Latin America, and has made an important contribution in building the history of the Brazilian industry. Gerdau S.A. has a market cap of $15.53 billion; its shares were traded at around $10.73 with a P/E ratio of 14.31 and P/S ratio of 0.82. The dividend yield of Gerdau S.A. stocks is 1.08%. Gerdau S.A. had an annual average earnings growth of 15.1% over the past 10 years.


George Soros bought 382,500 shares in the quarter that ended on 12/31/2010, which is 0.07% of the $7.69 billion portfolio of Soros Fund Management LLC. One Guru Sold Out Gerdau S.A.: Kenneth Fisher sold out his holdings in the quarter that ended on 03/31/2011.