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Weekly Guru Bargains Highlights: BIG, RATE, WCRX, BPT, MCP

December 24, 2012 | About:
GuruFocus

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

Big Lots Inc. (BIG): Down 21% Since Michael Price Bought in the Quarter Ended on 2012-09-30

Michael Price initiated holdings in Specialty Retailers company Big Lots Inc. during the quarter ended 09/30/2012. His purchase prices were between $29.43 and $41.92, with an estimated average price of $36.37. Since then the prices of Big Lots Inc. shares have declined by 21% from the estimated average. Michael Price owned 50,000 shares of as of 09/30/2012.

Big Lots Inc. is an Ohio corporation incorporated in May 2001. Big Lots Inc. has a market cap of $1.65 billion; its shares were traded at around $28.58 with a P/E ratio of 10.5 and P/S ratio of 0.3. Big Lots Inc. had an annual average earnings growth of 25.3% over the past 10 years. GuruFocus rated Big Lots Inc. the business predictability rank of 4.5-star.

Big Lots Inc. recently reported its third quarter 2012 financial results. Net sales for U.S. operations for the third quarter of fiscal 2012 decreased 1.9% to $1.1 billion, compared to $1.1 billion for the same period of fiscal 2011.

Robert Olstein bought 166,000 shares in the quarter that ended on 09/30/2012, which is 0.94% of the $525 million portfolio of Olstein All-Cap Value Fund. Michael Price bought 50,000 shares in the quarter that ended on 09/30/2012, which is 0.22% of the $680 million portfolio of MFP Investors LLC. Edward Lampert owns 1,427,397 shares as of 09/30/2012, an increase of 171.18% from the previous quarter. This position accounts for 0.76% of the $5.57 billion portfolio of ESL Investments.

Executive Vice President Lisa M. Bachmann sold 12,187 shares of BIG stock on 06/29/2012 at the average price of $41. Lisa M. Bachmann owns at least 60,000 shares after this. The price of the stock has decreased by 30.29% since.

Bankrate Inc. (RATE): Down 25% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Internet company Bankrate Inc. by 93.67% during the quarter ended 09/30/2012. His purchase prices were between $15.58 and $19.53, with an estimated average price of $17.44. Since then the prices of Bankrate Inc. shares have declined by 25% from the estimated average. Jim Simons owned 267,850 shares of as of 09/30/2012.

Bankrate Inc. and its subsidiaries own and operate an Internet-based consumer banking and personal finance network. Bankrate Inc. has a market cap of $1.28 billion; its shares were traded at around $12.76 with a P/E ratio of 18.8 and P/S ratio of 2.8. Bankrate Inc. had an annual average earnings growth of 29.1% over the past five years.

Bankrate Inc. recently reported financial results for the third quarter ended Sept. 30, 2012. Total revenue for the third quarter was $116.8 million compared to $112.9 million in the third quarter of 2011, an increase of 3%.

Lee Ainslie owns 600,764 shares as of 09/30/2012, which accounts for 0.12% of the $7.55 billion portfolio of Maverick Capital. Ron Baron sold out his holdings in the quarter that ended on 09/30/2012.

Senior Vice President and CFO Edward J. Dimaria sold 107,177 shares of RATE stock on 08/13/2012 at the average price of $19.27. Edward J. Dimaria owns at least 195,094 shares after this. The price of the stock has decreased by 33.78% since. There are mixed trades from other insiders.

Warner Chilcott Plc (WCRX): Down 28% Since Private Capital Bought in the Quarter Ended on 2012-09-30

Private Capital added to his holdings in Pharmaceuticals company Warner Chilcott Plc by 4.52% during the quarter ended 09/30/2012. His purchase prices were between $12.8 and $18.4, with an estimated average price of $16.14. Since then the prices of Warner Chilcott Plc shares have declined by 28% from the estimated average. Private Capital owned 2,410,789 shares of as of 09/30/2012.

Warner Chilcott Limited was formed through a series of acquisitions and divestitures. Warner Chilcott Plc has a market cap of $2.93 billion; its shares were traded at around $11.6 with a P/E ratio of 2.7 and P/S ratio of 1. The dividend yield of Warner Chilcott Plc stocks is 4.5%. Warner Chilcott Plc had an annual average earnings growth of 37.7% over the past five years.

Warner Chilcott recently reported its third quarter 2012 financial results. Total revenue in the quarter ended Sept. 30, 2012 was $606 million, a decrease of $49 million, or 7%, compared to the quarter ended Sept. 30, 2011.

Private Capital owns 2,410,789 shares as of 09/30/2012, which accounts for 2.8% of the $1.17 billion portfolio of Private Capital Management. John Keeley owns 10,660 shares as of 09/30/2012, which accounts for 0.0032% of the $4.53 billion portfolio of Keeley Fund 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.

BP Prudhoe Bay Royalty Trust (BPT): Down 34% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Exploration & Production company BP Prudhoe Bay Royalty Trust by 140.89% during the quarter ended 09/30/2012. His purchase prices were between $77.3 and $121.78, with an estimated average price of $108. Since then the prices of BP Prudhoe Bay Royalty Trust shares have declined by 34% from the estimated average. Jim Simons owned 63,427 shares of as of 09/30/2012.

BP Prudhoe Bay Royalty Trust, a grantor trust, was created as a Delaware business trust by the BP Prudhoe Bay Royalty Trust Agreement dated Feb. 28, 1989. BP Prudhoe Bay Royalty Trust has a market cap of $1.47 billion; its shares were traded at around $68.5 with a P/E ratio of 7.9 and P/S ratio of 7.8. The dividend yield of BP Prudhoe Bay Royalty Trust stocks is 9.8%. BP Prudhoe Bay Royalty Trust had an annual average earnings growth of 18.3% over the past ten years.

McPherson's Limited (MCP): Down 32% Since George Soros Bought in the Quarter Ended on 2012-09-30

George Soros initiated holdings in Business Support Services company Molycorp Inc. during the quarter ended 09/30/2012. His purchase prices were between $9.61 and $22.21, with an estimated average price of $14.89. Since then the prices of McPherson's Limited shares have declined by 32% from the estimated average. George Soros owned 80,000 shares of as of 09/30/2012.

Molycorp Inc. was formed on March 4, 2010, as a new Delaware corporation. Molycorp Inc. has a market cap of $1.36 billion; its shares were traded at around $9.62 with a P/E ratio of 24.2 and P/S ratio of 3.1.

John Burbank bought 45,143 shares in the quarter that ended on 09/30/2012, which is 0.024% of the $2.19 billion portfolio of Passport Capital. George Soros bought 80,000 shares in the quarter that ended on 09/30/2012, which is 0.015% of the $6.2 billion portfolio of Soros Fund Management LLC. Chris Davis owns 274,950 shares as of 09/30/2012, an increase of 12.49% from the previous quarter. This position accounts for 0.0075% of the $41.99 billion portfolio of Davis Selected Advisers.

President and CEO Mark A. Smith bought 20,000 shares of MCP stock on 11/19/2012 at the average price of $6.2. Mark A. Smith owns at least 853,518 shares after this. The price of the stock has increased by 55.16% since. Other insiders have also increased their positions in the company.


Rating: 2.5/5 (4 votes)

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