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Weekly Guru Bargains Highlights: CRR, FSLR, BCPC, PPO, EXPE

gurufocus

gurufocus

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

Carbo Ceramics (CRR): Down 31% Since Jim Simons Bought In the Quarter Ended on 2011-12-31

Jim Simons added to his holdings in Oil Equipment & Services company Carbo Ceramics by 64.21% during the quarter ended 12/31/2011. His purchase prices were between $94.18 and $155.94, with an estimated average price of $130.61. Since then the prices of Carbo Ceramics shares have declined by -31% from the estimated average. Jim Simons owned 223,000 shares of as of 12/31/2011.

CARBO Ceramics Inc. is the world's largest producer and supplier of ceramicproppants for use in the hydraulic fracturing of natural gas and oil wells. Carbo Ceramics has a market cap of $2.07 billion; its shares were traded at around $89.48 with a P/E ratio of 15.95 and P/S ratio of 3.3. The dividend yield of Carbo Ceramics stocks is 1.07%. Carbo Ceramics had an annual average earnings growth of 16.2% over the past 10 years. GuruFocus rated Carbo Ceramics the business predictability rank of 5-star.

CRR recently reported net income of $33.1 million, or $1.43 per diluted share, on revenues of $158.1 million for the quarter ended December 31, 2011. President and CEO Gary Kolstad commented, “2011 was a record year for CARBO. Proppant volumes increased 19 percent year-over-year to 1.6 billion pounds. Revenues and net income increased 32 and 65 percent, respectively, year-over-year. We continued to focus on returning cash to our shareholders by increasing the quarterly dividend 20 percent. This marked the 11th consecutive year the Company has increased its dividend.

Ron Baron owns 2,300,230 shares as of 12/31/2011, an increase of 12.62% from the previous quarter. This position accounts for 1.8% of the $15.45 billion portfolio of Baron Funds.

Director Randy L Limbacher bought 2,000 shares of CRR stock on 02/27/2012 at the average price of 95.02. Randy L Limbacher owns at least 7,442 shares after this. The price of the stock has decreased by 5.83% since.

First Solar Inc (FSLR): Down 36% Since Paul Tudor Jones Bought In the Quarter Ended on 2011-12-31

Paul Tudor Jones added to his holdings in Electrical Components & Equipment company First Solar Inc by 34.41% during the quarter ended 12/31/2011. His purchase prices were between $30.5 and $64.73, with an estimated average price of $46.81. Since then the prices of First Solar Inc shares have declined by -36% from the estimated average. Paul Tudor Jones owned 12,500 shares of as of 12/31/2011.

FIRST SOLAR INC. manufactures solar modules with an advanced thin film semiconductor process that significantly lowers solar electricity costs. First Solar Inc has a market cap of $2.59 billion; its shares were traded at around $30.02 with a P/E ratio of 5.42 and P/S ratio of 0.94. First Solar Inc had an annual average earnings growth of 142.4% over the past 5 years.

Brian Rogers bought 500,000 shares in the quarter that ended on 12/31/2011, which is 0.082% of the $20.49 billion portfolio of T Rowe Price Equity Income Fund. Ruane Cunniff owns 987,205 shares as of 12/31/2011, which accounts for 0.29% of the $11.54 billion portfolio of Ruane & Cunniff & Goldfarb. John Hussman owns 567,000 shares as of 12/31/2011, which accounts for 0.31% of the $6.25 billion portfolio of Hussman Economtrics Advisors.

Balchem Cp Cl-B (BCPC): Down 30% Since Jim Simons Bought In the Quarter Ended on 2011-12-31

Jim Simons added to his holdings in Specialty Chemicals company Balchem Cp Cl-b by 74.25% during the quarter ended 12/31/2011. His purchase prices were between $34.75 and $42.32, with an estimated average price of $38.82. Since then the prices of Balchem Cp Cl-B shares have declined by -30% from the estimated average. Jim Simons owned 151,600 shares of as of 12/31/2011.

Balchem Corporation is engaged in the development, manufacture and marketing of specialty performance ingredients for the food, feed and medical sterilization industries. Balchem Cp Cl-b has a market cap of $792.07 million; its shares were traded at around $27.34 with a P/E ratio of 21.19 and P/S ratio of 2.71. The dividend yield of Balchem Cp Cl-b stocks is 0.66%. Balchem Cp Cl-b had an annual average earnings growth of 19.6% over the past 10 years. GuruFocus rated Balchem Cp Cl-b the business predictability rank of 4.5-star.

BCPC recently reported its fourth quarter results. Fourth quarter 2011 revenues were $69.7 million, effectively equal to the $69.8 million of the prior year comparable quarter, delivering an overall annual growth rate of 14.4% above the 2010 result.

President & CEO Dino A Rossi sold 36,000 shares of BCPC stock on 01/11/2012 at the average price of 41.53. Dino A Rossi owns at least 122,678 shares after this. The price of the stock has decreased by 34.17% since.

Polypore Intl (PPO): Down 22% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2011-12-31

Manning & Napier Advisors, Inc added to his holdings in Specialty Chemicals company Polypore Intl by 60.43% during the quarter ended 12/31/2011. His purchase prices were between $43.43 and $58.14, with an estimated average price of $51.27. Since then the prices of Polypore Intl shares have declined by -22% from the estimated average. Manning & Napier Advisors, Inc owned 239,940 shares of as of 12/31/2011.

Polypore, Inc., a subsidiary of Polypore International, Inc. Polypore Intl has a market cap of $1.85 billion; its shares were traded at around $39.78 with a P/E ratio of 17.92 and P/S ratio of 2.42. Polypore Intl had an annual average earnings growth of 12% over the past 5 years.

PPO recently reported its fourth quarter and full year 2011 results. Sales were $191.0 million, an increase of 13% compared with $169.5 million in the prior-year period. There was no significant effect of foreign currency translation in the quarter.

Ron Baron owns 2,278,456 shares as of 12/31/2011, which accounts for 0.65% of the $15.45 billion portfolio of Baron Funds.

Expedia Inc (EXPE): Down 36% Since Joel Greenblatt Bought In the Quarter Ended on 2011-12-31

Joel Greenblatt added to his holdings in Travel & Tourism company Expedia Inc by 171.54% during the quarter ended 12/31/2011. His purchase prices were between $27.89 and $58.42, with an estimated average price of $52.53. Since then the prices of Expedia Inc shares have declined by -36% from the estimated average. Joel Greenblatt owned 24,927 shares of as of 12/31/2011.

Expedia, Inc. is one of the world's travel services companies. Expedia Inc has a market cap of $4.5 billion; its shares were traded at around $33.64 with a P/E ratio of 9.78 and P/S ratio of 1.3. The dividend yield of Expedia Inc stocks is 1.66%. Expedia Inc had an annual average earnings growth of 4.1% over the past 5 years.

George Soros owns 320,210 shares as of 12/31/2011, an increase of 1469.66% from the previous quarter. This position accounts for 0.4% of the $2.31 billion portfolio of Soros Fund Management LLC. Joel Greenblatt owns 24,927 shares as of 12/31/2011, an increase of 171.54% from the previous quarter. This position accounts for 0.087% of the $829 million portfolio of Gotham Capital. Chris Davis owns 4,622,943 shares as of 12/31/2011, an increase of 26.68% from the previous quarter. This position accounts for 0.29% of the $45.78 billion portfolio of Davis Selected Advisers.

CEO Dara Khosrowshahi sold 32,014 shares of EXPE stock on 11/30/2011 at the average price of 54.92. Dara Khosrowshahi owns at least 251,842 shares after this. The price of the stock has decreased by 38.75% since.

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gurufocus
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