Weekly Guru Bargains Highlights: WCRX, NIHD, EBR, CAJ, CIG

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Oct 06, 2012
According to GuruFocus Updates, these stocks have declined the most since Gurus have bought.

Warner Chilcott (WCRX, Financial): Down 28% Since Eric Mindich Bought in the Quarter Ending 06-30-2012


Eric Mindich initiated holdings in pharmaceuticals company, Warner Chilcott, during the quarter ending 06/30/2012. His purchase prices were between $15.29 and $21.93, with an estimated average price of $18.59. Since then the prices of Warner Chilcott shares have declined by -28% from the estimated average. Eric Mindich owned 1,500,000 shares as of 06/30/2012.

Warner Chilcott PLC, formerly Warner Chilcott Limited, is a specialty pharmaceutical company currently focused on women's healthcare and dermatology of the urology segments of the North American and Western European pharmaceuticals market. Warner Chilcott has a market cap of $3.38 billion; its shares were traded at around $13.3 with a P/E ratio of 3.4 and P/S ratio of 1.2. Warner Chilcott had an annual average earnings growth of 37.7% over the past 5 years.

WCRX recently reported its second quarter 2012 financial results. Total revenue in the quarter ended June 30, 2012 was $638 million, a decrease of $32 million, or 5%, compared to the quarter ended June 30, 2011.

John Keeley owns 10,660 shares as of 06/30/2012, which accounts for 0.0043% of the $4.44 billion portfolio of Keeley Fund Management. Private Capital owns 2,306,489 shares as of 06/30/2012, which accounts for 3.3% of the $1.26 billion portfolio of Private Capital Management. David Williams owns 2,150,000 shares as of 12/31/2011, which accounts for 0.73% of the $4.48 billion portfolio of Columbia Value and Restructuring Fund.

NII Holdings, Inc. (NIHD, Financial): Down 41% Since Steven Cohen Bought in the Quarter Ending 06-30-2012

Steven Cohen added to his holdings in Mobile Telecommunications company NII Holdings, Inc. by 165.71% during the quarter ended 06/30/2012. His purchase prices were between $10.26 and $19.5, with an estimated average price of $13.65. Since then, the prices of NII Holdings, Inc. shares have declined by -41% from the estimated average. Steven Cohen owned 157,481 shares of as of 06/30/2012.

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 $1.34 billion; its shares were traded at around $8.11 with and P/S ratio of 0.2. NII Holdings, Inc. had an annual average earnings growth of 22.2% over the past 10 years.

NII Holdings recently announced its consolidated financial results for the second quarter of 2012. During the quarter, the Company added 235,000 net subscribers to its network, bringing its ending subscriber base to more than 11.2 million, a 14 percent increase compared to the subscriber base as of 06/30/2011.

Mario Gabelli owns 1,862,600 shares as of 06/30/2012, which accounts for 0.14% of the $13.31 billion portfolio of GAMCO Investors. Joel Greenblatt owns 73,348 shares as of 06/30/2012, a decrease of 46.71% of from the previous quarter. This position accounts for 0.055% of the $1.36 billion portfolio of Gotham Capital. Ron Baron owns 41,000 shares as of 06/30/2012, a decrease of 85.89% of from the previous quarter. This position accounts for 0.0026% of the $15.83 billion portfolio of Baron Funds.

CEO Steven P Dussek bought 42,402 shares of NIHD stock on 09/19/2012 at the average price of $7. Dussek owns at least 397,513 shares after this. The price of the stock has increased by 15.86% since. Other insiders have also increased their positions in the company.

Centrais Eletricas Brasileiras SA (EBR, Financial): Down 24% Since Jeremy Grantham Bought in the Quarter Ended 2012-06-30

Jeremy Grantham added to his holdings in electricity company Centrais Eletricas Brasileiras SA (EBR) by 45.07% during the quarter ending 06/30/2012. His purchase prices were between $6.36 and $9.52, with an estimated average price of $7.67. Since then the prices of EBR shares have declined by -24% from the estimated average. Jeremy Grantham owned 1,810,820 shares of as of 06/30/2012.

EBR is involved in the utilities industry. Their principal activity is the generation and distribution of electric power through their companies to the whole of Brazil. EBR has a market cap of $8.03 billion; its shares were traded at about $5.79 with and P/S ratio of 0.5.

Charles Brandes owns 27,299,456 shares as of 06/30/2012, which accounts for 2% of the $9.71 billion portfolio of Brandes Investment.

Canon Inc. (CAJ, Financial): Down 27% Since Manning & Napier Advisors, Inc Bought in the Quarter Ending 2012-06-30

Manning & Napier Advisors, Inc added to his holdings in Electronic Office Equipment company Canon Inc. by 144.02% during the quarter ended 06/30/2012. His purchase prices were between $38.1 and $48.25, with an estimated average price of $42.88. Since then the prices of Canon Inc. shares have declined by -27% from the estimated average. Manning & Napier Advisors, Inc owned 125,668 shares of as of 06/30/2012.

Canon, Inc. is an industry leader in professional and consumer imaging equipment and information systems. Canon Inc. has a market cap of $38 billion; its shares were traded at around $31.46 with a P/E ratio of 12.1 and P/S ratio of 0.8. The dividend yield of Canon Inc. stocks is 4.4%. Canon Inc. had an annual average earnings growth of 8% over the past 10 years.

Canon recently reported its second quarter 2012 financial results. The company announced that its net sales for the three months ended June 30, 2012, was $11.4 billion, an increase of 7.5% over the previous year. Net income attributable to shareholders per share was 55 cents per share.

Tweedy Browne owns 15,585 shares as of 06/30/2012, which accounts for 0.022% of the $2.84 billion portfolio of Tweedy Browne Co., LLC. Ron Baron owns 19,000 shares as of 06/30/2012, which accounts for 0.0048% of the $15.83 billion portfolio of Baron Funds. Charles Brandes owns 2,058,170 shares as of 06/30/2012, which accounts for 0.85% of the $9.71 billion portfolio of Brandes Investment.

Companhia Energetica Minas Gerais (CIG, Financial): Down 42% Since Steven Cohen Bought in the Quarter Ending 06-30-2012

Steven Cohen added to his holdings in electricity company, Companhia Energetica Minas Gerais (CIG) by 60.88% during the quarter ending 06/30/2012. His purchase prices were between $16.88 and $25.99, with an estimated average price of $20.79. Since then the prices of CIG shares have declined by -42% from the estimated average. Steven Cohen owned 28,035 shares of as of 06/30/2012.

CIG is active in the generation, transmission, distribution and commercialization business, and continues to invest in the expansion of its services and in new technologies so as to remain a top notch company nationwide. CIG has a market cap of $4.52 billion; its shares were traded at around $11.98, a P/S ratio of 0.5 and a dividend yield of 2.8%. CIG had an annual average earnings growth of 24.6% over the past 10 years. GuruFocus rated Companhia Energetica Minas Gerais the business predictability rank of 2.5-star.