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Weekly Guru Bargains Highlights: PBR.A, VOD, LBTYA

March 10, 2014 | About:

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

Petroleo Brasileiro SA Petrobras (PBR.A): Down 31% Since Charles Brandes (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Charles Brandes (Trades, Portfolio) added to his holdings in Exploration & Production company Petroleo Brasileiro SA Petrobras by 6.71% during the quarter ended 12/31/2013. His purchase prices were between $14.33 and $18.79, with an estimated average price of $16.49. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by -31% from the estimated average. Charles Brandes (Trades, Portfolio) owned 22,763,019 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 $71.74 billion; its shares were traded at around $11.00 with a P/E ratio of 5.30 and P/S ratio of 0.50. The dividend yield of Petroleo Brasileiro SA Petrobras stocks is 0.90%.

Dodge & Cox owns 45,587,800 shares as of 12/31/2013, which accounts for 0.7% of the $95.92 billion portfolio of Dodge & Cox. Charles Brandes (Trades, Portfolio) owns 22,763,019 shares as of 12/31/2013, which accounts for 4.4% of the $8.1 billion portfolio of Brandes Investment. PRIMECAP Management (Trades, Portfolio) owns 1,840,211 shares as of 12/31/2013, which accounts for 0.032% of the $83.21 billion portfolio of PRIMECAP Management (Trades, Portfolio).

Vodafone Group PLC (VOD): Down 41% Since Steven Romick (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Steven Romick (Trades, Portfolio) initiated holdings in Exploration & Production company 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 -41% 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 $101.05 billion; its shares were traded at around $38.22 with a P/E ratio of 143.00 and P/S ratio of 1.40. The dividend yield of Vodafone Group PLC stocks is 7.60%. Vodafone Group PLC had an annual average earnings growth of 2.30% over the past five years.

Vodafone recently reported its fourth quarter 2013 financial results. Group revenue for the quarter declined 3.6% to £11.0 billion, including a 2.1 percentage point impact from adverse foreign exchange movements.

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. David Dreman (Trades, Portfolio) sold out his holdings in the quarter that ended on 12/31/2013.

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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Comments

csucag2
Csucag2 - 8 months ago

Hi Gurufocus or anyone else

I have been researching why Lbtya is down 46% but cant find a reason, any ideas?

VOD is a stock split so shouldnt be in this article

Thanka

peterma
Peterma premium member - 8 months ago

I emailed the company about the split or dividend and they sent me the following link:

http://www.libertyglobal.com/ir-stock-dividend-2014.html

They gave you the same amount of Class C shares as the A shares you started thus the huge decline in price.

Please leave your comment:


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