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Weekly Guru Bargains Highlights: Time Warner Telecom Inc, TERADATA CORP, Forest Laboratories Inc, Avon Products Inc, Banco Ita Holding Financeira S.A.

December 28, 2008 | About:

Last week’s top five guru bargain stocks were Time Warner Telecom Inc, TERADATA CORP, Forest Laboratories Inc, Avon Products Inc, and Banco Ita Holding Financeira S.A.

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

Time Warner Telecom Inc. (TWTC): Down 45% Since George Soros Bought In the Quarter Ended on 2008-09-30

George Soros initiated holdings in Fixed Line Telecommunications company Time Warner Telecom Inc. during the quarter ended 09/30/2008. He owned 30,000 shares of as of 09/30/2008.

TW TELECOM INC, headquartered in Littleton Colorado, provides managed network services specializing in Ethernet and transport data networking Internet access local and long distance voice VoIP VPN and security to enterprise organizations and communications services companies throughout the U.S. The company has a market cap of $1.11 billion; its shares were traded at around $7.93 with and P/S ratio of 1.03. Time Warner Telecom Inc. had an annual average earning growth of 1.7% over the past 5 years.

Time Warner Telecom recently reported its third quarter results for 2008. The company’s revenue was up 0.5% compared to last quarter and up about 6% year over year. EPS was also 3 cents per share, compared to a loss of 8 cents per share a year ago.

Mason Hawkins bought 11,868,000 shares in the quarter that ended on 09/30/2008, which is 0.44% of the $27.76 billion portfolio of Southeastern Asset Management. George Soros bought 30,000 shares in the quarter that ended on 09/30/2008, which is 0.01% of the $2.81 billion portfolio of Soros Fund Management LLC. Ron Baron owns 2,240,000 shares as of 09/30/2008, which accounts for 0.15% of the $15.41 billion portfolio of Baron Funds.

EVP & Chief Financial Offcr Mark A Peters sold 3,750 shares of TWTC stock on 07/14/2008 at the average price of $15.48; the price of the stock has decreased by 48.77% since.

TERADATA CORP (TDC): Down 37% Since David Einhorn Bought In the Quarter Ended on 2008-09-30

David Einhorn added to his holdings in Computer Services company TERADATA CORP by 4.25% during the quarter ended 09/30/2008. He owned 3,935,510 shares of as of 09/30/2008. Teradata Corporation is the world's largest company focused on raising intelligence through data warehousing and enterprise analytics. Teradata is located in more than forty countries. Teradata is a trademark or registered trademark of Teradata Corporation in the United States and other countries.Number of employees in Teradata Corporation is 5300 TERADATA CORP has a market cap of $2.63 billion; its shares were traded at around $14.6 with a P/E ratio of 10.2 and P/S ratio of 1.54.

TeraData Corp recently reported its results for the third quarter of 2008. The company announced that net income from continued operations was up about 50%. Operating income was up 14%. The company said that it expects 2008 revenue to decrease compared to 2007. However, net income is expected to increase by 30-40%.

George Soros bought 110,000 shares in the quarter that ended on 09/30/2008. David Einhorn owns 3,935,510 shares as of 09/30/2008, which accounts for 5.39% of the $1.42 billion portfolio of Greenlight Capital Inc. John Keeley owns 829,595 shares as of 09/30/2008, which accounts for 0.18% of the $9.04 billion portfolio of Keeley Fund Management. Kenneth Fisher owns 92,790 shares as of 09/30/2008, which accounts for 0.01% of the $31.63 billion portfolio of Fisher Asset Management, LLC.

Forest Laboratories Inc. (FRX): Down 28% Since Joel Greenblatt Bought In the Quarter Ended on 2008-09-30

Joel Greenblatt initiated holdings in Pharmaceuticals company Forest Laboratories Inc. during the quarter ended 09/30/2008. He owned 16,961 shares of as of 09/30/2008. Forest Laboratories Inc. and its subsidiaries develop manufacture and sell both branded and generic forms of ethical drug products. The company has a market cap of $7.4 billion with a P/E ratio of 6.9 and P/S ratio of 1.93. Forest Laboratories Inc. had an annual average earning growth of 30.7% over the past 10 years. GuruFocus rated Forest Laboratories Inc. the business predictability rank of 2.5-star.

Forest Laboratories Inc. recently reported its fiscal second quarter 2009 results. The company said that revenue increased 8% from $919 million to $993 million. Net sales also increased 10%. The company said that it had earnings per share of $0.80.

Joel Greenblatt bought 16,961 shares in the quarter that ended on 09/30/2008. Bruce Berkowitz owns 18,094,100 shares as of 09/30/2008, an increase of 47.47% from the previous quarter. Edward Owens owns 30,133,000 shares as of 09/30/2008, which accounts for 4.32% of the $19.71 billion portfolio of Vanguard Health Care Fund. David Dreman owns 16,310 shares as of 09/30/2008, a decrease of 39.95% of from the previous quarter. Chris Davis sold out his holdings in the quarter that ended on 09/30/2008.

Director William J Iii Candee sold 250 shares of FRX stock on 08/15/2008 at the average price of $38.59; the price of the stock has decreased by 36.2% since.

Avon Products Inc. (AVP): Down 44% Since David Williams Bought In the Quarter Ended on 2008-09-30

David Williams added to his holdings in Personal Products company Avon Products Inc. by 5.88% during the quarter ended 09/30/2008. He owned 3,600,000 shares of as of 09/30/2008. Avon Products Inc. is one of the world's leading manufacturers and marketers of beauty and related products. Avon Products Inc. has a market cap of $9.86 billion; its shares were traded at around $22.68 with a P/E ratio of 10.9 and P/S ratio of 0.99. The dividend yield of Avon Products Inc. stocks is 3.46%.

Avon recently reported its third quarter results for 2008. The company reported that earnings per share were up 63% to 52 cents per share. Operating profit also rose 33%. The company said that it has not experienced much impact on its business outside of North America caused by the economic crisis.

Ken Heebner owns 1,846,000 shares as of 09/30/2008, an increase of 36.64% from the previous quarter. David Williams owns 3,600,000 shares as of 09/30/2008, which accounts for 1.82% of the $8.23 billion portfolio of Columbia Value and Restructuring Fund. PRIMECAP Management owns 2,960,200 shares as of 09/30/2008, which accounts for 0.22% of the $55.92 billion portfolio of PRIMECAP Management. Chris Davis owns 6,339,786 shares as of 09/30/2008, which accounts for 0.35% of the $74.87 billion portfolio of Davis Selected Advisers.

Banco Ita Holding Financeira S.A. (ITU): Down 43% Since Ken Heebner Bought In the Quarter Ended on 2008-09-30

Ken Heebner added to his holdings in Banks company Banco Ita Holding Financeira S.A. by 563.5% during the quarter ended 09/30/2008. He owned 28,530,300 shares of as of 09/30/2008. BANCO ITAU -ADR's main goal is to focus on an equilibrium between growth and profitability aimed at always generating value for the stockholder in the long run. It has a market cap of $37.71 billion; its shares were traded at around $10.96 with a P/E ratio of 7 and P/S ratio of 1.65. The dividend yield of Banco Ita Holding Financeira S.A. stocks is 0.58%.

Banco Ita Holding Pinanceira S.A recently reported its third quarter 2008 results. The company said that its results were anticipated. The company announced net income of R$1.8 billion. The company’s consolidated assets were also up 33%.

Ken Heebner owns 28,530,300 shares as of 09/30/2008, an increase of 563.5% from the previous quarter. This position accounts for 4.42% of the $11.29 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Kenneth Fisher owns 107,000 shares as of 09/30/2008, an increase of 11.92% from the previous quarter. This position accounts for 0.01% of the $31.63 billion portfolio of Fisher Asset Management, LLC.


Rating: 4.1/5 (10 votes)

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