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Weekly Guru Bargains Highlights: IR, MAS, USG, TRMB, AMTD

August 27, 2011 | About:
hyperman299

hyperman299

4 followers
Last week’s top five guru bargain stocks were IR, MAS, USG, TRMB, AMTD. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

IngersollRand (IR): Down 32% Since Jeremy Grantham Bought In the Quarter Ended on 2011-03-31

Jeremy Grantham initiated holdings in Diversified Industrials company Ingersollrand during the quarter ended 03/31/2011. He owned 152,900 shares of as of 03/31/2011. Ingersoll Rand Company is one of the providers of security and safety, climate control, industrial productivity and infrastructure products. Ingersollrand has a market cap of $11.53 billion; its shares were traded at around $31.56 with a P/E ratio of 12.9 and P/S ratio of 0.7. The dividend yield of Ingersollrand stocks is 1.4%.

IngersollRand recently reported that total revenues increased 12 percent for the second quarter of 2011 compared with the 2010 second quarter; orders increased by approximately 9 percent; and diluted earnings per share (EPS) from continuing operations were $0.88.

Joel Greenblatt bought 53,094 shares in the quarter that ended on 06/30/2011, which is 0.337% of the $715 million portfolio of Gotham Capital. Jean-Marie Eveillard owns 433,800 shares as of 06/30/2011, an increase of 26.03% from the previous quarter. This position accounts for 0.0912% of the $21.61 billion portfolio of First Eagle Investment Management, LLC. Kenneth Fisher owns 89,680 shares as of 06/30/2011, which accounts for 0.0107% of the $38.22 billion portfolio of Fisher Asset Management, LLC. George Soros owns 33,000 shares as of 06/30/2011, which accounts for 0.0211% of the $7.11 billion portfolio of Soros Fund Management LLC. Warren Buffett owns 636,600 shares as of 06/30/2011, which accounts for 0.0552% of the $52.36 billion portfolio of Berkshire Hathaway.

Masco Corp. (MAS): Down 41% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2011-03-31

Manning & Napier Advisors, Inc added to his holdings in Building Materials & Fixtures company Masco Corp. by 41.31% during the quarter ended 03/31/2011. The company owned 27,654 shares of as of 03/31/2011. Masco Corporation is the country's manufacturer of home improvement and building products that bring the highest quality and value to your home and family. Masco Corp. has a market cap of $3.26 billion; its shares were traded at around $8.05 with a P/E ratio of 303.8 and P/S ratio of 0.4. The dividend yield of Masco Corp. stocks is 3.2%.

MAS recently reported that net sales for the second quarter ended June 30, 2011 decreased one percent to $2.0 billion, compared to the second quarter of 2010. North American sales decreased six percent and International sales increased 18 percent. In local currencies, International sales increased five percent compared with the second quarter of 2010.

David Tepper owns 2,472,196 shares as of 06/30/2011, an increase of 526.48% from the previous quarter. This position accounts for 0.7013% of the $4.24 billion portfolio of Appaloosa Management LP. James Barrow owns 8,557,210 shares as of 06/30/2011, an increase of 85.34% from the previous quarter. This position accounts for 0.2078% of the $49.55 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. Charles Brandes owns 13,726,658 shares as of 06/30/2011, an increase of 25.83% from the previous quarter. This position accounts for 1.1703% of the $14.11 billion portfolio of Brandes Investment.

Director Lokeren Mary Ann Van bought 12,000 shares of MAS stock on 08/10/2011 at the average price of 9.17. Lokeren Mary Ann Van owns at least 57,200 shares after this. The price of the stock has decreased by 12.21% since. VP-Human Resources Charles F Greenwood sold 7,651 shares of MAS stock on 03/22/2011 at the average price of 14.15. Charles F Greenwood owns at least 83,741 shares after this. The price of the stock has decreased by 43.11% since.

USG Corp. (USG): Down 49% Since Jeremy Grantham Bought In the Quarter Ended on 2011-03-31

Jeremy Grantham initiated holdings in Building Materials & Fixtures company Usg Corp. during the quarter ended 03/31/2011. Heowned 408,000 shares of as of 03/31/2011. USG Corp., through its subsidiaries, is a manufacturer and distributor of building materials producing a wide range of products for use in new residential, new nonresidential and repair and remodel construction, as well as products used in certain industrial processes. Usg Corp. has a market cap of $1.03 billion; its shares were traded at around $8.58 with and P/S ratio of 0.3.

USG recently reported second quarter 2011 net sales of $761 million, an operating loss of $21 million and a net loss of $70 million, or $0.69 per share based on 103.6 million average shares outstanding. In last year's second quarter, the operating loss was $25 million and the net loss was $74 million, or $0.74 per share based on 99.5 million average shares outstanding.

Brian Rogers owns 3,083,200 shares as of 06/30/2011, which accounts for 0.2042% of the $21.55 billion portfolio of T Rowe Price Equity Income Fund. Prem Watsa owns 6,794,000 shares as of 06/30/2011, which accounts for 3.2218% of the $3.02 billion portfolio of Fairfax Financial Holdings. Warren Buffett owns 17,072,192 shares as of 06/30/2011, which accounts for 0.4676% of the $52.36 billion portfolio of Berkshire Hathaway. Irving Kahn owns 182,000 shares as of 06/30/2011, which accounts for 0.4556% of the $573 million portfolio of Kahn Brothers. Charles Brandes owns 946,251 shares as of 06/30/2011, which accounts for 0.0962% of the $14.11 billion portfolio of Brandes Investment.

Senior Vice President Brian J Cook bought 500 shares of USG stock on 08/19/2011 at the average price of 7.58. Brian J Cook owns at least 64,227 shares after this. The price of the stock has increased by 13.19% since. There are mixed trades from other insiders.

Trimble Navigation Ltd. (TRMB): Down 23% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2011-03-31

Manning & Napier Advisors, Inc added to his holdings in Telecommunications Equipment company Trimble Navigation Ltd. by 65.42% during the quarter ended 03/31/2011. The company owned 19,520 shares of as of 03/31/2011. Trimble applies technology to make field and mobile workers in businesses and government significantly more productive. Trimble Navigation Ltd. has a market cap of $4.9 billion; its shares were traded at around $35.67 with a P/E ratio of 23.1 and P/S ratio of 3.8. Trimble Navigation Ltd. had an annual average earnings growth of 14.1% over the past 10 years.

Trimble Navigation recently announced second quarter 2011 revenue of $407.2 million, up approximately 22 percent as compared to the second quarter of 2010. Operating income for the second quarter of 2011 was $51.6 million, up 27 percent as compared to the second quarter of 2010. Operating margin in the second quarter of 2011 was 12.7 percent, compared to 12.2 percent in the second quarter of 2010.

Ruane Cunniff owns 268,734 shares as of 06/30/2011, which accounts for 0.0967% of the $11.02 billion portfolio of Ruane & Cunniff & Goldfarb. PRIMECAP Management owns 8,032,184 shares as of 06/30/2011, which accounts for 0.4593% of the $69.32 billion portfolio of PRIMECAP Management. Richard Aster Jr owns 1,086,740 shares as of 06/30/2011, which accounts for 1.2655% of the $3.4 billion portfolio of Meridian Fund.

Vice President James A Kirkland sold 8,000 shares of TRMB stock on 03/03/2011 at the average price of 50. James A Kirkland owns at least 475 shares after this. The price of the stock has decreased by 28.66% since.

TD Ameritrade Holding Corp. (AMTD): Down 29% Since Jeremy Grantham Bought In the Quarter Ended on 2011-03-31

Jeremy Grantham initiated holdings in Investment Services company Td Ameritrade Holding Corp. during the quarter ended 03/31/2011. He owned 23,199 shares of as of 03/31/2011. TD Ameritrade Holding Corporation has a servicing self-directed investors through its brokerage subsidiaries. Td Ameritrade Holding Corp. has a market cap of $8.82 billion; its shares were traded at around $14.65 with a P/E ratio of 15.1 and P/S ratio of 3.4. The dividend yield of Td Ameritrade Holding Corp. stocks is 1.3%. Td Ameritrade Holding Corp. had an annual average earnings growth of 2% over the past 5 years.

TD Ameritrade Holding Corp. recently reported its third quarter fiscal 2011 results. The company announced Net income of $157 million, or $0.27 per diluted share, including a $0.02 per share impact of technology-related asset write-offs. The company also repurchased 4.8 million shares of its common stock at the average price of $20.24 during the quarter.

Mario Gabelli bought 30,850 shares in the quarter that ended on 06/30/2011, which is 0.0043% of the $13.9 billion portfolio of GAMCO Investors. John Griffin owns 4,905,000 shares as of 06/30/2011, which accounts for 1.4431% of the $6.63 billion portfolio of Blue Ridge Capital. Chuck Akre owns 400,000 shares as of 06/30/2011, which accounts for 1.397% of the $559 million portfolio of Akre Capital Management, LLC. Richard Aster Jr owns 710,500 shares as of 06/30/2011, which accounts for 0.4072% of the $3.4 billion portfolio of Meridian Fund. George Soros owns 16,000 shares as of 06/30/2011, a decrease of 52.8% of from the previous quarter. This position accounts for 0.0044% of the $7.11 billion portfolio of Soros Fund Management LLC.

CFO William Gerber sold 5,188 shares of AMTD stock on 07/22/2011 at the average price of 19.66. William Gerber owns at least 154,962 shares after this. The price of the stock has decreased by 25.48% since. Other insiders have also reduced their positions in the company.


Rating: 2.7/5 (11 votes)

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