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Soros and Gabelli Top Guru Real Time Picks of the Week

August 08, 2014 | About:
Monica Wolfe

Monica Wolfe

127 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. It was a quiet week in guru trades but we did see a couple of trades coming from Mario Gabelli (Trades, Portfolio) and George Soros (Trades, Portfolio).

Mario Gabelli (Trades, Portfolio)

Over the past week GuruFocus Real Time Picks reported two real time picks for Gabelli. The guru increased his position in both Myers Industries (MYE) and BioScrip (BIOS).

On Aug. 6, Mario Gabelli (Trades, Portfolio) increased his holdings in BioScrip 79.99% by purchasing 1,152,512 shares of the company’s stock. The guru added these shares near the daily price of $7.44 per share. Since this buy the price per share has increased 8% to around $8.05 per share.

Gabelli now holds on to 2,593,352 shares of BioScrip’s shares outstanding. This position makes up for 3.79% of the company’s shares outstanding.

Gabelli’s historical holding history as of the close of the second quarter:

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BioScrip is a provider of pharmacy and home health services that partners with patients, physicians, hospitals, healthcare payors 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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The analysis on BioScrip reports that the company’s Piotroski F-Score is low, it has a poor Sloan Ratio – indicating that the company has a poor quality of earnings, its revenue has been in decline over the past year hand a high percentage of the float is shorted.

There are currently five gurus that hold a position in BioScrip. Check out their historical holdings here.

BioScrip reported net loss from continuing operations of $0.10 per share, which was much wider than the year-ago adjusted loss per share of $0.04. The total revenue in the reported quarter increased 43.8% year-over-year to $247.1 million. The company ended the second quarter with $1.5 million in cash and cash equivalents.

Check out BioScrip in comparison to its competitors:

BioScrip has a market cap of $553 million. Its shares are currently trading at around $8.08 with a P/S ratio of 0.60 and a P/B ratio of 1.70.

Mario Gabelli (Trades, Portfolio) also increased his position in Myers Industries over the past week. The guru upped his holdings 1.2% by purchasing a total of 52,205 shares of the company’s stock. The guru added these shares at around $19.11 per share, and since then the price per share is trading up slightly to $19.16 per share.

Gabelli now holds on to 4,414,229 shares of Myers Industries’ stock, representing 13.3% of the company’s shares outstanding and about 0.5% of Gabelli’s total assets managed.

Gabelli’s historical holdings as of the close of Q2:

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Myers Industries manufactures a range of polymer products for industrial, agricultural, automotive, commercial and consumer markets. Its product line includes plastic reusable material handling containers and pallets plastic horticultural pots, trays and flower planters.

Myers Industries’ historical revenue and net income:

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The analysis on Myers reports that the company’s dividend yield is near a 2-year high, its revenue per share has slowed down, and over the past three years the company has issued $25.587 million of debt.

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

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Myers Industries has a market cap of $607.6 million. Its shares are currently trading at around $19.16 with a P/E ratio of 40.10 and a P/S ratio of 0.80. The company’s dividend yield is at 2.30%.

George Soros (Trades, Portfolio)

Over the past week George Soros (Trades, Portfolio) made a slight reduction in his holdings in Penn Virginia (PVA). The guru cut his holdings a smaller -4% by selling 250,000 shares of the company’s stock. The guru sold these shares at around $12.42 per share, and since then the price per share has increased approximately 5% to around $12.99 per share.

Soros now holds on to 6,003,509 shares of the company’s stock. This position makes up for 9.15% of the company’s shares outstanding as well as about 1% of his total assets managed.

Soros’ historical holding history:

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Penn Virginia is an independent oil and gas company, which is mainly engaged in the development, exploration and production of natural gas and oil in various domestic onshore regions of the United States including Texas, Appalachia, the Mid-Continent and Mississippi.

Penn Virginia’s historical revenue and net income:

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The analysis on Penn Virginia reports that the company’s revenue per share has been in decline over the past five years, it has $505.995 million of debt, its dividend yield is near a 10-year high and its operating income has been in loss over the past three years.

Check out Penn Virginia in comparison to its competitors on the new analysis page!

Penn Virginia has a market cap of $931.1 million. Its shares are currently trading at around $13.03 with a P/S ratio of 1.60 and a P/B ratio of 0.90. The dividend yield at Penn Virginia is at 10.80%.

Check out more real-time picks here along with more of George Soros (Trades, Portfolio)’ and Mario Gabelli (Trades, Portfolio)’s picks!

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