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Weekly Guru Bargains Highlights: MWW, HL, CTRP, LYG, CREE

December 23, 2011 | About:
GuruFocus

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

Monster Worldwide Inc. (MWW): Down 23% Since Paul Tudor Jones Bought In the Quarter Ended on 2011-09-30

Paul Tudor Jones initiated holdings in Business Support Services company Monster Worldwide Inc. during the quarter ended 09/30/2011. His purchase prices were between $7.22 and $15.13, with an estimated average price of $10.2. Since then the prices of Monster Worldwide Inc. shares have declined by -23% from the estimated average. Paul Tudor Jones owned 17,400 shares of as of 09/30/2011.

Monster Worldwide, Inc is the online recruitment leader and the parent company of Monster, the global careers website. Monster Worldwide Inc. has a market cap of $1.02 billion; its shares were traded at around $7.89 with a P/E ratio of 23.9 and P/S ratio of 1.1.

MWW recently reported its third quarter results. Revenue was $259 million. This compares to third quarter 2010 GAAP revenue of $229 million, which included $14 million of revenue from the arbitrage lead generation business. Excluding this portion of the IAF business from third quarter 2010 results, revenue increased 20% from $217 million on a non-GAAP basis.

Ray Dalio owns 1,597,390 shares as of 09/30/2011, an increase of 856.49% from the previous quarter. This position accounts for 0.17% of the $6.71 billion portfolio of Bridgewater Associates. PRIMECAP Management owns 486,000 shares as of 09/30/2011, which accounts for 0.0061% of the $57.41 billion portfolio of PRIMECAP Management. Mario Gabelli owns 55,000 shares as of 09/30/2011, which accounts for 0.0036% of the $10.95 billion portfolio of GAMCO Investors.

Chairman, President and CEO Salvatore Iannuzzi bought 50,000 shares of MWW stock on 08/30/2011 at the average price of 8.17. Salvatore Iannuzzi owns at least 1,460,686 shares after this. The price of the stock has decreased by 3.43% since. Other insiders have also increased their positions in the company.

Hecla Mining Co. (HL): Down 26% Since George Soros Bought In the Quarter Ended on 2011-09-30

George Soros added to his holdings in Gold Mining company Hecla Mining Co. by 45.71% during the quarter ended 09/30/2011. His purchase prices were between $5.43 and $8.45, with an estimated average price of $7.51. Since then the prices of Hecla Mining Co. shares have declined by -26% from the estimated average. George Soros owned 83,200 shares of as of 09/30/2011.

Hecla Mining Company is principally engaged in the exploration, development and mining of precious and nonferrous metals, including gold, silver, lead, zinc and certain industrial minerals. Hecla Mining Co. has a market cap of $1.55 billion; its shares were traded at around $5.53 with a P/E ratio of 11.6 and P/S ratio of 3.7. The dividend yield of Hecla Mining Co. stocks is 1.4%.

George Soros owns 83,200 shares as of 09/30/2011, an increase of 45.71% from the previous quarter. This position accounts for 0.0077% of the $5.83 billion portfolio of Soros Fund Management LLC.

President & CEO Phillips S Jr Baker bought 33,000 shares of HL stock on 08/15/2011 at the average price of 7.36. Phillips S Jr Baker owns at least 891,172 shares after this. The price of the stock has decreased by 24.86% since. There are mixed trades from other insiders.

Ctrip.com International Ltd. (CTRP): Down 41% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30

Steven Cohen initiated holdings in Specialized Consumer Services company Ctrip.com International Ltd. during the quarter ended 09/30/2011. His purchase prices were between $32.7 and $46.75, with an estimated average price of $40.51. Since then the prices of Ctrip.com International Ltd. shares have declined by -41% from the estimated average. Steven Cohen owned 20,617 shares of as of 09/30/2011.

Ctrip.com International, Ltd. is a travel service provider of hotel accommodations, airline tickets and packaged-tours in China. Ctrip.com International Ltd. has a market cap of $3.42 billion; its shares were traded at around $23.82 with a P/E ratio of 20.9 and P/S ratio of 7.8. Ctrip.com International Ltd. had an annual average earnings growth of 14.7% over the past 10 years.

Steve Mandel owns 8,596,005 shares as of 09/30/2011, which accounts for 2.2534% of the $12.27 billion portfolio of Lone Pine Capital. George Soros sold out his holdings in the quarter that ended on 09/30/2011.

Lloyds Banking Group PLC ADS (LYG): Down 33% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30

Steven Cohen initiated holdings in Banks company Lloyds Banking Group Plc Ads during the quarter ended 09/30/2011. His purchase prices were between $1.84 and $3.08, with an estimated average price of $2.37. Since then the prices of Lloyds Banking Group PLC ADS shares have declined by -33% from the estimated average. Steven Cohen owned 11,212 shares of as of 09/30/2011.

Lloyds Banking Group plc, formerly Lloyds TSB Group plc, is a United Kingdom-based financial services company, whose businesses provide a range of banking and financial services in the United Kingdom and a limited number of locations overseas. Lloyds Banking Group Plc Ads has a market cap of $2.71 billion; its shares were traded at around $1.58 .

Cree Inc. (CREE): Down 31% Since RS Investment Management Bought In the Quarter Ended on 2011-09-30

RS Investment Management added to his holdings in Semiconductors company Cree Inc. by 252.74% during the quarter ended 09/30/2011. His purchase prices were between $26.65 and $37.11, with an estimated average price of $31.64. Since then the prices of Cree Inc. shares have declined by -31% from the estimated average. RS Investment Management owned 774,160 shares of as of 09/30/2011.

Cree, Inc. is a market-innovator and manufacturer of semiconductors that enhance the value of solid-state lighting, power and communications products by significantly increasing their energy performance and efficiency. Cree Inc. has a market cap of $2.54 billion; its shares were traded at around $21.94 with a P/E ratio of 21.3 and P/S ratio of 2.5. Cree Inc. had an annual average earnings growth of 13.8% over the past 10 years. GuruFocus rated Cree Inc. the business predictability rank of 2.5-star.

Cree recently announced revenue of $269.0 million for its first quarter of fiscal 2012, ended September 25, 2011. This represents a 0.2% increase compared to revenue of $268.4 million reported for the first fiscal quarter last year and a 11% increase compared to the fourth quarter of fiscal 2011.

_PRIMECAP Management owns 8,682,407 shares as of 09/30/2011, which accounts for 0.3929% of the $57.41 billion portfolio of PRIMECAP Management.

Director Harvey A Wagner sold 16,000 shares of CREE stock on 08/31/2011 at the average price of 32.12. Harvey A Wagner owns at least 24,000 shares after this. The price of the stock has decreased by 31.69% since.


Rating: 2.3/5 (13 votes)

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