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Guru Stocks at 52-Week Low: SanofiAventis, Morgan Stanley, The Allstate Corp, Automatic Data Processing Inc, Electronic Arts Inc.

February 10, 2008 | About:
10qk

The S&P500 was down over 4% last week. Many previous 52-week low companies are continuing to plunge and reach new lows. Many have reached their 2 or 3 year lows too. Media and technology have both suffered big losses. Last week’s top five companies that reached their 52-week lows were SanofiAventis, Morgan Stanley, The Allstate Corp, Automatic Data Processing Inc, and Electronic Arts Inc.

The media and technology industries are both out of favor last week. Banks seem to have recovered from their plunge. The media industry has 18 companies that have reached their 52-week lows and 4 that have reached their 52-week high, and has a low/high ratio of 4.5. The technology hardware and equipment industry has 26 stocks that have reached their 52-week lows and 8 that have reached their 52-week highs, which gives he technology hardware and equipment industry a low/high ratio of 3.25.

For full details about 52-week low companies and more, click here: http://www.gurufocus.com/52weeklow.php. If you are a Premium Membership, you can see all the Guru stocks that have reached 52-week lows at http://www.gurufocus.com/52weeklow.php?tab=guru. If you are not a Premium Member, we invite you for a 7-day Free Trial.

SanofiAventis (SNY) Reached the 52-Week Low of $37.61

The prices of SanofiAventis (SNY) shares have declined to close to the 52-week low of $37.61, which is 22.7% off the 52-week high of $49.04. The company is owned by 8 Gurus we are tracking. SanofiAventis produces healthcare products worldwide. It has a market cap of $101.49 billion, a P/E ratio of 17.74 and a P/S ratio of 2.40. The dividend yield of SanofiAventis stocks is 2.5%.

SanofiAventis is owned by 8 Gurus. Among them, 4 have reduced their positions, 1 left them unchanged, 2 increased positions, and 1 initiated position with SNY.

NWQ Managers bought 13,943,710 shares in the quarter that ended on 09/30/2007 , which is 1.78% of the $33.3 billion portfolio of NWQ Investment Management Co. Jean-Marie Eveillard owns 585,440 shares as of 09/30/2007 , an increase of 56.59% from the previous quarter. This position accounts for 0.19% of the $13.02 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Dodge & Cox owns 72,268,154 shares as of 12/31/2007 , which accounts for 2.61% of the $126.23 billion portfolio of Dodge & Cox. Edward Owens owns 10,707,991 shares as of 12/31/2007 , which accounts for 4.04% of the $24224.48 billion portfolio of Vanguard Health Care Fund.

Most notably, legendary investor Warren Buffett’s company Berkshire Hathaway owns 3,530,685 shares as of 09/30/2007 , which accounts for 0.23% of his $65.81 billion portfolio of Berkshire Hathaway.

Morgan Stanley (MS) Reached the 52-Week Low of $43.19

The prices of Morgan Stanley (MS) shares have declined to close to the 52-week low of $43.19, which is 53.2% lower than the 52-week high of $90.95. Morgan Stanley is owned by 9 Gurus we are tracking. Among them, 7 have added to their positions during the past quarter. 2 reduced their positions, and two sold out their positions.

Morgan Stanley provides various financial products and services to worldwide. The company has a market cap of $47.71 billion. It has a P/E ratio of 14.50 and a P/S ratio of 1.77. The dividend yield of Morgan Stanley is 2.2%.

Morgan Stanley expects to cut more than 1,000 jobs, which is an act to try to reduce costs in what it expects will be a tougher business environment. It posted $9.4 billion of fourth-quarter losses from mortgage trading.

Morgan Stanley is owned by 9 Gurus. Among them Jean-Marie Eveillard owns 156,600 shares as of 09/30/2007 , an increase of 300.51% from the previous quarter. Richard Pzena owns 6,438,638 shares as of 09/30/2007 , which accounts for 1.56% of the $26.08 billion portfolio of Pzena Investment Management LLC. David Dreman owns 68,520 shares as of 09/30/2007 , a decrease of 32.73% of from the previous quarter.

George Soros and Richard Snow both sold out their holdings in the quarter that ended on 09/30/2007 .

The Allstate Corp. (ALL) Reached the 52-Week Low of $46.57

The prices of The Allstate Corp. (ALL) shares have declined to close to the 52-week low of $46.57, which is 27.9% off the 52-week high of $64.12. It is owned by 8 Gurus we are tracking. The Allstate Corporation is an insurance agency that operates in the United Sates and Canada . The company has a market cap of $26.22 billion. The dividend yield of The Allstate Corp. stocks is 3%.

Allstate has been downgraded from a buy to a hold by Wall Street. Its margin compression was greater than expected in the fourth quarter of 2007. Claim cost inflation is at about 3% and the company’s price is not increasing.

The Allstate Corp. is owned by 8 Gurus. Among them, 2 increased heir positions, 2 left them unchanged, 4 reduced their positions, and 1 sold out his holdings.

John Keeley owns 27,900 shares as of 09/30/2007 , an increase of 196.81% from the previous quarter. This position accounts for 0.02% of the $8.95 billion portfolio of Keeley Fund Management. Richard Pzena owns 16,704,883 shares as of 09/30/2007 , which accounts for 3.66% of the $26.08 billion portfolio of Pzena Investment Management LLC. David Dreman owns 99,540 shares of Allstate as of 09/30/2007 , a decrease of 33.45% of from the previous quarter. This position accounts for 0.03% of the $18.4 billion portfolio of Dreman Value Management.

George Soros sold out his holdings in the quarter that ended on 09/30/2007 .

Director Robert D Beyer bought 10,000 shares of Allstate stock on 11/21/2007 at the average price of $49.69; the price of the stock has decreased by 6.28% since.

Automatic Data Processing Inc. (ADP) Reached the 52-Week Low of $37.90

The prices of Automatic Data Processing Inc. (ADP) shares have declined to close to the 52-week low of $37.90, which is 26.7% lower than the 52-week high of $51.5.

Automatic Data Processing, Inc. provides technology based outsourcing solutions to employers, vehicle retailers, and manufacturers. Its market cap is $19.83 billion and has a P/E ratio of 17.62 and P/S ratio of 2.40. Automatic Data Processing Inc’s dividend yield is 3%.

Automatic Data Processing Inc. recently announced that its 2 nd quarter 2008 profits were about 2% lower than analysts expected. However, the company still expects sales to be above Wall Street’s estimates. After reporting this news, the company stocks dropped $0.31 per share.

Automatic Data Processing Inc. is owned by 6 Gurus. 1 initiated positions in ADP, 3 left them unchanged, 1 increased their position, and 1 reduced their holdings. 1 guru sold out ADP.

Tom Gayner owns 307,200 shares as of 09/30/2007 , which accounts for 0.71% of the $1.98 billion portfolio of Markel Gayner Asset Management Corp. Arnold Van Den Berg owns 830,049 shares as of 09/30/2007 , which accounts for 1.15% of the $3.32 billion portfolio of Century Management. Bruce Sherman sold out his holdings in the quarter that ended on 09/30/2007 .

It seems that many insiders are reducing their positions of Allstate.

Director Henry Taub reduced his positions significantly. He sold 101,448 shares of ADP stock on 12/04/2007 at the average price of $45.52; the price of the stock has decreased by 16.74% since.

Electronic Arts Inc. (ERTS) Reached the 52-Week Low of $44.57

The prices of Electronic Arts Inc. (ERTS) shares have declined to close to the 52-week low of $44.57, which is 28.2% off the 52-week high of $61.62. This company develops and distributes interactive software worldwide. It has a market cap of $14.12 billion and has a P/S ratio of 4.50.

Electronic Arts lowered its profit forecast, which caused its shares to plunge 6%. It also suffered a 3 rd quarter loss. Part of the reason for the drop was the way the company accounts for online-enabled games.

Electronic Arts Inc. is owned by 3 Gurus. 2 left their positions unchanged and 1 reduced their positions.

Richard Aster Jr. owns 572,000 shares as of 12/31/2007 , which accounts for 0.98% of the $3.4 billion portfolio of Meridian Fund. Ron Baron owns 146,955 shares as of 09/30/2007 , which accounts for 0.04% of the $20.27 billion portfolio of Baron Funds. Bill Miller owns 6,369,000 shares as of 09/30/2007 , which accounts for 2.2% of the $16.2 billion portfolio of Legg Mason Value Trust.

EVP, CFO and CAO Warren Jenson sold 300,000 shares of Electronic Arts stock on 11/05/2007 at the average price of $59.18, and the price of the stock has decreased by 24.69% since.

 


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