Guru Stocks at 52-Week Low: Burlington Northern Santa Fe Corp, Union Pacific Corp, Reynolds American Inc, H.J. Heinz Company, Fastenal Company.

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Dec 15, 2008
The market remained almost flat last week, falling about 3 points. Last week’s top five out of favor companies that reached their 52-week lows were Burlington Northern Santa Fe Corp, Union Pacific Corp, Reynolds American Inc, H.J. Heinz Company, and Fastenal Company.


Last week’s top two out of favor industries were the Banking and Personal and Household goods industries. 96 stocks in the banking industry reached their 52-week lows, while 8 reached their 52-week highs, giving the industry a low/high ratio of 12. In the Personal and Household Goods industry, 30 stocks reached their 52-week lows, while 4 reached their 52-week highs, giving the Personal and Household Goods industry a low/high ratio of 7.5.


For full details about guru stocks at 52-week lows and more information, click here: http://www.gurufocus.com/52weeklow.php.


Burlington Northern Santa Fe Corp. (BNI, Financial) Reached the 52-Week Low of $71.38



The prices of Burlington Northern Santa Fe Corp. (BNI) shares have declined to close to the 52-week low of $71.38, which is 37.5% off the 52-week high of $114.56. Burlington Northern Santa Fe Corp. is owned by 7 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 4 reduced their positions.


Burlington North/Santa Fe through its subsidiary The Burlington Northern and Santa Fe Railway Company operates one of the largest railroad networks in North America. The company has a market cap of $25.56 billion with a P/E ratio of 12.49 and P/S ratio of 1.62. The dividend yield of Burlington Northern Santa Fe Corp. stocks is 2.14%. Burlington Northern Santa Fe Corp. had an annual average earning growth of 8.1% over the past 10 years. GuruFocus rated Burlington Northern Santa Fe Corp. the business predictability rank of 2.5-star.


BNI recently reported its 3 rd quarter results. The company announced quarterly earnings of $2 per share for the quarter, compared to $1.48 per share a year ago. The company’s freight revenue also increased by over 20%, or over $800 million. Operating income was also up more than 20%


PRIMECAP Management owns 102,200 shares as of 09/30/2008, which accounts for 0.02% of the $55.92 billion portfolio of PRIMECAP Management. Ken Heebner owns 11,000 shares as of 09/30/2008, a decrease of 98.06% of from the previous quarter. Ronald Muhlenkamp sold out his holdings in the quarter that ended on 09/30/2008.


Legendary investor Warren Buffett owns 63,785,418 shares as of 09/30/2008, which accounts for 8.44% of the $69.89 billion portfolio of Berkshire Hathaway.


Executive VP and CFO Thomas N Hund sold 40,000 shares of BNI stock on 07/29/2008 at the average price of $98.5; the price of the stock has decreased by 27.53% since.


Union Pacific Corp. (UNP, Financial) Reached the 52-Week Low of $42.81


The prices of Union Pacific Corp. (UNP) shares have declined to close to the 52-week low of $42.81, which is 43.9% off the 52-week high of $83.9. Union Pacific Corp. is owned by 9 Gurus we are tracking. Among them, 2 have added to their positions during the past quarter. 5 reduced their positions.


Union Pacific Corp. consists of one reportable segment rail transportation and the company's other product lines. It has a market cap of $24.05 billion, a P/E ratio of 11.36 and P/S ratio of 1.48. The dividend yield of Union Pacific Corp. stocks is 2.27%. Union Pacific Corp. had an annual average earning growth of 1.7% over the past 10 years and a predictability rank of 2-star.


UNP reported its results for the third quarter of 2008. The company announced that its diluted earnings per share increased 38% to $1.38 from $1 a year ago. Operating revenue was at $4.8 billion, also up 16%. Operating income increased 21%, while net income was up 32%.


John Keeley owns 121,136 shares as of 09/30/2008, which accounts for 0.1% of the $9.04 billion portfolio of Keeley Fund Management. NWQ Managers owns 5,169,987 shares as of 09/30/2008, a decrease of 27.46% of from the previous quarter. This position accounts for 1.79% of the $20.62 billion portfolio of NWQ Investment Management Co. George Soros and Ruane Cunniff both sold out their holdings in the quarter that ended on 09/30/2008.


Director Andrew H Jr Card bought 1,000 shares of UNP stock on 11/25/2008 at the average price of $48.07; the price of the stock has decreased by 10.94% since.


Reynolds American Inc. (RAI, Financial) Reached the 52-Week Low of $40.55


The prices of Reynolds American Inc. (RAI) shares have declined to close to the 52-week low of $40.55, which is 44.0% off the 52-week high of $71.05. Reynolds American Inc. is owned by 3 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter.


Reynolds American Inc. is the parent company of the second- largest U.S. tobacco company. The company has a market cap of $12.12 billion; its shares were traded at around $40.55 with a P/E ratio of 8.88 and P/S ratio of 1.34. The dividend yield of Reynolds American Inc. stocks is 8.18%. Reynolds American Inc. had an annual average earning growth of 20.6% over the past 5 years.


Reynolds American recently reported its third quarter results. The company said that its EPS fell over 40%. However, the company’s EPS for nine months was up. The company also raised its guidance.


Joel Greenblatt bought 9,980 shares in the quarter that ended on 09/30/2008, which is 0.76% of the $63 million portfolio of Gotham Capital. David Winters owns 1,460,140 shares as of 09/30/2008, which accounts for 10.17% of the $698 million portfolio of Wintergreen Advisors. Richard Aster Jr owns 13,705 shares as of 09/30/2008, which accounts for 0.03% of the $2.63 billion portfolio of Meridian Fund.


10% Owner & Williamson Holdings, I Brown sold 723,065 more shares of RAI stock on 06/25/2008 at the average price of $53.22; the price of the stock has decreased by 23.81% since.


H.J. Heinz Company (HNZ) Reached the 52-Week Low of $36.91


The prices of H.J. Heinz Company (HNZ) shares have declined to close to the 52-week low of $36.91, which is 30.6% off the 52-week high of $52.61. H.J. Heinz Company is owned by 3 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 1 reduced their position in the company.


H. J. Heinz Company and its subsidiaries manufacture and market an extensive line of processed food products throughout the world. The company has a market cap of $11.4 billion; its shares were traded at around $36.91 with a P/E ratio of 12.67 and P/S ratio of 1.13. The dividend yield of H.J. Heinz Company stocks is 4.55%. H.J. Heinz Company had an annual average earning growth of 2.4% over the past 10 years.


Kenneth Fisher owns 412,949 shares as of 09/30/2008, which accounts for 0.07% of the $31.63 billion portfolio of Fisher Asset Management, LLC. Bill Nygren owns 1,950,000 shares as of 06/30/2008, which accounts for 2.57% of the $6.39 billion portfolio of Oak Mark Fund. Mark Hillman owns 22,072 shares as of 09/30/2008, a decrease of 27.17% of from the previous quarter. This position accounts for 0.19% of the $569 million portfolio of Hillman Capital Management.


Director Lynn C Swann sold 3,000 shares of HNZ stock on 07/09/2008 at the average price of $49.4; the price of the stock has decreased by 25.28% since.


Fastenal Company (FAST, Financial) Reached the 52-Week Low of $31.9


The prices of Fastenal Company (FAST) shares have declined to close to the 52-week low of $31.9, which is 42.5% off the 52-week high of $55.45. Fastenal Company is owned by 3 Gurus we are tracking. All reduced their holdings in the company.


Fastenal Company sells industrial and construction supplies. It has a market cap of $5.27 billion; its shares were traded at around $31.9 with a P/E ratio of 18.98 and P/S ratio of 2.56. The dividend yield of Fastenal Company stocks is 1.52%. Fastenal Company had an annual average earning growth of 17.7% over the past 10 years. GuruFocus rated Fastenal Company the business predictability rank of 4-star.


Fastenal recently reported its third quarter results. The company announced net sales gain of over 17%. Net sales for the first nine months of 2008 was over 16% higher than that of 2007. The company also opened 140 new stores in the first nine months of 2008.


Ron Baron owns 5,703,571 shares as of 09/30/2008, which accounts for 1.83% of the $15.41 billion portfolio of Baron Funds. Ruane Cunniff owns 13,253,012 shares as of 09/30/2008, which accounts for 6.91% of the $9.47 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Steve Mandel owns 4,593,772 shares as of 09/30/2008, a decrease of 24.95% of from the previous quarter. This position accounts for 4.38% of the $5.18 billion portfolio of Lone Pine Capital.





CEO and President, Director Willard D Oberton sold 25,000 shares of FAST stock on 08/11/2008 at the average price of $52.43; the price of the stock has decreased by 39.16% since.