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: MFRM, SID, DELL, ACI, IGT

August 25, 2012 | About:
GuruFocus

GuruFocus

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

Mattress Firm Holding Corp (MFRM): Down 21% Since Pioneer Investments Bought In the Quarter Ended on 2012-06-30

Pioneer Investments added to his holdings in Specialty Retailers company Mattress Firm Holding Corp by 114.22% during the quarter ended 06/30/2012. His purchase prices were between $26.08 and $46.38, with an estimated average price of $35.8. Since then the prices of Mattress Firm Holding Corp shares have declined by -21% from the estimated average. Pioneer Investments owned 138,053 shares of as of 06/30/2012.

Mattress Firm Holding Corp. operates as a mattress retailer in the United States. Mattress Firm Holding Corp has a market cap of $1.04 billion; its shares were traded at around $28.36 with and P/S ratio of 1.5.

Mattress Firm Holding Corp. recently announced its financial results for the fiscal first quarter (13 weeks) ended May 1, 2012. Net sales for the first quarter increased 38.1% to $209.8 million, compared to $151.9 million in the first quarter of 2011, driven by comparable-store sales growth of 16.1% and an increase in store units from new store openings and acquisitions.

Ron Baron owns 1,316,290 shares as of 06/30/2012, an increase of 119.38% from the previous quarter. This position accounts for 0.25% of the $15.83 billion portfolio of Baron Funds.

Companhia Siderurgica Nacional (SID): Down 43% Since Jim Simons Bought In the Quarter Ended on 2012-03-31

Jim Simons added to his holdings in Steel company Companhia Siderurgica Nacional by 139.96% during the quarter ended 03/31/2012. His purchase prices were between $8.53 and $10.88, with an estimated average price of $9.47. Since then the prices of Companhia Siderurgica Nacional shares have declined by -43% from the estimated average. Jim Simons owned 2,145,200 shares of as of 03/31/2012.

CIA SIDERUR-ADR, through the combining of its own mines, steel mill, railroads, ports and service and distribution centers within the scope of its operations, makes them the largest integrated steel-making complex in Latin America. Companhia Siderurgica Nacional has a market cap of $7.71 billion; its shares were traded at around $5.39 with a P/E ratio of 5.4 and P/S ratio of 0.8. The dividend yield of Companhia Siderurgica Nacional stocks is 8.2%. Companhia Siderurgica Nacional had an annual average earnings growth of 29.4% over the past 10 years. GuruFocus rated Companhia Siderurgica Nacional the business predictability rank of 3-star.

Dell Inc. (DELL): Down 22% Since Zeke Ashton Bought In the Quarter Ended on 2012-06-30

Zeke Ashton added to his holdings in Computer Hardware company Dell Inc. by 12.5% during the quarter ended 06/30/2012. His purchase prices were between $11.79 and $16.69, with an estimated average price of $14.39. Since then the prices of Dell Inc. shares have declined by -22% from the estimated average. Zeke Ashton owned 450,000 shares of as of 06/30/2012.

Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc. has a market cap of $21.49 billion; its shares were traded at around $11.26 with a P/E ratio of 6.1 and P/S ratio of 0.4. Dell Inc. had an annual average earnings growth of 8.1% over the past 10 years. GuruFocus rated Dell Inc. the business predictability rank of 3.5-star.

DELL recently reported its second quarter 2012 financial results. Revenue in the quarter was $14.5 billion, an 8 percent decrease from the previous year as desktop and mobility revenue contracted. GAAP operating income for the quarter was $901 million, or 6.2 percent of revenue. Non-GAAP operating income was $1.1 billion, or 7.8 percent of revenue.

Dodge & Cox bought 24,043,200 shares in the quarter that ended on 06/30/2012, which is 0.41% of the $73.36 billion portfolio of Dodge & Cox. Brian Rogers bought 7,000,000 shares in the quarter that ended on 06/30/2012, which is 0.4% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund. Michael Price bought 110,000 shares in the quarter that ended on 06/30/2012, which is 0.2% of the $692 million portfolio of MFP Investors LLC. Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp.

Senior Vice President Brian T Gladden sold 68,750 shares of DELL stock on 08/03/2012 at the average price of 11.63. Brian T Gladden owns at least 403,916 shares after this. The price of the stock has decreased by 3.18% since. Other insiders have also decreased their positions in the company.

Arch Coal Inc (ACI): Down 48% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31

Steven Cohen added to his holdings in Coal company Arch Coal Inc by 885.95% during the quarter ended 03/31/2012. His purchase prices were between $10.67 and $15.71, with an estimated average price of $12.59. Since then the prices of Arch Coal Inc shares have declined by -48% from the estimated average. Steven Cohen owned 821,092 shares of as of 03/31/2012.

ASHLAND COAL, INC. is engaged in the mining, processing and marketing of low-sulfur bituminous coal. Arch Coal Inc has a market cap of $1.49 billion; its shares were traded at around $6.58 with a P/E ratio of 30.5 and P/S ratio of 0.4. The dividend yield of Arch Coal Inc stocks is 1.7%. Arch Coal Inc had an annual average earnings growth of 1.8% over the past 5 years.

Arch Coal recently reported a net loss of $436 million, or $2.05 per diluted share, in the second quarter of 2012. "Arch is successfully managing through unprecedented soft coal market conditions domestically and abroad," said John W. Eaves, Arch's president and chief executive officer.

Arnold Schneider owns 7,115,178 shares as of 06/30/2012, an increase of 29.79% from the previous quarter. This position accounts for 4.7% of the $1.05 billion portfolio of Schneider Capital Management. David Dreman owns 200,361 shares as of 06/30/2012, which accounts for 0.032% of the $4.28 billion portfolio of Dreman Value Management. NWQ Managers sold out his holdings in the quarter that ended on 06/30/2012.

Vice Pres, Bus Dev & Strategy Jeffrey W. Strobel bought 1,000 shares of ACI stock on 06/04/2012 at the average price of 6.15. Jeffrey W. Strobel owns at least 11,400 shares after this. The price of the stock has increased by 6.99% since. Other insiders have also increased their positions in the company.

International Game Technology (IGT): Down 21% Since Paul Tudor Jones Bought In the Quarter Ended on 2012-06-30

Paul Tudor Jones initiated holdings in Gambling company International Game Technology during the quarter ended 06/30/2012. His purchase prices were between $13.42 and $17.08, with an estimated average price of $15.16. Since then the prices of International Game Technology shares have declined by -21% from the estimated average. Paul Tudor Jones owned 29,300 shares of as of 06/30/2012.

International Game Technology is one of the largest manufacturers of computerized casino gaming products and operators of proprietary gaming systems in the world and was the first to develop computerized video gaming machines. International Game Technology has a market cap of $3.47 billion; its shares were traded at around $12.03 with a P/E ratio of 12.9 and P/S ratio of 1.8. The dividend yield of International Game Technology stocks is 2%. International Game Technology had an annual average earnings growth of 2.7% over the past 10 years.

Ray Dalio bought 372,944 shares in the quarter that ended on 06/30/2012, which is 0.087% of the $6.73 billion portfolio of Bridgewater Associates. Meridian Funds owns 1,767,835 shares as of 06/30/2012, an increase of 80.83% from the previous quarter. This position accounts for 0.93% of the $3 billion portfolio of Meridian Fund. Joel Greenblatt owns 65,694 shares as of 06/30/2012, an increase of 10.83% from the previous quarter. This position accounts for 0.076% of the $1.36 billion portfolio of Gotham Capital. John Rogers owns 7,992,815 shares as of 06/30/2012, an increase of 10.41% from the previous quarter. This position accounts for 2.8% of the $4.5 billion portfolio of Ariel Capital Management.


Rating: 0.0/5 (0 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