Weekly Guru Bargains Highlights: VOD, DB, TWTR

Author's Avatar
Jun 16, 2014

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

Vodafone Group PLC (VOD, Financial): Down 25% Since Sarah Ketterer (Trades, Portfolio) Bought In the Quarter Ended on March 31

Sarah Ketterer (Trades, Portfolio) added to her holdings in Vodafone Group by 39.07% during the quarter ended March 31. Her purchase prices were between $36.05 and $49.095, with an estimated average price of $43.8. Since then the prices of Vodafone Group PLC shares have declined by -25% from the estimated average. Sarah Ketterer (Trades, Portfolio) owned 339,104 shares of Vodafone Group PLC as of March 31.

Vodafone Group PLC is a provider of mobile communications. Vodafone Group has a market cap of $86.93 billion; its shares were traded at around $32.88 with a P/E ratio of 0.90 and P/S ratio of 1.35. The dividend yield of Vodafone Group Plc stocks is 7.03%.

Richard Perry (Trades, Portfolio) bought 267,000 shares in the quarter that ended on March 31, which is 0.27% of the $3.58 billion portfolio of Perry Capital. Bruce Berkowitz (Trades, Portfolio) bought 66,000 shares in the quarter that ended on March 31, 2014, which is 0.025% of the $9.9 billion portfolio of Fairholme Capital Management. Jean-Marie Eveillard (Trades, Portfolio) sold out of his holdings in the quarter that ended on 03/31/2014.

Deutsche Bank AG (DB, Financial): Down 22% Since David Dreman (Trades, Portfolio) Bought In the Quarter Ended on March 31

David Dreman (Trades, Portfolio) added to his holdings in Banks company Deutsche Bank AG by 404.64% during the quarter ended March 31. His purchase prices were between $43.3 and $54.39, with an estimated average price of $47.96. Since then the prices of Deutsche Bank AG shares have declined by -22% from the estimated average. David Dreman (Trades, Portfolio) owned 58,725 shares of Deutsche Bank AG as of March 31.

Deutsche Bank is a stock corporation organized under the laws of Germany. Deutsche Bank has a market cap of $38.32 billion; its shares were traded at around $37.59 with a P/E ratio of 435.30 and P/S ratio of 0.94. The dividend yield of Deutsche Bank Ag stocks is 2.01%.

David Dreman (Trades, Portfolio) owns 58,725 shares as of March 31, an increase of 404.64% from the previous quarter. This position accounts for 0.2% of the $1.29 billion portfolio of Dreman Value Management. Mario Gabelli (Trades, Portfolio) owns 6,250 shares as of March 31, which accounts for 0.0015% of the $18.53 billion portfolio of GAMCO Investors.

Twitter (TWTR, Financial): Down 35% Since Steven Cohen (Trades, Portfolio) Bought In the Quarter Ended on March 31

Steven Cohen (Trades, Portfolio) added to his holdings in Banks company Twitter Inc 177.27% during the quarter ended March 31. His purchase prices were between $44.43 and $69, with an estimated average price of $56.92. Since then the prices of Twitter Inc shares have declined by -35% from the estimated average. Steven Cohen (Trades, Portfolio) owned 370,599 shares of Twitter Inc as of March 31. Twitter Inc has a market cap of $21.77 billion; its shares were traded at around $36.90 with and P/S ratio of 10.48.

Twitter recently reported its first quarter 2014 financial results. The company reported first quarter revenues of $250 million, up 119% year-over-year. First quarter adjusted EBITDA was $37 million, representing an adjuste EBITDA margin of 15%.

John Griffin (Trades, Portfolio) owns 1,000,000 shares as of March 31, which accounts for 0.52% of the $9.04 billion portfolio of Blue Ridge Capital. Chris Davis (Trades, Portfolio) owns 1,214,550 shares as of March 31, a decrease of 39.43% of from the previous quarter. This position accounts for 0.16% of the $36.32 billion portfolio of Davis Selected Advisers. Ron Baron (Trades, Portfolio) owns 40,479 shares as of March 31, a decrease of 72.95% of from the previous quarter. This position accounts for 0.0077% of the $24.55 billion portfolio of Baron Funds.

CFO Mike Gupta sold 31,645 shares of TWTR stock on June 2 at the average price of 37.76. Mike Gupta owns at least 1,178,975 shares after this. The price of the stock has decreased by 2.28% since.

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