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Gurus' Real Time Stock Picks of the Week

May 09, 2014 | About:
Monica Wolfe

Monica Wolfe

129 followers
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. This week we saw notable increases and buys in Real Time activity from Mario Gabelli (Trades, Portfolio) and Robert Karr (Trades, Portfolio).

Mario Gabelli (Trades, Portfolio) adds Three

Over the past week, Mario Gabelli (Trades, Portfolio) made increases in to three of his holdings. These increases came right about the release date of his first quarter portfolio, which you can check out here.

Gabelli upped his holdings in BioScrip (BIOS) 175.48% by purchasing 1,436,777 shares of the company’s stock. The guru purchased these shares at the daily average price of $6.91 on May 5, and since then the price per share has dropped approximately -12%. Gabelli now holds on to 2,255,552 shares of the company’s stock, representing 3.33% of the company’s shares outstanding.

Gabelli’s holding history as of the close of the first quarter:

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BioScrip is a provider of pharmacy and home health services that partners with patients, physicians, hospitals, healthcare payers and pharmaceutical manufacturers to provide clinical management solutions and the delivery of cost-effective access to prescription medications and home health services.

BioScrip’s historical revenue and net income:

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BioScrip has a market cap of $483.5 million. Its shares are currently trading at around $7.09 with a P/S ratio of 0.60.

Also on May 5, Gabelli increased his holdings in Myers Industries (MYE). The guru increased his holdings 4.83% by purchasing a total of 194,130 shares of the company’s stock. He bought these shares at approximately $19.31 per share, and since then the price per share has increased 2%. Gabelli now holds on to 4,257,844 shares of the company’s stock, representing 12.66% of the company’s shares outstanding.

Gabelli’s historical holding history:

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Myers Industries manufactures a range of polymer products for industrial, agricultural, automotive, commercial and consumer markets.

Myers Industries’ historical revenue and net income:

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The Peter Lynch Chart suggests that the company is currently overvalued:

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Myers Industries has a market cap of $665.2 million. Its shares are currently trading at around $20.05 with a P/E ratio of 36.00, a P/S ratio of 0.80 and a P/B ratio of 2.90. The company’s dividend yield is currently at 2.00%.

The last company Gabelli increased over the past week was in Zygo Corp (ZIGO). The guru upped his stake 28.45% by purchasing 164,700 shares of the company’s stock. He purchased these shares at $19.17 per share, and the since then the price per share is trading slightly up at $19.20 per share. Gabelli now holds on to 743,700 shares of Zygo, representing 4.02% of the company’s shares outstanding.

Mario Gabelli (Trades, Portfolio)’s historical holding history of Zygo:

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Zygo Corp designs, develops, and manufactures ultra-high precision measurement solutions to improve its customers' manufacturing yields, and optical components and systems as OEM sub-components and end-user optical systems.

Zygo’s historical revenue and net income:

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The Peter Lynch Chart suggests that the company is currently overvalued:

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Zygo has a market cap of $362.6 million. Its shares are currently trading at around $19.19 with a P/E ratio of 44.60, a P/S ratio of 2.30 and a P/B ratio of 1.90.

Robert Karr (Trades, Portfolio) cuts Tarena International (TEDU)

Over the past week Robert Karr (Trades, Portfolio) made a reduction to his holdings in Tarena. The guru cut his holdings -19.53% by selling a total of 364,000 shares of the company’s stock. Karr sold these shares at approximately $8.06 per share, and since then the price per share has dropped roughly -5% and is now trading at around $7.70 per share.

Karr now holds 1,500,000 shares of Tarena Stock, and is the only guru shareholder of the company’s stock.

Tarena International is a recently incorporated company that primarily provides information technology professional education services through part-time and full-time classes in China.

Tarena’s historical revenue and net income:

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Tarena International has a market cap of $385.9 million. Its shares are currently trading at around $7.62 with a P/S ratio of 0.90.

Check out more guru real time picks here.

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