Weekly Guru Bargains Highlights: IMS Health Inc, KB Home, Noble Energy Inc, Petroleo Brasileiro S.A.Petrobras, NYSE Euronext

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Nov 30, 2008
These are the guru bargain companies for the week: IMS Health Inc, KB Home, Noble Energy Inc, Petroleo Brasileiro S.A.Petrobras, and NYSE Euronext


For the complete list of stocks that Guru Bargains, go to: Value Bargains of Gurus.


IMS Health Inc. (RX, Financial): Down 39% Since Joel Greenblatt Bought In the Quarter Ended on 2008-09-30


Joel Greenblatt initiated holdings in Business Support Services company IMS Health Inc. in his magic formula portfolio during the quarter ended 09/30/2008. He owned 14,500 shares of as of 09/30/2008 . IMS Health is the global provider of information solutions to the pharmaceutical and healthcare industries. The company has a market cap of $2.39 billion; its shares were traded at around $13.15 with a P/E ratio of 10.65 and P/S ratio of 0.98. The dividend yield of IMS Health Inc. stocks is 1.12%. IMS Health Inc. had an annual average earning growth of 11.3% over the past 10 years.


RX recently reported its 3 rd quarter results for 2008. The company reported a rise of 33% in earnings, which was caused by greater sales during the quarter. It earned 41 cents per share this quarter, compared to 29 cents a year ago. It also repurchased about 55000 shares.


Joel Greenblatt bought 14,500 shares in the quarter that ended on 09/30/2008 . Edward Owens owns 8,547,400 shares as of 09/30/2008 . John Rogers owns 15,150,192 shares as of 09/30/2008 .


SVP, Strategy & Business Dev John R Walsh sold 3,736 shares of RX stock on 08/22/2008 at the average price of $22.78; the price of the stock has decreased by 42.27% since.


KB Home (KBH, Financial): Down 39% Since Arnold Schneider Bought In the Quarter Ended on 2008-09-30


Arnold Schneider initiated holdings in Home Construction company KB Home during the quarter ended 09/30/2008 . He owned 10,000 shares of as of 09/30/2008 . KB Home is a builder of single-family homes with domestic operations in several western states and international operations in France . KB Home has a market cap of $1.04 billion; its shares were traded at around $11.63 with P/S ratio of 0.27. The dividend yield of KB Home stocks is 3.12%.


KB Homes recently reported its financial results for the third quarter. The company said that revenues were at about $680 million, compared to $1.54 billion a year ago. The company said that this drop was mostly due to lower revenues from housing. The company also posted a net loss of $1.87 per share, compared to a net loss of 46 cents per share a year ago.


Arnold Schneider bought 10,000 shares in the quarter that ended on 09/30/2008 . Edward Lampert owns 358,000 shares as of 09/30/2008 . Charles Brandes owns 324,949 shares as of 09/30/2008 .


Bill Miller sold out his holdings in the quarter that ended on 06/30/2008 .


EVP, Gen. Counsel, Secretary Wendy C Shiba bought 3,000 shares of KBH stock on 06/30/2008 at the average price of $17.94; the price of the stock has decreased by 35.17% since.


Noble Energy Inc. (NBL, Financial): Down 27% Since David Dreman Bought In the Quarter Ended on 2008-09-30


David Dreman added to his holdings in Exploration & Production company Noble Energy Inc. by 154.83% during the quarter ended 09/30/2008 . He owned 66,000 shares of as of 09/30/2008 .


Noble Energy the parent company of Samedan Oil Corporation Noble Gas Marketing Inc. and Noble Trading Inc. is one of the nation's leading independent energy companies. The company has a market cap of $9.04 billion with a P/E ratio of 6.91 and P/S ratio of 2.29. The dividend yield of Noble Energy Inc. stocks is 1.62%. Noble Energy Inc. had an annual average earning growth of 14.7% over the past 10 years.


Noble Energy recently reported its 3 rd quarter results for 2008. The company reported net income of $5.37 per share. The company’s Chairman, President and CEO, Charles D. Davidson, said: "Noble Energy has delivered exceptional third quarter 2008 operating and financial results from our diversified and balanced portfolio. We had significant exploration success during the quarter, which included our largest discovery to date in the deepwater Gulf of Mexico . In addition, we are excited about the successful flow test results at the Diega oil discovery in Equatorial Guinea . During the quarter, we were able to offset lost volumes from the hurricanes with better performance in other areas. As we head toward the end of the year, we are very encouraged that our performance to date has put us in a great position to achieve our operating objectives for the year. Our strong balance sheet and cash flows have positioned us well during this period when we are experiencing a weakening economy and related declines in commodity prices.”


David Dreman owns 66,000 shares as of 09/30/2008 , an increase of 154.83% from the previous quarter. NWQ Managers owns 13,402,491 shares as of 09/30/2008 , an increase of 19.4% from the previous quarter. David Tepper sold out his holdings in the quarter that ended on 09/30/2008 .


Sr. VP & CFO Chris Tong sold 300 shares of NBL stock on 07/02/2008 at the average price of $104.5; the price of the stock has decreased by 49.97% since.


Petroleo Brasileiro S.A.Petrobras (PBR-A): Down 59% Since Sarah Ketterer Bought In the Quarter Ended on 2008-09-30


Sarah Ketterer initiated holdings in Petroleo Brasileiro S.A.Petrobras during the quarter ended 09/30/2008 . She owned 43,600 shares of as of 09/30/2008 . Petrolo Brasilerio was founded in October of 1953 to operate in the Brazilian oil sector. Petroleo Brasileiro S.A.Petrobras had an annual average earning growth of 36.6% over the past 10 years.


Sarah Ketterer bought 43,600 shares in the quarter that ended on 09/30/2008 , which is 1.48% of the $129 million portfolio of CAUSEWAY CAPITAL MANAGEMENT LLC. Kenneth Fisher owns 183,651 shares as of 09/30/2008 . Dodge & Cox owns 10,484,600 shares as of 09/30/2008 . Jean-Marie Eveillard owns 3,842,334 shares as of 09/30/2008 .


NYSE Euronext (NYX, Financial): Down 44% Since Robert Olstein Bought In the Quarter Ended on 2008-09-30


Robert Olstein added to his holdings in NYSE Euronext by 44.19% during the quarter ended 09/30/2008 . He owned 614,100 shares of as of 09/30/2008 . NYSE Group Inc. is a leading provider of securities listing trading and market data products and services with a market cap of $6.31 billion, a P/E ratio of 8.39 and a P/S ratio of 1.24. The dividend yield of NYSE Euronext stocks is 6.24%.


NYX recently reported its 3 rd quarter financial results for 2008. Net income was 66 cents per diluted share, compared to 97 cents per diluted share a year ago. “Despite turbulent markets and the global financial crisis, NYSE Euronext produced stable revenues in the third quarter and continued to drive down operating expenses, We are delivering on our strategic plan and investing in future opportunities as demonstrated by the September roll-out of NYSE Liffe, our U.S. futures business, and the imminent launch of our two European initiatives, SmartPool and our pan-European MTF. The past year’s technology upgrade of our trading systems served customers well as NYSE Euronext markets operated with great reliability and provided continuous access to liquidity during an especially volatile period,” said Duncan L. Niederauer, Chief Executive Officer, and NYSE Euronext.Â


Tom Gayner bought 30,000 shares in the quarter that ended on 09/30/2008 .


Robert Olstein owns 614,100 shares as of 09/30/2008 , an increase of 44.19% from the previous quarter. John Keeley owns 23,220 shares as of 09/30/2008 , an increase of 10.36% from the previous quarter. John Keeley owns 23,220 shares as of 09/30/2008 .