Guru Stocks at 52-Week Lows: NSRGY, TM, PEP, HMC, WAG

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Oct 17, 2011
Last week’s top five stocks that reached their 52-week lows were NSRGY, TM, PEP, HMC and WAG. According to GuruFocus' list of 52-week lows, these Guru stocks have reached their 52-week lows.


Nestle S A Reg (NSRGY, Financial) Reached the 52-Week Low of $54.37


The prices of Nestle S A Reg (NSRGY) shares have declined to close to the 52-week low of $54.37, which is 18.4% off the 52-week high of $64.8. Nestle S A Reg is owned by four Gurus we are tracking. Among them, four have added to their positions during the past quarter. Zero reduced their positions.


NSRGY recently reported organic growth of 7.5% and a trading operating profit margin of 15.1%, up 20 basis points reported, up 40 basis points in constant currencies, from that achieved by the continuing operations in the first half of 2010.


Nestle is the world's No. 1 food company and the world leader in coffee (Nescafe), mineral water (Perrier), and ophthalmology products. Nestle S A Reg has a market cap of $193.22 billion; its shares were traded at around $54.37 with and P/S ratio of 1.83. The dividend yield of Nestle S A Reg stocks is 3.02%.


Kenneth Fisher owns 9,530,334 shares as of 06/30/2011, which accounts for 1.5475% of the $38.22 billion portfolio of Fisher Asset Management LLC.


Toyota Motor Corp. ADS (TM, Financial) Reached the 52-Week Low of $67.46


The prices of Toyota Motor Corp. ADS (TM) shares have declined to close to the 52-week low of $67.46, which is 29.4% off the 52-week high of $93.68. Toyota Motor Corp. ADS is owned by six Gurus we are tracking. Among them, three have added to their positions during the past quarter. Two reduced their positions.


Toyota Motor Corporation produces, sells, leases and repairs passenger cars, trucks, buses, boats, airplanes and other products in Japan and most foreign countries. Toyota Motor Corp. Ads has a market cap of $105.77 billion; its shares were traded at around $67.46 with a P/E ratio of 40.15 and P/S ratio of 0.48. The dividend yield of Toyota Motor Corp. Ads stocks is 0.99%.


TM recently reported September sales of 121,451 units. With 25 selling days in September 2010 and 2011, sales were down 17.5% over the year-ago month on both a daily selling rate and unadjusted raw volume basis.


Donald Smith owns 320,595 shares as of 06/30/2011, an increase of 22.34% from the previous quarter. This position accounts for 0.8539% of the $3.09 billion portfolio of Donald Smith & Co. Charles Brandes owns 2,349,628 shares as of 06/30/2011, which accounts for 1.3725% of the $14.11 billion portfolio of Brandes Investment.


PepsiCo Inc. (PEP, Financial) Reached the 52-Week Low of $62.24


The prices of PepsiCo Inc. (PEP) shares have declined to close to the 52-week low of $62.24, which is 16.4% off the 52-week high of $71.78. PepsiCo Inc. is owned by 24 Gurus we are tracking. Among them, 6 have added to their positions during the past quarter. 16 reduced their positions.


PepsiCo, Inc. consists of: Frito-Lay Company, Pepsi-Cola Company, and Tropicana Products. Pepsico Inc. has a market cap of $98.5 billion; its shares were traded at around $62.24 with a P/E ratio of 14.44 and P/S ratio of 1.7. The dividend yield of Pepsico Inc. stocks is 3.31%. Pepsico Inc. had an annual average earnings growth of 8.5% over the past 10 years. GuruFocus rated Pepsico Inc. the business predictability rank of 4.5-star.


PEP recently reported its third quarter 2011 results. The company reported net revenue increased 13 percent reflecting the benefits of volume growth, effective net pricing and favorable foreign exchange. Reported net revenue grew 33 percent in emerging markets. Excluding the WBD acquisition, net revenue grew 9% worldwide and 18% in emerging markets.


Joel Greenblatt bought 9,506 shares in the quarter that ended on 06/30/2011, which is 0.0937% of the $715 million portfolio of Gotham Capital. Tom Gayner owns 105,000 shares as of 06/30/2011, an increase of 15.38% from the previous quarter. This position accounts for 0.3925% of the $1.88 billion portfolio of Markel Gayner Asset Management Corp. Jean-Marie Eveillard sold out his holdings in the quarter that ended on 06/30/2011.


CEO PepsiCo Americas Beverages Massimo D'amore sold 24,300 shares of PEP stock on 07/28/2011 at the average price of $64.25. Massimo D'amore owns at least 167,105 shares after this. The price of the stock has decreased by 3.13% since. Other insiders have also reduced their positions in the company.


Honda Motor Co. Ltd. ADS (HMC, Financial) Reached the 52-Week Low of $29.75


The prices of Honda Motor Co. Ltd. ADS (HMC) shares have declined to close to the 52-week low of $29.75, which is 35.4% off the 52-week high of $44.49. Honda Motor Co. Ltd. ADS is owned by seven Gurus we are tracking. Among them, four have added to their positions during the past quarter. Five reduced their positions.


Honda manufactures a wide range of products, including motorcycles, ATVs, generators, marine engines, lawn and garden equipment and automobiles. Honda Motor Co. Ltd. Ads has a market cap of $53.62 billion; its shares were traded at around $29.75 with a P/E ratio of 15.1 and P/S ratio of 0.5. The dividend yield of Honda Motor Co. Ltd. Ads stocks is 1.73%. Honda Motor Co. Ltd. Ads had an annual average earnings growth of 9.1% over the past 5 years.


Charles Brandes owns 3,295,201 shares as of 06/30/2011, an increase of 49.68% from the previous quarter. This position accounts for 0.9017% of the $14.11 billion portfolio of Brandes Investment. Kenneth Fisher owns 10,584,589 shares as of 06/30/2011, which accounts for 1.0693% of the $38.22 billion portfolio of Fisher Asset Management LLC. Tweedy Browne owns 3,536,955 shares as of 06/30/2011, which accounts for 4.4573% of the $3.03 billion portfolio of Tweedy Browne CO LLC. Dodge & Cox owns 6,833,300 shares as of 06/30/2011, which accounts for 0.3062% of the $86.17 billion portfolio of Dodge & Cox.


Walgreen Co. (WAG, Financial) Reached the 52-Week Low of $33


The prices of Walgreen Co. (WAG) shares have declined to close to the 52-week low of $33, which is 28.1% off the 52-week high of $45.18. Walgreen Co. is owned by 26 Gurus we are tracking. Among them, eight have added to their positions during the past quarter. Fourteen reduced their positions.


Walgreen Co. is a national retail pharmacy chain and considered the leader in innovative drugstore retailing. Walgreen Co. has a market cap of $29.88 billion; its shares were traded at around $33 with a P/E ratio of 12.5 and P/S ratio of 0.41. The dividend yield of Walgreen Co. stocks is 2.73%. Walgreen Co. had an annual average earnings growth of 11.7% over the past 10 years. GuruFocus rated Walgreen Co. the business predictability rank of 4.5-star.


Net earnings per diluted share for the quarter ended May 31 increased 38.3% to 65 cents, compared with 47 cents per diluted share in the year-ago quarter. This year's results include the impact of 1 cent per diluted share in restructuring and restructuring-related costs associated with the company's Rewiring for Growth initiative. Last year's third quarter results included the negative impact of 4 cents per diluted share from the elimination of the tax benefit for the Medicare Part D subsidy for retiree benefits that was the result of the enactment of the Patient Protection and Affordable Care Act, 2 cents per diluted share from costs associated with the Duane Reade acquisition and 1 cent per diluted share in costs associated with Rewiring for Growth. Net earnings were $603 million, a 30.3% increase from $463 million in the same quarter a year ago.


Joel Greenblatt owns 67,870 shares as of 06/30/2011, an increase of 459.66% from the previous quarter. This position accounts for 0.4029% of the $715 million portfolio of Gotham Capital. Mario Gabelli owns 211,440 shares as of 06/30/2011, a decrease of 20.96% of from the previous quarter. This position accounts for 0.0646% of the $13.9 billion portfolio of GAMCO Investors. John Hussman owns 1,000,000 shares as of 06/30/2011, a decrease of 33.33% of from the previous quarter. This position accounts for 0.6847% of the $6.2 billion portfolio of Hussman Economtrics Advisors.


SVP and Controller Mia M. Scholz sold 1,103 shares of WAG stock on 07/15/2011 at the average price of $41.82. Mia M. Scholz owns at least 25,213 shares after this. The price of the stock has decreased by 21.09% since.