Weekly Guru Bargains Highlights: NEM, AU, NFG, HGSI, VRA

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Apr 15, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Newmont Mining (NEM, Financial): Down 25% Since Jean-Marie Eveillard Bought In the Quarter Ended on 2011-12-31


Jean-Marie Eveillard added to his holdings in Gold Mining company Newmont Mining by 13.85% during the quarter ended 12/31/2011. His purchase prices were between $59.42 and $72.13, with an estimated average price of $65.11. Since then the prices of Newmont Mining shares have declined by -25% from the estimated average. Jean-Marie Eveillard owned 6,847,766 shares of as of 12/31/2011.


Newmont Mining Corp. is engaged in the production of gold, the exploration for gold and the acquisition and development of gold properties worldwide. Newmont Mining has a market cap of $23.4 billion; its shares were traded at around $48.69 with a P/E ratio of 10.9 and P/S ratio of 2.3. The dividend yield of Newmont Mining stocks is 2.9%. Newmont Mining had an annual average earnings growth of 12.7% over the past 10 years. GuruFocus rated Newmont Mining the business predictability rank of 2.5-star.


NEM recently reported income from continuing operations of $0.5 billion or $1.02 per share, compared with $2.3 billion, or $4.69 per share in 2010. Adjusted net income was a record $2.2 billion, or $4.39 per share in 2011, compared with $1.9 billion, or $3.85 per share a year ago.


Arnold Van Den Berg bought 483,691 shares in the quarter that ended on 03/31/2012, which is 2.3% of the $1.1 billion portfolio of Century Management. George Soros sold out his holdings in the quarter that ended on 12/31/2011.


Director, President & CEO Richard T Obrien sold 28,441 shares of NEM stock on 03/02/2012 at the average price of 58.21. Richard T Obrien owns at least 292,163 shares after this. The price of the stock has decreased by 16.35% since. Other insiders have also decreased their positions in the company.


Anglogold Ltd (AU, Financial): Down 22% Since Mario Gabelli Bought In the Quarter Ended on 2011-12-31


Mario Gabelli added to his holdings in Gold Mining company Anglogold Ltd by 63.71% during the quarter ended 12/31/2011. His purchase prices were between $39.67 and $48.83, with an estimated average price of $43.88. Since then the prices of Anglogold Ltd shares have declined by -22% from the estimated average. Mario Gabelli owned 10,150 shares of as of 12/31/2011.


AngloGold Limited is the largest gold producer at 7 million ounces a year, with reserves of 126 m oz. Anglogold Ltd has a market cap of $13.13 billion; its shares were traded at around $34.01 with a P/E ratio of 9.5 and P/S ratio of 1.9. The dividend yield of Anglogold Ltd stocks is 1.5%.


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. NWQ Managers owns 14,559,893 shares as of 12/31/2011, which accounts for 4.1% of the $15.4 billion portfolio of NWQ Investment Management Co. John Paulson owns 34,290,702 shares as of 12/31/2011, which accounts for 10.5% of the $13.88 billion portfolio of Paulson & Co..


Natl Fuel Gas (NFG, Financial): Down 22% Since Bruce Kovner Bought In the Quarter Ended on 2011-12-31


Bruce Kovner added to his holdings in Gas Distribution company Natl Fuel Gas by 40.66% during the quarter ended 12/31/2011. His purchase prices were between $46.18 and $63.58, with an estimated average price of $56.84. Since then the prices of Natl Fuel Gas shares have declined by -22% from the estimated average. Bruce Kovner owned 53,665 shares of as of 12/31/2011.


National Fuel Gas Co. is engaged in the business of owning and holdingsecurities issued by its subsidiary companies. Natl Fuel Gas has a market cap of $3.91 billion; its shares were traded at around $44.34 with a P/E ratio of 17.2 and P/S ratio of 2.2. The dividend yield of Natl Fuel Gas stocks is 3%. Natl Fuel Gas had an annual average earnings growth of 2.3% over the past 10 years.


Earnings for the first quarter of fiscal 2012 of $60.7 million, or $0.73 per share, increased $2.2 million, or $0.03 per share, compared to $58.5 million, or $0.70 per share, for the prior year’s first quarter. The increase is mainly due to higher earnings in the Exploration and Production and Pipeline and Storage segments and the All Other category.


Mario Gabelli owns 3,374,614 shares as of 12/31/2011, which accounts for 1.5% of the $12.57 billion portfolio of GAMCO Investors. Michael Price owns 98,700 shares as of 12/31/2011, which accounts for 0.89% of the $618 million portfolio of MFP Investors LLC. Private Capital owns 144,600 shares as of 12/31/2011, which accounts for 0.6% of the $1.33 billion portfolio of Private Capital Management. John Keeley owns 83,100 shares as of 12/31/2011, which accounts for 0.097% of the $4.78 billion portfolio of Keeley Fund Management.


Director R D Cash bought 2,000 shares of NFG stock on 03/21/2012 at the average price of 49.23. R D Cash owns at least 26,333 shares after this. The price of the stock has decreased by 9.93% since.


Human Genome (HGSI, Financial): Down 24% Since Louis Moore Bacon Bought In the Quarter Ended on 2011-12-31


Louis Moore Bacon initiated holdings in Biotechnology company Human Genome during the quarter ended 12/31/2011. His purchase prices were between $6.635 and $13.98, with an estimated average price of $9.44. Since then the prices of Human Genome shares have declined by -24% from the estimated average. Louis Moore Bacon owned 70,000 shares of as of 12/31/2011.


Human Genome Sciences is a biopharmaceutical company with a pipeline of novel compounds in clinical development, including drugs to treat such diseases as hepatitis C, lupus, anthrax disease, cancer, rheumatoid arthritis and HIV/AIDS. Human Genome has a market cap of $1.58 billion; its shares were traded at around $7.18 with and P/S ratio of 12.1.


Vera Bradley (VRA, Financial): Down 24% Since Paul Tudor Jones Bought In the Quarter Ended on 2011-12-31


Paul Tudor Jones initiated holdings in Biotechnology company Vera Bradley during the quarter ended 12/31/2011. His purchase prices were between $30.5 and $45.3, with an estimated average price of $38.55. Since then the prices of Vera Bradley shares have declined by -24% from the estimated average. Paul Tudor Jones owned 15,000 shares of as of 12/31/2011.


Vera Bradley Designs, Inc. is a designer, producer, marketer and retailer of accessories for women. Vera Bradley has a market cap of $1.26 billion; its shares were traded at around $29.34 with a P/E ratio of 21.6 and P/S ratio of 2.7.


VRA recently reported its fourth quarter and fiscal year 2012 results. The company reported net revenues of $134.5 million for the fourth quarter, compared to $109.4 million in the same period of the prior year, an increase of $25.1 million, or 23%.


CEO Michael C. Ray bought 10,000 shares of VRA stock on 03/30/2012 at the average price of 30.44. Michael C. Ray owns at least 1,867,339 shares after this. The price of the stock has decreased by 3.61% since. Other insiders have also increased their positions in the company.