Weekly Guru Bargains Highlights: TWTR, VOD, DB

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Jul 28, 2014

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

Twitter Inc (TWTR, Financial): Down 33% Since Steven Cohen (Trades, Portfolio) Bought In the Quarter Ended on 2014-03-31

Steven Cohen (Trades, Portfolio) added to his holdings in Twitter Inc by 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 -33% from the estimated average. Steven Cohen (Trades, Portfolio) owned 370,599 shares of Twitter Inc as of 03/31/2014. Twitter Inc has a market cap of $22.51 billion; its shares were traded at around $38.16 with and P/S ratio of 10.84.

Twitter recently reported its first quarter 2014 financial results. The company announced first quarter revenues of $250 million, up 119% year over year. The company’s first quarter net loss was $132 million, or $0.23 per share.

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. Jean-Marie Eveillard (Trades, Portfolio) owns 650 shares as of 03/31/2014, which accounts for 0.0001% of the $37.72 billion portfolio of First Eagle Investment Management, LLC. PRIMECAP Management (Trades, Portfolio) owns 19,900 shares as of March 31, which accounts for 0.0011% of the $88.35 billion portfolio of PRIMECAP Management (Trades, Portfolio).

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 increased by 1.06% since.

Vodafone Group PLC (VOD, Financial): Down 22% Since Sarah Ketterer (Trades, Portfolio) Bought In the Quarter Ended on 2014-03-31

Sarah Ketterer (Trades, Portfolio) added to her holdings in Vodafone Group PLC by 39.07% during the quarter ended 03/31/2014. 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 shares have declined by -22% from the estimated average. Sarah Ketterer (Trades, Portfolio) owned 339,104 shares of Vodafone Group PLC as of 03/31/2014.

Vodafone Group PLC is a provider of mobile communications. Vodafone Group Plc has a market cap of $90.33 billion; its shares were traded at around $34.16 with a P/E ratio of 0.90 and P/S ratio of 1.40. The dividend yield of Vodafone Group Plc stocks is 6.76%.

Vodafone recently reported its second quarter 2014 financial results. The company announced that its group revenue was £10.2 billion for the quarter, up 6.2% compared to results from a year ago.

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, which is 0.025% of the $9.9 billion portfolio of Fairholme Capital Management. Third Avenue Management (Trades, Portfolio) bought 6,133 shares in the quarter that ended on 03/31/2014, which is 0.0044% of the $5.16 billion portfolio of Third Avenue Management (Trades, Portfolio).

Deutsche Bank AG (DB, Financial): Down 25% Since David Dreman (Trades, Portfolio) Bought In the Quarter Ended on 2014-03-31

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 -25% 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 Ag has a market cap of $36.56 billion; its shares were traded at around $35.87 with a P/E ratio of 417.70 and P/S ratio of 0.90. The dividend yield of Deutsche Bank Ag stocks is 2.10%.

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.