The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. We saw notable real time activity from Mario Gabelli, Carl Icahn and George Soros.
Mario Gabelli
On Sept. 13 Gabelli made his first buy into Trans-Lux (TNLX). The guru bought a total of 10,087,100 shares of the company’s stock. He bought these shares at an average price of $0.125 per share. Since his buy the price has increased 60% to $0.20 per share.
Gabelli previously held on to Trans-Lux but closed out his position in 2011Q1. His updated position is the largest stake he’s ever taken with the company, with 38.92% of the company’s shares outstanding.
The company is a designer and manufacturer of digital signage display solutions. The essential elements of these systems are the real-time, programmable digital displays the company designs, manufactures, distributes and services.
Trans-Lux’s historical revenue and net income:
Trans-Lux has a market cap of $5.2 million. Its shares are currently trading at around $0.20 with a P/E ratio of 0.40, a P/S ratio of 0.30 and a P/B ratio of 6.70.
Over the past week Gabelli increased his position in Bel Fuse (BELFA). On Sept. 16 Gabelli upped his stake 45.13% by adding 107,959 shares. He bought these shares at an average price of $17.55 per share, and today the price is trading slightly up at $17.61 per share. As of his most recent buy, Gabelli holds on to 347,159 shares representing 3.04% of the company’s shares outstanding.
The company designs, manufactures and markets magnetic, modules, and circuit protection devices and interconnect products. These products are designed to protect, regulate, connect, isolate or manage electronic circuits.
Bel Fuse’s historical revenue and net income:
Bel Fuse has a market cap of $200.9 million. Its shares are currently trading at around $17.61 with a P/E ratio of 103.10, a P/S ratio of 0.70 and a P/B ratio of 0.90.
Gabelli has been consistently upping his stake in Rochester Medical (ROCM) throughout the month of September. The guru has made four different buys, adding a total of 432,006 shares to his stake. During the past month he’s bought these stocks in the price range of $19.87 to $19.91 per share. The price is trading slightly up at $19.22 per share. As of his most recent buy happening on Sept. 18, Gabelli holds on to 942,516 shares of Rochester Medical, representing approximately 9.1% of the company’s shares outstanding.
Rochester Medical develops, manufactures and markets, domestically and internationally, a broad line of innovative, technologically enhanced PVC-free and latex-free urinary continence and urine drainage care products for the home and acute care markets.
Rochester Medical’s historical revenue and net income:
Rochester Medical has a market cap of $246.2 million. Its shares are currently trading at around $19.92 with a P/E ratio of 57.20, a P/S ratio of 3.70 and a P/B ratio of 3.40. Rochester Medical had an annual average earnings growth of 1.8% over the past ten years.
Carl Icahn
Carl Icahn cut his position in WebMD (WBMD) by nearly 20%. Despite his sell, Icahn still remains the largest guru shareholder of WebMD stock. On Sept. 17 Icahn reduced his holdings in WebMD by 17.51% by selling a total of 1,173,092 shares of the company’s stock. He sold these shares at an average price of $31.23 per share, bringing in over $36.6 million as a result of this transaction.
Icahn’s sell of these shares represents his first transaction in the company since the first quarter of 2012. After this sell, Icahn holds on to 5,527,433 shares of WebMD stock, representing 10.97% of the company’s shares outstanding.
WebMD is a provider of health information services, serving consumers, physicians, healthcare professionals, employers and health plans through their public and private online portals, mobile platforms and health-focused publications.
WebMD’s historical revenue and net income:
It’s also interesting to note that alongside Icahn, chairman of the board of WebMD, Martin Wygod, also sold a significant 185,938 shares yesterday. The company had not seen much insider activity over the past year up until the middle of July when several insiders began selling shares.
WebMD has a market cap of $1.54 billion. Its shares are currently trading at around $30.48 with a P/E ratio of 713.30, a P/S ratio of 713.30 and a P/B ratio of 3.00.
George Soros
Over the past week George Soros added to his position in Penn Virginia Corporation (PVA). The guru upped his stake 232.68% by adding a total of 4,370,273 shares to his stake. The guru bought these shares at an average price of $5.04 per share, and since his buy the price per share has increased approximately 24%.
Soros’ historical holding history of Penn Virginia:
Penn Virginia Corp. is an independent oil and gas company, which is mainly engaged in the development, exploration and production of natural gas and oil in various domestic onshore regions of the United States including Texas, Appalachia, the Mid-Continent and Mississippi.
Penn Virginia’s historical revenue and net income:
Penn Virginia has a market cap of $409.3 million. Its shares are currently trading at around $6.27 with a P/S ratio of 0.90 and a P/B ratio of 0.40. The dividend yield of Penn Virginia stocks is 24.20%.
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Mario Gabelli
On Sept. 13 Gabelli made his first buy into Trans-Lux (TNLX). The guru bought a total of 10,087,100 shares of the company’s stock. He bought these shares at an average price of $0.125 per share. Since his buy the price has increased 60% to $0.20 per share.
Gabelli previously held on to Trans-Lux but closed out his position in 2011Q1. His updated position is the largest stake he’s ever taken with the company, with 38.92% of the company’s shares outstanding.
The company is a designer and manufacturer of digital signage display solutions. The essential elements of these systems are the real-time, programmable digital displays the company designs, manufactures, distributes and services.
Trans-Lux’s historical revenue and net income:
Trans-Lux has a market cap of $5.2 million. Its shares are currently trading at around $0.20 with a P/E ratio of 0.40, a P/S ratio of 0.30 and a P/B ratio of 6.70.
Over the past week Gabelli increased his position in Bel Fuse (BELFA). On Sept. 16 Gabelli upped his stake 45.13% by adding 107,959 shares. He bought these shares at an average price of $17.55 per share, and today the price is trading slightly up at $17.61 per share. As of his most recent buy, Gabelli holds on to 347,159 shares representing 3.04% of the company’s shares outstanding.
The company designs, manufactures and markets magnetic, modules, and circuit protection devices and interconnect products. These products are designed to protect, regulate, connect, isolate or manage electronic circuits.
Bel Fuse’s historical revenue and net income:
Bel Fuse has a market cap of $200.9 million. Its shares are currently trading at around $17.61 with a P/E ratio of 103.10, a P/S ratio of 0.70 and a P/B ratio of 0.90.
Gabelli has been consistently upping his stake in Rochester Medical (ROCM) throughout the month of September. The guru has made four different buys, adding a total of 432,006 shares to his stake. During the past month he’s bought these stocks in the price range of $19.87 to $19.91 per share. The price is trading slightly up at $19.22 per share. As of his most recent buy happening on Sept. 18, Gabelli holds on to 942,516 shares of Rochester Medical, representing approximately 9.1% of the company’s shares outstanding.
Rochester Medical develops, manufactures and markets, domestically and internationally, a broad line of innovative, technologically enhanced PVC-free and latex-free urinary continence and urine drainage care products for the home and acute care markets.
Rochester Medical’s historical revenue and net income:
Rochester Medical has a market cap of $246.2 million. Its shares are currently trading at around $19.92 with a P/E ratio of 57.20, a P/S ratio of 3.70 and a P/B ratio of 3.40. Rochester Medical had an annual average earnings growth of 1.8% over the past ten years.
Carl Icahn
Carl Icahn cut his position in WebMD (WBMD) by nearly 20%. Despite his sell, Icahn still remains the largest guru shareholder of WebMD stock. On Sept. 17 Icahn reduced his holdings in WebMD by 17.51% by selling a total of 1,173,092 shares of the company’s stock. He sold these shares at an average price of $31.23 per share, bringing in over $36.6 million as a result of this transaction.
Icahn’s sell of these shares represents his first transaction in the company since the first quarter of 2012. After this sell, Icahn holds on to 5,527,433 shares of WebMD stock, representing 10.97% of the company’s shares outstanding.
WebMD is a provider of health information services, serving consumers, physicians, healthcare professionals, employers and health plans through their public and private online portals, mobile platforms and health-focused publications.
WebMD’s historical revenue and net income:
It’s also interesting to note that alongside Icahn, chairman of the board of WebMD, Martin Wygod, also sold a significant 185,938 shares yesterday. The company had not seen much insider activity over the past year up until the middle of July when several insiders began selling shares.
WebMD has a market cap of $1.54 billion. Its shares are currently trading at around $30.48 with a P/E ratio of 713.30, a P/S ratio of 713.30 and a P/B ratio of 3.00.
George Soros
Over the past week George Soros added to his position in Penn Virginia Corporation (PVA). The guru upped his stake 232.68% by adding a total of 4,370,273 shares to his stake. The guru bought these shares at an average price of $5.04 per share, and since his buy the price per share has increased approximately 24%.
Soros’ historical holding history of Penn Virginia:
Penn Virginia Corp. is an independent oil and gas company, which is mainly engaged in the development, exploration and production of natural gas and oil in various domestic onshore regions of the United States including Texas, Appalachia, the Mid-Continent and Mississippi.
Penn Virginia’s historical revenue and net income:
Penn Virginia has a market cap of $409.3 million. Its shares are currently trading at around $6.27 with a P/S ratio of 0.90 and a P/B ratio of 0.40. The dividend yield of Penn Virginia stocks is 24.20%.
Check out the most current GuruFocus Real Time Picks here.
Try a free 7-day Premium Membership trial.
