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Weekly Guru Bargains Highlights: The Walt Disney Company, International Business Machines Corp, Beckman Coulter Inc, The AES Corp, JPMorgan Chase & Co.

January 03, 2009 | About:

Last week’s top five guru bargain companies were The Walt Disney Company, International Business Machines Corp, Beckman Coulter Inc, The AES Corp, and JPMorgan Chase & Co.

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

The Walt Disney Company (DIS): Down 25% Since David Dreman Bought In the Quarter Ended on 2008-09-30

David Dreman initiated holdings in this Broadcasting & Entertainment company.

The Walt Disney Company during the quarter ended 09/30/2008. He owned 445,290 shares of as of 09/30/2008. Walt Disney Company owns 100% of Disney Enterprises Inc. which together with its subsidiaries is a diversified worldwide entertainment company. The company has a market cap of $41.52 billion with a P/E ratio of 10.8 and P/S ratio of 1.1. The dividend yield of The Walt Disney Company stocks is 1.56%. The Walt Disney Company had an annual average earning growth of 4.4% over the past 10 years.

The Walt Disney Company recently reported its fiscal year results for 2008. The company announced that its EPS increased 3 cents for the year, to $2.28, from $2.25 a year ago. However, earnings per share for the quarter was down to 40 cents per share from 44 cents per share. Revenue for the quarter was up 6%.

Besides David Dreman, who bought 445,290 shares in the quarter that ended on 09/30/2008. Tom Gayner owns 666,275 shares as of 09/30/2008, an increase of 18.45% from the previous quarter. PRIMECAP Management owns 11,359,721 shares as of 09/30/2008, which accounts for 0.62% of the $55.92 billion portfolio of PRIMECAP Management. Brian Rogers owns 6,000,000 shares as of 09/30/2008, which accounts for 0.99% of the $17.87 billion portfolio of T Rowe Price Equity Income Fund.

Director John E Pepper bought 5,000 shares of DIS stock on 11/11/2008 at the average price of $21.73; the price of the stock has increased by 10.08% since.

International Business Machines Corp (IBM): Down 29% Since John Keeley Bought In the Quarter Ended on 2008-09-30

John Keeley initiated holdings in Computer Services company International Business Machines Corp during the quarter ended 09/30/2008. He took a small position of 1,850 shares of as of 09/30/2008.

IBM uses advanced information technology to provide customer solutions. The company has a market cap of $112.21 billion with a P/E ratio of 10.6 and P/S ratio of 1.14. The dividend yield of International Business Machines Corp stocks is 2.39%. International Business Machines Corp had an annual average earning growth of 4.9% over the past 10 years.

IBM recently reported its third quarter 2008 results. The company announced that it reported net diluted earnings of $2.05 per share, up 22% from a year ago. Net income was $2.8 billion, up 20%. Total revenue was $25.3 billion, up 5%.

PRIMECAP Management bought 83,889 shares in the quarter that ended on 09/30/2008. Jean-Marie Eveillard owns 780,209 shares as of 09/30/2008, an increase of 31.67% from the previous quarter. David Williams owns 1,650,000 shares as of 09/30/2008, which accounts for 2.34% of the $8.23 billion portfolio of Columbia Value and Restructuring Fund. Mark Hillman owns 9,447 shares as of 09/30/2008, a decrease of 21.57% of from the previous quarter. Robert Olstein and Ken Heebner both sold out their holdings in the quarter that ended on 09/30/2008.

Chairman, Pres., and CEO, Director Samuel J Palmisano sold 55,900 shares of IBM stock on 08/28/2008 at the average price of $125; the price of the stock has decreased by 30.1% since.

Beckman Coulter Inc. (BEC): Down 38% Since David Dreman Bought In the Quarter Ended on 2008-09-30

David Dreman added to his holdings in Medical Equipment company Beckman Coulter Inc. by 29.73% during the quarter ended 09/30/2008. He owned 123,050 shares of as of 09/30/2008.

Beckman Coulter Inc. simplifies and automates laboratory processes used in all phases of the battle against disease. The company has a market cap of $2.7 billion; its shares were traded at around $44.77 with a P/E ratio of 13 and P/S ratio of 0.98. The dividend yield of Beckman Coulter Inc. stocks is 1.58%.

Beckman Coulter Inc. recently reported its third quarter 2008 results. The company announced that its revenue increased by 13%, and operating income was also up 7%. Earnings per share were up 30%. Scott Garrett, chairman, president and chief executive officer, said, "Strong revenue growth in the third quarter was led by continued gains in Clinical Diagnostics and international markets. In Clinical Diagnostics, which represents over 80% of total revenue, double-digit growth in each of our three product areas underscores the momentum and compelling advantage of our broad product offering, while solid recurring revenue growth demonstrates the stability of sector fundamentals."

David Dreman owns 123,050 shares as of 09/30/2008, an increase of 29.73% from the previous quarter. This position accounts for 0.08% of the $10.85 billion portfolio of Dreman Value Management. Edward Owens owns 2,776,600 shares as of 09/30/2008, which accounts for 1% of the $19.71 billion portfolio of Vanguard Health Care Fund. Richard Aster Jr owns 480,100 shares as of 09/30/2008, which accounts for 1.3% of the $2.63 billion portfolio of Meridian Fund.

GVP, High Sensitivity Testing Richard S Creager sold 750 shares of BEC stock on 11/14/2008 at the average price of $49.69; the price of the stock has decreased by 9.9% since.

The AES Corp. (AES): Down 44% Since Chris Davis Bought In the Quarter Ended on 2008-09-30

Chris Davis added to his holdings in Electricity company The AES Corp. by 132.58% during the quarter ended 09/30/2008. He owned 17,479,420 shares of as of 09/30/2008.

AES Corporation and its subsidiaries and affiliates are a global power company committed to serving the world's needs for electricity in a socially responsible way. The company has a market cap of $5.22 billion; its shares were traded at around $8.64 with a P/E ratio of 8.8 and P/S ratio of 0.38. The AES Corp. had an annual average earning growth of 16.1% over the past 10 years.

The AES Corp. recently announced that its Third Quarter Earnings Per Share From Continuing Operations was up 57% to $0.22 and Adjusted Earnings Per Share was up 47% to $0.25. The company’s third quarter free cash flow was also up 9%.

Chris Davis owns 17,479,420 shares as of 09/30/2008, an increase of 132.58% from the previous quarter. This position accounts for 0.27% of the $74.87 billion portfolio of Davis Selected Advisers. PRIMECAP Management owns 4,497,452 shares as of 09/30/2008, which accounts for 0.09% of the $55.92 billion portfolio of PRIMECAP Management. Chuck Akre owns 395,184 shares as of 09/30/2008, which accounts for 0.38% of the $1.21 billion portfolio of Akre Capital Management, LLC.

President and CEO, Director Paul T Hanrahan bought 55,000 shares of AES stock on 10/06/2008 at the average price of $8.64; the price of the stock has decreased by 0% since.

JPMorgan Chase & Co. (JPM): Down 21% Since David Tepper Bought In the Quarter Ended on 2008-09-30

David Tepper initiated holdings in Banks company JPMorgan Chase & Co. during the quarter ended 09/30/2008. He owned 50,000 shares of as of 09/30/2008.

J.P. Morgan Chase & Co. is a leading global financial services firm. The firm has a market cap of $113.17 billion with a P/E ratio of 14.3 and P/S ratio of 1.59. The dividend yield of JPMorgan Chase & Co. stocks is 5.01%.

Ken Heebner bought 2,819,700 shares in the quarter that ended on 09/30/2008, which is 1.17% of the $11.29 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Jean-Marie Eveillard owns 1,113,860 shares as of 09/30/2008, an increase of 1608.37% from the previous quarter. This position accounts for 0.54% of the $9.67 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Chris Davis owns 84,975,766 shares as of 09/30/2008, which accounts for 5.3% of the $74.87 billion portfolio of Davis Selected Advisers. Mark Hillman owns 751,687 shares as of 09/30/2008, a decrease of 39.4% of from the previous quarter. This position accounts for 6.17% of the $569 million portfolio of Hillman Capital Management.


Rating: 4.5/5 (6 votes)

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