Weekly Guru Bargains Highlights: ANF, SID, TYC, QLIK, MMP

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Oct 22, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Abercrombie & Fitch Co. (ANF, Financial): Down 22% Since Ray Dalio Bought in the Quarter Ended on 2012-06-30



Ray Dalio added to his holdings in Apparel Retailers company Abercrombie & Fitch Co. by 657% during the quarter ended 06/30/2012. His purchase prices were between $30.09 and $53.89, with an estimated average price of $41.05. Since then the prices of Abercrombie & Fitch Co. shares have declined by -22% from the estimated average. Ray Dalio owned 75,057 shares of as of 06/30/2012.


Abercrombie & Fitch Co. is principally engaged in the purchase, distribution and sale of men's, women's and kids' casual apparel. Abercrombie & Fitch Co. has a market cap of $2.64 billion; its shares were traded at around $32.03 with a P/E ratio of 16.76 and P/S ratio of 0.64. The dividend yield of Abercrombie & Fitch Co. stocks is 2.19%. Abercrombie & Fitch Co. had an annual average earnings growth of 2.7% over the past 10 years.


ANF recently reported unaudited results which reflected net income of $15.5 million and net income per diluted share of $0.19 for the thirteen weeks ended July 28, 2012, compared to net income of $32.0 million and net income per diluted share of $0.35 for the 13 weeks ended July 30, 2011.


Richard Snow bought 497,865 shares in the quarter that ended on 06/30/2012, which is 0.93% of the $1.84 billion portfolio of Snow Capital Management LP. Ray Dalio owns 75,057 shares as of 06/30/2012, an increase of 657% from the previous quarter. This position accounts for 0.038% of the $6.73 billion portfolio of Bridgewater Associates.


Director Craig R. Stapleton bought 10,000 shares of ANF stock on 05/22/2012 at the average price of $35.43. Craig R. Stapleton owns at least 17,398 shares after this. The price of the stock has decreased by 9.6% since.


Companhia Siderurgica Nacional (SID, Financial): Down 25% Since Jeremy Grantham Bought in the Quarter Ended on 2012-06-30


Jeremy Grantham added to his holdings in Steel company Companhia Siderurgica Nacional by 144.04% during the quarter ended 06/30/2012. His purchase prices were between $5.28 and $9.59, with an estimated average price of $7.47. Since then the price of Companhia Siderurgica Nacional shares have declined by -25% from the estimated average. Jeremy Grantham owned 1,901,800 shares of as of 06/30/2012.


Companhia Siderurgica Nacional, 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 $8.12 billion; its shares were traded at around $5.57 with a P/E ratio of 5.68 and P/S ratio of 0.89. The dividend yield of Companhia Siderurgica Nacional stocks is 7.74%. 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.


Tyco International Ltd. (TYC, Financial): Down 49% Since Paul Tudor Jones Bought in the Quarter Ended on 2012-06-30


Paul Tudor Jones added to his holdings in Diversified Industrials company Tyco International Ltd. by 83.62% during the quarter ended 06/30/2012. His purchase prices were between $50.67 and $56.75, with an estimated average price of $54. Since then the prices of Tyco International Ltd. shares have declined by -49% from the estimated average. Paul Tudor Jones owned 192,800 shares of as of 06/30/2012.


Tyco International Ltd., a diversified manufacturing and service company, is the world's largest manufacturer and servicer of electrical and electronic components and undersea telecommunications systems, the world's largest manufacturer, installer, and provider of fire protection systems and electronic security services, has strong leadership positions in disposable medical products, plastics, and adhesives, and is the largest manufacturer of flow control valves. Tyco International Ltd. has a market cap of $12.74 billion; its shares were traded at around $27.58 with a P/E ratio of 7.6 and P/S ratio of 0.73. The dividend yield of Tyco International Ltd. stocks is 2.18%.


Tyco International recently reported $0.54 in diluted earnings per share (EPS) from continuing operations for the fiscal third quarter of 2012 and diluted EPS from continuing operations before special items of $1.01 per share. Revenue in the quarter increased 4% versus the prior year to $4.5 billion and included a 4% decline reflecting the impact of foreign currency.


Jean-Marie Eveillard owns 4,690,169 shares as of 06/30/2012, an increase of 185.39% from the previous quarter. This position accounts for 0.96% of the $25.72 billion portfolio of First Eagle Investment Management LLC. Michael Price owns 86,250 shares as of 06/30/2012, an increase of 176% from the previous quarter. This position accounts for 0.66% of the $692 million portfolio of MFP Investors LLC. Three gurus sold out their positions in the company.


Senior Vice President, Human Resources Laurie Siegel sold 80,962 shares of TYC stock on 08/20/2012 at the average price of $57.04. Laurie Siegel owns at least 41,285 shares after this. The price of the stock has decreased by 51.65% since.


Qlik Technologies Inc. (QLIK, Financial): Down 21% Since John Burbank Bought in the Quarter Ended on 2012-06-30


John Burbank initiated holdings in Computer Services company Qlik Technologies Inc during the quarter ended 06/30/2012. His purchase prices were between $21.28 and $33.15, with an estimated average price of $26.02. Since then the prices of Qlik Technologies Inc shares have declined by -21% from the estimated average. John Burbank owned 41,600 shares of as of 06/30/2012.


Qlik Technologies Inc. engages in developing business intelligence solutions. Qlik Technologies Inc has a market cap of $1.76 billion; its shares were traded at around $20.55 with a P/E ratio of 205.5 and P/S ratio of 5.48.


Qlik Technologies recently reported its second quarter 2012 financial results. Total revenue for the second quarter of 2012 was $85.8 million, an increase of 16% year over year and 24% year over year on a constant currency basis. License revenue was $50.0 million, an increase of 10% year over year and 18% year over year on a constant currency basis.


John Burbank bought 41,600 shares in the quarter that ended on 06/30/2012, which is 0.031% of the $2.95 billion portfolio of Passport Capital.


CEO and President Lars Bjork sold 40,000 shares of QLIK stock on 09/13/2012 at the average price of $24.1. Lars Bjork owns at least 865,779 shares after this. The price of the stock has decreased by 14.73% since. Other insiders have also decreased their positions in the company.