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Weekly Guru Bargains Highlights: VOD, EC, PBR

March 03, 2014 | About:

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.

About the author:

GuruFocus
Mariusz Skonieczny is the founder and president of Classic Value Investors, LLC, an investment management firms that builds and manages customized investment portfolios for its clients. He is the author of Why Are we So Clueless about the Stock Market? Learn How to Invest Your Money, How to Pick Stocks, and How to Make Money in the Stock Market. Email: mskonieczny [at] classicvalueinvestors [dot] com. Webpage: www.classicvalueinvestors.com

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