Guru Stocks at 52-Week Lows: RDS.A, BRK.A, GE, HBC, NVS

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Sep 26, 2011
Last week’s top five stocks that reached their five-week lows were RDS.A, BRK.A, GE, HBC and NVS. According to GuruFocus' list of 52-week lows, these Guru stocks have reached their 52-week lows.


Royal Dutch Shell ADS Cl A (RDS.A, Financial) Reached the 52-Week Low of $61.32


The prices of Royal Dutch Shell ADS Cl A (RDS.A) shares have declined to close to the 52-week low of $61.32, which is 24.0% off the 52-week high of $77.61. Royal Dutch Shell ADS Cl A is owned by 16 Gurus we are tracking. Among them, 10 have added to their positions during the past quarter. Two reduced their positions.


Royal Dutch Petroleum Company owns 60% of the Royal Dutch/Shell Group of companies. Royal Dutch Shell Ads Cl A has a market cap of $191.92 billion; its shares were traded at around $61.32 with a P/E ratio of 7.44 and P/S ratio of 0.52. The dividend yield of Royal Dutch Shell Ads Cl A stocks is 4.66%. Royal Dutch Shell Ads Cl A had an annual average earnings growth of 6.3% over the past 10 years. GuruFocus rated Royal Dutch Shell Ads Cl A the business predictability rank of 2.5-star.


Berkshire Hathaway Inc. Cl A (BRK.A, Financial) Reached the 52-Week Low of $100320


The prices of Berkshire Hathaway Inc. Cl A (BRK.A) shares have declined to close to the 52-week low of $100,320, which is 23.8% off the 52-week high of $131,300. Berkshire Hathaway Inc. Cl A is owned by 24 Gurus we are tracking. Among them, seven have added to their positions during the past quarter. Seven reduced their positions.


Berkshire Hathaway Inc. is a holding company owning subsidiaries engaged in a number of diverse business activities. Berkshire Hathaway Inc. Cl A has a market cap of $165.53 billion; its shares were traded at around $100320 with a P/E ratio of 13.66 and P/S ratio of 1.22. Berkshire Hathaway Inc. Cl A had an annual average earnings growth of 18.2% over the past 10 years.


Berkshire Hathaway recently reported its second quarter 2011 results. The company announced that its operating earnings during the quarter were $2.7 billion, compared to $3.1 billion in the second quarter of 2010. For the six months ended during the quarter, operating earnings were $4.3 billion, compared to $5.3 billion a year ago.


General Electric Co. (GE, Financial) Reached the 52-Week Low of $15.21


The prices of General Electric Co. (GE) shares have declined to close to the 52-week low of $15.21, which is 30.3% off the 52-week high of $21.52. General Electric Co. is owned by 29 Gurus we are tracking. Among them, six have added to their positions during the past quarter. Twenty-one reduced their positions.


General Electric is one of the largest and most diversified industrial corporations in the world. General Electric Co. has a market cap of $161.23 billion; its shares were traded at around $15.21 with a P/E ratio of 11.79 and P/S ratio of 1.07. The dividend yield of General Electric Co. stocks is 3.94%. General Electric Co. had an annual average earnings growth of 13.1% over the past 10 years.


General Electric recently reported its second quarter 2011 financial results. GE announced strong second-quarter 2011 operating earnings from continuing operations of $3.7 billion, up 18%, or $0.34 per share, up 17%, from the second quarter of 2010.


Kenneth Fisher owns 31,323,677 shares as of 06/30/2011, an increase of 83.06% from the previous quarter. This position accounts for 1.5458% of the $38.22 billion portfolio of Fisher Asset Management LLC. Whitney Tilson owns 15,322 shares as of 06/30/2011, a decrease of 42.32% of from the previous quarter. This position accounts for 0.0818% of the $353 million portfolio of T2 Partners Management, LP. NWQ Managers owns 143,555 shares as of 06/30/2011, a decrease of 46.35% of from the previous quarter. This position accounts for 0.0142% of the $19.36 billion portfolio of NWQ Investment Management Co.


Director William G. Beattie bought 5,000 shares of GE stock on May 13, 2011, at the average price of $19.89. William G. Beattie owns at least 26,162 shares after this. The price of the stock has decreased by 23.53% since.


HSBC Holdings Plc ADS (HBC, Financial) Reached the 52-Week Low of $38.52


The prices of HSBC Holdings Plc ADS (HBC) shares have declined to close to the 52-week low of $38.52, which is 36.2% off the 52-week high of $58.99. HSBC Holdings Plc ADS is owned by 10 Gurus we are tracking. Among them, three have added to their positions during the past quarter. Four reduced their positions.


HSBC Holdings is one of the largest banking and financial services organizations in the world. HSBC Holdings Plc Ads has a market cap of $136.41 billion; its shares were traded at around $38.52 with and P/S ratio of 1.34. The dividend yield of Hsbc Holdings Plc Ads stocks is 4.93%.


HBC recently reported its earnings per share were 51 cents per share in the first half of 2011, up 34% from the first half of 2010, and 46% from the second half of 2010. Net assets per share were $8.59, up 17% from the first half of 2010, and 8% from the second half of 2010.


Charles Brandes owns 174,192 shares as of June 30, 2011, an increase of 427.3% from the previous quarter. This position accounts for 0.0613% of the $14.11 billion portfolio of Brandes Investment. David Dreman owns 68,554 shares as of June 30, 2011, an increase of 43.9% from the previous quarter. This position accounts for 0.0651% of the $5.23 billion portfolio of Dreman Value Management. Richard Pzena sold out his holdings in the quarter that ended on June 30, 2011.


Novartis AG ADS (NVS, Financial) Reached the 52-Week Low of $53.73


The prices of Novartis AG ADS (NVS) shares have declined to close to the 52-week low of $53.73, which is 18.2% off the 52-week high of $64.52. Novartis AG ADS is owned by 17 Gurus we are tracking. Among them, nine have added to their positions during the past quarter. Eight reduced their positions.


Novartis AG is committed to improving health and well-being through innovative products and services. Novartis AG Ads has a market cap of $130.38 billion; its shares were traded at around $53.73 with a P/E ratio of 10.01 and P/S ratio of 2.58. The dividend yield of Novartis AG Ads stocks is 3.73%. Novartis AG Ads had an annual average earnings growth of 13.5% over the past 10 years. GuruFocus rated Novartis AG Ads the business predictability rank of 4-star.


NVS recently reported its second quarter results. Net income increased 12% on strong operating income growth, benefiting from an improved tax rate of 16.0%, partially offset by lower income from associated companies. Core net income grew 29%. EPS advanced 7% and core EPS was up by 23% at a lower rate than net income as a result of the Alcon related share increase.


Michael Price bought 144,969 shares in the quarter that ended on June 30, 2011, which is 1.2856% of the $689 million portfolio of MFP Investors LLC. Mario Gabelli owns 20,215 shares as of June 30, 2011, an increase of 65.83% from the previous quarter. This position accounts for 0.0089% of the $13.9 billion portfolio of GAMCO Investors. Edward Owens owns 6,331,280 shares as of June 30, 2011, an increase of 30.01% from the previous quarter. This position accounts for 1.5002% of the $19.89 billion portfolio of Vanguard Health Care Fund.