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Weekly Guru Bargains Highlights: VALE, PPO, KGC, ATML, STLD

gurufocus

gurufocus

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

Vale Sa (VALE): Down 24% Since Howard Marks Bought In the Quarter Ended on 2011-12-31

Howard Marks added to his holdings in Specialty Chemicals company Vale Sa by 6374.15% during the quarter ended 12/31/2011. His purchase prices were between $20.51 and $26.62, with an estimated average price of $23.65. Since then the prices of Vale Sa shares have declined by -24% from the estimated average. Howard Marks owned 724,911 shares of as of 12/31/2011.

Vale SA is a mining company engaged in the mining of iron ore and pellets, nickel, manganese and ferro-alloys, gold, nickel, copper, kaolin, bauxite, alumina, aluminum, and potash. Vale Sa has a market cap of $63.37 billion; its shares were traded at around $18.09 with a P/E ratio of 5.3 and P/S ratio of 1.1. The dividend yield of Vale Sa stocks is 0.1%. Vale Sa had an annual average earnings growth of 41.8% over the past 10 years.

Joel Greenblatt bought 13,183 shares in the quarter that ended on 03/31/2012, which is 0.027% of the $1.15 billion portfolio of Gotham Capital. Ken Fisher owns 21,208,624 shares as of 03/31/2012, an increase of 82.42% from the previous quarter. This position accounts for 1.3% of the $37.47 billion portfolio of Fisher Asset Management, LLC. David Dreman owns 143,212 shares as of 03/31/2012, an increase of 12.79% from the previous quarter. This position accounts for 0.07% of the $4.79 billion portfolio of Dreman Value Management.

Polypore Intl (PPO): Down 29% Since Chase Coleman Bought In the Quarter Ended on 2011-12-31

Chase Coleman added to his holdings in Specialty Chemicals company Polypore Intl by 100% 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 -29% from the estimated average. Chase Coleman owned 1,000,000 shares of as of 12/31/2011.

Polypore, Inc., a subsidiary of Polypore International, Inc. Polypore Intl has a market cap of $1.83 billion; its shares were traded at around $36 with a P/E ratio of 19.3 and P/S ratio of 2.4. Polypore Intl had an annual average earnings growth of 11.9% over the past 5 years.

Polypore recently reported its first quarter 2012 results. Sales were $173.7 million compared with $185.7 million in the prior-year period. Excluding the effect of foreign currency translation, sales decreased $8.9 million, or 5%.

Ron Baron owns 1,715,520 shares as of 03/31/2012, a decrease of 24.71% of from the previous quarter. This position accounts for 0.36% of the $16.69 billion portfolio of Baron Funds.

Director David A Roberts bought 1,000 shares of PPO stock on 05/08/2012 at the average price of 37.39. David A Roberts owns at least 1,000 shares after this. The price of the stock has decreased by 3.72% since.

Kinross Gold (KGC): Down 26% Since Louis Moore Bacon Bought In the Quarter Ended on 2012-03-31

Louis Moore Bacon initiated holdings in Gold Mining company Kinross Gold during the quarter ended 03/31/2012. His purchase prices were between $9.61 and $12.85, with an estimated average price of $10.29. Since then the prices of Kinross Gold shares have declined by -26% from the estimated average. Louis Moore Bacon owned 40,000 shares of as of 03/31/2012.

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 $9 billion; its shares were traded at around $7.68 with a P/E ratio of 10 and P/S ratio of 2.3. The dividend yield of Kinross Gold stocks is 2%. Kinross Gold had an annual average earnings growth of 12.3% over the past 10 years.

Kinross recently reported its first quarter 2012 results. Sales were $173.7 million compared with $185.7 million in the prior-year period. Excluding the effect of foreign currency translation, sales decreased $8.9 million, or 5%.

Richard Perry bought 1,000,000 shares in the quarter that ended on 03/31/2012, which is 0.47% of the $2.08 billion portfolio of Perry Capital. David Dreman bought 584,780 shares in the quarter that ended on 03/31/2012, which is 0.12% of the $4.79 billion portfolio of Dreman Value Management. Third Avenue Management owns 2,904,170 shares as of 03/31/2012, which accounts for 0.66% of the $4.31 billion portfolio of Third Avenue Management. Robert Bruce owns 344,848 shares as of 03/31/2012, which accounts for 1.7% of the $194 million portfolio of Bruce & Co..

Atmel Corp (ATML): Down 22% Since Bruce Kovner Bought In the Quarter Ended on 2011-12-31

Bruce Kovner initiated holdings in Semiconductors company Atmel Corp during the quarter ended 12/31/2011. His purchase prices were between $7.45 and $11.29, with an estimated average price of $9.33. Since then the prices of Atmel Corp shares have declined by -22% from the estimated average. Bruce Kovner owned 86,631 shares of as of 12/31/2011.

Atmel Corporation is a global semiconductor company that designs, develops, manufactures and sells a wide range of highly integrated semiconductor integrated circuit products. Atmel Corp has a market cap of $3.46 billion; its shares were traded at around $7.02 with a P/E ratio of 14.2 and P/S ratio of 1.9.

Revenue for the first quarter of 2012 was $357.8 million, a 7% decrease compared to $383.6 million for the fourth quarter of 2011, and 22% lower compared to$461.4 million for the first quarter of 2011.

Richard Perry bought 59,400 shares in the quarter that ended on 03/31/2012, which is 0.028% of the $2.08 billion portfolio of Perry Capital. Robert Olstein sold out his holdings in the quarter that ended on 03/31/2012.

EVP & COO Walter Lifsey sold 32,955 shares of ATML stock on 03/02/2012 at the average price of 10.34. Walter Lifsey owns at least 620,290 shares after this. The price of the stock has decreased by 32.11% since. Other insiders have also decreased their positions in the company.

Steel Dynamics (STLD): Down 24% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31

Joel Greenblatt added to his holdings in Steel company Steel Dynamics by 74.01% during the quarter ended 03/31/2012. His purchase prices were between $14.08 and $16.48, with an estimated average price of $14.13. Since then the prices of Steel Dynamics shares have declined by -24% from the estimated average. Joel Greenblatt owned 190,382 shares of as of 03/31/2012.

Steel Dynamics, Inc. owns and operates a flat-rolled steel mini-mill. Steel Dynamics has a market cap of $2.6 billion; its shares were traded at around $10.43 with a P/E ratio of 12 and P/S ratio of 0.3. The dividend yield of Steel Dynamics stocks is 3.4%. Steel Dynamics had an annual average earnings growth of 12.5% over the past 10 years.

Steel Dynamics recently announced first quarter net income of $46 million, or $0.20 per diluted share, on net sales of $2.0 billion. First quarter 2012 earnings were reduced by approximately $0.03 per diluted share, representing financing costs of $14 million associated with the company’s January refinancing activities, offset by associated interest cost savings of $3 million.

Joel Greenblatt owns 190,382 shares as of 03/31/2012, an increase of 74.01% from the previous quarter. This position accounts for 0.24% of the $1.15 billion portfolio of Gotham Capital. Ken Fisher owns 12,614 shares as of 03/31/2012, which accounts for less than 0.01% of the $37.47 billion portfolio of Fisher Asset Management, LLC. George Soros sold out his holdings in the quarter that ended on 03/31/2012.


Rating: 4.3/5 (3 votes)

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