Weekly Guru Bargains Highlights: Moody's Corp, Vornado Realty Trust, GameStop Corp, American Express Company.

Author's Avatar
Nov 23, 2008
These are last week ’s top Guru Bargain companies: Moody's Corp, Vornado Realty Trust, GameStop Corp, American Express Company.


Moody's Corp. (MCO, Financial): Down 51% Since Richard Pzena Bought In the Quarter Ended on 2008-09-30


Richard Pzena added to his holdings in Business Support Services company Moody's Corp. by 31.87% during the quarter ended 09/30/2008 . He owned 252,691 shares of as of 09/30/2008 . Moody's Corporation is the parent company of Moody's Investors Service a leading provider of credit ratings research and analysis covering debt instruments. The company has a market cap of $4.26 billion with a P/E ratio of 8.99 and P/S ratio of 2.02. The dividend yield of Moody's Corp. stocks is 1.74%.


Moody ’s Corp recently reported its 3 rd quarter 2008 results. The company announced that its EPS for the third quarter was down 10%, dropping to $0.46. The company also reported a drop in revenue of 17% and a drop in operating expenses of 11%. Operating income was also down 24%. The company said that losses were caused by a terrible credit market.


Richard Pzena owns 252,691 shares as of 09/30/2008 , an increase of 31.87% from the previous quarter. Chris Davis owns 18,874,696 shares as of 09/30/2008 . Dodge & Cox owns 21,100 shares as of 09/30/2008 . Ruane Cunniff sold out his holdings in the quarter that ended on 09/30/2008 .


Warren Buffett owns 48,000,000 shares as of 09/30/2008 , which accounts for 2.34% of the $69.89 billion portfolio of Berkshire Hathaway.


Vornado Realty Trust (VNO, Financial): Down 53% Since Ken Heebner Bought In the Quarter Ended on 2008-09-30


Ken Heebner initiated holdings in Real Estate Holding & Development company Vornado Realty Trust during the quarter ended 09/30/2008 . He owned 1,250,000 shares of as of 09/30/2008 . Vornado Realty Trust is a fully-integrated real estate investment trust. The company has a market cap of $6.84 billion; its shares were traded at around $44.29 with a P/E ratio of 10.88 and P/S ratio of 1.82. The dividend yield of Vornado Realty Trust stocks is 5.36%.


Valero reality trust recently reported its 3 rd quarter 2008 results. The company said that net income was 20 cents per share, compared to 74 cents per share a year ago. Funds from operations were also down 29 cents per share, at $1.06 compared to $1.35 a year ago.


Ken Heebner bought 1,250,000 shares in the quarter that ended on 09/30/2008 , which is 1.01% of the $11.29 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Chris Davis owns 560,150 shares as of 09/30/2008 , which accounts for 0.07% of the $74.87 billion portfolio of Davis Selected Advisers. Third Avenue Management owns 827,665 shares as of 09/30/2008 , a decrease of 36% of from the previous quarter. Ruane Cunniff sold out his holdings in the quarter that ended on 09/30/2008 .


Chairman & CEO, Director Steven Roth sold 14,200 shares of VNO stock on 07/10/2008 at the average price of $88.64; the price of the stock has decreased by 50.03% since.


GameStop Corp. (GME, Financial): Down 57% Since Joel Greenblatt Bought In the Quarter Ended on 2008-09-30


Joel Greenblatt initiated holdings in Specialty Retailers company GameStop Corp. during the quarter ended 09/30/2008 . He owned 12,960 shares of as of 09/30/2008 . GameStop Corp. is the world's largest video game and entertainment software retailer. It has a market cap of $2.94 billion, a P/E ratio of 8.33 and P/S ratio of 0.35.


Gamestop recently reported a rise in third quarter sales, although its profit was down. Analysts who expected GameStop usually beating estimates were disappointed. The company’s drop in profit was mostly accounted for by the acquisition of a French game company and a change in conversion rates.


Joel Greenblatt bought 12,960 shares in the quarter that ended on 09/30/2008 , which is 0.7% of the $63 million portfolio of Gotham Capital. Kenneth Fisher owns 521,850 shares as of 09/30/2008 , which accounts for 0.06% of the $31.63 billion portfolio of Fisher Asset Management, LLC. Chris Davis sold out his holdings in the quarter that ended on 09/30/2008 .


American Express Company (AXP, Financial): Down 52% Since Jean-Marie Eveillard Bought In the Quarter Ended on 2008-09-30


Legendary investor Jean-Marie Eveillard added to his holdings in Consumer Finance company American Express Company by 14.2% during the quarter ended 09/30/2008 . He owned 9,735,579 shares of as of 09/30/2008 .


American Express Company is primarily engaged in the business of providing travel related services financial advisory services and international banking services throughout the world. American Express Company has a market cap of $21.68 billion with a P/E ratio of 6.62 and P/S ratio of 0.87. The dividend yield of American Express Company stocks is 2.84%.





Arnold Van Den Berg bought 990,071 shares in the quarter that ended on 09/30/2008 , which is 1.47% of the $2.39 billion portfolio of Century Management. Charles Brandes owns 581,408 shares as of 09/30/2008 , an increase of 2478.42% from the previous quarter. Ron Baron owns 134,760 shares as of 09/30/2008 , a decrease of 37.57% of from the previous quarter. Glenn Greenberg sold out his holdings in the quarter that ended on 09/30/2008 .


Pres-Risk/Info Mgmt/Banking Gp Ashwini Gupta sold 46,456 shares of AXP stock on 06/05/2008 at the average price of $46.57; the price of the stock has decreased by 59.87% since.