Guru Stocks at 52-Week Lows: TEF, FTE, EXC, CCL, AU

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Mar 12, 2012
According to GuruFocus' list of 52-week lows, these guru stocks have reached their 52-week lows.


Telefonica S.A. (TEF, Financial) Reached the 52-Week Low of $16.51


The prices of Telefonica S.A. (TEF) shares have declined to close to the 52-week low of $16.51, which is 39.8% off the 52-week high of $27.08. Telefonica S.A. is owned by 10 Gurus we are tracking. Among them, seven have added to their positions during the past quarter. Seven reduced their positions.


Telefonica is the largest supplier of telecommunications services in the Spanish and Portuguese speaking world. Telefonica S.A. has a market cap of $75.35 billion; its shares were traded at around $16.51 with a P/E ratio of 3.16 and P/S ratio of 0.89. The dividend yield of Telefonica S.A. stocks is 10.37%. Telefonica S.A. had an annual average earnings growth of 25.5% over the past 10 years. GuruFocus rated Telefonica S.A. the business predictability rank of 4.5-star.


Brian Rogers owns 5,000,000 shares as of 12/31/2011, which accounts for 0.42% of the $20.49 billion portfolio of T Rowe Price Equity Income Fund. Mario Gabelli owns 48,140 shares as of 12/31/2011, which accounts for 0.0066% of the $12.57 billion portfolio of GAMCO Investors. David Dreman owns 147,207 shares as of 12/31/2011, which accounts for 0.057% of the $4.42 billion portfolio of Dreman Value Management. Charles Brandes owns 2,917,853 shares as of 12/31/2011, which accounts for 0.46% of the $10.87 billion portfolio of Brandes Investment.


France Telecom (FTE, Financial) Reached the 52-Week Low of $14.71


The prices of France Telecom (FTE) shares have declined to close to the 52-week low of $14.71, which is 38.4% off the 52-week high of $23.54. France Telecom is owned by 3 Gurus we are tracking.


France Telecom is the world's fourth-largest telecommunications carrier with 1996 consolidated operating revenues of FF 151. France Telecom has a market cap of $38.97 billion; its shares were traded at around $14.71 with and P/S ratio of 0.62. The dividend yield of France Telecom stocks is 11.16%.


Charles Brandes owns 8,324,237 shares as of 12/31/2011, which accounts for 1.2% of the $10.87 billion portfolio of Brandes Investment.


Exelon Corp. (EXC, Financial) Reached the 52-Week Low of $38.91


The prices of Exelon Corp. (EXC) shares have declined to close to the 52-week low of $38.91, which is 15.2% off the 52-week high of $45.34. Exelon Corp. is owned by 15 Gurus we are tracking. Among them, six have added to their positions during the past quarter. Twelve reduced their positions.


Exelon Corporation is a utility holding company. Its subsidiaries are engaged principally in the production, purchase, transmission, distribution and sale of electricity to residential, commercial, industrial and wholesale customers and the distribution and sale of natural gas to residential, commercial and industrial customers. Exelon Corp has a market cap of $25.82 billion; its shares were traded at around $38.91 with a P/E ratio of 9.35 and P/S ratio of 1.35. The dividend yield of Exelon Corp stocks is 5.4%. Exelon Corp had an annual average earnings growth of 11.6% over the past 10 years.


EXC recently reported its fiscal year ended Dec. 31, 2011 results. For the fourth quarter of 2011, the company announced that fiscal year revenues were $18.9 billion, for the quarter. Diluted earnings per share were $3.75 for the fiscal year.


PRIMECAP Management owns 318,000 shares as of 12/31/2011, an increase of 14.76% from the previous quarter. This position accounts for 0.022% of the $62.67 billion portfolio of PRIMECAP Management. George Soros sold out his holdings in the quarter that ended on 12/31/2011.


Senior Vice President Kenneth W. Cornew sold 2,500 shares of EXC stock on 11/01/2011 at the average price of $43.90. Kenneth W. Cornew owns at least 14,619 shares after this. The price of the stock has decreased by 11.37% since.


Carnival Corp. (CCL, Financial) Reached the 52-Week Low of $30.57


The prices of Carnival Corp. (CCL) shares have declined to close to the 52-week low of $30.57, which is 28.8% off the 52-week high of $41.34. Carnival Corp. is owned by 14 Gurus we are tracking. Among them, five have added to their positions during the past quarter. Nine reduced their positions.


Carnival Corporation is one of the world's largest multiple-night cruise companies. Carnival Corp. has a market cap of $18.22 billion; its shares were traded at around $30.57 with a P/E ratio of 13.47 and P/S ratio of 1.15. The dividend yield of Carnival Corp. stocks is 3.27%. Carnival Corp. had an annual average earnings growth of 9.2% over the past 10 years.


Carnival Corp. recently announced its first quarter 2011 results. The company reported non-GAAP net income of $13 million, or 2 cents per diluted share for the first quarter of 2012. GAAP net loss was $139 million, or 18 cents per diluted share.


David Dreman owns 442,095 shares as of 12/31/2011, an increase of 37.94% from the previous quarter. This position accounts for 0.33% of the $4.42 billion portfolio of Dreman Value Management. James Barrow owns 23,694,019 shares as of 12/31/2011, an increase of 11.24% from the previous quarter. This position accounts for 1.7% of the $46.16 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. Ron Baron owns 11,050 shares as of 12/31/2011, a decrease of 91.95% of from the previous quarter. This position accounts for 0.0023% of the $15.45 billion portfolio of Baron Funds.


President and CEO HAL Stein Kruse sold 35,601 shares of CCL stock on 12/23/2011 at the average price of $32.72. Stein Kruse owns at least 66,567 shares after this. The price of the stock has decreased by 6.57% since. Other insiders have also decreased their positions in the company.


AngloGold Ltd. (AU, Financial) Reached the 52-Week Low of $39.99


The prices of AngloGold Ltd. (AU) shares have declined to close to the 52-week low of $39.99, which is 22.4% off the 52-week high of $51.09. AngloGold Ltd. is owned by 11 Gurus we are tracking. Among them, six have added to their positions during the past quarter. Three reduced their positions.


AngloGold Limited is the largest gold producer at 7 million ounces a year, with reserves of 126 million oz. AngloGold Ltd. has a market cap of $15.4 billion; its shares were traded at around $39.99 with a P/E ratio of 11.17 and P/S ratio of 2.22. The dividend yield of AngloGold Ltd. stocks is 0.86%.


AngloGold Ashanti’s board declared a fourth-quarter dividend of 200 South African cents a share, more than double the third-quarter payout of 90 South African cents. The full-year dividend of 380 South African cents compares with the 2010 full-year dividend of 145 South African cents.


Mario Gabelli owns 10,150 shares as of 12/31/2011, an increase of 63.71% from the previous quarter. This position accounts for 0.0034% of the $12.57 billion portfolio of GAMCO Investors. Jean-Marie Eveillard owns 4,020,289 shares as of 12/31/2011, which accounts for 0.75% of the $22.79 billion portfolio of First Eagle Investment Management, LLC. John Hussman owns 850,000 shares as of 12/31/2011, which accounts for 0.58% of the $6.25 billion portfolio of Hussman Economtrics Advisors.