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Weekly Guru Bargains Highlights: ATML, VSH, TTM, OGZPY, TEF

July 28, 2012 | About:
GuruFocus

GuruFocus

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

Atmel Corporation (ATML): Down 30% Since Richard Perry Bought In the Quarter Ended on 2012-03-31

Richard Perry initiated holdings in Semiconductors company Atmel Corporation during the quarter ended 03/31/2012. His purchase prices were between $8.26 and $10.73, with an estimated average price of $9.13. Since then the prices of Atmel Corporation shares have declined by -30% from the estimated average. Richard Perry owned 59,400 shares of as of 03/31/2012.

Atmel Corporation is a global semiconductor company that designs, develops, manufactures and sells a wide range of highly integrated semiconductor integrated circuit products. Atmel Corporation has a market cap of $2.69 billion; its shares were traded at around $6.37 with a P/E ratio of 11.2 and P/S ratio of 1.5.

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. GAAP net income totaled $20.4 million or $0.05 per diluted share for the first quarter of 2012.

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 38.39% since. Other insiders have also decreased their positions in the company.

Vishay Intertechnology (VSH): Down 21% Since Richard Snow Bought In the Quarter Ended on 2012-03-31

Richard Snow added to his holdings in Electrical Components & Equipment company Vishay Intertechnology by 999.01% during the quarter ended 03/31/2012. His purchase prices were between $9.32 and $13.15, with an estimated average price of $11.19. Since then the prices of Vishay Intertechnology shares have declined by -21% from the estimated average. Richard Snow owned 616,380 shares of as of 03/31/2012.

Vishay Intertechnology, Inc. is a international manufacturer and supplier of discrete passive electronic components and discrete active electronic components, particularly resistors, capacitors, inductors, diodes and transistors. Vishay Intertechnology has a market cap of $1.35 billion; its shares were traded at around $8.79 with a P/E ratio of 7.3 and P/S ratio of 0.5. Vishay Intertechnology had an annual average earnings growth of 6.6% over the past 10 years.

Revenues for the fiscal quarter ended March 31, 2012 were $538.5 million, compared to $695.2 million for the fiscal quarter ended April 2, 2011. The net earnings attributable to Vishay stockholders for the fiscal quarter ended March 31, 2012 were $33.8 million, or $0.21 per diluted share, compared to $75.3 million, or $0.43 per diluted share for the fiscal quarter ended April 2, 2011.

Richard Snow owns 616,380 shares as of 03/31/2012, an increase of 999.01% from the previous quarter. This position accounts for 0.35% of the $2.14 billion portfolio of Snow Capital Management, L.P.. James Barrow owns 5,369,941 shares as of 03/31/2012, which accounts for 0.13% of the $50.84 billion portfolio of Barrow, Hanley, Mewhinney & Strauss.

Tata Motors Limited (TTM): Down 21% Since Ken Fisher Bought In the Quarter Ended on 2012-06-30

Ken Fisher added to his holdings in Commercial Vehicles & Trucks company Tata Motors Limited (adr) by 475.23% during the quarter ended 06/30/2012. His purchase prices were between $20.05 and $30.43, with an estimated average price of $25.18. Since then the prices of Tata Motors Limited (ADR) shares have declined by -21% from the estimated average. Ken Fisher owned 4,553,102 shares of as of 06/30/2012.

Tata Motors is India's automotive manufacturer. Tata Motors Limited (adr) has a market cap of $10.91 billion; its shares were traded at around $19.96 with and P/S ratio of 0.3. The dividend yield of Tata Motors Limited (adr) stocks is 1.7%. Tata Motors Limited (adr) had an annual average earnings growth of 51.2% over the past 5 years.

Ken Heebner bought 4,415,000 shares in the quarter that ended on 03/31/2012, which is 2.6% of the $4.6 billion portfolio of Capital Growth Management LP. Ken Fisher owns 4,553,102 shares as of 06/30/2012, an increase of 475.23% from the previous quarter. This position accounts for 0.28% of the $34.66 billion portfolio of Fisher Asset Management, LLC. Andreas Halvorsen sold out his holdings in the quarter that ended on 03/31/2012.

Gazprom OAO (OGZPY): Down 21% Since Ken Fisher Bought In the Quarter Ended on 2012-03-31

Ken Fisher added to his holdings in Gas Distribution company Gazprom Oao (adr) by 1693.96% during the quarter ended 03/31/2012. His purchase prices were between $12 and $15.37, with an estimated average price of $12.11. Since then the prices of Gazprom OAO (ADR) shares have declined by -21% from the estimated average. Ken Fisher owned 664,213 shares of as of 03/31/2012.

OAO Gazprom, an energy company, primarily supplies gas in Russian Federation and abroad through its exploration, production and gas transmission activities. Gazprom Oao (adr) has a market cap of $113.22 billion; its shares were traded at around $9.57 with a P/E ratio of 2.5 and P/S ratio of 0.7.

Telefonica S.A. (TEF): Down 27% Since Jeff Auxier Bought In the Quarter Ended on 2012-03-31

Jeff Auxier added to his holdings in Fixed Line Telecommunications company Telefonica S.a. (adr) by 28.35% during the quarter ended 03/31/2012. His purchase prices were between $15.82 and $17.3, with an estimated average price of $15.65. Since then the prices of Telefonica S.A. (ADR) shares have declined by -27% from the estimated average. Jeff Auxier owned 113,186 shares of as of 03/31/2012.

Telefonica is the largest supplier of telecommunications services in the Spanish and Portuguese speaking world. Telefonica S.a. (adr) has a market cap of $52.65 billion; its shares were traded at around $11.44 with a P/E ratio of 2.8 and P/S ratio of 0.6. The dividend yield of Telefonica S.a. (adr) stocks is 7.4%. Telefonica S.a. (adr) had an annual average earnings growth of 22.6% over the past 10 years. GuruFocus rated Telefonica S.a. (adr) the business predictability rank of 3.5-star.

TEF recently reported its first quarter 2012 financial results. Revenues per share were $4.29, compared to $4.68 for the first quarter of 2011. EPS was 21 cents per share for the quarter, compared to $1.49 per share during the first quarter of 2011.

David Dreman owns 200,211 shares as of 03/31/2012, an increase of 36.01% from the previous quarter. This position accounts for 0.069% of the $4.79 billion portfolio of Dreman Value Management. Mario Gabelli owns 48,140 shares as of 03/31/2012, which accounts for 0.0057% of the $13.95 billion portfolio of GAMCO Investors.


Rating: 3.8/5 (5 votes)

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