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Weekly Guru Bargains Highlights: TLAB, DELL, FFIV, JCP, ABCO

November 26, 2012 | About:
Last week’s top five guru bargain stocks were TLAB, DELL, FFIV, JCP and ABCO. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Tellabs Inc. (TLAB): Down 22% Since Chuck Royce Bought in the Quarter Ended on 2012-06-30


Chuck Royce added to his holdings in Telecommunications Equipment company Tellabs Inc. by 83.62% during the quarter ended 06/30/2012. His purchase prices were between $3.27 and $4.07, with an estimated average price of $3.66. Since then the prices of Tellabs Inc. shares have declined by 22% from the estimated average. Chuck Royce owned 4,408,455 shares of as of 06/30/2012.

Tellabs helps the world's communications service providers build tomorrow's converged networks of voice, data and video. Tellabs Inc. has a market cap of $1.05 billion; its shares were traded at around $2.87 with and P/S ratio of 0.82. The dividend yield of Tellabs Inc. stocks is 2.79%.

TLAB recently reported its third quarter 2012 financial results. On a GAAP basis, Tellabs recorded a net loss of $4 million or 1 cent per share in the third quarter of 2012, compared with a net loss of $130 million or 36 cents per share in the third quarter of 2011.

Third Avenue Management owns 30,865,000 shares as of 09/30/2012, an increase of 33.33% from the previous quarter. This position accounts for 2.5% of the $4.4 billion portfolio of Third Avenue Management. Martin Whitman owns 12,897,668 shares as of 07/31/2012, an increase of 33.02% from the previous quarter. This position accounts for 1.7% of the $2.51 billion portfolio of Third Avenue Value Fund.

President and CEO Robert W. Pullen sold 70,454 shares of TLAB stock on 05/30/2012 at the average price of $3.55. Robert W. Pullen owns at least 849,378 shares after this. The price of the stock has decreased by 19.15% since. There are mixed trades from other insiders.

Dell Inc. (DELL): Down 34% 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 34% 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 $16.57 billion; its shares were traded at around $9.55 with a P/E ratio of 5.22 and P/S ratio of 0.27. The dividend yield of Dell Inc. stocks is 3.35%. 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.

Michael Price owns 240,000 shares as of 09/30/2012, an increase of 118.18% from the previous quarter. This position accounts for 0.35% of the $680 million portfolio of MFP Investors LLC. Brian Rogers owns 14,000,000 shares as of 09/30/2012, an increase of 100% from the previous quarter. This position accounts for 0.6% of the $23.02 billion portfolio of T Rowe Price Equity Income Fund. John Hussman sold out his holdings in the quarter that ended on 09/30/2012.

Senior Vice President Brian T. Gladden sold 25,000 shares of DELL stock on 09/04/2012 at the average price of $10.56. Brian T. Gladden owns at least 378,916 shares after this. The price of the stock has decreased by 9.56% since.

F5 Networks Inc. (FFIV): Down 21% Since Jim Simons Bought in the Quarter Ended on 2012-06-30

Jim Simons added to his holdings in Telecommunications Equipment company F5 Networks Inc. by 19390.7% during the quarter ended 06/30/2012. His purchase prices were between $96.12 and $137.75, with an estimated average price of $117.18. Since then the prices of F5 Networks Inc. shares have declined by 21% from the estimated average. Jim Simons owned 896,574 shares of as of 06/30/2012.

F5 Networks Inc. is a provider of integrated Internet traffic and content management solutions designed to improve the availability and performance of mission-critical Internet-based servers and applications. F5 Networks Inc. has a market cap of $7.28 billion; its shares were traded at around $92.16 with a P/E ratio of 26.33 and P/S ratio of 5.29. F5 Networks Inc. had an annual average earnings growth of 34.9% over the past five years.

FFIV recently reported its third quarter 2012 financial results. The company announced revenue of $362.6 million for the fourth quarter of fiscal year 2012, up 3 percent from $352.6 million in the prior quarter and 15 percent from $314.6 million in the fourth quarter of fiscal year 2011.

George Soros bought 50,000 shares in the quarter that ended on 09/30/2012, which is 0.084% of the $6.2 billion portfolio of Soros Fund Management LLC. Frank Sands owns 4,805,225 shares as of 09/30/2012, which accounts for 2.1% of the $24.32 billion portfolio of Sands Capital Management. Ken Fisher sold out his holdings in the quarter that ended on 09/30/2012.

President and CEO John McAdam sold 15,000 shares of FFIV stock on 11/15/2012 at the average price of $87. John McAdam owns at least 132,988 shares after this. The price of the stock has increased by 5.93% since. Other insiders have also decreased their positions in the company.

J.C. Penney Co. Inc. (JCP): Down 27% Since Larry Robbins Bought in the Quarter Ended on 2012-09-30

Larry Robbins initiated holdings in Broadline Retailers company J.C. Penney Co. Inc. during the quarter ended 09/30/2012. His purchase prices were between $19.26 and $29.49, with an estimated average price of $23.54. Since then the prices of J.C. Penney Co Inc shares have declined by 27% from the estimated average. Larry Robbins owned 4,457,212 shares of as of 09/30/2012.

J.C. Penney is one of America's retailers, operating department stores throughout the U.S. and Puerto Rico, as well as one of the largest apparel and home furnishing sites on the Internet, jcp. J.c. Penney Co Inc has a market cap of $3.79 billion; its shares were traded at around $17.29 with and P/S ratio of 0.22. J.c. Penney Co Inc had an annual average earnings growth of 2.6% over the past 10 years.

Ruane Cunniff bought 700,000 shares in the quarter that ended on 09/30/2012, which is 0.13% of the $13.16 billion portfolio of Ruane & Cunniff & Goldfarb. Lee Ainslie owns 4,709,263 shares as of 09/30/2012, an increase of 80.56% from the previous quarter. This position accounts for 1.5% of the $7.55 billion portfolio of Maverick Capital. Dodge & Cox owns 20,316,550 shares as of 09/30/2012, an increase of 25.89% from the previous quarter. This position accounts for 0.64% of the $76.68 billion portfolio of Dodge & Cox.

Director Javier G. Teruel bought 126,000 shares of JCP stock on 11/16/2012 at the average price of $15.98. Javier G. Teruel owns at least 158,013 shares after this. The price of the stock has increased by 8.2% since. Other insiders have also increased their positions in the company.

Advisory Board Company (ABCO): Down 49% Since Chuck Royce Bought in the Quarter Ended on 2012-06-30

Chuck Royce added to his holdings in Business Support Services company Advisory Board Company by 100% during the quarter ended 06/30/2012. His purchase prices were between $47.94 and $96.23, with an estimated average price of $85.8. Since then the prices of Advisory Board Company shares have declined by 49% from the estimated average. Chuck Royce owned 1,838,640 shares of as of 06/30/2012.

ABCO recently announced financial results for its fiscal third quarter ended Oct. 27, 2012. For the quarter, the company reported a net loss of $123 million or $0.56 per share.

The Advisory Board Company provides best practices research and analysis to the health care industry, focusing on business strategy, operations and general management issues. Advisory Board Company has a market cap of $1.51 billion; its shares were traded at around $43.59 with a P/E ratio of 44.25 and P/S ratio of 4.07. Advisory Board Company had an annual average earnings growth of 2.6% over the past 10 years. GuruFocus rated Advisory Board Company the business predictability rank of 2-star.

CEO Robert W. Musslewhite sold 10,000 shares of ABCO stock on 11/20/2012 at the average price of $43.38. Robert W. Musslewhite owns at least 28,633 shares after this. The price of the stock has increased by 0.48% since. Other insiders have also decreased their positions in the company.

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