Weekly Guru Bargains Highlights: CTRP, GRPN, WBMD, EDMC, KGC

Author's Avatar
Mar 25, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Ctrip.Com Intl (CTRP, Financial): Down 23% Since Jim Simons Bought In the Quarter Ended on 2011-12-31


Jim Simons initiated holdings in Specialized Consumer Services company Ctrip.com Intl during the quarter ended 12/31/2011. His purchase prices were between $22.52 and $36.86, with an estimated average price of $29.83. Since then the prices of Ctrip.Com Intl shares have declined by -23% from the estimated average. Jim Simons owned 363,156 shares of as of 12/31/2011.


Ctrip.com International, Ltd. is a travel service provider of hotel accommodations, airline tickets and packaged-tours in China. Ctrip.com Intl has a market cap of $3.54 billion; its shares were traded at around $22.83 with a P/E ratio of 22.2 and P/S ratio of 6. Ctrip.com Intl had an annual average earnings growth of 17.7% over the past 10 years.


Ctrip recently reported its fourth quarter and full year 2011 results. Net revenues were RMB926 million (US$147 million) for the fourth quarter of 2011, up 18% year-on-year.


George Soros bought 249,260 shares in the quarter that ended on 12/31/2011, which is 0.25% of the $2.31 billion portfolio of Soros Fund Management LLC. Steve Mandel owns 9,406,851 shares as of 12/31/2011, which accounts for 1.6% of the $13.95 billion portfolio of Lone Pine Capital.


Groupon Inc (GRPN, Financial): Down 23% Since Chris Davis Bought In the Quarter Ended on 2011-12-31


Chris Davis initiated holdings in Specialty Retailers company Groupon Inc during the quarter ended 12/31/2011. His purchase prices were between $15.24 and $26.19, with an estimated average price of $21.94. Since then the prices of Groupon Inc shares have declined by -23% from the estimated average. Chris Davis owned 501,200 shares of as of 12/31/2011.


Groupon, Inc. operates a shopping website which offers goods and services at a discount in North America and internationally. Groupon Inc has a market cap of $11.45 billion; its shares were traded at around $16.89 with and P/S ratio of 7.1.


Chris Davis bought 501,200 shares in the quarter that ended on 12/31/2011, which is 0.023% of the $45.78 billion portfolio of Davis Selected Advisers. Ron Baron bought 100,000 shares in the quarter that ended on 12/31/2011, which is 0.013% of the $15.45 billion portfolio of Baron Funds.


Webmd Health Cp (WBMD, Financial): Down 23% Since Louis Moore Bacon Bought In the Quarter Ended on 2011-12-31


Louis Moore Bacon initiated holdings in Publishing company Webmd Health Cp during the quarter ended 12/31/2011. His purchase prices were between $27.04 and $38.31, with an estimated average price of $33.51. Since then the prices of Webmd Health Cp shares have declined by -23% from the estimated average. Louis Moore Bacon owned 55,000 shares of as of 12/31/2011.


Webmd Health Cp has a market cap of $1.46 billion; its shares were traded at around $25.71 with a P/E ratio of 27.8 and P/S ratio of 2.6. Webmd Health Cp had an annual average earnings growth of 32.8% over the past 5 years.


WBMD recently reported its fourth quarter and year end 2011 results. Net income was $74.6 million or $1.25 per diluted share compared to $54.1 million or $0.88 per diluted share in the prior year period.


Carl Icahn owns 5,692,274 shares as of 12/31/2011, an increase of 161.21% from the previous quarter. This position accounts for 1.8% of the $11.65 billion portfolio of Icahn Capital Management LP. Joel Greenblatt owns 43,368 shares as of 12/31/2011, an increase of 32.88% from the previous quarter. This position accounts for 0.2% of the $829 million portfolio of Gotham Capital.


10% Owner Carl C Icahn bought 67,845 shares of WBMD stock on 01/19/2012 at the average price of 25.74. Carl C Icahn owns at least 6,700,525 shares after this. The price of the stock has decreased by 0.12% since.


Education Management Corp. (EDMC, Financial): Down 25% Since Jeremy Grantham Bought In the Quarter Ended on 2011-12-31


Jeremy Grantham initiated holdings in Specialized Consumer Services company Education Management Corp. during the quarter ended 12/31/2011. His purchase prices were between $14.48 and $28.66, with an estimated average price of $20.95. Since then the prices of Education Management Corp. shares have declined by -25% from the estimated average. Jeremy Grantham owned 9,800 shares of as of 12/31/2011.


Education Management Corp.ement LLC provides post-secondary education in North America. Education Management Corp. has a market cap of $2.04 billion; its shares were traded at around $15.61 with a P/E ratio of 10.2 and P/S ratio of 0.7.


Net revenues for the three months ended December 31, 2011 were $737.2 million, compared to $771.9 million for the prior year quarter. This decrease in net revenues from the second quarter of fiscal 2011 was primarily driven by a 4.5% decline in October 2011 student enrollment as compared to October 2010.


Joel Greenblatt owns 58,341 shares as of 12/31/2011, which accounts for 0.2% of the $829 million portfolio of Gotham Capital.


Director Joseph R Jr Wright bought 4,000 shares of EDMC stock on 11/29/2011 at the average price of 22.25. Joseph R Jr Wright owns at least 8,769 shares after this. The price of the stock has decreased by 29.84% since.


Kinross Gold (KGC, Financial): Down 25% Since Bruce Kovner Bought In the Quarter Ended on 2011-12-31


Bruce Kovner initiated holdings in Gold Mining company Kinross Gold during the quarter ended 12/31/2011. His purchase prices were between $11.14 and $14.89, with an estimated average price of $13.42. Since then the prices of Kinross Gold shares have declined by -25% from the estimated average. Bruce Kovner owned 187,807 shares of as of 12/31/2011.


Kinross Gold Corporation is a gold mining company. The Company's mines are located in the regions of South America, North America, West Africa and Russia. Kinross Gold has a market cap of $11.34 billion; its shares were traded at around $10.03 with a P/E ratio of 13 and P/S ratio of 2.9. The dividend yield of Kinross Gold stocks is 1.2%. Kinross Gold had an annual average earnings growth of 12.3% over the past 10 years.


KGC recently reported its fourth quarter and full year 2011 results. Revenue for the fourth quarter of 2011 was $949.3 million.


Jean-Marie Eveillard owns 10,794,939 shares as of 12/31/2011, an increase of 21.75% from the previous quarter. This position accounts for 0.54% of the $22.79 billion portfolio of First Eagle Investment Management, LLC. George Soros sold out his holdings in the quarter that ended on 12/31/2011. Ray Dalio sold out his holdings in the quarter that ended on 12/31/2011.