Berkshire Hathaway, China Mobile, Novartis, Oracle, PetroChina Near 52-Week Lows

GuruFocus reveals list of companies approaching 52-week lows

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Jan 04, 2016
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According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.

Berkshire Hathaway Inc. reached the 52-week low of $197,800

The prices of Berkshire Hathaway Inc. (BRK.A, Financial) shares have declined to close to the 52-week low of $197,800, which is 17.0% off the 52-week high of $228,870. Berkshire Hathaway is owned by 23 gurus we are tracking. Among them, one has added to the position during the past quarter. Nine reduced their positions.

Berkshire Hathaway was incorporated in Delaware on June 16, 1998 under the name NBH Inc. Berkshire Hathaway has a market cap of $323.41 billion; its shares were traded at around $197,800 with a P/E ratio of 14.30 and P/S ratio of 1.57. Berkshire Hathaway had an annual average earnings growth of 9.90% over the past 10 years. GuruFocus rated Berkshire Hathaway the business predictability rank of 3 stars.

Berkshire Hathaway recently reported its third quarter 2015 financial results. The company reported operating earnings of $4.55 billion for the third quarter of 2015, compared to $4.72 billion in the same quarter of 2014. Net earnings attributable to shareholders was $9.43 billion for the third quarter of 2015.

China Mobile Ltd. reached the 52-week low of $56.33

The prices of China Mobile (CHL, Financial) shares have declined to close to the 52-week low of $56.33, which is 27.2% off the 52-week high of $75.52. China Mobile is owned by 13 gurus we are tracking. Among them, three have added to their positions during the past quarter. Eight reduced their positions.

China Mobile was incorporated under the laws of Hong Kong on Sept. 3, 1997 as a limited liability company under the name China Telecom (Hong Kong) Limited. China Mobile has a market cap of $230.67 billion; its shares were traded at around $56.33 with a P/E ratio of 13.10 and P/S ratio of 2.22. The dividend yield of China Mobile stocks is 3.33%. China Mobile had an annual average earnings growth of 12.10% over the past 10 years. GuruFocus rated China Mobile the business predictability rank of 2.5 stars.

Dodge & Cox owned 6,470 shares as of Dec. 31, 2014, an increase of 30.18% from the previous quarter. This position accounts for 0.0004% of Dodge & Cox's $99.41 billion portfolio. David Dreman (Trades, Portfolio) owned 92,785 shares as of Dec. 31, 2014, which accounts for 0.45% of Dreman Value Management's $994 million portfolio.

Novartis AG reached the 52-week low of $86.04

The prices of Novartis AG (NVS, Financial) shares have declined to close to the 52-week low of $86.04, which is 21.7% off the 52-week high of $106.84. Novartis is owned by 18 gurus we are tracking. Among them, six added to their positions during the past quarter. Five reduced their positions.

Novartis  was incorporated on Feb. 29, 1996 under Swiss laws. Novartis has a market cap of $206.14 billion; its shares were traded at around $86.04 with a P/E ratio of 11.90 and P/S ratio of 4.30. The dividend yield of Novartis stocks is 3.10%. Novartis had an annual average earnings growth of 1.30% over the past 10 years.

Novartis recently reported its third quarter 2015 financial results. Net sales were $12.3 billion, and operating income was $2.2 billion. Net income was $1.8 billion, and EPS was 75 cents, broadly in line with net income.

Kahn Brothers (Trades, Portfolio) owned 30,968 shares as of Dec. 31, 2014, which accounts for 0.49% of the $540 million portfolio of Kahn Brothers (Trades, Portfolio). HOTCHKIS & WILEY owned 9,665 shares as of Dec. 31, 2014, which accounts for 0.0031% of Hotchkis & Wiley Capital Management LLC's $24.94 billion portfolio. First Eagle Investment (Trades, Portfolio) owned 12,848 shares as of Dec. 31, 2014, which accounts for 0.0029% of the $39.68 billion portfolio of First Eagle Investment (Trades, Portfolio) Management, LLC. Ruane Cunniff (Trades, Portfolio) sold out its holdings in the quarter that ended on Dec. 31, 2014.

Oracle Corp. reached the 52-week low of $36.53

The prices of Oracle (ORCL, Financial) shares have declined to close to the 52-week low of $36.53, which is 22.9% off the 52-week high of $45.56. Oracle is owned by 41 gurus we are tracking. Among them, 19 have added to their positions during the past quarter. Twenty-two reduced their positions.

Oracle was incorporated in Delaware on Sept. 9, 2005. Oracle has a market cap of $153.47 billion; its shares were traded at around $36.53 with a P/E ratio of 17.50 and P/S ratio of 4.31. The dividend yield of Oracle stocks is 1.56%. Oracle had an annual average earnings growth of 16.20% over the past 10 years. GuruFocus rated Oracle the business predictability rank of 3.5 stars.

Oracle recently announced fiscal 2016 Q2 results. The strengthening of the U.S. dollar compared to foreign currencies had a significant impact on results in the quarter. Total revenues were $9.0 billion, down 6% in U.S. dollars and unchanged in constant currency. Operating Income was $3.0 billion and Operating Margin was 33%. Non-GAAP Operating Income was $3.7 billion and non-GAAP Operating Margin was 41%. Net Income was $2.2 billion while non-GAAP Net Income was $2.7 billion. Earnings Per Share was 51 cents, while non-GAAP Earnings Per Share was 63 cents.

Donald Yacktman (Trades, Portfolio) owned 38,063,442 shares as of Dec. 31, 2014, an increase of 23.07% from the previous quarter. This position accounts for 7.1% of Yacktman Asset Management's $15.24 billion portfolio. Wallace Weitz (Trades, Portfolio) owned 1,339,517 shares as of Dec. 31, 2014, a decrease of 34.58% of from the previous quarter. This position accounts for 1.7% of Weitz Investment Management's $3.2 billion portfolio. Ronald Muhlenkamp (Trades, Portfolio) owned 143,255 shares as of Dec. 31, 2014, a decrease of 73.66% of from the previous quarter. This position accounts for 1.3% of Muhlenkamp & Co. Inc.'s $340 million portfolio.

CEO Mark V. Hurd sold 375,000 shares of Oracle stock on Oct. 1, 2015 at the average price of 36.18. Hurd owns at least 50,889 shares now. The price of the stock has increased by 0.97% since.

PetroChina Co. Ltd. reached the 52-week low of $65.59

The prices of PetroChina (PTR, Financial) shares have declined to close to the 52-week low of $65.59, which is 53.6% off the 52-week high of $136.98. PetroChina is owned by five gurus we are tracking. Among them, one added to his position during the past quarter. Two reduced their positions.

PetroChina was established as a joint stock company on Nov. 5, 1999. Petrochina has a market cap of $120.04 billion; its shares were traded at around $65.59 with a P/E ratio of 34.80 and P/S ratio of 0.83. The dividend yield of Petrochina stocks is 3.88%. Petrochina had an annual average earnings growth of 4.70% over the past 10 years. GuruFocus rated Petrochina the business predictability rank of 3.5 stars.

Charles Brandes (Trades, Portfolio) owned 44,724 shares as of Dec. 31, 2014, an increase of 44.12% from the previous quarter. This position accounts for 0.07% of Brandes Investment's $6.84 billion portfolio. David Dreman (Trades, Portfolio) owned 469 shares as of Dec. 31, 2014, an increase of 32.11% from the previous quarter. This position accounts for 0.0043% of Dreman Value Management's $994 million portfolio.