Weekly Guru Bargains Highlights: VOD, CEO

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Mar 31, 2014

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

Vodafone Group PLC (VOD, Financial): Down 46% Since Steven Romick (Trades, Portfolio) Bought In the Quarter Ended on 2013-12-31

Steven Romick (Trades, Portfolio) initiated holdings in Broadcasting & Entertainment 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 -46% 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 $96.37 billion; its shares were traded at around $36.45 with a P/E ratio of 136.90 and P/S ratio of 1.33. The dividend yield of Vodafone Group Plc stocks is 8.00%. Vodafone Group Plc had an annual average earnings growth of 2.30% over the past 5 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 and a 2.8 percentage point positive impact from M&A and other activity.

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. 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. NWQ Managers (Trades, Portfolio) owns 95,017 shares as of 12/31/2013, a decrease of 96.88% of from the previous quarter. This position accounts for 0.033% of the $11.42 billion portfolio of NWQ Investment Management Co.

CNOOC, Ltd. (CEO, Financial): 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 & 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. Cnooc, Ltd. has a market cap of $68.36 billion; its shares were traded at around $153.11 with a P/E ratio of 7.00 and P/S ratio of 1.79. The dividend yield of Cnooc, Ltd. stocks is 4.32%. Cnooc, Ltd. had an annual average earnings growth of 24.50% over the past 10 years.

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.

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