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Weekly Guru Bargains Highlights: AWAY, MFC, ACI, CHK, CYOU

January 01, 2012 | About:
GuruCT

GuruCT

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

HomeAway Inc. (AWAY): Down 40% Since Ron Baron Bought In the Quarter Ended on 2011-09-30

Ron Baron initiated holdings in Hotels company Homeaway Inc. during the quarter ended 09/30/2011. His purchase prices were between $31.67 and $42.93, with an estimated average price of $38.91. Since then the prices of HomeAway Inc. shares have declined by -40% from the estimated average. Ron Baron owned 712,220 shares of as of 09/30/2011.

HomeAway, Inc. is engaged in providing online marketplace of vacation rentals accommodations. Homeaway Inc. has a market cap of $1.87 billion; its shares were traded at around $23.25 with and P/S ratio of 11.2.

HomeAway Inc. recently reported its third quarter 2011 results. Total revenue increased 36.9% to $61.1 million from $44.6 million in the third quarter of 2010. Growth in total revenue was driven by continued strength in renewal rates and increased revenue per listing from the prior year.

Ron Baron bought 712,220 shares in the quarter that ended on 09/30/2011, which is 0.1667% of the $14.37 billion portfolio of Baron Funds.

President and CEO Brian Sharples sold 200,000 shares of AWAY stock on 07/05/2011 at the average price of 25.11. Brian Sharples owns at least 403,000 shares after this. The price of the stock has decreased by 7.41% since. There are mixed trades from other insiders.

Manulife Financial Corp. (MFC): Down 25% Since Jeremy Grantham Bought In the Quarter Ended on 2011-09-30

Jeremy Grantham added to his holdings in Life Insurance company Manulife Financial Corp. by 47.33% during the quarter ended 09/30/2011. His purchase prices were between $11.13 and $17.79, with an estimated average price of $14.24. Since then the prices of Manulife Financial Corp. shares have declined by -25% from the estimated average. Jeremy Grantham owned 2,298,550 shares of as of 09/30/2011.

Manulife Financial Corporation is engaged in providing financial protection products and investment management services to individuals, families, businesses and groups in selected international markets. Manulife Financial Corp. has a market cap of $19.05 billion; its shares were traded at around $10.62 with a P/E ratio of 10 and P/S ratio of 0.5. The dividend yield of Manulife Financial Corp. stocks is 4.9%. Manulife Financial Corp. had an annual average earnings growth of 24.4% over the past 10 years. GuruFocus rated Manulife Financial Corp. the business predictability rank of 3-star.

Manulife Financial Corp. recently reported its third quarter 2011 results. The company reported a net loss attributed to shareholders of $1,277 million for the third quarter ended September 30, 2011, with strong operational results and continued progress on hedging being more than offset by reserve strengthening associated with annual actuarial basis changes and the substantial declines in equity markets and interest rate levels.

Jean-Marie Eveillard owns 942 shares as of 09/30/2011, which accounts for 0.0001% of the $20.08 billion portfolio of First Eagle Investment Management, LLC. Ray Dalio owns 159,916 shares as of 09/30/2011, a decrease of 20.68% of from the previous quarter. This position accounts for 0.028% of the $6.71 billion portfolio of Bridgewater Associates.

Arch Coal Inc. (ACI): Down 33% Since NWQ Managers Bought In the Quarter Ended on 2011-09-30

NWQ Managers initiated holdings in Coal company Arch Coal Inc. during the quarter ended 09/30/2011. His purchase prices were between $15.2 and $28.61, with an estimated average price of $21.67. Since then the prices of Arch Coal Inc. shares have declined by -33% from the estimated average. NWQ Managers owned 1,334,004 shares of as of 09/30/2011.

Arch Coal Inc. is engaged in the mining, processing and marketing of low-sulfur bituminous coal. Arch Coal Inc. has a market cap of $3.07 billion; its shares were traded at around $14.51 with a P/E ratio of 12 and P/S ratio of 1. The dividend yield of Arch Coal Inc. stocks is 3%. Arch Coal Inc. had an annual average earnings growth of 10.2% over the past 5 years.

Arch Coal recently reported net income of $19.1 million, or $0.09 per diluted share, in the third quarter of 2011 compared with net income of $46.7 million, or $0.29 per diluted share, in the third quarter of 2010.

NWQ Managers bought 1,334,004 shares in the quarter that ended on 09/30/2011, which is 0.1243% of the $14.89 billion portfolio of NWQ Investment Management Co. David Dreman owns 196,853 shares as of 09/30/2011, which accounts for 0.0718% of the $4 billion portfolio of Dreman Value Management.

Sr. V.P. and CFO John T. Drexler sold 2,074 shares of ACI stock on 12/27/2011 at the average price of 14.76. John T. Drexler owns at least 11,517 shares after this. The price of the stock has decreased by 1.69% since. Other insiders have increased their positions in the company.

Chesapeake Energy Corp. (CHK): Down 28% Since Pioneer Investments Bought In the Quarter Ended on 2011-09-30

Pioneer Investments added to his holdings in Exploration & Production company Chesapeake Energy Corp. by 37.83% during the quarter ended 09/30/2011. His purchase prices were between $26.04 and $34.39, with an estimated average price of $31.1. Since then the prices of Chesapeake Energy Corp. shares have declined by -28% from the estimated average. Pioneer Investments owned 540,300 shares of as of 09/30/2011.

Chesapeake Energy Corp. is an independent oil and gas company engaged in the development, exploration, acquisition and production of onshore natural gas and oil reserves. Chesapeake Energy Corp. has a market cap of $14.7 billion; its shares were traded at around $22.29 with a P/E ratio of 7.6 and P/S ratio of 1.6. The dividend yield of Chesapeake Energy Corp. stocks is 1.6%. Chesapeake Energy Corp. had an annual average earnings growth of 9.8% over the past 10 years.

Ruane Cunniff owns 2,608,685 shares as of 09/30/2011, an increase of 116.67% from the previous quarter. This position accounts for 0.6846% of the $9.74 billion portfolio of Ruane & Cunniff & Goldfarb. John Rogers owns 1,847,800 shares as of 09/30/2011, an increase of 15.3% from the previous quarter. This position accounts for 1.2539% of the $3.77 billion portfolio of Ariel Capital Management. T Boone Pickens owns 570,055 shares as of 09/30/2011, a decrease of 44.88% of from the previous quarter. This position accounts for 12.5914% of the $116 million portfolio of BP Capital.

Chairman & CEO Aubrey K Mcclendon bought 11,000 shares of CHK stock on 11/25/2011 at the average price of 22.76. Aubrey K Mcclendon owns at least 3,110,315 shares after this. The price of the stock has decreased by 2.07% since. Other insiders have also increased their positions in the company.

Changyou.com Ltd. (CYOU): Down 42% Since Bruce Kovner Bought In the Quarter Ended on 2011-09-30

Bruce Kovner added to his holdings in Toys company Changyou.com Ltd. by 154.1% during the quarter ended 09/30/2011. His purchase prices were between $26.98 and $51.83, with an estimated average price of $39.95. Since then the prices of Changyou.com Ltd. shares have declined by -42% from the estimated average. Bruce Kovner owned 29,224 shares of as of 09/30/2011.

Changyou.com Limited is a developer and operator of online games in China. Changyou.com Ltd. has a market cap of $1.2 billion; its shares were traded at around $23.05 with a P/E ratio of 6 and P/S ratio of 3.7.

Changyou.com Ltd. recently reported its third quarter 2011 results. Total revenues reached a record US$119.0 million and exceeded the high end of the Company's guidance by US$1.0 million. Total revenues increased 13% quarter-over-quarter and 39% year-over-year.

Ken Heebner owns 200,000 shares as of 09/30/2011, a decrease of 23.08% of from the previous quarter. This position accounts for 0.1185% of the $4.27 billion portfolio of Capital Growth Management LP.


Rating: 3.5/5 (15 votes)

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