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Weekly Guru Bargains Highlights: VOD, PBR, CEO, CHL

March 24, 2014 | About:
GuruFocus

GuruFocus

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

Vodafone Group Plc (VOD): Down 45% Since Steven Romick (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

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 -45% 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 $98.64 billion; its shares were traded at around $37.31 with a P/E ratio of 141.90 and P/S ratio of 1.38. The dividend yield of Vodafone Group Plc stocks is 7.82%. Vodafone Group Plc had an annual average earnings growth of 2.30% over the past five years.

James Barrow (Trades, Portfolio) owns 6,348,462 shares as of 12/31/2013, an increase of 103.4% from the previous quarter. This position accounts for 0.36% of the $69 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. John Paulson (Trades, Portfolio) owns 35,195,900 shares as of 12/31/2013, an increase of 75.98% from the previous quarter. This position accounts for 6.8% of the $20.3 billion portfolio of Paulson & Co. David Dreman (Trades, Portfolio) sold out his holdings in the quarter that ended on 12/31/2013.

Petroleo Brasileiro SA Petrobras (PBR): Down 25% Since Howard Marks (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Howard Marks (Trades, Portfolio) added to his holdings in Exploration & 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 -25% 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 $75.59 billion; its shares were traded at around $11.59 with a P/E ratio of 5.90 and P/S ratio of 0.53. Petroleo Brasileiro Sa Petrobras had an annual average earnings growth of 10.00% over the past 10 years.

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.

CNOOC Ltd. (CEO): Down 23% Since Sarah Ketterer (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Sarah Ketterer (Trades, Portfolio) added to his holdings in Oil Equipment and Services company CNOOC Ltd. by 260.13% during the quarter ended 12/31/2013. His purchase prices were between $183.17 and $208.98, with an estimated average price of $199.03. Since then the prices of CNOOC Ltd. shares have declined by -23% from the estimated average. Sarah Ketterer (Trades, Portfolio) owned 80,446 shares of CNOOC Ltd. as of 12/31/2013.

Joel Greenblatt (Trades, Portfolio) bought 1,958 shares in the quarter that ended on 12/31/2013, which is 0.0087% of the $4.2 billion portfolio of Gotham Capital. Ken Fisher (Trades, Portfolio) owns 274,840 shares as of 12/31/2013, an increase of 10.25% from the previous quarter. This position accounts for 0.12% of the $44.36 billion portfolio of Fisher Asset Management LLC. David Dreman (Trades, Portfolio) owns 24,259 shares as of 12/31/2013, a decrease of 29.03% of from the previous quarter. This position accounts for 0.5% of the $1.32 billion portfolio of Dreman Value Management.

Liberty Global Plc (NAS:LBTYA): Down 48% Since Ray Dalio (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Ray Dalio (Trades, Portfolio) added to his holdings in Broadcasting and Entertainment company Liberty Global Plc by 118.67% during the quarter ended 12/31/2013. His purchase prices were between $74.9 and $88.35, with an estimated average price of $81.19. Since then the prices of Liberty Global Plc shares have declined by -48% from the estimated average. Ray Dalio (Trades, Portfolio) owned 16,400 shares of Liberty Global Plc as of 12/31/2013.

Liberty Global Plc, formerly Liberty Global Inc., a Delaware corporation, is an international cable company with operations in 14 countries. Liberty Global Plc has a market cap of $23.33 billion; its shares were traded at around $42.08 with and P/S ratio of 0.98. Liberty Global Plc had an annual average earnings growth of 18.50% over the past 10 years. GuruFocus rated Liberty Global Plcthe business predictability rank of 2-star.

Liberty Global recently announced its fourth quarter and full year 2013 financial results. The company reported that consolidated revenue increased by 71% to $4.5 billion and 46% to $14.5 billion for the three months and year ended Dec. 31, 2013, respectively, as compared to the corresponding prior year periods.

Warren Buffett (Trades, Portfolio) bought 2,948,285 shares in the quarter that ended on 12/31/2013, which is 0.25% of the $104.84 billion portfolio of Berkshire Hathaway. Daniel Loeb (Trades, Portfolio) owns 1,800,000 shares as of 12/31/2013, a decrease of 34.55% of from the previous quarter. This position accounts for 2.8% of the $5.8 billion portfolio of Third Point, LLC. Lee Ainslie (Trades, Portfolio) owns 1,552,734 shares as of 12/31/2013, a decrease of 53.12% of from the previous quarter. This position accounts for 1.8% of the $7.74 billion portfolio of Maverick Capital.

China Mobile Ltd. (CHL): Down 22% Since Charles Brandes (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Charles Brandes (Trades, Portfolio) added to his holdings in Mobile Telecommunications company China Mobile Ltd. by 19.33% during the quarter ended 12/31/2013. His purchase prices were between $51.63 and $56.5, with an estimated average price of $53.16. Since then the prices of China Mobile Ltd. shares have declined by -22% from the estimated average. Charles Brandes (Trades, Portfolio) owned 1,382,617 shares of China Mobile Ltd. as of 12/31/2013.

China Mobile Ltd. was incorporated under the laws of Hong Kong on Sept. 3, 1997 as a limited liability company under the name "China Telecom (Hong Kong) Limited." China Mobile Ltd. has a market cap of $167.04 billion; its shares were traded at around $41.55 with a P/E ratio of 8.10 and P/S ratio of 1.88. The dividend yield of China Mobile Ltd. stocks is 4.85%. China Mobile Ltd. had an annual average earnings growth of 16.20% over the past 10 years. GuruFocus rated China Mobile Ltd. the business predictability rank of 3.5-star.

John Rogers (Trades, Portfolio) owns 225,067 shares as of 12/31/2013, an increase of 88.6% from the previous quarter. This position accounts for 0.14% of the $8.14 billion portfolio of Ariel Capital Management. Charles Brandes (Trades, Portfolio) owns 1,382,617 shares as of 12/31/2013, an increase of 19.33% from the previous quarter. This position accounts for 0.89% of the $8.1 billion portfolio of Brandes Investment. Ken Fisher (Trades, Portfolio) owns 18,021 shares as of 12/31/2013, a decrease of 71.81% of from the previous quarter. This position accounts for 0.0021% of the $44.36 billion portfolio of Fisher Asset Management LLC.

For the complete list of stocks that are Guru Bargains, go to: Value Bargains of Gurus.

  • CEO Buys, CFO Buys: Stocks that are bought by their CEO/CFOs.
  • Insider Cluster Buys: Stocks that multiple company officers and directors have bought.
  • Double Buys:: Companies that both Gurus and Insiders are buying
  • Triple Buys: Companies that both Gurus and Insiders are buying, and Company is buying back.

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