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Weekly Guru Bargains Highlights: PAY, LQDT, HMY, AU, TFM, AEM

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

Liquidity Service Inc. (LQDT): Down 26% Since Diamond Hill Capital Bought in the Quarter Ended on 2012-12-31


Diamond Hill Capital initiated holdings in Broadline Retailers company Liquidity Service, Inc. during the quarter ended 12/31/2012. The purchase prices were between $36.35 and $46.79, with an estimated average price of $40.27. Since then the prices of Liquidity Service, Inc. shares have declined by 26% from the estimated average. Diamond Hill Capital owned 129,585 shares of as of 12/31/2012.

Liquidity Services Inc. was incorporated in Delaware in November 1999 as Liquidation. Liquidity Service Inc. has a market cap of $940.6 million; its shares were traded at around $29.81 with a P/E ratio of 21.4 and P/S ratio of 2. Liquidity Service Inc. had an annual average earnings growth of 26% over the past 10 years.

Liquidity Service Inc. recently announced its first quarter 2013 financial results. The company reported consolidated first quarter 2013 revenue of $122.2 million, an increase of approximately 15% from the prior year’s comparable period.

Joel Greenblatt bought 17,114 shares in the quarter that ended on 12/31/2012, which is 0.04% of the $1.73 billion portfolio of Gotham Capital. Ron Baron owns 195,638 shares as of 12/31/2012, an increase of 22.57% from the previous quarter. This position accounts for 0.051% of the $15.72 billion portfolio of Baron Funds.

Chairman of the Board and CEO, 10% Owner William P Angrick III sold 937 shares of LQDT stock on 03/20/2013 at the average price of 29.5. William P Angrick Iii owns at least 6,100,699 shares after this. The price of the stock has increased by 1.05% since. Other insiders have also decreased their positions in the company.

Harmony Gold Mining Co. Ltd. (HMY): Down 21% Since John Hussman Bought in the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Harmony Gold Mining Co. Ltd. by 100% during the quarter ended 12/31/2012. His purchase prices were between $7.5 and $8.71, with an estimated average price of $8.09. Since then the prices of Harmony Gold Mining Co. Ltd. shares have declined by -21% from the estimated average. John Hussman owned 1,000,000 shares of as of 12/31/2012.

Harmony Gold Mining Co. Ltd. was incorporated and registered as a public Company in South Africa on August 25, 1950. Harmony Gold Mining Co. Ltd. has a market cap of $2.79 billion; its shares were traded at around $6.41 with a P/E ratio of 10.5 and P/S ratio of 1.4. The dividend yield of Harmony Gold Mining Co. Ltd. stocks is 1.7%. Harmony Gold Mining Co. Ltd. had an annual average earnings growth of 7.2% over the past five years.

Harmony Gold recently reported its second quarter fiscal 2013 financial results. The company announced that its operating profit increased by 16% to $188 million during the three months ended Dec. 31, 2012.

John Hussman owns 1,000,000 shares as of 12/31/2012, an increase of 100% from the previous quarter. This position accounts for 0.24% of the $3.8 billion portfolio of Hussman Economtrics Advisors. Mario Gabelli owns 32,930 shares as of 12/31/2012, which accounts for 0.0022% of the $13.61 billion portfolio of GAMCO Investors. Jean-Marie Eveillard owns 22,223,165 shares as of 12/31/2012, which accounts for 0.71% of the $28.07 billion portfolio of First Eagle Investment Management LLC.

Anglogold Ashanti Limited (AU): Down 26% Since John Hussman Bought in the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Anglogold Ashanti Limited by 380% during the quarter ended 12/31/2012. His purchase prices were between $29.9 and $34.95, with an estimated average price of $32. Since then the prices of Anglogold Ashanti Limited shares have declined by 26% from the estimated average. John Hussman owned 1,200,000 shares of as of 12/31/2012.

AngloGold Ashanti Limited was incorporated in the Republic of South Africa in 1944 under the name of Vaal Reefs Exploration and Mining Company Limited. Anglogold Ashanti Limited has a market cap of $9.04 billion; its shares were traded at around $23.55 with a P/E ratio of 8.7 and P/S ratio of 1.5. The dividend yield of Anglogold Ashanti Limited stocks is 1.3%.

John Burbank bought 1,404,156 shares in the quarter that ended on 12/31/2012, which is 1.7% of the $2.59 billion portfolio of Passport Capital. John Hussman owns 1,200,000 shares as of 12/31/2012, an increase of 380% from the previous quarter. This position accounts for 0.99% of the $3.8 billion portfolio of Hussman Economtrics Advisors. Jean-Marie Eveillard owns 5,204,615 shares as of 12/31/2012, an increase of 13.21% from the previous quarter. This position accounts for 0.58% of the $28.07 billion portfolio of First Eagle Investment Management, LLC.

10% Security Holder, Director Michael Gerard Basha, bought 1,000 shares of AU stock on 01/25/2013 at the average price of 0.15. Michael Gerard Basha, owns at least 742,571 shares after this.

Fresh Market Inc. (TFM): Down 23% Since Manning & Napier Advisors Inc Bought in the Quarter Ended on 2012-12-31

Manning & Napier Advisors Inc. added to his holdings in Broadline Retailers company Fresh Market Inc. by 52.52% during the quarter ended 12/31/2012. The purchase prices were between $47.55 and $62.38, with an estimated average price of $55.6. Since then the prices of Fresh Market, Inc. shares have declined by 23% from the estimated average. Manning & Napier Advisors Inc. owned 55,000 shares of as of 12/31/2012.

The Fresh Market was founded by Ray and Beverly Berry and opened its first store in Greensboro, N.C., in 1982. Fresh Market Inc. has a market cap of $2.06 billion; its shares were traded at around $42.77 with a P/E ratio of 32.2 and P/S ratio of 1.6.

In the fourth quarter of fiscal 2012, net sales increased 15.3% to $369.9 million and comparable store sales increased 1.9%, compared to the corresponding thirteen week period ended Jan. 29, 2012. Net income in the fourth quarter of fiscal 2012 was $20.6 million, compared to $18.3 million in the corresponding thirteen week period in fiscal 2011.

Senior Vice President and General Counsel Scott F. Duggan sold 9,086 shares of TFM stock on 10/12/2012 at the average price of $55.96. Scott F. Duggan owns at least 1,833 shares after this. The price of the stock has decreased by 23.57% since.

Artist & Entertainment Group Limited (AEM): Down 24% Since John Hussman Bought on the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Agnico-Eagle Mines by 280% during the quarter ended 12/31/2012. His purchase prices were between $50.42 and $57.33, with an estimated average price of $53.63. Since then the prices of Artist & Entertainment Group Limited shares have declined by 24% from the estimated average. John Hussman owned 950,000 shares of as of 12/31/2012.

Agnico-Eagle Mines Ltd. was incorporated under the laws of the Province of Ontario, Canada on June 1, 1972. Agnico-Eagle Mines has a market cap of $7.08 billion; its shares were traded at around $41.04 with a P/E ratio of 22.7 and P/S ratio of 3.7. The dividend yield of Agnico-Eagle Mines stocks is 2%. Agnico-Eagle Mines had an annual average earnings growth of 29.8% over the past 10 years. GuruFocus rated Agnico-Eagle Mines the business predictability rank of 4-star.

Ray Dalio bought 30,441 shares in the quarter that ended on 12/31/2012, which is 0.016% of the $9.82 billion portfolio of Bridgewater Associates. John Hussman owns 950,000 shares as of 12/31/2012, an increase of 280% from the previous quarter. This position accounts for 1.3% of the $3.8 billion portfolio of Hussman Economtrics Advisors.

Senior Officer Brian James Christie, bought 1,100 shares of AEM stock on 03/22/2013 at the average price of $41.93. Brian James Christie, owns at least 1,100 shares after this. The price of the stock has decreased by 2.12% since.


Rating: 2.0/5 (3 votes)

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