Weekly Guru Bargains Highlights: APOL, GNW, BTU, NIHD, OKE

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Jun 30, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Apollo Group Inc (APOL, Financial): Down 21% Since Donald Yacktman Bought In the Quarter Ended on 2012-03-31


Donald Yacktman added to his holdings in Specialized Consumer Services company Apollo Group Inc by 32.53% during the quarter ended 03/31/2012. His purchase prices were between $38.48 and $57.7, with an estimated average price of $45.72. Since then the prices of Apollo Group Inc shares have declined by -21% from the estimated average. Donald Yacktman owned 5,601,770 shares of as of 03/31/2012.


Apollo Group, Inc. has been providing higher education to working adults for over 25 years. Apollo Group Inc has a market cap of $4.03 billion; its shares were traded at around $36.2 with a P/E ratio of 7.8 and P/S ratio of 0.9. Apollo Group Inc had an annual average earnings growth of 21.9% over the past 10 years. GuruFocus rated Apollo Group Inc the business predictability rank of 5-star.


Apollo Group recently reported financial results for the three and nine months ended May 31, 2012. The company announced net revenue of $1,130.8 million, with net income attributable to Apollo of $134.0 million.


Ray Dalio bought 41,837 shares in the quarter that ended on 03/31/2012, which is 0.025% of the $6.43 billion portfolio of Bridgewater Associates. John Rogers owns 77,880 shares as of 03/31/2012, which accounts for 0.062% of the $4.87 billion portfolio of Ariel Capital Management. Joel Greenblatt owns 232,557 shares as of 03/31/2012, which accounts for 0.78% of the $1.15 billion portfolio of Gotham Capital. Lee Ainslie sold out his holdings in the quarter that ended on 03/31/2012.


Exec Chrmn of the Board John G Sperling sold 150,000 shares of APOL stock on 06/28/2012 at the average price of 35.58. John G Sperling owns at least 10,572,100 shares after this. The price of the stock has increased by 1.74% since. Other insiders have also decreased their positions in the company.


Genworth Financial Inc (GNW, Financial): Down 29% Since Richard Snow Bought In the Quarter Ended on 2012-03-31


Richard Snow added to his holdings in Full Line Insurance company Genworth Financial Inc by 42.28% during the quarter ended 03/31/2012. His purchase prices were between $6.75 and $9.54, with an estimated average price of $7.96. Since then the prices of Genworth Financial Inc shares have declined by -29% from the estimated average. Richard Snow owned 1,396,660 shares of as of 03/31/2012.


Genworth Financial is a insurance company in the U. Genworth Financial Inc has a market cap of $2.54 billion; its shares were traded at around $5.67 with a P/E ratio of 17.8 and P/S ratio of 0.3.


Ray Dalio owns 370,837 shares as of 03/31/2012, an increase of 989.51% from the previous quarter. This position accounts for 0.048% of the $6.43 billion portfolio of Bridgewater Associates. Arnold Schneider owns 719,354 shares as of 03/31/2012, an increase of 375.5% from the previous quarter. This position accounts for 0.48% of the $1.23 billion portfolio of Schneider Capital Management. Richard Snow owns 1,396,660 shares as of 03/31/2012, an increase of 42.28% from the previous quarter. This position accounts for 0.54% of the $2.14 billion portfolio of Snow Capital Management, L.P..


Acting Pres&Acting CEO;SVP-CFO Martin P Klein bought 15,000 shares of GNW stock on 05/09/2012 at the average price of 5.6. Martin P Klein owns at least 20,084 shares after this. The price of the stock has increased by 1.25% since. Other insiders, including the company’s CFO, have also increased their positions in the company.


Peabody Energy Corporation (BTU, Financial): Down 23% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31


Steven Cohen added to his holdings in Coal company Peabody Energy Corporation by 1089.44% 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 Corporation shares have declined by -23% from the estimated average. Steven Cohen owned 771,659 shares of as of 03/31/2012.


Peabody Energy is the largest private-sector coal company in the world. Peabody Energy Corporation has a market cap of $6.15 billion; its shares were traded at around $24.5 with a P/E ratio of 5.7 and P/S ratio of 0.8. The dividend yield of Peabody Energy Corporation stocks is 1.5%. Peabody Energy Corporation had an annual average earnings growth of 25.7% over the past 10 years. GuruFocus rated Peabody Energy Corporation the business predictability rank of 2.5-star.


Peabody 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. John Keeley owns 11,895 shares as of 03/31/2012, an increase of 20.09% from the previous quarter. This position accounts for 0.007% of the $4.94 billion portfolio of Keeley Fund Management. Arnold Schneider owns 1,464,503 shares as of 03/31/2012, an increase of 12.01% from the previous quarter. This position accounts for 3.4% of the $1.23 billion portfolio of Schneider Capital 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 35.53% since.


NII Holdings, Inc. (NIHD, Financial): Down 46% Since Louis Moore Bacon Bought In the Quarter Ended on 2012-03-31


Louis Moore Bacon added to his holdings in Mobile Telecommunications company Nii Holdings, Inc. by 202.7% during the quarter ended 03/31/2012. His purchase prices were between $16.02 and $24.18, with an estimated average price of $18.85. Since then the prices of NII Holdings, Inc. shares have declined by -46% from the estimated average. Louis Moore Bacon owned 85,569 shares of as of 03/31/2012.


NII Holdings, formerly known as Nextel International, is one of the world's providers of fully integrated wireless communication services designed to meet the needs of business customers in selected international markets. Nii Holdings, Inc. has a market cap of $1.84 billion; its shares were traded at around $10.23 with a P/E ratio of 16.5 and P/S ratio of 0.3. Nii Holdings, Inc. had an annual average earnings growth of 22.2% over the past 10 years.


NII Holdings recently reported its first quarter 2012 financial results. The company announced consolidated operating revenues of $1.63 billion, in-line with the level reported in the first quarter of 2011, and consolidated OIBDA of $358 million, a 17 percent decline compared to the same period last year. For the first quarter of 2012, the Company generated consolidated operating income of $188 million and consolidated net income of $11 million, or $0.06 per basic share.


Joel Greenblatt owns 137,645 shares as of 03/31/2012, an increase of 283.53% from the previous quarter. This position accounts for 0.22% of the $1.15 billion portfolio of Gotham Capital. Mario Gabelli owns 1,741,575 shares as of 03/31/2012, an increase of 47.81% from the previous quarter. This position accounts for 0.23% of the $13.95 billion portfolio of GAMCO Investors.


Director Kevin L Beebe bought 15,000 shares of NIHD stock on 05/24/2012 at the average price of 10.98. Kevin L Beebe owns at least 34,521 shares after this. The price of the stock has decreased by 6.83% since. Other insiders have also increased their positions in the company.


ONEOK, Inc. (OKE, Financial): Down 46% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31


Steven Cohen added to his holdings in Gas Distribution company Oneok, Inc. by 79.43% during the quarter ended 03/31/2012. His purchase prices were between $80.45 and $88.81, with an estimated average price of $78.93. Since then the prices of ONEOK, Inc. shares have declined by -46% from the estimated average. Steven Cohen owned 12,659 shares of as of 03/31/2012.


ONEOK, Inc. is engaged in several aspects of the energy business. Oneok, Inc. has a market cap of $8.85 billion; its shares were traded at around $42.31 with a P/E ratio of 26.7 and P/S ratio of 0.6. The dividend yield of Oneok, Inc. stocks is 2.9%. Oneok, Inc. had an annual average earnings growth of 6.6% over the past 10 years.


ONEOK Inc. recently reported its first quarter 2012 financial results. The company announced first-quarter 2012 earnings of $1.16 per diluted share, compared with $1.19­­ per diluted share for the same period last year. First-quarter net income attributable to ONEOK was $122.9 million, compared with $130.1 million for the same period in 2011.


James Barrow owns 720,580 shares as of 03/31/2012, which accounts for 0.12% of the $50.84 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. Mario Gabelli owns 204,718 shares as of 03/31/2012, which accounts for 0.12% of the $13.95 billion portfolio of GAMCO Investors.


Director Pattye L Moore sold 5,000 shares of OKE stock on 05/09/2012 at the average price of 85.5. Pattye L Moore owns at least 1,000 shares after this. The price of the stock has decreased by 50.51% since.