Last week’s top five guru bargain stocks were NYT, SWKS, CFFN, DRYS, and LAMR. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.
New York Times, Co. (NYT, Financial): Down 23% Since Irving Kahn Bought In the Quarter Ended on 2011-03-31
Irving Kahn added to his holdings in Publishing company New York Times Co. by 67.09% during the quarter ended 03/31/2011. His purchase prices were between $8.86 and $10.9, with an estimated average price of $10.07. Since then the prices of NEW YORK TIMES CO. shares have declined by -23% from the estimated average. Irving Kahn owned 2,063,170 shares of as of 03/31/2011.
New York Times Company is a diversified media company including newspapers, television and radio stations, magazines, electronic information and publishing, Internet businesses, and forest products investments. New York Times Co. has a market cap of $1.12 billion; its shares were traded at around $7.8 with a P/E ratio of 10.5 and P/S ratio of 0.8. New York Times Co. had an annual average earnings growth of 0.1% over the past 5 years.
Joel Greenblatt owns 59,065 shares as of 03/31/2011, an increase of 233.14% from the previous quarter. This position accounts for 0.17% of the $333 million portfolio of Gotham Capital. Irving Kahn owns 2,063,170 shares as of 03/31/2011, an increase of 67.09% from the previous quarter. This position accounts for 3.37% of the $580 million portfolio of Kahn Brothers & Company Inc.. Brian Rogers owns 6,889,200 shares as of 03/31/2011, which accounts for 0.31% of the $21.09 billion portfolio of T Rowe Price Equity Income Fund.
Skyworks Solutions Inc. (SWKS, Financial): Down 22% Since Jeremy Grantham Bought In the Quarter Ended on 2011-03-31
Jeremy Grantham added to his holdings in Semiconductors company Skyworks Solutions Inc. by 94.84% during the quarter ended 03/31/2011. His purchase prices were between $28.63 and $36.98, with an estimated average price of $32.68. Since then the prices of Skyworks Solutions Inc. shares have declined by -22% from the estimated average. Jeremy Grantham owned 49,100 shares of as of 03/31/2011.
Skyworks Solutions, Inc. is the industry's wireless semiconductor company focused on radio frequency (RF) and complete semiconductor system solutions for mobile communications applications. Skyworks Solutions Inc. has a market cap of $4.94 billion; its shares were traded at around $25.5 with a P/E ratio of 19.8 and P/S ratio of 4.6.
SWKS recently reported second fiscal quarter 2011 results. Revenue in the seasonally low March quarter was $325.4 million, above the Company's guidance range of $310 to $320 million, and up 37 percent when compared to $238.1 million in the second fiscal quarter of 2010.
Andreas Halvorsen bought 2,001,182 shares in the quarter that ended on 03/31/2011, which is 0.56% of the $11.59 billion portfolio of Viking Global Investors LP. George Soros owns 113,737 shares as of 03/31/2011, an increase of 99.89% from the previous quarter. This position accounts for 0.04% of the $8.4 billion portfolio of Soros Fund Management LLC.
Sell: President and CEO David J Aldrich sold 80,000 shares of SWKS stock on 02/11/2011 at the average price of 36.52. David J Aldrich owns at least 326,152 shares after this. The price of the stock has decreased by 30.18% since.
Capitol Federal Financial Inc (CFFN, Financial): Down 51% Since Daniel Loeb Bought In the Quarter Ended on 2010-12-31
Daniel Loeb initiated holdings in Banks company Capitol Federal Financial Inc during the quarter ended 12/31/2010. His purchase prices were between $23.09 and $26.44, with an estimated average price of $24.03. Since then the prices of Capitol Federal Financial Inc shares have declined by -51% from the estimated average. Daniel Loeb owned 750,225 shares of as of 12/31/2010.
Capitol Federal Financial is a federally chartered mid-tier holding company. Capitol Federal Financial Inc has a market cap of $1.93 billion; its shares were traded at around $11.88 with a P/E ratio of 30 and P/S ratio of 4.7. The dividend yield of Capitol Federal Financial Inc stocks is 2.6%.
CFFN recently reported its second quarter results. Net income for the quarter ended March 31, 2011 was $15.6 million compared to $14.7 million for the same period in the prior fiscal year. The $981 thousand increase between periods was due primarily to a decrease in the provision for credit losses of $2.7 million, partially offset by a $2.1 million decrease in net interest income.
John Keeley bought 2,317,040 shares in the quarter that ended on 03/31/2011, which is 0.4% of the $6.54 billion portfolio of Keeley Fund Management. Charles Brandes bought 358,700 shares in the quarter that ended on 03/31/2011, which is 0.03% of the $14.62 billion portfolio of Brandes Investment. Mario Gabelli bought 12,500 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $13.97 billion portfolio of GAMCO Investors. George Soros bought 22,700 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $8.4 billion portfolio of Soros Fund Management LLC.
DryShips Inc. (DRYS, Financial): Down 27% Since Steven Cohen Bought In the Quarter Ended on 2010-12-31
Steven Cohen added to his holdings in Marine Transportation company Dryships Inc. by 51.45% during the quarter ended 12/31/2010. His purchase prices were between $4.07 and $6.33, with an estimated average price of $5.11. Since then the prices of DryShips Inc. shares have declined by -27% from the estimated average. Steven Cohen owned 804,533 shares of as of 12/31/2010.
DRYS recently reported its first quarter 2011 results. The Company recorded net income of $25.8 million, or $0.07 basic diluted earnings per share, for the three-month period ended March 31, 2011, as compared to a net income of $13.3 million, or $0.04 basic and diluted earnings per share, for the three-month period ended March 31, 2010. Adjusted EBITDA was $107.1 million for the first quarter of 2011 as compared to $116.5 million for the same period in 2010.
Dryships Inc., based in Greece, is an owner and operator of drybulk carriers that operate worldwide. Dryships Inc. has a market cap of $1.43 billion; its shares were traded at around $3.73 with a P/E ratio of 4 and P/S ratio of 1.8.
George Soros bought 21,400 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $8.4 billion portfolio of Soros Fund Management LLC.
Lamar Advertising Company (LAMR, Financial): Down 24% Since Chuck Akre Bought In the Quarter Ended on 2011-03-31
Chuck Akre added to his holdings in Media Agencies company Lamar Advertising Company by 1.46% during the quarter ended 03/31/2011. His purchase prices were between $34.93 and $41.54, with an estimated average price of $38.3. Since then the prices of Lamar Advertising Company shares have declined by -24% from the estimated average. Chuck Akre owned 1,257,423 shares of as of 03/31/2011.
Lamar Advertising Company is one of the largest and most experienced owners and operators of outdoor advertising structures in the United States. Lamar Advertising Company has a market cap of $2.71 billion; its shares were traded at around $29 with and P/S ratio of 2.5. Lamar Advertising Company had an annual average earnings growth of 5.9% over the past 10 years. GuruFocus rated Lamar Advertising Company the business predictability rank of 3.5-star.
Lamar reported net revenues of $255.2 million for the first quarter of 2011 versus $244.1 million for the first quarter of 2010, a 4.5% increase. Operating income for the first quarter of 2011 was $25.6 million as compared to $10.8 million for the same period in 2010. There was a net loss of $13.2 million for the first quarter of 2011 compared to a net loss of $24.8 million for the first quarter of 2010.
Joel Greenblatt bought 7,205 shares in the quarter that ended on 03/31/2011, which is 0.08% of the $333 million portfolio of Gotham Capital. Chuck Akre owns 1,257,423 shares as of 03/31/2011, which accounts for 9.02% of the $515 million portfolio of Akre Capital Management, LLC. Ron Baron owns 2,583,850 shares as of 03/31/2011, a decrease of 25.66% of from the previous quarter. This position accounts for 0.52% of the $18.46 billion portfolio of Baron Funds.
Sell: See Footnote 1 Snow Foundation Phoebe sold 90,000 shares of LAMR stock on 12/29/2010 at the average price of 39.58. Snow Foundation Phoebe owns at least 159,600 shares after this. The price of the stock has decreased by 26.73% since.
New York Times, Co. (NYT, Financial): Down 23% Since Irving Kahn Bought In the Quarter Ended on 2011-03-31
Irving Kahn added to his holdings in Publishing company New York Times Co. by 67.09% during the quarter ended 03/31/2011. His purchase prices were between $8.86 and $10.9, with an estimated average price of $10.07. Since then the prices of NEW YORK TIMES CO. shares have declined by -23% from the estimated average. Irving Kahn owned 2,063,170 shares of as of 03/31/2011.
New York Times Company is a diversified media company including newspapers, television and radio stations, magazines, electronic information and publishing, Internet businesses, and forest products investments. New York Times Co. has a market cap of $1.12 billion; its shares were traded at around $7.8 with a P/E ratio of 10.5 and P/S ratio of 0.8. New York Times Co. had an annual average earnings growth of 0.1% over the past 5 years.
Joel Greenblatt owns 59,065 shares as of 03/31/2011, an increase of 233.14% from the previous quarter. This position accounts for 0.17% of the $333 million portfolio of Gotham Capital. Irving Kahn owns 2,063,170 shares as of 03/31/2011, an increase of 67.09% from the previous quarter. This position accounts for 3.37% of the $580 million portfolio of Kahn Brothers & Company Inc.. Brian Rogers owns 6,889,200 shares as of 03/31/2011, which accounts for 0.31% of the $21.09 billion portfolio of T Rowe Price Equity Income Fund.
Skyworks Solutions Inc. (SWKS, Financial): Down 22% Since Jeremy Grantham Bought In the Quarter Ended on 2011-03-31
Jeremy Grantham added to his holdings in Semiconductors company Skyworks Solutions Inc. by 94.84% during the quarter ended 03/31/2011. His purchase prices were between $28.63 and $36.98, with an estimated average price of $32.68. Since then the prices of Skyworks Solutions Inc. shares have declined by -22% from the estimated average. Jeremy Grantham owned 49,100 shares of as of 03/31/2011.
Skyworks Solutions, Inc. is the industry's wireless semiconductor company focused on radio frequency (RF) and complete semiconductor system solutions for mobile communications applications. Skyworks Solutions Inc. has a market cap of $4.94 billion; its shares were traded at around $25.5 with a P/E ratio of 19.8 and P/S ratio of 4.6.
SWKS recently reported second fiscal quarter 2011 results. Revenue in the seasonally low March quarter was $325.4 million, above the Company's guidance range of $310 to $320 million, and up 37 percent when compared to $238.1 million in the second fiscal quarter of 2010.
Andreas Halvorsen bought 2,001,182 shares in the quarter that ended on 03/31/2011, which is 0.56% of the $11.59 billion portfolio of Viking Global Investors LP. George Soros owns 113,737 shares as of 03/31/2011, an increase of 99.89% from the previous quarter. This position accounts for 0.04% of the $8.4 billion portfolio of Soros Fund Management LLC.
Sell: President and CEO David J Aldrich sold 80,000 shares of SWKS stock on 02/11/2011 at the average price of 36.52. David J Aldrich owns at least 326,152 shares after this. The price of the stock has decreased by 30.18% since.
Capitol Federal Financial Inc (CFFN, Financial): Down 51% Since Daniel Loeb Bought In the Quarter Ended on 2010-12-31
Daniel Loeb initiated holdings in Banks company Capitol Federal Financial Inc during the quarter ended 12/31/2010. His purchase prices were between $23.09 and $26.44, with an estimated average price of $24.03. Since then the prices of Capitol Federal Financial Inc shares have declined by -51% from the estimated average. Daniel Loeb owned 750,225 shares of as of 12/31/2010.
Capitol Federal Financial is a federally chartered mid-tier holding company. Capitol Federal Financial Inc has a market cap of $1.93 billion; its shares were traded at around $11.88 with a P/E ratio of 30 and P/S ratio of 4.7. The dividend yield of Capitol Federal Financial Inc stocks is 2.6%.
CFFN recently reported its second quarter results. Net income for the quarter ended March 31, 2011 was $15.6 million compared to $14.7 million for the same period in the prior fiscal year. The $981 thousand increase between periods was due primarily to a decrease in the provision for credit losses of $2.7 million, partially offset by a $2.1 million decrease in net interest income.
John Keeley bought 2,317,040 shares in the quarter that ended on 03/31/2011, which is 0.4% of the $6.54 billion portfolio of Keeley Fund Management. Charles Brandes bought 358,700 shares in the quarter that ended on 03/31/2011, which is 0.03% of the $14.62 billion portfolio of Brandes Investment. Mario Gabelli bought 12,500 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $13.97 billion portfolio of GAMCO Investors. George Soros bought 22,700 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $8.4 billion portfolio of Soros Fund Management LLC.
DryShips Inc. (DRYS, Financial): Down 27% Since Steven Cohen Bought In the Quarter Ended on 2010-12-31
Steven Cohen added to his holdings in Marine Transportation company Dryships Inc. by 51.45% during the quarter ended 12/31/2010. His purchase prices were between $4.07 and $6.33, with an estimated average price of $5.11. Since then the prices of DryShips Inc. shares have declined by -27% from the estimated average. Steven Cohen owned 804,533 shares of as of 12/31/2010.
DRYS recently reported its first quarter 2011 results. The Company recorded net income of $25.8 million, or $0.07 basic diluted earnings per share, for the three-month period ended March 31, 2011, as compared to a net income of $13.3 million, or $0.04 basic and diluted earnings per share, for the three-month period ended March 31, 2010. Adjusted EBITDA was $107.1 million for the first quarter of 2011 as compared to $116.5 million for the same period in 2010.
Dryships Inc., based in Greece, is an owner and operator of drybulk carriers that operate worldwide. Dryships Inc. has a market cap of $1.43 billion; its shares were traded at around $3.73 with a P/E ratio of 4 and P/S ratio of 1.8.
George Soros bought 21,400 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $8.4 billion portfolio of Soros Fund Management LLC.
Lamar Advertising Company (LAMR, Financial): Down 24% Since Chuck Akre Bought In the Quarter Ended on 2011-03-31
Chuck Akre added to his holdings in Media Agencies company Lamar Advertising Company by 1.46% during the quarter ended 03/31/2011. His purchase prices were between $34.93 and $41.54, with an estimated average price of $38.3. Since then the prices of Lamar Advertising Company shares have declined by -24% from the estimated average. Chuck Akre owned 1,257,423 shares of as of 03/31/2011.
Lamar Advertising Company is one of the largest and most experienced owners and operators of outdoor advertising structures in the United States. Lamar Advertising Company has a market cap of $2.71 billion; its shares were traded at around $29 with and P/S ratio of 2.5. Lamar Advertising Company had an annual average earnings growth of 5.9% over the past 10 years. GuruFocus rated Lamar Advertising Company the business predictability rank of 3.5-star.
Lamar reported net revenues of $255.2 million for the first quarter of 2011 versus $244.1 million for the first quarter of 2010, a 4.5% increase. Operating income for the first quarter of 2011 was $25.6 million as compared to $10.8 million for the same period in 2010. There was a net loss of $13.2 million for the first quarter of 2011 compared to a net loss of $24.8 million for the first quarter of 2010.
Joel Greenblatt bought 7,205 shares in the quarter that ended on 03/31/2011, which is 0.08% of the $333 million portfolio of Gotham Capital. Chuck Akre owns 1,257,423 shares as of 03/31/2011, which accounts for 9.02% of the $515 million portfolio of Akre Capital Management, LLC. Ron Baron owns 2,583,850 shares as of 03/31/2011, a decrease of 25.66% of from the previous quarter. This position accounts for 0.52% of the $18.46 billion portfolio of Baron Funds.
Sell: See Footnote 1 Snow Foundation Phoebe sold 90,000 shares of LAMR stock on 12/29/2010 at the average price of 39.58. Snow Foundation Phoebe owns at least 159,600 shares after this. The price of the stock has decreased by 26.73% since.
