Weekly Guru Bargains Highlights: GEN, AIXG, SLT, SOHU, ECA

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Feb 27, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Genon Energy (GEN, Financial): Down 27% Since Donald Smith Bought in the Quarter Ended on 09/30/2011


Donald Smith added to his holdings in Electricity company Genon Energy by 5.7% during the quarter ended 09/30/2011. His purchase prices were between $2.79 and $4.13, with an estimated average price of $3.39. Since then the prices of Genon Energy shares have declined by -27% from the estimated average. Donald Smith owned 27,540,171 shares of as of 09/30/2011.


GenOn Energy Inc., formerly known as RRI Energy Inc., is engaged in providing energy, capacity, ancillary and other energy services to wholesale customers in power generation markets in the U.S. Genon Energy has a market cap of $1.91 billion; its shares were traded at around $2.48 with and P/S ratio of 0.84.


Donald Smith owns 30,683,532 shares as of 12/31/2011, an increase of 11.41% from the previous quarter. This position accounts for 2.5% of the $3.23 billion portfolio of Donald Smith & Co. Mario Gabelli owns 17,354 shares as of 12/31/2011, which accounts for less than 0.01% of the $12.57 billion portfolio of GAMCO Investors. Arnold Schneider owns 5,869,003 shares as of 12/31/2011, a decrease of 27.79% of from the previous quarter. This position accounts for 1.3% of the $1.14 billion portfolio of Schneider Capital Management.


Director Robert C. Murray bought 15,000 shares of GEN stock on 08/31/2011 at the average price of $3.06. Robert C. Murray owns at least 92,405 shares after this. The price of the stock has decreased by 18.95% since.


Aixtron Ag-Adr (AIXG, Financial): Down 27% Since Jim Simons Bought in the Quarter Ended on 2011-09-30


Jim Simons initiated holdings in Semiconductors company Aixtron Ag-adr 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 Ag-Adr shares have declined by -27% from the estimated average. Jim Simons owned 221,600 shares of as of 09/30/2011.


Aixtron Ag-Adr is a provider of deposition equipment to the semiconductor industry. Aixtron Ag-adr has a market cap of $1.74 billion; its shares were traded at around $17.12 with a P/E ratio of 8.39 and P/S ratio of 1.67. The dividend yield of Aixtron Ag-adr stocks is 6.98%.


Joel Greenblatt bought 12,121 shares in the quarter that ended on 12/31/2011, which is 0.019% of the $829 million portfolio of Gotham Capital.


Sterlite Indust (SLT, Financial): Down 22% Since Steven Cohen Bought in the Quarter Ended on 2011-09-30


Steven Cohen added to his holdings in Nonferrous Metals company Sterlite Indust by 185.42% during the quarter ended 09/30/2011. His purchase prices were between $9.72 and $15.48, with an estimated average price of $12.56. Since then the prices of Sterlite Indust shares have declined by -22% from the estimated average. Steven Cohen owned 32,013 shares of as of 09/30/2011.


Sterlite Industries Ltd. is a producer of copper in India. Sterlite Indust has a market cap of $32.87 billion; its shares were traded at around $9.78 with a P/E ratio of 13.97 and P/S ratio of 4.92. The dividend yield of Sterlite Indust stocks is 1.47%.


Sterlite Industries recently reported its unaudited consolidated financial results for the quarter and nine months ended Dec. 31, 2011. The company announced that for the fourth quarter of 2011, net sales from operations were a reported 10,246.18 crore.


Ken Fisher owns 359,400 shares as of 12/31/2011, which accounts for 0.0074% of the $33.5 billion portfolio of Fisher Asset Management LLC.


Sohu.Com Inc(SOHU, Financial): Down 35% Since John Hussman Bought in the Quarter Ended on 2011-09-30


John Hussman initiated holdings in Internet company Sohu.com Inc. during the quarter ended 09/30/2011. His purchase prices were between $50.62 and $90.1, with an estimated average price of $75.35. Since then the prices of Sohu.Com Inc. shares have declined by -35% from the estimated average. John Hussman owned 361,000 shares of as of 09/30/2011.


Sohu.com Inc. is a Internet portal in China in terms of brand recognition, page views and registered users. Sohu.com Inc. has a market cap of $1.86 billion; its shares were traded at around $48.92 with a P/E ratio of 10.63 and P/S ratio of 2.19. Sohu.com Inc. had an annual average earnings growth of 64.9% over the past five years.


SOHU recently reported its fourth quarter 2011 results. Total revenues for the fourth quarter of 2011 were US$246 million, up 42% year-over-year and 6% quarter-over-quarter. Total online advertising revenues for the fourth quarter of 2011 were US$101 million, up 51% year-over-year and 6% quarter-over-quarter.


George Soros bought 40,000 shares in the quarter that ended on 12/31/2011, which is 0.087% of the $2.31 billion portfolio of Soros Fund Management LLC. Ruane Cunniff bought 100,000 shares in the quarter that ended on 12/31/2011, which is 0.043% of the $11.54 billion portfolio of Ruane & Cunniff & Goldfarb. Ken Heebner sold out his holdings in the quarter that ended on 12/31/2011.


Chief Marketing Officer Xin Wang sold 6,250 shares of SOHU stock on 09/12/2011 at the average price of $74.44. Xin Wang owns at least 30,000 shares after this. The price of the stock has decreased by 34.28% since.


EnCana Corp (ECA, Financial): Down 25% Since George Soros Bought in the Quarter Ended on 2011-09-30


George Soros initiated holdings in Integrated Oil & Gas company EnCana Corp. during the quarter ended 09/30/2011. His purchase prices were between $19.59 and $31.55, with an estimated average price of $26.08. Since then the prices of EnCana Corp. shares have declined by -25% from the estimated average. George Soros owned 22,300 shares of as of 09/30/2011.


EnCana Corporation is one of the world's largest independent natural gas producers and gas storage operators. EnCana Corp has a market cap of $14.48 billion; its shares were traded at around $19.69 with a P/E ratio of 29.83 and P/S ratio of 1.71. The dividend yield of EnCana Corp. stocks is 4.06%. EnCana Corp. had an annual average earnings growth of 15.2% over the past 10 years.


Encana recently reported that it achieved its core 2011 financial and operating targets, generating cash flow of US$4.2 billion, or $5.66 per share, and total production of 3.5 billion cubic feet equivalent per day, a 5% increase from 2010. Operating earnings were $398 million, or 54 cents per share.


Ray Dalio owns 110,600 shares as of 12/31/2011, an increase of 668.06% from the previous quarter. This position accounts for 0.035% of the $5.97 billion portfolio of Bridgewater Associates. Bill Nygren owns 2,690,000 shares as of 09/30/2011, an increase of 42.33% from the previous quarter. This position accounts for 1.2% of the $4.3 billion portfolio of Oak Mark Fund. George Soros sold out his holdings in the quarter that ended on 12/31/2011.