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Weekly Guru Bargains Highlights: VOD, EC, PBR

March 03, 2014 | About:
hyperman299

GuruFocus

353 followers

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

Vodafone Group Plc (VOD): Down 39% Since Steven Romick (Trades, Portfolio) Bought in the Quarter Ended on 12-31-2013

Steven Romick (Trades, Portfolio) initiated holdings in Vodafone Group Plc during the quarter ended 12/31/2013. His purchase prices were between $63.13 and $71.96, with an estimated average price of $67.65. Since then the prices of Vodafone Group Plc shares have declined by 39% from the estimated average. Steven Romick (Trades, Portfolio) owned 4,097,100 shares of Vodafone Group Plc as of 12/31/2013.

Vodafone Group Plc is a provider of mobile communications. Vodafone Group Plc has a market cap of $107.18 billion; its shares were traded at around $40.54 with a P/E ratio of 150.50 and P/S ratio of 1.50. The dividend yield of Vodafone Group Plc stocks is 3.70%. Vodafone Group Plc had an annual average earnings growth of 2.30% over the past five years.

Joel Greenblatt (Trades, Portfolio) bought 162,973 shares in the quarter that ended on 12/31/2013, which is 0.15% of the $4.2 billion portfolio of Gotham Capital. Martin Whitman (Trades, Portfolio) bought 22,200,000 shares in the quarter that ended on 10/31/2013, which is 3.5% of the $2.29 billion portfolio of Third Avenue Value Fund. Ken Fisher (Trades, Portfolio) owns 75,069 shares as of 12/31/2013, a decrease of 81.62% of from the previous quarter. This position accounts for 0.0067% of the $44.36 billion portfolio of Fisher Asset Management LLC.

Ecopetrol S.A. (EC): Down 22% Since David Dreman (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

David Dreman (Trades, Portfolio) initiated holdings in Integrated Oil and Gas company Ecopetrol SA during the quarter ended 12/31/2013. His purchase prices were between $37.93 and $48.91, with an estimated average price of $43.79. Since then the prices of Ecopetrol SA shares have declined by 22% from the estimated average. David Dreman (Trades, Portfolio) owned 999 shares of Ecopetrol SA as of 12/31/2013.

Ecopetrol SA was organized on Aug. 25, 1951, under the laws of Colombia. Ecopetrol SA has a market cap of $69.49 billion; its shares were traded at around $33.80 with a P/E ratio of 9.90 and P/S ratio of 2.00. The dividend yield of Ecopetrol SA stocks is 8.30%. Ecopetrol SA had an annual average earnings growth of 24.50% over the past five years.

Ecopetrol recently reported its fourth quarter 2013 financial results. The company announced net income for the quarter of COP$2.63 trillion, with total net income in 2013 of COP$13.35 trillion. Operating profit for the fourth quarter was COP$4.08 trillion.

David Dreman (Trades, Portfolio) bought 999 shares in the quarter that ended on 12/31/2013, which is 0.0029% of the $1.32 billion portfolio of Dreman Value Management. Ken Fisher (Trades, Portfolio) owns 871,129 shares as of 12/31/2013, an increase of 11.87% from the previous quarter. This position accounts for 0.076% of the $44.36 billion portfolio of Fisher Asset Management, LLC.

Petroleo Brasileiro SA Petrobras (PBR): Down 28% Since Howard Marks (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Howard Marks (Trades, Portfolio) added to his holdings in Exploration and Production company Petroleo Brasileiro SA Petrobras by 374.18% during the quarter ended 12/31/2013. His purchase prices were between $13.34 and $17.9, with an estimated average price of $15.54. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by 28% from the estimated average. Howard Marks (Trades, Portfolio) owned 3,124,177 shares of Petroleo Brasileiro SA Petrobras as of 12/31/2013.

Petroleo Brasileiro SA Petrobras was incorporated in 1953 to conduct the Brazilian federal government's hydrocarbon activities. Petroleo Brasileiro SA Petrobras has a market cap of $71.09 billion; its shares were traded at around $10.90 with a P/E ratio of 5.50 and P/S ratio of 0.50.

Ray Dalio (Trades, Portfolio) owns 761,800 shares as of 12/31/2013, an increase of 49.55% from the previous quarter. This position accounts for 0.084% of the $12.46 billion portfolio of Bridgewater Associates. David Dreman (Trades, Portfolio) owns 347,128 shares as of 12/31/2013, an increase of 11.95% from the previous quarter. This position accounts for 0.53% of the $1.32 billion portfolio of Dreman Value Management.

Value Bargains of Gurus.


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