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Weekly Guru Bargains Highlights: YOKU, FMCN, VECO, ACH, AIXG

January 22, 2012 | About:

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

Youku (NYSE:YOKU): Down 23% Since Lee Ainslie Bought In the Quarter Ended on 2011-09-30

Lee Ainslie added to his holdings in Internet company Youku by 5.41% during the quarter ended 09/30/2011. His purchase prices were between $14.31 and $38.59, with an estimated average price of $27.1. Since then the prices of Youku shares have declined by -23% from the estimated average. Lee Ainslie owned 9,273,198 shares of as of 09/30/2011.

Youku.com operates as the provider of video content through its internet television platform in China. Youku has a market cap of $1.62 billion; its shares were traded at around $20.97 with and P/S ratio of 27.6.

Youku recently reported its third quarter 2011 results. Net revenues were RMB262.5 million, a 129% increase from the corresponding period in 2010, exceeding the high end of the Company's guidance by 4%. Gross profit was RMB67.8 million, a 330% increase from the corresponding period in 2010.

John Griffin owns 3,430,000 shares as of 09/30/2011, an increase of 281.11% from the previous quarter. This position accounts for 1.1435% of the $4.91 billion portfolio of Blue Ridge Capital.

Lee Ainslie owns 9,273,198 shares as of 09/30/2011, which accounts for 2.1179% of the $7.16 billion portfolio of Maverick Capital. Chris Davis owns 458,280 shares as of 09/30/2011, which accounts for 0.017% of the $44.11 billion portfolio of Davis Selected Advisers. George Soros sold out his holdings in the quarter that ended on 09/30/2011.

Focus Media Holding Ltd. (NASDAQ:FMCN): Down 34% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30

Steven Cohen added to his holdings in Media Agencies company Focus Media Holding Ltd. by 294.24% during the quarter ended 09/30/2011. His purchase prices were between $20.36 and $33.58, with an estimated average price of $30.4. Since then the prices of Focus Media Holding Ltd. shares have declined by -34% from the estimated average. Steven Cohen owned 86,556 shares of as of 09/30/2011.

Focus Media operates the largest out-of-home advertising network in China using audiovisual plat-panel displays based on the number of locations and number of displays in its network. Focus Media Holding Ltd. has a market cap of $2.9 billion; its shares were traded at around $20.02 with a P/E ratio of 14.6 and P/S ratio of 5.7.

Focus Media Holding recently reported its third quarter 2011 results. Net revenue from the traditional outdoor billboard network for the third quarter of 2011 was $14.6 million, which exceeded by approximately 22% the midpoint of the Company's guidance of $11-13 million. This represented year-on-year growth of 64% from $8.9 million for the third quarter of 2010 and quarter-on-quarter growth of 13% from $12.9 million for the second quarter of 2011.

George Soros owns 248,000 shares as of 09/30/2011, an increase of 96.67% from the previous quarter. This position accounts for 0.0716% of the $5.83 billion portfolio of Soros Fund Management LLC.

Veeco Instruments Inc. (NASDAQ:VECO): Down 27% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30

Steven Cohen added to his holdings in Electronic Equipment company Veeco Instruments Inc. by 140.13% during the quarter ended 09/30/2011. His purchase prices were between $26.94 and $47.21, with an estimated average price of $36.1. Since then the prices of Veeco Instruments Inc. shares have declined by -27% from the estimated average. Steven Cohen owned 110,555 shares of as of 09/30/2011.

Veeco Instruments designs, manufactures, markets and services a broad line of precision beam etching and surface measurement systems used in the manufacture of microelectronic products. Veeco Instruments Inc. has a market cap of $1.02 billion; its shares were traded at around $26.35 with a P/E ratio of 4.7 and P/S ratio of 1.1.

Veeco's fourth quarter 2011 revenue is currently forecasted to be between $175 million and $215 million. Earnings per share are currently forecasted to be between $0.46 to $0.78 on a GAAP basis, and $0.54 to $0.86 on a non-GAAP basis.

Robert Rodriguez bought 225,700 shares in the quarter that ended on 09/30/2011, which is 0.7711% of the $714 million portfolio of FPA Capital. Joel Greenblatt owns 228,522 shares as of 09/30/2011, an increase of 24.61% from the previous quarter. This position accounts for 0.9085% of the $614 million portfolio of Gotham Capital. Ronald Muhlenkamp sold out his holdings in the quarter that ended on 09/30/2011.

EVP, M&I Mark Robert Munch sold 2,761 shares of VECO stock on 02/19/2020 at the average price of 37.65. Mark Robert Munch owns at least 47,188 shares after this. The price of the stock has decreased by 30.01% since.

Aluminum Corp. of China ADS (NYSE:ACH): Down 25% Since Bruce Kovner Bought In the Quarter Ended on 2011-09-30

Bruce Kovner initiated holdings in Aluminum company Aluminum Corp. Of China Ads during the quarter ended 09/30/2011. His purchase prices were between $11.5 and $21.94, with an estimated average price of $17.27. Since then the prices of Aluminum Corp. of China ADS shares have declined by -25% from the estimated average. Bruce Kovner owned 19,963 shares of as of 09/30/2011.

Aluminum Corp of China Ltd's principal activity is the production and distribution of alumina and primary aluminum. Aluminum Corp. Of China Ads has a market cap of $2.04 billion; its shares were traded at around $12.93 with a P/E ratio of 76.1 and P/S ratio of 0.1. The dividend yield of Aluminum Corp. Of China Ads stocks is 0.3%.

Aixtron SE (NASDAQ:AIXG): Down 34% Since Chuck Royce Bought In the Quarter Ended on 2011-09-30

Chuck Royce added to his holdings in Semiconductors company Aixtron Se by 46.07% during the quarter ended 09/30/2011. His purchase prices were between $15.11 and $33.24, with an estimated average price of $23.43. Since then the prices of Aixtron SE shares have declined by -34% from the estimated average. Chuck Royce owned 3,079,301 shares of as of 09/30/2011.

AIXTRON AG is a provider of deposition equipment to the semiconductor industry. Aixtron Se has a market cap of $1.58 billion; its shares were traded at around $15.52 with a P/E ratio of 7.6 and P/S ratio of 1.5. The dividend yield of Aixtron Se stocks is 7.7%.


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