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Weekly Guru Bargains Highlights: BKD, AIG, ACOM, PCS, EDU

November 27, 2011 | About:
hyperman299

hyperman299

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

Brookdale Senior Living (BKD): Down 23% Since Arnold Schneider Bought In the Quarter Ended on 2011-09-30

Arnold Schneider added to his holdings in Health Care Providers company Brookdale Senior Living by 57.1% during the quarter ended 09/30/2011. His purchase prices were between $12.56 and $25.29, with an estimated average price of $17.78. Since then the prices of Brookdale Senior Living shares have declined by -23% from the estimated average. Arnold Schneider owned 1,129,327 shares of as of 09/30/2011.

Brookdale Senior Living Inc. is a owner and operator of senior living facilities throughout the United States. Brookdale Senior Living has a market cap of $1.67 billion; its shares were traded at around $13.65 with and P/S ratio of 0.8. Brookdale Senior Living had an annual average earnings growth of 2.2% over the past 5 years.

Brookdale Senior Living recently reported its third quarter 2011 results. Cash from facility operations was $65.6 million, a 9.9% increase from $59.7 million for the third quarter of 2010, excluding $5.5 million of integration and transaction-related costs in the third quarter of 2011.

Joel Greenblatt bought 23,372 shares in the quarter that ended on 09/30/2011, which is 0.0477% of the $614 million portfolio of Gotham Capital. Arnold Schneider owns 1,129,327 shares as of 09/30/2011, an increase of 57.1% from the previous quarter. This position accounts for 1.1348% of the $1.25 billion portfolio of Schneider Capital Management. Ron Baron owns 3,666,135 shares as of 09/30/2011, which accounts for 0.32% of the $14.37 billion portfolio of Baron Funds.

Director Frank M Bumstead bought 10,000 shares of BKD stock on 08/15/2011 at the average price of 14.85. Frank M Bumstead owns at least 68,444 shares after this. The price of the stock has decreased by 8.08% since. There are mixed trades from other insiders.

American International Group Inc. (AIG): Down 22% Since First Pacific Advisors Bought In the Quarter Ended on 2011-09-30

First Pacific Advisors added to his holdings in Full Line Insurance company American International Group Inc. by 148.21% during the quarter ended 09/30/2011. His purchase prices were between $21.61 and $30.21, with an estimated average price of $25.73. Since then the prices of American International Group Inc. shares have declined by -22% from the estimated average. First Pacific Advisors owned 2,980,520 shares of as of 09/30/2011.

American International Group, Inc., world leaders in insurance and financial services, is the international insurance organization with operations in more than one hundred thirty countries and jurisdictions. American International Group Inc. has a market cap of $38.09 billion; its shares were traded at around $20.07 with and P/S ratio of 0.6.

AIG recently reported a net loss attributable to AIG of $4.1 billion and an after-tax operating loss of $3.0 billion for the quarter ended September 30, 2011, compared with a net loss of $2.5 billion and an after-tax operating loss of $114 million for the third quarter of 2010.

HOTCHKIS & WILEY owns 4,574,849 shares as of 09/30/2011, an increase of 14.6% from the previous quarter. This position accounts for 0.7326% of the $13.71 billion portfolio of Hotchkis & Wliey Capital Management LLC. Richard Pzena owns 7,802,059 shares as of 09/30/2011, which accounts for 2.0305% of the $8.43 billion portfolio of Pzena Investment Management LLC. Donald Smith owns 710,235 shares as of 09/30/2011, which accounts for 0.5704% of the $2.73 billion portfolio of Donald Smith & Co.

irector Laurette T Koellner bought 13,500 shares of AIG stock on 11/18/2011 at the average price of 21.62. Laurette T Koellner owns at least 13,500 shares after this. The price of the stock has decreased by 7.17% since. There are mixed trades from other insiders.

Ancestry.com Inc. (ACOM): Down 35% Since RS Investment Management Bought In the Quarter Ended on 2011-09-30

RS Investment Management added to his holdings in Property & Casualty Insurance company Ancestry.com Inc. by 24.23% during the quarter ended 09/30/2011. His purchase prices were between $23.49 and $44.7, with an estimated average price of $34.26. Since then the prices of Ancestry.com Inc. shares have declined by -35% from the estimated average. RS Investment Management owned 559,780 shares of as of 09/30/2011.

Ancestry.com, Inc. is an online resource for family history. Ancestry.com Inc. has a market cap of $1.02 billion; its shares were traded at around $22.36 with a P/E ratio of 19 and P/S ratio of 3.4.

ACOM recently reported its third quarter 2011 results. Total revenues for the third quarter of 2011 were $103.1 million, an increase of 30.0% over $79.3 million in the third quarter of 2010, driven by growth in the company’s core web sites revenues of 32.1%.

Whitney Tilson bought 110,000 shares in the quarter that ended on 09/30/2011, which is 0.9438% of the $274 million portfolio of T2 Partners Management, LP.

CFO Howard Hochhauser sold 7,000 shares of ACOM stock on 11/15/2011 at the average price of 24.08. The price of the stock has decreased by 7.14% since.

MetroPCS Communications (PCS): Down 40% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30

Steven Cohen added to his holdings in Mobile Telecommunications company Metropcs Communications by 153.96% during the quarter ended 09/30/2011. His purchase prices were between $8.9 and $17.47, with an estimated average price of $12.51. Since then the prices of MetroPCS Communications shares have declined by -40% from the estimated average. Steven Cohen owned 91,820 shares of as of 09/30/2011.

MetroPCS Communications provides wireless communications services. Metropcs Communications has a market cap of $2.72 billion; its shares were traded at around $7.51 with a P/E ratio of 9.5 and P/S ratio of 0.7. Metropcs Communications had an annual average earnings growth of 10.4% over the past 5 years.

Metro PCS recently announced financial and operational results for the quarter ended June 30, 2011. MetroPCS reported growth in quarterly Adjusted EBITDA of approximately 11% over the second quarter 2010 and finished the second quarter 2011 with approximately 9.1 million subscribers.

George Soros owns 180,000 shares as of 09/30/2011, an increase of 16.13% from the previous quarter. This position accounts for 0.0269% of the $5.83 billion portfolio of Soros Fund Management LLC. Wilbur Ross owns 100,000 shares as of 09/30/2011, which accounts for 0.0858% of the $1.02 billion portfolio of Invesco Private Capital.

CEO Roger D Linquist sold 47,500 shares of PCS stock on 07/28/2011 at the average price of 16.4. Roger D Linquist owns at least 13,817,754 shares after this. The price of the stock has decreased by 54.21% since. Other insiders have also decreased their positions in the company.

New Oriental Education & Technology Group (EDU): Down 21% Since Jeremy Grantham Bought In the Quarter Ended on 2011-09-30

Jeremy Grantham initiated holdings in Specialized Consumer Services company New Oriental Education & Technology Group during the quarter ended 09/30/2011. His purchase prices were between $24.36 and $33.7, with an estimated average price of $29.84. Since then the prices of New Oriental Education & Technology Group shares have declined by -21% from the estimated average. Jeremy Grantham owned 222,600 shares of as of 09/30/2011.

New Oriental is the largest provider of private educational services in China based on the number of program offerings, total student enrollments and geographic presence. New Oriental Education & Technology Group has a market cap of $3.72 billion; its shares were traded at around $23.46 with a P/E ratio of 27.7 and P/S ratio of 6.7. New Oriental Education & Technology Group had an annual average earnings growth of 34.6% over the past 5 years.

EDU recently reported its third quarter 2011 results. Total net revenues increased by 41.4% year-over-year to US$272.0 million from US$192.3 million in the same period of the prior fiscal year.

Robert Karr owns 5,714,836 shares as of 09/30/2011, which accounts for 27.9476% of the $470 million portfolio of Joho Capital. Steve Mandel owns 6,726,851 shares as of 09/30/2011, which accounts for 1.2597% of the $12.27 billion portfolio of Lone Pine Capital.


Rating: 2.8/5 (12 votes)

Comments

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