Weekly Guru Bargains Highlights: CEL, ITT, BBG, NIHD, ACI

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Mar 12, 2012
According to GuruFocus updates, these stocks have declined the most since gurus have bought.


Cellcom Israel (CEL, Financial): Down 34% Since Bruce Kovner Bought in the Quarter Ended on 2011-12-31


Bruce Kovner added to his holdings in Mobile Telecommunications company Cellcom Israel by 457.94% during the quarter ended 12/31/2011. His purchase prices were between $16.14 and $22.75, with an estimated average price of $19.20. Since then the prices of Cellcom Israel shares have declined by -34% from the estimated average. Bruce Kovner owned 70,133 shares of as of 12/31/2011.


Cellcom Israel is the Israeli cellular provider. Cellcom Israel has a market cap of $1.25 billion; its shares were traded at around $12.59 with a P/E ratio of 5.36 and P/S ratio of 0.67. The dividend yield of Cellcom Israel stocks is 16.2%.


CEL recently reported its financial results for the fourth quarter and full year ended Dec. 31, 2011. Revenues for the fourth quarter and full year 2011 totaled NIS 1,665 million ($436 million) and NIS 6,506 million ($1,703 million), respectively.


ITT Corp. (ITT, Financial): Down 48% Since Bruce Kovner Boughtin the Quarter Ended on 2011-12-31


Bruce Kovner initiated holdings in diversified industrials company ITT Corp. during the quarter ended 12/31/2011. His purchase prices were between $18.8 and $91.84, with an estimated average price of $43.6. Since then the prices of ITT Corp. shares have declined by -48% from the estimated average. Bruce Kovner owned 245,834 shares of as of 12/31/2011.


ITT Corporation supplies advanced technology products and services in several growth markets. ITT Corp. has a market cap of $2.12 billion; its shares were traded at around $22.88 with a P/E ratio of 3.26 and P/S ratio of 1. The dividend yield of ITT Corp. stocks is 1.59%. ITT Corp. had an annual average earnings growth of 8.4% over the past 10 years. GuruFocus rated ITT Corp. the business predictability rank of 4-star.


ITT Corp. recently reported its first quarter dividend for 2012. The company declared a cash dividend of 9.1 cents per share for the first quarter of 2012, which will be payable April 1, 2012.


David Dreman bought 1,531,519 shares in the quarter that ended on 12/31/2011, which is 0.67% of the $4.42 billion portfolio of Dreman Value Management. Michael Price owns 407,550 shares as of 12/31/2011, which accounts for 1.3% of the $618 million portfolio of MFP Investors LLC. Mario Gabelli owns 1,250,381 shares as of 12/31/2011, which accounts for 0.19% of the $12.57 billion portfolio of GAMCO Investors. Brian Rogers owns 1,313,050 shares as of 12/31/2011, which accounts for 0.12% of the $20.49 billion portfolio of T Rowe Price Equity Income Fund.


Vice President Frank R. Jimenez bought 50 shares of ITT stock on 10/07/2011 at the average price of $88.5. Frank R. Jimenez owns at least 11,397 shares after this. The price of the stock has decreased by 74.15% since. Other insiders have also decreased their positions in the company.


Bill Barrett Cp (BBG, Financial): Down 23% Since Jim Simons Bought in the Quarter Ended on 2011-12-31


Jim Simons initiated holdings in exploration & production company Bill Barrett Cp during the quarter ended 12/31/2011. His purchase prices were between $32.13 and $44.72, with an estimated average price of $37.99. Since then the prices of Bill Barrett Cp shares have declined by -23% from the estimated average. Jim Simons owned 129,100 shares of as of 12/31/2011.


Bill Barrett Corporation, headquartered in Denver, explores for and develops oil and natural gas in the Rocky Mountain region of the United States. Bill Barrett Cp has a market cap of $1.4 billion; its shares were traded at around $29.17 with a P/E ratio of 16.3 and P/S ratio of 1.81. Bill Barrett Cp had an annual average earnings growth of 25.5% over the past 10 years.


Bill Barrett Corp. recently reported its 2011 results. Net income for 2011 was $30.7 million, or $0.65 per diluted common share, down from $80.5 million, or $1.75 per diluted common share, in 2010.


Mario Gabelli owns 15,450 shares as of 12/31/2011, which accounts for 0.0042% of the $12.57 billion portfolio of GAMCO Investors.


COO R. Scot Woodall sold 10,000 shares of BBG stock on 12/08/2011 at the average price of $36.82. R. Scot Woodall owns at least 49,266 shares after this. The price of the stock has decreased by 20.78% since.


NII Holdings (NIHD, Financial): Down 28% Since Paul Tudor Jones Bought in the Quarter Ended on 2011-12-31


Paul Tudor Jones added to his holdings in Mobile Telecommunications company NII Holdings by 2739.17% during the quarter ended 12/31/2011. His purchase prices were between $19.57 and $31.6, with an estimated average price of $24.04. Since then the prices of NII Holdings shares have declined by -28% from the estimated average. Paul Tudor Jones owned 530,924 shares of as of 12/31/2011.


NII Holdings, formerly known as Nextel International, is one of the world's providers of fully integrated wireless communication services designed to meet the needs of business customers in selected international markets. NII Holdings has a market cap of $2.97 billion; its shares were traded at around $17.34 with a P/E ratio of 15.08 and P/S ratio of 0.44. NII Holdings had an annual average earnings growth of 22.2% over the past 10 years.


NIHD recently announced its consolidated financial results for the fourth quarter and full year 2011. For the full year 2011, the company added 1,684,000 net subscribers to its network, bringing its total year-end subscriber base to 10.7 million, a 19 percent increase over year-end 2010.


Ray Dalio bought 11,149 shares in the quarter that ended on 12/31/2011, which is 0.004% of the $5.97 billion portfolio of Bridgewater Associates. Ron Baron owns 284,500 shares as of 12/31/2011, a decrease of 52.73% of from the previous quarter. This position accounts for 0.039% of the $15.45 billion portfolio of Baron Funds. Lee Ainslie sold out his holdings in the quarter that ended on 12/31/2011. Steve Mandel sold out his holdings in the quarter that ended on 12/31/2011.


Executive Vice President and CFO Gokul V. Hemmady bought 3,500 shares of NIHD stock on 12/23/2011 at the average price of $21.18. Gokul V. Hemmady owns at least 80,119 shares after this. The price of the stock has decreased by 18.13% since.


Arch Coal Inc. (ACI, Financial): Down 24% Since Jim Simons Bought in the Quarter Ended on 2011-12-31


Jim Simons initiated holdings in Coal company Arch Coal Inc. during the quarter ended 12/31/2011. His purchase prices were between $13.22 and $20.22, with an estimated average price of $15.9. Since then the prices of Arch Coal Inc. shares have declined by -24% from the estimated average. Jim Simons owned 511,500 shares of as of 12/31/2011.


Ashland Coal Inc. is engaged in the mining, processing and marketing of low-sulfur bituminous coal. Arch Coal Inc has a market cap of $2.56 billion; its shares were traded at around $12.08 with a P/E ratio of 10.32 and P/S ratio of 0.6. The dividend yield of Arch Coal Inc stocks is 3.64%. Arch Coal Inc had an annual average earnings growth of 1.9% over the past five years.


Arch Coal recently reported fourth quarter 2011 net income of$70.9 million, or $0.33 per diluted share, compared with net income of $47.8 million, or $0.29 per diluted share, in the prior-year period.


David Dreman owns 196,206 shares as of 12/31/2011, which accounts for 0.064% of the $4.42 billion portfolio of Dreman Value Management. NWQ Managers owns 1,317,180 shares as of 12/31/2011, which accounts for 0.13% of the $15.4 billion portfolio of NWQ Investment Management Co. Arnold Schneider owns 3,844,932 shares as of 12/31/2011, which accounts for 4.9% of the $1.14 billion portfolio of Schneider Capital Management. Ray Dalio owns 1,011,582 shares as of 12/31/2011, which accounts for 0.25% of the $5.97 billion portfolio of Bridgewater Associates.


Chairman and CEO Steven F. Leer sold 218,900 shares of ACI stock on 02/23/2012 at the average price of $13.83. Steven F. Leer owns at least 86,217 shares after this. The price of the stock has decreased by 12.65% since. Other insiders have also decreased their positions in the company.