GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Weekly Guru Bargains Highlights: NG, BTU, PAAS, LXK, FCN

GuruFocus

gurufocus

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

Novagold Rsrcs (NG): Down 27% Since Seth Klarman Bought In the Quarter Ended on 2012-03-31

Seth Klarman added to his holdings in Gold Mining company Novagold Rsrcs by 33.94% during the quarter ended 03/31/2012. His purchase prices were between $6.74 and $10.66, with an estimated average price of $7.95. Since then the prices of Novagold Rsrcs shares have declined by -27% from the estimated average. Seth Klarman owned 10,000,000 shares of as of 03/31/2012.

NovaGold Resources is a gold and copper company engaged in the exploration and development of mineral properties in Alaska and Western Canada. Novagold Rsrcs has a market cap of $1.64 billion; its shares were traded at around $5.84 with and P/S ratio of 4073.4. Novagold Rsrcs had an annual average earnings growth of 31.1% over the past 10 years.

John Paulson owns 31,937,018 shares as of 03/31/2012, an increase of 39.13% from the previous quarter. This position accounts for 1.5% of the $14.96 billion portfolio of Paulson & Co.. Seth Klarman owns 10,000,000 shares as of 03/31/2012, an increase of 33.94% from the previous quarter. This position accounts for 2.4% of the $2.96 billion portfolio of The Baupost Group.

Peabody Energy (BTU): Down 28% Since Mario Gabelli Bought In the Quarter Ended on 2012-03-31

Mario Gabelli initiated holdings in Coal company Peabody Energy during the quarter ended 03/31/2012. His purchase prices were between $28.62 and $38.9, with an estimated average price of $31.9. Since then the prices of Peabody Energy shares have declined by -28% from the estimated average. Mario Gabelli owned 21,293 shares of as of 03/31/2012.

Peabody Energy is the largest private-sector coal company in the world. Peabody Energy has a market cap of $6.5 billion; its shares were traded at around $22.94 with a P/E ratio of 6 and P/S ratio of 0.8. The dividend yield of Peabody Energy stocks is 1.4%. Peabody Energy had an annual average earnings growth of 25.7% over the past 10 years. GuruFocus rated Peabody Energy the business predictability rank of 2.5-star.

BTU recently reported its first quarter 2012 financial results. First quarter revenues rose 17 percent to $2.04 billion, driven by a 27 percent increase in Australian revenues per ton and a 7 percent rise in U.S. revenues per ton. Sales volumes of 61.7 million tons were above prior year sales of 61.2 million tons.

Mario Gabelli bought 21,293 shares in the quarter that ended on 03/31/2012, which is 0.0044% of the $13.95 billion portfolio of GAMCO Investors. PRIMECAP Management owns 104,000 shares as of 03/31/2012, a decrease of 97.15% of from the previous quarter. This position accounts for 0.0045% of the $67.24 billion portfolio of PRIMECAP Management.

EVP - Technical Services Jeane L. Hull sold 1,591 shares of BTU stock on 02/03/2012 at the average price of 38. Jeane L. Hull owns at least 43,316 shares after this. The price of the stock has decreased by 39.63% since.

Pan Amer Silver (PAAS): Down 21% Since Jim Simons Bought In the Quarter Ended on 2012-03-31

Jim Simons added to his holdings in Gold Mining company Pan Amer Silver by 104.61% during the quarter ended 03/31/2012. His purchase prices were between $20.84 and $26.24, with an estimated average price of $21.85. Since then the prices of Pan Amer Silver shares have declined by -21% from the estimated average. Jim Simons owned 821,500 shares of as of 03/31/2012.

PAN AMER SILVER is a mining company focused exclusively on silver. Pan Amer Silver has a market cap of $1.77 billion; its shares were traded at around $17.2 with a P/E ratio of 7.3 and P/S ratio of 2.1. The dividend yield of Pan Amer Silver stocks is 0.9%. Pan Amer Silver had an annual average earnings growth of 23.4% over the past 5 years.

PAAS recently reported its first quarter 2012 results. The company announced that it produced 5.5 million ounces of silver during the quarter, as well as 19,000 ounces of gold. Net earnings were 47 cents per share.

Joel Greenblatt owns 15,308 shares as of 03/31/2012, an increase of 21.06% from the previous quarter. This position accounts for 0.029% of the $1.15 billion portfolio of Gotham Capital.

Lexmark Intl (LXK): Down 25% Since Jeremy Grantham Bought In the Quarter Ended on 2012-03-31

Jeremy Grantham added to his holdings in Computer Hardware company Lexmark Intl by 26.56% during the quarter ended 03/31/2012. His purchase prices were between $33.29 and $37.91, with an estimated average price of $33.54. Since then the prices of Lexmark Intl shares have declined by -25% from the estimated average. Jeremy Grantham owned 8,100 shares of as of 03/31/2012.

Lexmark International, Inc. makes it easier for businesses and consumers to move information between the digital and paper worlds. Lexmark Intl has a market cap of $1.84 billion; its shares were traded at around $25 with a P/E ratio of 5.6 and P/S ratio of 0.4. The dividend yield of Lexmark Intl stocks is 3.9%. Lexmark Intl had an annual average earnings growth of 5% over the past 10 years.

LXK recently reported its first quarter 2012 results. GAAP earnings per share for the first quarter of 2012 were $0.84. Excluding $0.21 per share for restructuring-related and acquisition-related adjustments, earnings per share for the first quarter of 2012 would have been $1.05.

Joel Greenblatt owns 78,096 shares as of 03/31/2012, an increase of 30.79% from the previous quarter. This position accounts for 0.23% of the $1.15 billion portfolio of Gotham Capital. Third Avenue Management owns 1,486,584 shares as of 03/31/2012, which accounts for 1.1% of the $4.31 billion portfolio of Third Avenue Management. David Dreman owns 962,198 shares as of 03/31/2012, which accounts for 0.67% of the $4.79 billion portfolio of Dreman Value Management. HOTCHKIS & WILEY owns 542,310 shares as of 03/31/2012, which accounts for 0.11% of the $16.79 billion portfolio of Hotchkis & Wiley Capital Management LLC.

Chairman and CEO Paul A Rooke sold 2,357 shares of LXK stock on 02/24/2012 at the average price of 37.31. Paul A Rooke owns at least 176,282 shares after this. The price of the stock has decreased by 32.99% since. There are mixed trades from other insiders.

Fti Consulting (FCN): Down 23% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31

Steven Cohen added to his holdings in Business Support Services company Fti Consulting by 147.13% during the quarter ended 03/31/2012. His purchase prices were between $37.71 and $44.22, with an estimated average price of $38.76. Since then the prices of Fti Consulting shares have declined by -23% from the estimated average. Steven Cohen owned 88,079 shares of as of 03/31/2012.

FTI Consulting, Inc. is a multi-disciplined consulting firm with practices in the areas of financial restructuring, litigationsupport and engineering/scientific investigation. Fti Consulting has a market cap of $1.3 billion; its shares were traded at around $29.89 with a P/E ratio of 12.7 and P/S ratio of 0.8. Fti Consulting had an annual average earnings growth of 14.2% over the past 10 years. GuruFocus rated Fti Consulting the business predictability rank of 4.5-star.

FTI Consulting recently reported its first quarter 2012 financial results. For the quarter, revenues increased 9.2 percent to a first quarter record of $395.2 million compared to $361.8 million in the prior year quarter. Adjusted EBITDA was $54.0 million, and both diluted earnings per share (EPS) and Adjusted EPS were $0.43.

Joel Greenblatt owns 53,140 shares as of 03/31/2012, an increase of 687.61% from the previous quarter. This position accounts for 0.17% of the $1.15 billion portfolio of Gotham Capital.

President & CEO Jack B Iv Dunn sold 7,144 shares of FCN stock on 12/16/2011 at the average price of 42.44. Jack B Iv Dunn owns at least 238,750 shares after this. The price of the stock has decreased by 29.57% since. Other insiders have also decreased their positions in the company.


Rating: 4.2/5 (5 votes)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide