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Weekly Guru Bargains Highlights: UPL, YNDX, NFX, AUQ, CEL

February 19, 2012 | About:
GuruFocus

GuruFocus

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

Ultra Petroleum Corp. (UPL): Down 38% Since Ruane Cunniff Bought In the Quarter Ended on 2011-09-30

Ruane Cunniff added to his holdings in Exploration & Production company Ultra Petroleum Corp. by 67.03% during the quarter ended 09/30/2011. His purchase prices were between $28.51 and $47.34, with an estimated average price of $38.5. Since then the prices of Ultra Petroleum Corp. shares have declined by -38% from the estimated average. Ruane Cunniff owned 501,940 shares of as of 09/30/2011.

Ultra Petroleum is an independent, exploration and production company focused on developing its long life natural gas reserves in the Green River Basin of Wyoming, and oil reserves in Bohai Bay, offshore China. Ultra Petroleum Corp. has a market cap of $3.6 billion; its shares were traded at around $23.92 with a P/E ratio of 9.6 and P/S ratio of 3.7.

Ultra Petroleum recently reported operating cash flow of $251.4 million, or $1.63 per diluted share for the fourth quarter, increasing 27 percent from prior year levels of $198.7 million, or $1.29 per diluted share. The company recognized $69.6 million, or $0.45 per diluted share in realized gains to cash flow, as a result of the company's commodity price hedges during the quarter.

Ron Baron bought 7,000 shares in the quarter that ended on 12/31/2011, which is 0.0013% of the $15.45 billion portfolio of Baron Funds. Private Capital owns 707,844 shares as of 12/31/2011, which accounts for 1.6% of the $1.33 billion portfolio of Private Capital Management. David Dreman owns 168,007 shares as of 12/31/2011, which accounts for 0.11% of the $4.42 billion portfolio of Dreman Value Management. Richard Aster Jr owns 303,700 shares as of 12/31/2011, which accounts for 0.29% of the $3.08 billion portfolio of Meridian Fund. Ruane Cunniff owns 501,940 shares as of 12/31/2011, which accounts for 0.13% of the $11.54 billion portfolio of Ruane & Cunniff & Goldfarb. Mario Gabelli owns 11,770 shares as of 12/31/2011, which accounts for 0.0028% of the $12.57 billion portfolio of GAMCO Investors.

Yandex N.V. (YNDX): Down 29% Since John Griffin Bought In the Quarter Ended on 2011-09-30

John Griffin added to his holdings in Internet company Yandex N.v. by 41.38% during the quarter ended 09/30/2011. His purchase prices were between $22.6 and $38.51, with an estimated average price of $31.28. Since then the prices of Yandex N.V. shares have declined by -29% from the estimated average. John Griffin owned 1,640,000 shares of as of 09/30/2011.

Yandex N.V. operates an Internet search website in Russia. Yandex N.v. has a market cap of $3.02 billion; its shares were traded at around $22.06 with a P/E ratio of 41.7 and P/S ratio of 7.3.

Yandex recently reported its third quarter 2011 results. The company announced revenues of RUR 5.2 billion ($161.9 million), up 65% compared with Q3 2010.

John Griffin owns 1,640,000 shares as of 12/31/2011, which accounts for 0.61% of the $5.3 billion portfolio of Blue Ridge Capital. Steve Mandel owns 637,699 shares as of 12/31/2011, a decrease of 48.74% of from the previous quarter. This position accounts for 0.09% of the $13.95 billion portfolio of Lone Pine Capital.

Newfield Exploration Company (NFX): Down 25% Since Paul Tudor Jones Bought In the Quarter Ended on 2011-09-30

Paul Tudor Jones added to his holdings in Exploration & Production company Newfield Exploration Company by 24.44% during the quarter ended 09/30/2011. His purchase prices were between $40.32 and $72.91, with an estimated average price of $56.15. Since then the prices of Newfield Exploration Company shares have declined by -25% from the estimated average. Paul Tudor Jones owned 162,400 shares of as of 09/30/2011.

Newfield Exploration Company explores, develops and acquires oil and natural gas properties primarily in the Gulf of Mexico. Newfield Exploration Company has a market cap of $5.14 billion; its shares were traded at around $42 with a P/E ratio of 9.1 and P/S ratio of 2.7. Newfield Exploration Company had an annual average earnings growth of 5.4% over the past 10 years.

For the third quarter of 2011, Newfield recorded net income of $269 million, or $1.99 per diluted share . Net income for the third quarter includes a net unrealized gain on commodity derivatives of $201 million ($129 million after-tax), or $0.95 per share.

Ken Fisher owns 108,088 shares as of 12/31/2011, an increase of 11.86% from the previous quarter. This position accounts for 0.012% of the $33.5 billion portfolio of Fisher Asset Management, LLC. Robert Rodriguez owns 633,300 shares as of 12/31/2011, which accounts for 3.2% of the $796 million portfolio of FPA Capital.

Director Philip Burguieres sold 500 shares of NFX stock on 09/01/2011 at the average price of 51.62. Philip Burguieres owns at least 26,098 shares after this. The price of the stock has decreased by 18.64% since.

Aurico Gold Inc. (AUQ): Down 25% 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 A shares have declined by -25% 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 $2.52 billion; its shares were traded at around $8.93 with a P/E ratio of 11.1 and P/S ratio of 10.6.

NWQ Managers bought 7,490,363 shares in the quarter that ended on 12/31/2011, which is 0.41% of the $15.4 billion portfolio of NWQ Investment Management Co. David Dreman owns 3,175,421 shares as of 12/31/2011, an increase of 40.51% from the previous quarter. This position accounts for 0.58% of the $4.42 billion portfolio of Dreman Value Management.

Cellcom Israel Ltd. (CEL): Down 38% Since Bruce Kovner Bought In the Quarter Ended on 2011-09-30

Bruce Kovner added to his holdings in Mobile Telecommunications company Cellcom Israel Ltd. by 37.33% during the quarter ended 09/30/2011. His purchase prices were between $20.09 and $28.22, with an estimated average price of $23.44. Since then the prices of Cellcom Israel Ltd. shares have declined by -38% from the estimated average. Bruce Kovner owned 12,570 shares of as of 09/30/2011.

CEL recently reported its third quarter 2011 results. Commenting on the results, Amos Shapira, Chief Executive Officer said, "In the third quarter of 2011, we continued to see the impact of the regulatory changes, which came into effect at the beginning of the year, on our Company's results, as previously expected and reported.”

CELLCOM ISRAEL LTD is the Israeli cellular provider. Cellcom Israel Ltd. has a market cap of $1.51 billion; its shares were traded at around $14.53 with a P/E ratio of 4.7 and P/S ratio of 0.8. The dividend yield of Cellcom Israel Ltd. stocks is 13.5%.

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