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Weekly Guru Bargains Highlights: DNDN, AUQ, RFMD, PT, INFA

January 15, 2012 | About:

gurufocus

338 followers
Last week's top five guru bargain stocks were DNDN, AUQ, RFMD, PT and INFA. According to GuruFocus updates, these stocks have declined the most since gurus have bought.

Dendreon Corp. (DNDN): Down 35% Since Manning & Napier Advisors Inc Bought in the Quarter Ended on 2011-09-30

Manning & Napier Advisors Inc added to its holdings in biotechnology company Dendreon Corp. by 269.7% during the quarter ended 09/30/2011. Its purchase prices were between $9.12 and $41.64, with an estimated average price of $21.66. Since then the prices of Dendreon Corp. shares have declined by 35% from the estimated average. Manning & Napier Advisors Inc owned 896,570 shares of as of 09/30/2011.

Dendreon Corporation discovers and develops immunologically based therapeutic products for the treatment of cancer. Dendreon Corp. has a market cap of $2.09 billion; its shares were traded at around $14.03 with and P/S ratio of 43.49. Dendreon Corp. had an annual average earnings growth of 2.9% over the past 10 years.

Dendreon recently announced revenue for the fourth quarter ended Dec. 31, 2011, reporting gross product revenue of approximately $82 million. This represents approximately 25% growth over the third quarter ended Sept. 30, 2011, and approximately 230% growth compared to the fourth quarter ended Dec. 31, 2010.

PRIMECAP Management owns 8,280,160 shares as of 09/30/2011, which accounts for 0.1298% of the $57.41 billion portfolio of PRIMECAP Management. George Soros owns 612,500 shares as of 09/30/2011, which accounts for 0.0946% of the $5.83 billion portfolio of Soros Fund Management LLC. George Soros owns 185,000 shares as of 09/30/2011, a decrease of 92.85% of from the previous quarter. This position accounts for 0.0286% of the $5.83 billion portfolio of Soros Fund Management LLC.

Director Susan B. Bayh bought 20,000 shares of DNDN stock on 09/09/2011 at the average price of $11.05. Susan B. Bayh owns at least 40,757 shares after this. The price of the stock has increased by 26.97% since. Other insiders have decreased their positions in the company.

AuRico Gold (AUQ): Down 28% Since Steven Cohen Bought in the Quarter Ended on 2011-09-30

Steven Cohen initiated holdings in Gold Mining company Aurico Gold during the quarter ended 09/30/2011. His purchase prices were between $9.46 and $13.92, with an estimated average price of $11.94. Since then the prices of AuRico Gold shares have declined by 28% from the estimated average. Steven Cohen owned 180,381 shares of as of 09/30/2011.

AuRico Gold Inc. is an intermediate gold and silver producer. Aurico Gold has a market cap of $2.42 billion; its shares were traded at around $8.6 with a P/E ratio of 10.62 and P/S ratio of 10.16.

Aurico Gold recently reported its fourth quarter results. Production of 42,261 gold ounces and 1.1 million silver ounces, or 62,957 gold equivalent ounces using the actual gold equivalency ratio of 54:1 realized during the quarter.

Ray Dalio bought 221,200 shares in the quarter that ended on 09/30/2011, which is 0.033% of the $6.71 billion portfolio of Bridgewater Associates. George Soros owns 166,500 shares as of 09/30/2011, an increase of 29.47% from the previous quarter. This position accounts for 0.0268% of the $5.83 billion portfolio of Soros Fund Management LLC.

RF Micro Devices Inc. (RFMD): Down 25% Since Steven Cohen Bought in the Quarter Ended on 2011-09-30/

Steven Cohen added to his holdings in Semiconductors company Rf Micro Devices Inc. by 137.27% during the quarter ended 09/30/2011. His purchase prices were between $5.01 and $7.15, with an estimated average price of $6.24. Since then the prices of RF Micro Devices Inc. shares have declined by 25% from the estimated average. Steven Cohen owned 190,326 shares of as of 09/30/2011.

RF Micro Devices Inc. is a global leader in the design and manufacture of high-performance radio systems and solutions for applications that drive mobile communications. RF Micro Devices Inc. has a market cap of $1.3 billion; its shares were traded at around $4.69 with a P/E ratio of 13.03 and P/S ratio of 1.24.

RFMD's revenue for the December 2011 quarter was approximately $225 million. In RFMD's Cellular Products Group, revenue was approximately $179 million, as sales of 2G components to China-based customers for entry-level handsets were below expectations.

John Hussman bought 914,000 shares in the quarter that ended on 09/30/2011, which is 0.0921% of the $6.29 billion portfolio of Hussman Economtrics Advisors. Joel Greenblatt owns 88,572 shares as of 09/30/2011, a decrease of 67.94% of from the previous quarter. This position accounts for 0.0916% of the $614 million portfolio of Gotham Capital. George Soros sold out his holdings in the quarter that ended on 09/30/2011.

President and CEO Robert A. Bruggeworth sold 133,774 shares of RFMD stock on 09/16/2011 at the average price of 7. Robert A. Bruggeworth owns at least 1,347,483 shares after this. The price of the stock has decreased by 33% since. Other insiders have decreased their positions in the company.

Portugal Telecom SGPS S/A ADS (PT): Down 34% Since Bruce Kovner Bought in the Quarter Ended on 2011-09-30

Bruce Kovner initiated holdings in Fixed Line Telecommunications company Portugal Telecom Sgps SA Ads during the quarter ended 09/30/2011. His purchase prices were between $7.12 and $9.75, with an estimated average price of $8.32. Since then the prices of Portugal Telecom SGPS SA ADS shares have declined by -34% from the estimated average. Bruce Kovner owned 31,567 shares of as of 09/30/2011.

Portugal Telecom Group is the largest telecommunications and multimedia company in Portugal. Portugal Telecom Sgps SA Ads has a market cap of $4.72 billion; its shares were traded at around $5.49 with a P/E ratio of 9.31 and P/S ratio of 0.95. The dividend yield of Portugal Telecom Sgps SA Ads stocks is 16.24%. Portugal Telecom Sgps SA Ads had an annual average earnings growth of 5.3% over the past 10 years.

Mario Gabelli owns 94,000 shares as of 09/30/2011, which accounts for 0.0062% of the $10.95 billion portfolio of GAMCO Investors. John Hussman owns 45,000 shares as of 09/30/2011, which accounts for 0.0052% of the $6.29 billion portfolio of Hussman Economtrics Advisors. Charles Brandes owns 9,744,217 shares as of 09/30/2011, which accounts for 0.6538% of the $10.81 billion portfolio of Brandes Investment.

Informatica Corp. (INFA): Down 24% Since Jim Simons Bought in the Quarter Ended on 2011-09-30

Jim Simons added to his holdings in Software company Informatica Corp. by 2256.38% during the quarter ended 09/30/2011. His purchase prices were between $36.33 and $61.15, with an estimated average price of $47.07. Since then the prices of Informatica Corp. shares have declined by 24% from the estimated average. Jim Simons owned 586,738 shares of as of 09/30/2011.

Informatica Corp. is a provider of software solutions that help large companies deploy, manage, maintain and grow systems that enable more effective business decision making. Informatica Corp. has a market cap of $3.8 billion; its shares were traded at around $35.7 with a P/E ratio of 33.06 and P/S ratio of 5.84. Informatica Corp. had an annual average earnings growth of 33.2% over the past 5 years.

INFA recently reported its third quarter 2011 results. Total revenues for the third quarter of 2011 were $195.9 million, an increase of 21 percent from $161.3 million in the third quarter of 2010. License revenues were $83.7 million, an increase of 20 percent from $69.8 million in the third quarter of 2010.

CEO and president Sohaib Abbasi sold 22,600 shares of INFA stock on 11/16/2011 at the average price of $50. Sohaib Abbasi owns at least 360,597 shares after this. The price of the stock has decreased by 28.6% since. Other insiders have also decreased their positions in the company.

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gurufocus
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