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Weekly Guru Bargains Highlights: CX, MDR, TK, HAS, CWH

October 15, 2011 | About:
hyperman299

hyperman299

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According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Cemex S.A. de C.V. ADS (CX): Down 55% Since Chris Davis Bought In the Quarter Ended on 2011-06-30

Chris Davis added to his holdings in Building Materials & Fixtures company Cemex S.a. De C.v. Ads by 23.55% during the quarter ended 06/30/2011. His purchase prices were between $7.59 and $9.2, with an estimated average price of $8.34. Since then the prices of Cemex S.A. de C.V. ADS shares have declined by -55% from the estimated average. Chris Davis owned 30,066 shares of as of 06/30/2011.

CEMEX is one of the largest cement companies in the world, with close to 78 million metric tons of production capacity. Cemex S.a. De C.v. Ads has a market cap of $3.82 billion; its shares were traded at around $3.75 with and P/S ratio of 0.2.

Bill Gates bought 5,813,953 shares in the quarter that ended on 06/30/2011, which is 0.3299% of the $15.15 billion portfolio of Bill & Melinda Gates Foundation Trust. Mason Hawkins owns 159,777,900 shares as of 06/30/2011, which accounts for 5.3746% of the $25.57 billion portfolio of Southeastern Asset Management. Dodge & Cox owns 71,535,437 shares as of 06/30/2011, which accounts for 0.714% of the $86.17 billion portfolio of Dodge & Cox. Charles Brandes owns 40,638,775 shares as of 06/30/2011, which accounts for 2.477% of the $14.11 billion portfolio of Brandes Investment.

McDermott International Inc. (MDR): Down 31% Since Joel Greenblatt Bought In the Quarter Ended on 2011-06-30

Joel Greenblatt initiated holdings in Oil Equipment & Services company Mcdermott International Inc. during the quarter ended 06/30/2011. His purchase prices were between $17.94 and $25.59, with an estimated average price of $21.29. Since then the prices of McDermott International Inc. shares have declined by -31% from the estimated average. Joel Greenblatt owned 11,858 shares of as of 06/30/2011.

McDermott International is one of the worldwide energy services companies. Mcdermott International Inc. has a market cap of $3.43 billion; its shares were traded at around $14.6 with a P/E ratio of 14.5 and P/S ratio of 1.4. Mcdermott International Inc. had an annual average earnings growth of 10.2% over the past 5 years.

MDR recently reported income from continuing operations of $63.7 million, or $0.27 per diluted share, for the 2011 second quarter. The results of the 2011 second quarter compare to income from continuing operations of $78.7 million, or $0.34 per diluted share, in the corresponding period of 2010.

Joel Greenblatt bought 11,858 shares in the quarter that ended on 06/30/2011, which is 0.0329% of the $715 million portfolio of Gotham Capital.

SrVP, Gen.Counsel & Corp. Sec. Liane K Hinrichs sold 47,674 shares of MDR stock on 05/27/2011 at the average price of 21.17. Liane K Hinrichs owns at least 103,900 shares after this. The price of the stock has decreased by 31.03% since.

Teekay (TK): Down 25% Since Leon Cooperman Bought In the Quarter Ended on 2011-06-30

Leon Cooperman initiated holdings in Marine Transportation company Teekay during the quarter ended 06/30/2011. His purchase prices were between $30 and $37.18, with an estimated average price of $33.41. Since then the prices of Teekay shares have declined by -25% from the estimated average. Leon Cooperman owned 1,428,300 shares of as of 06/30/2011.

Teekay Shipping Corporation is a provider of international crude oil and petroleum product transportation services through the world's largest fleet of medium size oil tankers. Teekay has a market cap of $1.82 billion; its shares were traded at around $25.21 with and P/S ratio of 0.8. The dividend yield of Teekay stocks is 5%. Teekay had an annual average earnings growth of 8.1% over the past 10 years.

TK recently reported an adjusted net loss attributable to stockholders of Teekay of $36.3 million, or $0.51 per share, for the quarter ended June 30, 2011, compared to an adjusted net loss attributable to the stockholders of Teekay of $26.1 million, or $0.36 per share, for the same period of the prior year.

Leon Cooperman bought 1,428,300 shares in the quarter that ended on 06/30/2011, which is 1.0034% of the $4.4 billion portfolio of Omega Advisors. Jean-Marie Eveillard owns 446,206 shares as of 06/30/2011, a decrease of 52.81% of from the previous quarter. This position accounts for 0.0638% of the $21.61 billion portfolio of First Eagle Investment Management, LLC.

Hasbro Inc. (HAS): Down 24% Since David Williams Bought In the Quarter Ended on 2011-06-30

David Williams initiated holdings in Toys company Hasbro Inc. during the quarter ended 06/30/2011. His purchase prices were between $42.67 and $48.33, with an estimated average price of $45.64. Since then the prices of Hasbro Inc. shares have declined by -24% from the estimated average. David Williams owned 345,403 shares of as of 06/30/2011.

Hasbro Inc. is a worldwide leader in children's and family leisure time andentertainment products and services, including the design, manufacture andmarketing of games and toys ranging from traditional to high-tech. Hasbro Inc. has a market cap of $4.67 billion; its shares were traded at around $34.75 with a P/E ratio of 13.2 and P/S ratio of 1.2. The dividend yield of Hasbro Inc. stocks is 3.6%. Hasbro Inc. had an annual average earnings growth of 6.9% over the past 10 years.

Leon Cooperman bought 625,000 shares in the quarter that ended on 06/30/2011, which is 0.6246% of the $4.4 billion portfolio of Omega Advisors. David Williams bought 345,403 shares in the quarter that ended on 06/30/2011, which is 0.2319% of the $6.54 billion portfolio of Columbia Value and Restructuring Fund.

Senior Vice President and CFO Deborah Thomas bought 5,000 shares of HAS stock on 07/20/2011 at the average price of 39.5. Deborah Thomas owns at least 35,091 shares after this. The price of the stock has decreased by 12.03% since.

CommonWealth REIT (CWH): Down 27% Since Jim Simons Bought In the Quarter Ended on 2011-06-30

Jim Simons added to his holdings in Toys company Commonwealth Reit by 1089.16% during the quarter ended 06/30/2011. His purchase prices were between $24.29 and $27.45, with an estimated average price of $25.79. Since then the prices of CommonWealth REIT shares have declined by -27% from the estimated average. Jim Simons owned 266,075 shares of as of 06/30/2011.

CommonWealth REIT, formerly known as HRPT Properties Trust, is a real estate investment trust which primarily owns office and industrial buildings located throughout the United States. Commonwealth Reit has a market cap of $1.58 billion; its shares were traded at around $18.9 with a P/E ratio of 5.4 and P/S ratio of 2. The dividend yield of Commonwealth Reit stocks is 10.6%.

CWH recently reported its second quarter 2011 results. Net income (loss) available for common shareholders was $9.5 million for the quarter ended June 30, 2011, compared to ($2.7) million for the same quarter last year. Net income (loss) available for common shareholders per share, basic and diluted (EPS), for the quarters ended June 30, 2011 and 2010 was $0.13 and ($0.04), respectively. Net income for the quarter ended June 30, 2010 includes a loss of $21.5 million, or $0.33 per share, on asset impairment, partially offset by a gain of $11.5 million, or $0.18 per share, on sale of properties.

David Dreman owns 1,619,646 shares as of 06/30/2011, which accounts for 0.8006% of the $5.23 billion portfolio of Dreman Value Management.


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