Weekly Guru Bargains Highlights: VALE, BHP, AGN, GLD

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Jun 30, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought them.

Vale SA (VALE, Financial): Down 31% Since Jeremy Grantham Bought in the Quarter Ended on 2013-03-31



Jeremy Grantham added to his holdings in Specialty Chemicals company Vale SA by 57.85% during the quarter ended 03/31/2013. His purchase prices were between $16.98 and $21.49, with an estimated average price of $19.17. Since then the prices of Vale SA shares have declined by 31% from the estimated average. Jeremy Grantham owned 13,737,551 shares of Vale SA as of 03/31/2013.

Vale S.A. was Limited Liability Company incorporated in Brazil. Vale Sa has a market cap of $67.66 billion; its shares were traded at around $13.15 with a P/E ratio of 13.91 and P/S ratio of 1.43. The dividend yield of Vale Sa stocks is 2.94%. Vale SA had an annual average earnings growth of 31.2% over the past 10 years. GuruFocus rated Vale SA the business predictability rank of 2-star.

Vale recently reported its first quarter 2013 financial results. Operating income, at US$ 4.2 billion, was 41.4% higher than in fourth quarter 2012, while operating margin surged to 38.0%.

Ray Dalio bought 106,900 shares in the quarter that ended on 03/31/2013, which is 0.017% of the $10.99 billion portfolio of Bridgewater Associates. David Dreman owns 298,994 shares as of 03/31/2013, which accounts for 0.14% of the $3.79 billion portfolio of Dreman Value Management. Jean-Marie Eveillard owns 3,098 shares as of 03/31/2013, which accounts for 0.0002% of the $29.98 billion portfolio of First Eagle Investment Management, LLC.

BHP Billiton Ltd (BHP, Financial): Down 24% Since Ray Dalio Bought In the Quarter Ended on 2013-03-31

Ray Dalio initiated holdings in General Mining company BHP Billiton Ltd during the quarter ended 03/31/2013. His purchase prices were between $68.43 and $80.46, with an estimated average price of $75.79. Since then the prices of BHP Billiton Ltd shares have declined by -24% from the estimated average. Ray Dalio owned 26,400 shares of BHP Billiton Ltd as of 03/31/2013.

BHP Billiton is a leader in the global natural resources industry. Bhp Billiton Ltd has a market cap of $156.27 billion; its shares were traded at around $57.66 with a P/E ratio of 16.03 and P/S ratio of 2.30. The dividend yield of Bhp Billiton Ltd stocks is 3.95%. Bhp Billiton Ltd had an annual average earnings growth of 27.3% over the past 10 years. GuruFocus rated Bhp Billiton Ltd the business predictability rank of 3-star.

Ray Dalio bought 26,400 shares in the quarter that ended on 03/31/2013, which is 0.016% of the $10.99 billion portfolio of Bridgewater Associates. John Burbank owns 310,000 shares as of 03/31/2013, which accounts for 0.85% of the $2.51 billion portfolio of Passport Capital. Ken Fisher owns 6,645,385 shares as of 03/31/2013, which accounts for 1.2% of the $37.63 billion portfolio of Fisher Asset Management, LLC. David Dreman owns 102,137 shares as of 03/31/2013, which accounts for 0.18% of the $3.79 billion portfolio of Dreman Value Management.

Allergan, Inc. (AGN, Financial): Down 21% Since Frank Sands Bought in the Quarter Ended on 2013-03-31



Frank Sands added to his holdings in Pharmaceuticals company Allergan, Inc. by 7.38% during the quarter ended 03/31/2013. His purchase prices were between $91.73 and $111.89, with an estimated average price of $106.54. Since then the prices of Allergan Inc. shares have declined by -21% from the estimated average. Frank Sands owned 12,774,895 shares of Allergan Inc. as of 03/31/2013.

Allergan, Inc., was founded in 1950 and incorporated in Delaware in 1977. Allergan, Inc. has a market cap of $25.32 billion; its shares were traded at around $84.24 with a P/E ratio of 29.24 and P/S ratio of 4.35. The dividend yield of Allergan, Inc. stocks is 0.24%. Allergan, Inc. had an annual average earnings growth of 28.5% over the past 10 years. GuruFocus rated Allergan, Inc. the business predictability rank of 3-star.

AGN recently announced its first quarter 2013 financial results. The company reported $0.89 diluted earnings per share attributable to stockholders compared to $0.74 diluted earnings per share attributable to stockholders for the first quarter of 2012.

Frank Sands owns 12,774,895 shares as of 03/31/2013, which accounts for 5.1% of the $28.23 billion portfolio of Sands Capital Management. Dodge & Cox owns 3,564 shares as of 03/31/2013, which accounts for 0.0005% of the $81.39 billion portfolio of Dodge & Cox. Mario Gabelli owns 137,730 shares as of 03/31/2013, which accounts for 0.098% of the $15.63 billion portfolio of GAMCO Investors.

EVP, Fin & Bus. Dev., CFO Jeffrey L Edwards sold 84,000 shares of AGN stock on 05/09/2013 at the average price of 103.49. Jeffrey L Edwards owns at least 20,533 shares after this. The price of the stock has decreased by 18.6% since.

SPDR Gold Trust (GLD, Financial): Down 25% Since Ken Fisher Bought In the Quarter Ended on 2013-03-31

Ken Fisher added to his holdings in Nonequity Investment Instruments company SPDR Gold Trust by 40.7% during the quarter ended 03/31/2013. His purchase prices were between $151.44 and $163.67, with an estimated average price of $157.88. Since then the prices of SPDR Gold Trust shares have declined by -25% from the estimated average. Ken Fisher owned 3,367 shares of SPDR Gold Trust as of 03/31/2013.

Street Tracks Gold Shares offer investors a new, innovative, relatively cost efficient and secure way to access the gold market. Spdr Gold Trust has a market cap of $54.2 billion; its shares were traded at around $119.11 .

Leon Cooperman bought 90,000 shares in the quarter that ended on 03/31/2013, which is 0.22% of the $6.46 billion portfolio of Omega Advisors. Arnold Schneider owns 1,750 shares as of 03/31/2013, a decrease of 30% of from the previous quarter. This position accounts for 0.025% of the $1.1 billion portfolio of Schneider Capital Management.

Director Michael Romanik, bought 1,000 shares of GLD stock on 05/07/2013 at the average price of 0.08. Michael Romanik, owns at least 546,600 shares after this.