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Weekly Guru Bargains Highlights: WCRX, IOC, QCOR, PWE, PGH

December 30, 2012 | About:
GuruFocus

GuruFocus

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

Warner Chilcott PLC (WCRX): Down 28% Since Paul Tudor Jones Bought in the Quarter Ended on 9-30-2012

Paul Tudor Jones initiated holdings in pharmaceuticals company Warner Chilcott PLC during the quarter ended 9/30/2012. His purchase price was between $12.80 and $18.40, 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. Paul Tudor Jones owned 72,400 shares of as of 9/30/2012.

Warner Chilcott was formed through a series of acquisitions and divestitures. It has a market cap of $2.94 billion; its shares were traded at around $11.585 with a P/E ratio of 2.7 and P/S ratio of 1. The dividend yield of the company's stock is 4.5%. Warner Chilcott had an annual average earnings growth of 37.7% over the past 5 years.

The company 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 9/30/2012, which accounts for 2.8% of its $1.17 billion portfolio. John Keeley owns 10,660 shares as of 9/30/2012, 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.

InterOil Corp. (IOC): Down 32% Since Steven Cohen Bought in the Quarter Ended on 9-30-2012

Steven Cohen added to his holdings in exploration and production company InterOil Corp. by 2075% during the quarter ended 9/30/2012. His purchase price was between $68.85 and $91.18, with an estimated average price of $80.04. Since then, the prices of InterOil Corp. shares have declined by 32% from the estimated average. Steven Cohen owned 69,600 shares of as of 9/30/2012.

InterOil Corporation is a Yukon Territory corporation. It has a market cap of $2.66 billion; its shares were traded at around $54.63 with a P/E ratio of 79.1 and P/S ratio of 2.3.

Questcor Pharmaceuticals Inc. (QCOR): Down 34% Since Paul Tudor Jones Bought in the Quarter Ended on 9-30-2012

Paul Tudor Jones initiated holdings in pharmaceuticals company Questcor Pharmaceuticals Inc. during the quarter ended 9/30/2012. His purchase prices were between $17.83 and $57.64, with an estimated average price of $41.37. Since then the price of Questcor Pharmaceuticals Inc. shares have declined by 34% from the estimated average. Paul Tudor Jones owned 34,100 shares of as of 9/30/2012.

Questcor Pharmaceuticals Inc was incorporated in California in September 1992 as Cypros Pharmaceutical Corporation. Questcor Pharmaceuticals Inc. has a market cap of $1.62 billion; its shares were traded at around $27.15 with a P/E ratio of 10.2 and P/S ratio of 7.2. The dividend yield of Questcor stock is 0.8%.

Questcor recently reported its third quarter 2012 financial results. Net sales in the third quarter of 2011 were $59.8 million. GAAP earnings for the third quarter were $0.91 per diluted share, compared to $0.35 per diluted common share for last year's comparable quarter. Non-GAAP earnings for the quarter ended Sept. 30, 2012 were $0.97 per diluted common share.

Joel Greenblatt bought 117,854 shares in the quarter that ended on 9/30/2012, which is 0.15% of the $1.5 billion portfolio of Gotham Capital. Ron Baron sold out his holdings in the quarter that ended on 9/30/2012.

President and CEO Don M. Bailey sold 60,000 shares of QCOR stock on 12/19/2012 at the average price of $30.15. Bailey owns at least 99,000 shares after this. The price of the stock has decreased by 9.95% since. There are mixed trades from other insiders.

Penn West Petroleum Ltd. (PWE): Down 24% Since Steven Cohen Bought in the Quarter Ended on 9-30-2012

Steven Cohen initiated holdings in exploration and production company Penn West Petroleum Ltd. during the quarter ended 9/30/2012. His purchase prices were between $12.3 and $16.44, with an estimated average price of $14.07. Since then the prices of Penn West Petroleum Ltd. shares have declined by 24% from the estimated average. Steven Cohen owned 16,151 shares of as of 9/30/2012.

Penn West Energy Trust is an open-end investment trust, which was created on April 22, 2005 under the laws of the Province of Alberta. Penn West Petroleum Ltd. has a market cap of $5.19 billion; its shares were traded at around $10.635 with a P/E ratio of 41.5 and P/S ratio of 1.5. The dividend yield of Penn West Petroleum Ltd stock is 9.8%.

Penn West recently reported its third quarter 2012 financial results. Gross revenues were $840 million for the three months ended Sept. 30th, 2012, comapred to $861 million from the third quarter of 2011, or a decline of 2%.

Jean-Marie Eveillard owns 26,944,048 shares as of 9/30/2012, which accounts for 1.4% of the $27.01 billion portfolio of First Eagle Investment Management LLC.

Personal Group Holdings PLC (PGH): Down 28% Since Jim Simons Bought in the Quarter Ended on 9-30-2012

Jim Simons initiated holdings in Exploration & Production company Pengrowth Energy Corp during the quarter ended 9/30/2012. His purchase price was between $5.89 and $7.34, with an estimated average price of $6.61. Since then the prices of Personal Group Holdings PLC shares have declined by 28% from the estimated average. Jim Simons owned 214,373 shares of as of 09/30/2012.

Pengrowth Energy Corp. has a market cap of $2.44 billion; its shares were traded at around $4.75 with and P/S ratio of 1.7. The dividend yield of Pengrowth Energy Corp. stocks is 9.7%.

Rating: 3.5/5 (4 votes)

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