GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Weekly Guru Bargains Highlights: YPF, SAI, TEX, SCHW, ENS

November 06, 2011 | About:
hyperman299

hyperman299

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

YPF S.A. ADS (YPF): Down 28% Since George Soros Bought In the Quarter Ended 2011-06-30

George Soros initiated holdings in exploration & production company YPF S.a. Ads during the quarter ended 06/30/2011. His purchase prices were between $40.95 and $46.34, with an estimated average price of $43.67. Since then the prices of YPF S.A. ADS shares have declined by -28% from the estimated average. George Soros owned 233,400 shares of as of 06/30/2011.

YPF Sociedad Anonima is an international energy company, based on the integrated business of hydrocarbons, focalized in Latin America, with high standards of efficiency, profitability and responsibility. YPF S.a. Ads has a market cap of $12.39 billion; its shares were traded at around $31.49 with and P/S ratio of 1.2. The dividend yield of YPF S.a. Ads stocks is 10.1%.

George Soros bought 233,400 shares in the quarter that ended on 06/30/2011, which is 0.1479% of the $7.11 billion portfolio of Soros Fund Management LLC. Richard Perry owns 349,128 shares as of 06/30/2011, a decrease of 50.66% of from the previous quarter. This position accounts for 0.4616% of the $3.41 billion portfolio of Perry Capital. Daniel Loeb sold out his holdings in the quarter that ended on 06/30/2011.

SAIC (SAI): Down 25% Since Joel Greenblatt Bought in the Quarter Ended 2011-06-30

Joel Greenblatt added to his holdings in computer services company SAIC by 70.52% during the quarter ended 06/30/2011. His purchase prices were between $16.13 and $17.56, with an estimated average price of $17.06. Since then the prices of SAIC shares have declined by -25% from the estimated average. Joel Greenblatt owned 143,660 shares of as of 06/30/2011.

SAIC Inc. is a scientific, engineering, and technology applications company that uses its deep domain knowledge to solve problems of vital importance to the nation and the world, in national security, energy and the environment, critical infrastructure, and health. SAIC has a market cap of $4.33 billion; its shares were traded at around $12.71 with a P/E ratio of 8.7 and P/S ratio of 0.4.

SAIC recently reported its second quarter 2011 results. Revenues for the quarter were $2.60 billion, down 6 percent from $2.75 billion in the second quarter of fiscal year 2011. Internal revenue contracted 7% during the quarter.

Joel Greenblatt owns 143,660 shares as of 06/30/2011, an increase of 70.52% from the previous quarter. This position accounts for 0.3377% of the $715 million portfolio of Gotham Capital. Private Capital owns 1,228,546 shares as of 06/30/2011, which accounts for 1.2625% of the $1.64 billion portfolio of Private Capital Management. Wallace Weitz sold out his holdings in the quarter that ended on 06/30/2011.

Terex Corp. (TEX): Down 44% Since Richard Snow Bought In the Quarter Ended on 2011-06-30

Richard Snow added to his holdings in commercial vehicles and trucks company Terex Corp. by 35.74% during the quarter ended 06/30/2011. His purchase prices were between $24.98 and $38.02, with an estimated average price of $30.23. Since then the prices of Terex Corp. shares have declined by -44% from the estimated average. Richard Snow owned 2,589,748 shares of as of 06/30/2011.

Terex Corp. is a global manufacturer of a broad range of construction and mining related capital equipment. Terex Corp. has a market cap of $1.86 billion; its shares were traded at around $16.95 with a P/E ratio of 211.9 and P/S ratio of 0.4.

Terex recently announced income from continuing operations for the third quarter of 2011 of $36.9 million, or $0.33 per share, compared to a loss from continuing operations of $90.9 million, or $0.84 per share, in the third quarter of 2010.

Richard Snow owns 2,589,748 shares as of 06/30/2011, an increase of 35.74% from the previous quarter. This position accounts for 2.8321% of the $2.6 billion portfolio of Snow Capital Management, L.P.. Hotchkis & Wiley owns 929,900 shares as of 06/30/2011, which accounts for 0.1547% of the $17.1 billion portfolio of Hotchkis & Wliey Capital Management LLC. James Barrow owns 2,241,441 shares as of 06/30/2011, which accounts for 0.1287% of the $49.55 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. Mario Gabelli owns 43,000 shares as of 06/30/2011, which accounts for 0.0088% of the $13.9 billion portfolio of GAMCO Investors. John Keeley owns 1,333,300 shares as of 06/30/2011, which accounts for 0.6188% of the $6.13 billion portfolio of Keeley Fund Management.

Chairman and CEO Ronald M. Defeo bought 79 shares of TEX stock on 09/07/2011 at the average price of $14.5. Ronald M. Defeo owns at least 1,315,532 shares after this. The price of the stock has increased by 16.9% since. Other insiders have also increased their positions in the company.

Charles Schwab Corp. (SCHW): Down 27% Since Robert Olstein Bought in the Quarter Ended 2011-06-30

Robert Olstein added to his holdings in investment services company Charles Schwab Corp. by 11.11% during the quarter ended 06/30/2011. His purchase prices were between $15.78 and $18.72, with an estimated average price of $17.41. Since then the prices of Charles Schwab Corp. shares have declined by -27% from the estimated average. Robert Olstein owned 470,000 shares of as of 06/30/2011.

Charles Schwab Corp. provides a full-service investing experience to customers through a clicks and mortar multi-dimensional, five-channel offering of the Internet, branch offices, speech recognition, touch-tone telephone, e-mail and wireless technologies, multilingual and international services, and direct access to professionals day or night. Charles Schwab Corp. has a market cap of $15.31 billion; its shares were traded at around $12.66 with a P/E ratio of 18.6 and P/S ratio of 3.6. The dividend yield of Charles Schwab Corp. stocks is 1.9%. Charles Schwab Corp. had an annual average earnings growth of 9.3% over the past 10 years.

SCHW recently announced net income was $220 million for the third quarter of 2011, up 77% from $124 million for the year-earlier period. The company’s third quarter 2010 net income was $218 million prior to the inclusion of certain charges relating to its money market mutual funds and affinity credit card program. Net income for the nine months ended Sept. 30, 2011 was $701 million, up 109% year-over-year.

PRIMECAP Management bought 30,406,100 shares in the quarter that ended on 06/30/2011, which is 0.7216% of the $69.32 billion portfolio of PRIMECAP Management. Chris Davis owns 2,750,025 shares as of 06/30/2011, which accounts for 0.0812% of the $55.69 billion portfolio of Davis Selected Advisers. Ron Baron owns 12,084,810 shares as of 06/30/2011, which accounts for 1.1045% of the $18 billion portfolio of Baron Funds. Mario Gabelli owns 150,455 shares as of 06/30/2011, which accounts for 0.0178% of the $13.9 billion portfolio of GAMCO Investors.

Executive Vice President and CFO Joseph R. Martinetto sold 13,216 shares of SCHW stock on 08/30/2011 at the average price of $12.36. Joseph R. Martinetto owns at least 54,632 shares after this. The price of the stock has increased by 2.43% since.

EnerSys Inc. (ENS): Down 34% Since Paul Tudor Jones Bought in the Quarter Ended 2011-06-30

Paul Tudor Jones initiated holdings in Electrical Components & Equipment company Enersys Inc. during the quarter ended 06/30/2011. His purchase prices were between $31.25 and $40.01, with an estimated average price of $35. Since then the prices of EnerSys Inc. shares have declined by -34% from the estimated average. Paul Tudor Jones owned 11,000 shares of as of 06/30/2011.

EnerSys is a global leader in stored energy solutions for industrial applications. Enersys Inc. has a market cap of $1.16 billion; its shares were traded at around $23.19 with a P/E ratio of 8.5 and P/S ratio of 0.6. Enersys Inc. had an annual average earnings growth of 16.7% over the past 5 years.

Net earnings for the first quarter of fiscal 2012 were $33.5 million, or $0.66 per diluted share, including an unfavorable highlighted $0.02 per share impact from $0.3 million, $0.4 million pre-tax, charge for restructuring plans and $0.5 million, $0.7 million pre-tax, for fees related to acquisition activities.

David Dreman owns 1,184,058 shares as of 06/30/2011, which accounts for 0.7797% of the $5.23 billion portfolio of Dreman Value Management.

Senior Vice President Americas Todd M. Sechrist sold 2,067 shares of ENS stock on 06/06/2011 at the average price of 33.42. Todd M. Sechrist owns at least 27,840 shares after this. The price of the stock has decreased by 30.61% since.

Rating: 2.3/5 (3 votes)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide