Weekly Guru Bargains Highlights: SBUX, EC, FCX, NOV, PBR.A

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Apr 26, 2015

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

Starbucks Corp (SBUX, Financial): Down 34% Since Jim Simons (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31

Jim Simons (Trades, Portfolio) added to his holdings in Restaurants & bars company Starbucks Corp by 85.11% during the quarter ended 12/31/2014. His purchase prices were between $72.19 and $83.8, with an estimated average price of $78.14. Since then the prices of Starbucks Corp shares have declined by -34% from the estimated average. Jim Simons (Trades, Portfolio) owned 1,274,846 shares of Starbucks Corp as of 12/31/2014.

Starbucks Corp was formed in 1985. The Company is the roaster, marketer & retailer of specialty coffee in the world, operating in 65 countries. Starbucks Corp has a market cap of $77.74 billion; its shares were traded at around $51.84 with a P/E ratio of 31.40 and P/S ratio of 4.64. The dividend yield of Starbucks Corp stocks is 1.12%. Starbucks Corp had an annual average earnings growth of 7.40% over the past 10 years. GuruFocus rated Starbucks Corp the business predictability rank of 3-star.

Starbucks Corp. recently reported its financial results for the 13-week fiscal second quarter and 26-week fiscal year to date ended March 29, 2015. For the second quarter of fiscal 2015, global comparable store sales increased 7%, with a 3% increase in traffic. Consolidated net revenues increased 18%, to $4.6 billion. Consolidated operating income was $777.5 million, up 23% over the second quarter of fiscal year 2014.

Ken Fisher (Trades, Portfolio) owns 8,084 shares as of 12/31/2014, an increase of 13.78% from the previous quarter. This position accounts for 0.0014% of the $48.37 billion portfolio of Fisher Asset Management, LLC. Joel Greenblatt (Trades, Portfolio) owns 10,812 shares as of 12/31/2014, a decrease of 79.06% of from the previous quarter. This position accounts for 0.0072% of the $12.36 billion portfolio of Gotham Asset Management, LLC.

Chairman, president and ceo Howard D Schultz sold 1,124,800 shares of SBUX stock on 12/11/2014 at the average price of 5.25. Howard D Schultz owns at least 16,780,907 shares after this.

Ecopetrol SA (EC, Financial): Down 29% Since Jeremy Grantham (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31

Jeremy Grantham (Trades, Portfolio) initiated holdings in Integrated Oil & Gas company Ecopetrol SA during the quarter ended 12/31/2014. His purchase prices were between $14.77 and $30.94, with an estimated average price of $23.74. Since then the prices of Ecopetrol SA shares have declined by -29% from the estimated average. Jeremy Grantham (Trades, Portfolio) owned 229,200 shares of Ecopetrol SA as of 12/31/2014.

Ecopetrol SA was incorporated on August 25, 1951 under the laws of Colombia. Ecopetrol Sa has a market cap of $34.52 billion; its shares were traded at around $16.79 with a P/E ratio of 8.20 and P/S ratio of 1.24. The dividend yield of Ecopetrol Sa stocks is 13.76%. Ecopetrol Sa had an annual average earnings growth of 10.40% over the past 5 years.

Ken Fisher (Trades, Portfolio) owns 1,222,573 shares as of 12/31/2014, an increase of 15.01% from the previous quarter. This position accounts for 0.043% of the $48.37 billion portfolio of Fisher Asset Management, LLC.

Freeport-McMoRan Inc (FCX, Financial): Down 24% Since Chris Davis (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31

Chris Davis (Trades, Portfolio) added to his holdings in Nonferrous Metals company Freeport-McMoRan Inc by 45.38% during the quarter ended 12/31/2014. His purchase prices were between $21.03 and $32.49, with an estimated average price of $27.58. Since then the prices of Freeport-McMoRan Inc shares have declined by -24% from the estimated average. Chris Davis (Trades, Portfolio) owned 279,404 shares of Freeport-McMoRan Inc as of 12/31/2014.

Freeport-McMoRan Inc, formerly Freeport-McMoRan Copper & Gold, was incorporated under the laws of the state of Delaware on November 10, 1987. Freeport-mcmoran Inc has a market cap of $21.65 billion; its shares were traded at around $20.82 with and P/S ratio of 1.01. The dividend yield of Freeport-mcmoran Inc stocks is 4.74%.

David Dreman (Trades, Portfolio) owns 12,242 shares as of 12/31/2014, an increase of 48.6% from the previous quarter. This position accounts for 0.024% of the $1.22 billion portfolio of Dreman Value Management. Chris Davis (Trades, Portfolio) owns 279,404 shares as of 12/31/2014, an increase of 45.38% from the previous quarter. This position accounts for 0.021% of the $30.91 billion portfolio of Davis Selected Advisers. Mario Gabelli (Trades, Portfolio) owns 2,047,664 shares as of 12/31/2014, an increase of 24.78% from the previous quarter. This position accounts for 0.25% of the $19.2 billion portfolio of GAMCO Investors. Ron Baron (Trades, Portfolio) owns 13,337 shares as of 12/31/2014, an increase of 11.73% from the previous quarter. This position accounts for 0.0013% of the $24.95 billion portfolio of Baron Funds.

Exec. Vice President and CAO Michael J Arnold bought 50,000 shares of FCX stock on 12/12/2014 at the average price of 22.15. Michael J Arnold owns at least 319,110 shares after this. The price of the stock has decreased by 6% since.

National Oilwell Varco Inc (NOV, Financial): Down 22% Since David Dreman (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31

David Dreman (Trades, Portfolio) added to his holdings in Oil Equipment & Services company National Oilwell Varco Inc by 42.66% during the quarter ended 12/31/2014. His purchase prices were between $61.55 and $74.19, with an estimated average price of $69.62. Since then the prices of National Oilwell Varco Inc shares have declined by -22% from the estimated average. David Dreman (Trades, Portfolio) owned 4,401 shares of National Oilwell Varco Inc as of 12/31/2014.

National Oilwell Varco Inc was incorporated in Delaware on July 24, 1996. National Oilwell Varco Inc has a market cap of $22.22 billion; its shares were traded at around $54.20 with a P/E ratio of 9.30 and P/S ratio of 1.09. The dividend yield of National Oilwell Varco Inc stocks is 3.39%. National Oilwell Varco Inc had an annual average earnings growth of 20.00% over the past 10 years. GuruFocus rated National Oilwell Varco Inc the business predictability rank of 3-star.

John Rogers (Trades, Portfolio) owns 722,935 shares as of 12/31/2014, an increase of 427.14% from the previous quarter. This position accounts for 0.55% of the $8.66 billion portfolio of Ariel Investment, LLC. Robert Olstein (Trades, Portfolio) owns 96,000 shares as of 12/31/2014, an increase of 140% from the previous quarter. This position accounts for 0.77% of the $819 million portfolio of Olstein Capital Management, L.P.

Director David D Harrison sold 5,500 shares of NOV stock on 12/29/2014 at the average price of 66.99. David D Harrison owns at least 27,445 shares after this. The price of the stock has decreased by 19.09% since.

Petroleo Brasileiro SA Petrobras (PBR.A, Financial): Down 21% Since Charles Brandes (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31

Charles Brandes (Trades, Portfolio) added to his holdings in Exploration & Production company Petroleo Brasileiro SA Petrobras by 79.06% during the quarter ended 12/31/2014. His purchase prices were between $6.66 and $18.44, with an estimated average price of $11.29. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by -21% from the estimated average. Charles Brandes (Trades, Portfolio) owned 43,416,400 shares of Petroleo Brasileiro SA Petrobras as of 12/31/2014.

Petroleo Brasileiro SA Petrobras was incorporated in 1953. Petroleo Brasileiro Sa Petrobras has a market cap of $58.11 billion; its shares were traded at around $8.91 with a P/E ratio of 16.50 and P/S ratio of 0.40. The dividend yield of Petroleo Brasileiro Sa Petrobras stocks is 1.70%. Petroleo Brasileiro Sa Petrobras had an annual average earnings growth of 2.40% over the past 10 years.

Charles Brandes (Trades, Portfolio) owns 43,416,400 shares as of 12/31/2014, an increase of 79.06% from the previous quarter. This position accounts for 4.9% of the $7.09 billion portfolio of Brandes Investment. Dodge & Cox owns 64,097,858 shares as of 12/31/2014, an increase of 62.9% from the previous quarter. This position accounts for 0.45% of the $107.63 billion portfolio of Dodge & Cox.

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