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Weekly Guru Bargains Highlights: RCL, CYH, AUO, MS, CCJ

hyperman299

hyperman299

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Last week’s top five guru bargains were RCL, CYH, AUO, MS, and CCJ. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Royal Caribbean Cruises Ltd. (RCL): Down 23% Since RS Investment Management Bought In the Quarter Ended on 2011-03-31

RS Investment Management initiated holdings in Recreational Products company Royal Caribbean Cruises Ltd. during the quarter ended 03/31/2011. His purchase prices were between $40.79 and $49.96, with an estimated average price of $45.23. Since then the prices of Royal Caribbean Cruises Ltd. shares have declined by -23% from the estimated average. RS Investment Management owned 41,640 shares of as of 03/31/2011.

Royal Caribbean Cruises Ltd. is a global cruise vacation company that operates Royal Caribbean International, Celebrity Cruises, and Royal Celebrity Tours. Royal Caribbean Cruises Ltd. has a market cap of $7.59 billion; its shares were traded at around $34.97 with a P/E ratio of 14.4 and P/S ratio of 1.1. Royal Caribbean Cruises Ltd. had an annual average earnings growth of 4.4% over the past 10 years.

Steve Mandel bought 3,874,112 shares in the quarter that ended on 03/31/2011, which is 1.27% of the $12.58 billion portfolio of Lone Pine Capital. Richard Aster Jr owns 1,373,940 shares as of 03/31/2011, which accounts for 1.7% of the $3.34 billion portfolio of Meridian Fund. James Barrow owns 2,135,695 shares as of 03/31/2011, which accounts for 0.18% of the $49.52 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. John Rogers owns 1,989,235 shares as of 03/31/2011, which accounts for 1.44% of the $5.71 billion portfolio of Ariel Capital Management.

President & CEO, Pullmantur Barbier Gonzalo Chico sold 43,000 shares of RCL stock on 02/17/2011 at the average price of 46.98. Barbier Gonzalo Chico owns at least 54,264 shares after this. The price of the stock has decreased by 25.56% since. Other insiders have also decreased their positions in the company.

Community Health Systems Inc. (CYH): Down 33% Since George Soros Bought In the Quarter Ended on 2011-03-31

George Soros added to his holdings in Health Care Providers company Community Health Systems Inc. by 173.53% during the quarter ended 03/31/2011. His purchase prices were between $34.82 and $42.1, with an estimated average price of $38.16. Since then the prices of Community Health Systems Inc. shares have declined by -33% from the estimated average. George Soros owned 18,600 shares of as of 03/31/2011.

Community Health Systems, Inc. is a provider of non-urban acute healthcare services. Community Health Systems Inc. has a market cap of $2.42 billion; its shares were traded at around $25.49 with a P/E ratio of 8.4 and P/S ratio of 0.2. Community Health Systems Inc. had an annual average earnings growth of 23.3% over the past 10 years. GuruFocus rated Community Health Systems Inc. the business predictability rank of 4.5-star.

CYH recently announced financial and operating results for the three months ended March 31, 2011. Net operating revenues for the three months ended March 31, 2011, totaled $3.4 billion, a 9.0 percent increase compared with $3.1 billion for the same period in 2010. Income from continuing operations increased to $91.1 million for the three months ended March 31, 2011, compared with $86.5 million for the same period in 2010.

Joel Greenblatt bought 10,830 shares in the quarter that ended on 03/31/2011, which is 0.13% of the $333 million portfolio of Gotham Capital. George Soros owns 18,600 shares as of 03/31/2011, an increase of 173.53% from the previous quarter. This position accounts for 0.0116% of the $6.42 billion portfolio of Soros Fund Management LLC. Ron Baron owns 7,599,038 shares as of 03/31/2011, which accounts for 1.65% of the $18.46 billion portfolio of Baron Funds.

Division President William S Hussey sold 10,000 shares of CYH stock on 03/01/2011 at the average price of 40. William S Hussey owns at least 154,498 shares after this. The price of the stock has decreased by 36.28% since.

AU Optronics ADS (AUO): Down 35% Since Howard Marks Bought In the Quarter Ended on 2011-03-31

Howard Marks initiated holdings in Computer Hardware company Au Optronics Ads during the quarter ended 03/31/2011. His purchase prices were between $8.17 and $10.44, with an estimated average price of $9.35. Since then the prices of AU Optronics ADS shares have declined by -35% from the estimated average. Howard Marks owned 720,600 shares of as of 03/31/2011.

Au Optronics is a world-manufacturer of large-size thin film transistor liquid crystal display panels, which are currently the most widely used flat panel display technology. Au Optronics Ads has a market cap of $5.38 billion; its shares were traded at around $6.09 with and P/S ratio of 0.3. The dividend yield of Au Optronics Ads stocks is 1.6%.

Kenneth Fisher owns 85,100 shares as of 03/31/2011, a decrease of 22.08% of from the previous quarter. This position accounts for less than 0.01% of the $37.97 billion portfolio of Fisher Asset Management, LLC.

Morgan Stanley (MS): Down 25% Since Fairholme Fund Bought In the Quarter Ended on 2011-02-28

Fairholme Fund added to his holdings in Investment Services company Morgan Stanley by 3.15% during the quarter ended 02/28/2011. His purchase prices were between $24.46 and $30.99, with an estimated average price of $28.24. Since then the prices of Morgan Stanley shares have declined by -25% from the estimated average. Fairholme Fund owned 34,755,900 shares of as of 02/28/2011.

MORGAN STANLEY is a preeminent global financial services firm that maintains market positions in each of its three primary businesses: securities; asset management; and credit services. Morgan Stanley has a market cap of $32.58 billion; its shares were traded at around $21.09 with a P/E ratio of 11.6 and P/S ratio of 1.1. The dividend yield of Morgan Stanley stocks is 0.9%. Morgan Stanley had an annual average earnings growth of 2.1% over the past 10 years.

MS recently reported income of $966 million, or $0.50 per diluted share,1 from continuing operations applicable to Morgan Stanley for the first quarter ended March 31, 2011 compared with income of $1.8 billion, or $1.03 per diluted share, for the same period a year ago. Net revenues were $7.6 billion for the current quarter compared with $9.1 billion a year ago. Results for the current quarter included a pre-tax loss of $655 million (after-tax loss of $425 million or $0.26 per diluted share) arising from the Firm’s 40% stake in a Japanese securities joint venture (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. or MUMSS) controlled and managed by our partner, Mitsubishi UFJ Financial Group, Inc. (MUFG).

Ken Heebner bought 1,370,000 shares in the quarter that ended on 03/31/2011, which is 0.56% of the $6.64 billion portfolio of Capital Growth Management LP. Brian Rogers owns 2,787,623 shares as of 03/31/2011, an increase of 11.83% from the previous quarter. This position accounts for 0.36% of the $21.09 billion portfolio of T Rowe Price Equity Income Fund. John Keeley sold out his holdings in the quarter that ended on 03/31/2011.

Finance Director/Controller Paul C Wirth sold 17,717 shares of MS stock on 02/07/2011 at the average price of 30.42. Paul C Wirth owns at least 141,279 shares after this. The price of the stock has decreased by 30.67% since.

Cameco Corp. (CCJ): Down 34% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2011-03-31

Manning & Napier Advisors, Inc added to his holdings in General Mining company Cameco Corp. by 26.67% during the quarter ended 03/31/2011. His purchase prices were between $28.1 and $43.59, with an estimated average price of $38.25. Since then the prices of Cameco Corp. shares have declined by -34% from the estimated average. Manning & Napier Advisors, Inc owned 8,628,315 shares of as of 03/31/2011.

Cameco Corporation is the world's largest publicly traded uranium company and a growing gold producer. Cameco Corp. has a market cap of $10 billion; its shares were traded at around $25.34 with a P/E ratio of 21.5 and P/S ratio of 4.6. The dividend yield of Cameco Corp. stocks is 1.6%. Cameco Corp. had an annual average earnings growth of 21% over the past 10 years. GuruFocus rated Cameco Corp. the business predictability rank of 4-star.

CCJ recently reported its first quarter 2011 results. Net earnings attributable to their shareholders (net earnings) this quarter were $91 million ($0.23 per share diluted) compared to $143 million ($0.36 per share diluted) in the first quarter of 2010. On an adjusted basis, their earnings this quarter were $85 million ($0.21 per share diluted) compared to $112 million ($0.28 per share diluted) in the first quarter of 2010.

George Soros bought 11,200 shares in the quarter that ended on 03/31/2011, which is 0.0052% of the $6.42 billion portfolio of Soros Fund Management LLC. PRIMECAP Management owns 4,198,700 shares as of 03/31/2011, which accounts for 0.18% of the $70.47 billion portfolio of PRIMECAP Management. Richard Aster Jr sold out his holdings in the quarter that ended on 03/31/2011.


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