Weekly Guru Bargains Highlights: HMSY, FB, TSU, SLXP, ANR

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Oct 29, 2012
According to GuruFocus Bargains, these stocks have declined the most since Gurus have bought.


HMS Holdings Corporation (HMSY, Financial): Down 23% Since RS Investment Management Bought in the Quarter Ended on 6-30-2012


RS Investment Management added to his holdings in business support services company, HMS Holdings Corp. by 26.77% during the quarter ended 6/30/2012. His purchase prices were between $23.22 and $32.39, with an estimated average price of $26.79. Since then, the prices of HMS Holdings shares have declined by 23% from the estimated average. RS Investment Management owned 523,119 shares as of 6/30/2012.


HMS Holdings furnishes information-based revenue recovery and business office outsourcing services to healthcare providers and payors. HMS Holdings has a market cap of $2.34 billion; its shares were traded at around $20.61 with a P/E ratio of 39.8 and a P/S ratio of 6.4. HMS Holdings had an annual average earnings growth of 35.3% over the past five years.


For the quarter ended September 30, 2012, revenue increased 22.6% to $113.2 million, compared to $92.4 million for the same period a year ago. Net income for the quarter was $10.5 million or $0.12 per diluted common share compared to a net income of $14.4 million or $0.17 per diluted common share for the same period a year ago, a decrease of 27.1%.


CEO William C Lucia sold 15,000 shares of HMSY stock on 10/18/2012 at the average price of $27.33. Lucia owns at least 264,960 shares after this. The price of the stock has decreased by 24.59% since. Other insiders have also decreased their positions in the company.


Facebook Inc. (FB, Financial): Down 26% Since Chase Coleman Bought in the Quarter Ended on 6-30-2012


Chase Coleman initiated holdings in media agencies company Facebook Inc. during the quarter ended 6/30/2012. His purchase prices were between $25.76 and $32.73, with an estimated average price of $29.60. Since then the prices of Facebook shares have declined by 26% from the estimated average. Chase Coleman owned 1,958,448 shares of as of 6/30/2012.


Facebook Inc. operates a social networking website worldwide. Facebook has a market cap of $40.7 billion; its shares were traded at around $21.98 with a P/S ratio of 11.


Facebook recently reported its third quarter 2012 financial results. Revenue for the third quarter totaled $1.26 billion, an increase of 32%, compared with $954 million in the third quarter of 2011.


Robert Karr bought 365,000 shares in the quarter that ended on 6/30/2012, which is 2.2% of the $514 million portfolio of Joho Capital. Frank Sands bought 11,649,292 shares in the quarter that ended on 6/30/2012, which is 1.6% of the $22.04 billion portfolio of Sands Capital Management.


Director Reed Hastings bought 47,846 shares of FB stock on 8/08/2012 at the average price of $21.03. Reed Hastings owns at least 47,846 shares after this. The price of the stock has increased by 4.52% since. Other insiders have decreased their positions in the company.


Tim Holding Company (TSU, Financial): Down 39% Since Charles Brandes Bought in the Quarter Ended on 6-30-2012


Charles Brandes added to his holdings in mobile telecommunications company, Tim Holding Company by 16.07% during the quarter ended 6/30/2012. His purchase prices were between $23.91 and $32.93, with an estimated average price of $27.77. Since then, the prices of Tim Holding shares have declined by 39% from the estimated average. Charles Brandes owned 3,512,341 shares as of 6/30/2012.


TIM Participacoes S.A. is a holding company, the single company in Brazil to offer mobile cellular services throughout the Brazilian territory, by means of its subsidiaries TIM Celular S.A. Tim Holding Company has a market cap of $8.67 billion; its shares were traded at around $16.88 with a P/E ratio of 11.4 and a P/S ratio of 0.9. The dividend yield of Tim Holding stocks is 1.6%. Tim Holding Company had an annual average earnings growth of 22.4% over the past 10 years.


Charles Brandes owns 3,512,341 shares as of 06/30/2012, an increase of 16.07% from the previous quarter. This position accounts for 0.99% of the $9.71 billion portfolio of Brandes Investment.


Salix Pharmaceuticals, Ltd. (SLXP, Financial): Down 21% Since Steven Cohen Bought in the Quarter Ended on 6-30-2012


Steven Cohen added to his holdings in Pharmaceuticals company Salix Pharmaceuticals, Ltd. by 137.06% during the quarter ended 06/30/2012. His purchase prices were between $47.62 and $54.43, with an estimated average price of $50.80. Since then the prices of Salix Pharmaceuticals, Ltd. shares have declined by 21% from the estimated average. Steven Cohen owned 413,621 shares as of 06/30/2012.


Salix Pharmaceuticals' objective is to be a market-driven specialty pharmaceutical company focused on the needs of physicians specializing in gastroenterology. Salix Pharmaceuticals has a market cap of $2.37 billion; its shares were traded at around $40.05 with a P/E ratio of 11.8 and a P/S ratio of 4.4.


Edward Owens owns 1,554,300 shares as of 06/30/2012, which accounts for 0.4% of the $21.29 billion portfolio of Vanguard Health Care Fund. NWQ Managers owns 633,290 shares as of 06/30/2012, which accounts for 0.26% of the $13.76 billion portfolio of NWQ Investment Management Co.


President and CEO Carolyn J. Logan sold 119,300 shares of SLXP stock on 06/28/2012 at the average price of 52.07. Logan owns at least 1,044,488 shares after this. The price of the stock has decreased by 23.08% since. Other insiders have also decreased their positions in the company.


Alpha Natural Resources Inc. (ANR, Financial): Down 30% Since Jim Simons Bought in the Quarter Ended on 6-30-2012


Jim Simons initiated holdings in coal company, Alpha Natural Resources Inc. during the quarter ended 6/30/2012. His purchase prices were between $7.94 and $16.87, with an estimated average price of $12.40. Since then the prices of Alpha Natural Resources Inc. shares have declined by 30% from the estimated average. Jim Simons owned 965,237 shares as of 6/30/2012.


Alpha Natural Resources is a Central Appalachian coal producer that also has significant operations in Northern Appalachia. Alpha Natural Resources Inc. has a market cap of $1.98 billion; its shares were traded at around $8.70 with a P/S ratio of 0.3. Alpha Natural Resources had an annual average earnings growth of 2.6% over the past five years.


ANR recently announced its second quarter 2012 financial results. The company reported a second quarter loss of $2.2 billion or $10.14 per diluted share, compared with a loss of $50 million or $0.32 per diluted share in the second quarter of 2011.


John Burbank bought 432,400 shares in the quarter that ended on 6/30/2012, which is 0.13% of the $2.95 billion portfolio of Passport Capital. NWQ Managers owns 1,411,973 shares as of 06/30/2012, an increase of 71.49% from the previous quarter. This position accounts for 0.089% of the $13.76 billion portfolio of NWQ Investment Management Co.