Guru Stocks at 52-Week Lows: CHL, PBR, CSCO, AIG, LFC

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May 16, 2011
Last week’s top five stocks that reached their 52-week lows were CHL, PBR, CSCO, AIG, and LFC. According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.


China Mobile Ltd. (CHL, Financial) Reached the 52-Week Low of $45.22


The prices of China Mobile Ltd. (CHL) shares have declined to close to the 52-week low of $45.22, which is 17.6% off the 52-week high of $54.4. China Mobile Ltd. is owned by 11 Gurus we are tracking. Among them, 7 have added to their positions during the past quarter. 6 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 $181.47 billion; its shares were traded at around $45.22 with and P/S ratio of 2.53. The dividend yield of China Mobile Ltd. stocks is 3.85%.


David Dreman bought 51,582 shares in the quarter that ended on 03/31/2011, which is 0.04% of the $5.32 billion portfolio of Dreman Value Management. 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. Mario Gabelli owns 58,000 shares as of 03/31/2011, a decrease of 64.85% of from the previous quarter. This position accounts for 0.02% of the $13.97 billion portfolio of GAMCO Investors.


Petroleo Brasileiiro Sa Petrobras (PBR, Financial) Reached the 52-Week Low of $33.04


The prices of Petroleo Brasileiiro Sa Petrobras (PBR) shares have declined to close to the 52-week low of $33.04, which is 23.3% off the 52-week high of $41.57. Petroleo Brasileiiro Sa Petrobras is owned by 18 Gurus we are tracking. Among them, 8 have added to their positions during the past quarter. 11 reduced their positions.


Petroleo Brasileiiro Sa Petrobras is an integrated company operating in exploration, production, refining, retailing and transportation of petroleum and its byproducts at home and abroad. Petroleo Brasileiiro Sa Petrobras has a market cap of $122.95 billion; its shares were traded at around $33.04 with a P/E ratio of 8.22 and P/S ratio of 1.01. The dividend yield of Petroleo Brasileiiro Sa Petrobras stocks is 0.46%. Petroleo Brasileiiro Sa Petrobras had an annual average earnings growth of 20.2% over the past 10 years.


Dodge & Cox bought 4,956 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $88.36 billion portfolio of Dodge & Cox. George Soros bought 588,500 shares in the quarter that ended on 12/31/2010, which is 0.29% of the $7.69 billion portfolio of Soros Fund Management LLC.


Cisco Systems Inc. (CSCO, Financial) Reached the 52-Week Low of $16.88


The prices of Cisco Systems Inc. (CSCO) shares have declined to close to the 52-week low of $16.88, which is 37.9% off the 52-week high of $26.74. Cisco Systems Inc. is owned by 44 Gurus we are tracking. Among them, 27 have added to their positions during the past quarter. 12 reduced their positions.


Cisco Systems Inc. is the worldwide leader in networking for the Internet. Cisco Systems Inc. has a market cap of $93.31 billion; its shares were traded at around $16.88 with a P/E ratio of 11.8 and P/S ratio of 2.33. The dividend yield of Cisco Systems Inc. stocks is 1.42%. 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 second quarter results for the period ended January 29, 2011. Cisco reported second quarter net sales of $10.4 billion, net income on a generally accepted accounting principles (GAAP) basis of $1.5 billion or $0.27 per share, and non-GAAP net income of $2.1 billion or $0.37 per share.


Tweedy Browne bought 3,697,747 shares in the quarter that ended on 03/31/2011, which is 2.11% of the $3 billion portfolio of Tweedy Browne CO LLC. Arnold Van Den Berg bought 618,025 shares in the quarter that ended on 03/31/2011, which is 1.05% of the $1.01 billion portfolio of Century Management. David Dreman bought 852,675 shares in the quarter that ended on 03/31/2011, which is 0.27% of the $5.32 billion portfolio of Dreman Value Management. 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.


Sell: SVP, LglSrvs, GenCnsl & Secty Mark D Chandler sold 30,000 shares of CSCO stock on 04/04/2011 at the average price of 17.02. Mark D Chandler owns at least 439,466 shares after this. The price of the stock has decreased by 0.82% since. Other insiders have also decreased their positions in the company.


American International Group Inc. (AIG, Financial) Reached the 52-Week Low of $30.42


The prices of American International Group Inc. (AIG) shares have declined to close to the 52-week low of $30.42, which is 51.6% off the 52-week high of $61.18. American International Group Inc. is owned by 10 Gurus we are tracking. Among them, 7 have added to their positions during the past quarter. 1 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 Int'l Group Inc has a market cap of $54.66 billion; its shares were traded at around $30.42 with and P/S ratio of 0.82.


AIG 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. The diluted loss per share was $0.35 for the first quarter of 2011, compared with earnings per share of $2.66 for the first quarter of 2010. The 2011 first quarter after-tax operating income per share of $1.30 compared with after-tax operating income per share of $0.95 for the first quarter last year.


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 36.36% since. Other insiders have also increased their positions in the company.


China Life Insurance Company LTD. (LFC, Financial) Reached the 52-Week Low of $51.07


The prices of China Life Insurance Company LTD. (LFC) shares have declined to close to the 52-week low of $51.07, which is 27.6% off the 52-week high of $70.5. China Life Insurance Company LTD. is owned by 7 Gurus we are tracking. Among them, 2 have added to their positions during the past quarter. 5 reduced their positions. China Life Insurance Company Limited is the life insurance company in China's life insurance market. China Life Insurance Company Ltd. has a market cap of $25.33 billion; its shares were traded at around $51.07 with a P/E ratio of 20.68 and P/S ratio of 0.44. The dividend yield of China Life Insurance Company Ltd. stocks is 1.57%. China Life Insurance Company Ltd. had an annual average earnings growth of 31.5% over the past 5 years.


Chris Davis owns 454,433 shares as of 03/31/2011, an increase of 16.43% from the previous quarter. This position accounts for 0.04% of the $59.34 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.