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Weekly Guru Bargains Highlights: DELL, WTW, HPQ, ARO, ELP

September 03, 2012 | About:
GuruFocus

GuruFocus

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

Dell Inc. (DELL): Down 27% Since Joel Greenblatt Bought In the Quarter Ended on 2012-06-30

Joel Greenblatt added to his holdings in Computer Hardware company Dell Inc. by 20.84% 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 -27% from the estimated average. Joel Greenblatt owned 858,852 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 $19.78 billion; its shares were traded at around $10.56 with a P/E ratio of 5.7 and P/S ratio of 0.3. 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 fiscal year 2013 second quarter financial results. The company announced revenues of $14.5 billion. GAAP earnings were 42 cents per share, and non-GAAP earnings of 50 cents per share.

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 9.2% since. Other insiders have also decreased their positions in the company.

Weight Watchers International, Inc. (WTW): Down 24% Since Jim Simons Bought In the Quarter Ended on 2012-06-30

Jim Simons initiated holdings in Specialized Consumer Services company Weight Watchers International, Inc. during the quarter ended 06/30/2012. His purchase prices were between $49.68 and $79.19, with an estimated average price of $62.53. Since then the prices of Weight Watchers International, Inc. shares have declined by -24% from the estimated average. Jim Simons owned 66,312 shares of as of 06/30/2012.

Weight Watchers International, Inc. is the largest provider of weight control programs in the world. Weight Watchers International, Inc. has a market cap of $2.67 billion; its shares were traded at around $47.77 with a P/E ratio of 11.8 and P/S ratio of 1.5. The dividend yield of Weight Watchers International, Inc. stocks is 1.5%. Weight Watchers International, Inc. had an annual average earnings growth of 12.7% over the past 10 years. GuruFocus rated Weight Watchers International, Inc. the business predictability rank of 4.5-star.

Joel Greenblatt owns 44,817 shares as of 06/30/2012, an increase of 705.63% from the previous quarter. This position accounts for 0.17% of the $1.36 billion portfolio of Gotham Capital.

President & CEO David Kirchhoff sold 538 shares of WTW stock on 04/04/2012 at the average price of 77.97. David Kirchhoff owns at least 42,073 shares after this. The price of the stock has decreased by 38.73% since. Other insiders have also decreased their positions in the company.

Hewlett-Packard Company (HPQ): Down 26% Since Jeremy Grantham Bought In the Quarter Ended on 2012-06-30

Jeremy Grantham added to his holdings in Computer Hardware company Hewlett-packard Company by 33.79% during the quarter ended 06/30/2012. His purchase prices were between $19.18 and $25.28, with an estimated average price of $22.73. Since then the prices of Hewlett-Packard Company shares have declined by -26% from the estimated average. Jeremy Grantham owned 37,965,326 shares of as of 06/30/2012.

Hewlett Packard is one of the global providers of computing and imaging solutions and services for business and home. Hewlett-packard Company has a market cap of $34.68 billion; its shares were traded at around $16.88 with a P/E ratio of 4.3 and P/S ratio of 0.3. The dividend yield of Hewlett-packard Company stocks is 3%. Hewlett-packard Company had an annual average earnings growth of 25.4% over the past 5 years.

HPQ recently announced financial results for its third fiscal quarter ended July 31, 2012. For the quarter, net revenue of $29.7 billion was down 5% year over year and down 2% when adjusted for the effects of currency.

Richard Perry bought 4,000,000 shares in the quarter that ended on 06/30/2012, which is 3.3% of the $2.47 billion portfolio of Perry Capital. Seth Klarman owns 26,850,601 shares as of 06/30/2012, an increase of 55.66% from the previous quarter. This position accounts for 14.1% of the $3.84 billion portfolio of The Baupost Group. Mark Hillman owns 94,049 shares as of 06/30/2012, a decrease of 48.35% of from the previous quarter. This position accounts for 3.4% of the $56 million portfolio of Hillman Capital Management.

Executive Chairman Raymond J. Lane bought 46,400 shares of HPQ stock on 06/05/2012 at the average price of 21.5. Raymond J. Lane owns at least 248,392 shares after this. The price of the stock has decreased by 21.49% since. Other insiders have also increased their positions in the company.

Aeropostale, Inc. (ARO): Down 28% Since Jim Simons Bought In the Quarter Ended on 2012-06-30

Jim Simons added to his holdings in Apparel Retailers company Aeropostale, Inc. by 549.57% during the quarter ended 06/30/2012. His purchase prices were between $16.04 and $22.49, with an estimated average price of $19.44. Since then the prices of Aeropostale, Inc. shares have declined by -28% from the estimated average. Jim Simons owned 771,112 shares of as of 06/30/2012.

Aeropostale, Inc. is a mall-based, specialty retailer of casual apparel and accessories, principally targeting fourteen to seventeen year-old young women and men. Aeropostale, Inc. has a market cap of $1.09 billion; its shares were traded at around $13.93 with a P/E ratio of 15.4 and P/S ratio of 0.5. Aeropostale, Inc. had an annual average earnings growth of 31.8% over the past 10 years. GuruFocus rated Aeropostale, Inc. the business predictability rank of 3.5-star.

ARO recently reported its financial results for the second quarter of 2012. Net income for the second quarter of 2012 was approximately $0.1 million, or $0.00 per diluted share. Net income for the second quarter of 2011 was $2.9 million, or $0.04 per diluted share.

Lee Ainslie owns 6,436,112 shares as of 06/30/2012, an increase of 35.71% from the previous quarter. This position accounts for 1.7% of the $6.85 billion portfolio of Maverick Capital. John Hussman owns 4,402,000 shares as of 06/30/2012, which accounts for 1.5% of the $5.32 billion portfolio of Hussman Economtrics Advisors. Richard Pzena owns 1,128,358 shares as of 06/30/2012, which accounts for 0.24% of the $8.56 billion portfolio of Pzena Investment Management LLC. Four gurus sold out their positions in the company.

CEO Thomas P Johnson sold 40,000 shares of ARO stock on 03/30/2012 at the average price of 21.58. Thomas P Johnson owns at least 336,455 shares after this. The price of the stock has decreased by 35.45% since. Other insiders have also decreased their positions in the company.

Companhia Paranaense de Energia (ELP): Down 21% Since Steven Cohen Bought In the Quarter Ended on 2012-06-30

Steven Cohen initiated holdings in Electricity company Companhia Paranaense De Energia during the quarter ended 06/30/2012. His purchase prices were between $19.85 and $25.01, with an estimated average price of $22.48. Since then the prices of Companhia Paranaense de Energia shares have declined by -21% from the estimated average. Steven Cohen owned 16,100 shares of as of 06/30/2012.

Companhia Paranaense de Energia is involved in the Utilities Industry. Companhia Paranaense De Energia has a market cap of $5.45 billion; its shares were traded at around $17.79 with a P/E ratio of 7.3 and P/S ratio of 1.3. Companhia Paranaense De Energia had an annual average earnings growth of 2.6% over the past 10 years.

Charles Brandes owns 438,480 shares as of 06/30/2012, which accounts for 0.098% of the $9.71 billion portfolio of Brandes Investment.


Rating: 3.0/5 (11 votes)

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