Guru Stocks at 52-Week Low: BP p.l.c, Novartis AG, Burlington Northern Santa Fe Corp, Duke Energy Corp, FedEx Corp.

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Jan 25, 2009
The market was down about 2%, last week, as more stocks fell into their 52-week lows. Last week's top five stocks that reached their 52-week lows were BP p.l.c (BP, Financial) , Novartis AG (NVS, Financial), Burlington Northern Santa Fe Corp (BNI, Financial), Duke Energy Corp (DUK, Financial), and FedEx Corp. (FDX, Financial).


Last weeks' top two out of favor industries were the Personal and Household Goods and Travel/Leisure industries. 41 stocks in the Personal and Household Goods industry have reached their 52-week lows, while 3 have reached their 52-week highs, giving the industry a low/high ratio of 13.67. In the Travel/Leisure industry, 11 stocks reached their 52-week lows, while 1 reached its 52-week high, giving the industry a low/high ratio of 11.


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


BP p.l.c. (BP) Reached the 52-Week Low of $40.78


The prices of BP p.l.c. (BP) shares have declined to close to the 52-week low of $40.78, which is 48.0% off the 52-week high of $76.12. BP p.l.c. is owned by 10 Gurus we are tracking. Among them, 5 have added to their positions during the past quarter. 4 reduced their positions.


BP p.l.c. is the holding company of one of the world's largest petroleum and petrochemicals groups. The company has a market cap of $164.81 billion; its shares were traded at around $40.78 with a P/E ratio of 4.4 and P/S ratio of 0.57. The dividend yield of BP p.l.c. stocks is 7.01%. BP p.l.c. had an annual average earning growth of 17.8% over the past 10 years. GuruFocus rated BP p.l.c. the business predictability rank of 2-star.


BP recently will recently be reporting its 4 th quarter and full 2008 results. The company announced that the results will be released on Tuesday 3rd February 2009 at 7:00 a.m. (GMT). Copies of the results will be available shortly after 7:00 a.m. from www.bp.com/press.


John Keeley bought 4,058 shares in the quarter that ended on 09/30/2008, which is less than 0.01% of the $9.04 billion portfolio of Keeley Fund Management. Kenneth Fisher owns 711,070 shares as of 09/30/2008, an increase of 1912.82% from the previous quarter.Brian Rogers owns 3,000,000 shares as of 09/30/2008, which accounts for 0.81% of the $13.49 billion portfolio of T Rowe Price Equity Income Fund. Dodge & Cox owns 189,601 shares as of 09/30/2008, a decrease of 31.45% of from the previous quarter. Tom Gayner and Richard Aster Jr both sold out their holdings in the quarter that ended on 09/30/2008.


Novartis AG (NVS) Reached the 52-Week Low of $45.09


The prices of Novartis AG (NVS) shares have declined to close to the 52-week low of $45.09, which is 28.2% off the 52-week high of $61.06. Novartis AG is owned by 9 Gurus we are tracking. Among them, 2 have added to their positions during the past quarter. 6 reduced their positions.


Novartis AG is committed to improving health and well-being through innovative products and services. The company has a market cap of $109 billion; its shares were traded at around $45.09 with a P/E ratio of 13.7 and P/S ratio of 2.74. The dividend yield of Novartis AG stocks is 2.71%. Novartis AG had an annual average earning growth of 8.9% over the past 10 years.


Novartis AG recently reported its third quarter and first 9 months 2008 results. The company announced that its net sales advanced 12% (+4% in local currencies) to USD 31.4 billion, led by Pharmaceuticals and double-digit growth in Vaccines and Diagnostics. Operating income was also up 24% to USD 7.3 billion on solid business expansion, enhanced productivity and currency benefits


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PRIMECAP Management owns 36,875,301 shares as of 09/30/2008, which accounts for 3.48% of the $55.92 billion portfolio of PRIMECAP Management. Sarah Ketterer owns 58,610 shares as of 09/30/2008, a decrease of 47.08% of from the previous quarter. This position accounts for 2.4% of the $129 million portfolio of CAUSEWAY CAPITAL MANAGEMENT LLC.


Burlington Northern Santa Fe Corp. (BNI) Reached the 52-Week Low of $63.32


The prices of Burlington Northern Santa Fe Corp. (BNI) shares have declined to close to the 52-week low of $63.32, which is 46.5% 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. It has a market cap of $25.53 billion with a P/E ratio of 12.5 and P/S ratio of 1.62. The dividend yield of Burlington Northern Santa Fe Corp. stocks is 2.15%. 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%.


Chris Davis owns 129,601 shares as of 09/30/2008, which accounts for 0.02% of the $74.87 billion portfolio of Davis Selected Advisers. Ken Heebner owns 11,000 shares as of 09/30/2008, a decrease of 98.06% of from the previous quarter. This position accounts for 0.01% of the $11.29 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. 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 35.72% since.


Duke Energy Corp. (DUK) Reached the 52-Week Low of $14.9


The prices of Duke Energy Corp. (DUK) shares have declined to close to the 52-week low of $14.9, which is 29.5% off the 52-week high of $20.47. Duke Energy Corp. is owned by 6 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 5 reduced their positions.


Duke Energy Corporation is an integrated energy and energy services provider with the ability to offer physical delivery and management of both electricity and natural gas throughout the U.S. and abroad. It has a market cap of $19.31 billion; its shares were traded at around $14.9 with a P/E ratio of 12.4 and P/S ratio of 1.52. The dividend yield of Duke Energy Corp. stocks is 6.02%.


Duke Energy Corp. recently reported its third quarter 2008 results. The company announced that its EPS was 33 cents per share, compared to 45 cents per share in the third quarter of 2007. Commenting on the company’s results, Duke’s CEO said, "We are disappointed in the third quarter results, but our strong performance earlier in the year will help mitigate the impact of these results on our year-end performance. Although we don't believe we will be able to achieve our 2008 employee incentive target of $1.27 of adjusted diluted earnings per share by year's end - particularly in this economy -- we are only about 5 cents off of where we expected to be at the end of the third quarter."


Kenneth Fisher owns 20,453 shares as of 09/30/2008, which accounts for less than 0.01% of the $31.63 billion portfolio of Fisher Asset Management, LLC. David Dreman owns 28,850 shares as of 09/30/2008, a decrease of 41.18% of from the previous quarter. This position accounts for less than 0.01% of the $10.85 billion portfolio of Dreman Value Management.


Grp Exec & CFO David L Hauser sold 6,000 shares of DUK stock on 09/19/2008 at the average price of $18.8; the price of the stock has decreased by 20.74% since.


FedEx Corp. (FDX) Reached the 52-Week Low of $54.12


The prices of FedEx Corp. (FDX) shares have declined to close to the 52-week low of $54.12, which is 45.1% off the 52-week high of $98.65. FedEx Corp. is owned by 10 Gurus we are tracking. Among them, 4 have added to their positions during the past quarter. 5 reduced their positions.


FedEx Corporation is a global transportation and logistics enterprise that offers customers a one-stop source for global shipping logistics and supply chain solutions. FedEx Corp. has a market cap of $18.77 billion; its shares were traded at around $54.12 with a P/E ratio of 10.2 and P/S ratio of 0.49. The dividend yield of FedEx Corp. stocks is 0.73%.


Even with a 8% revenue increase to $9.87 billion, FedEx lost $241 million, or $0.78 for the fourth quarter, compared to a previous profit of $610 million or $1.96 a share a year ago. This is the first loss in the last eleven years. A rise in fuel prices directly affected the company’s profits. Additionally, $696 million in impairment charges related to the acquisition of FedEx Kinkos also caused a drop in net income.


Arnold Van Den Berg owns 413,098 shares as of 09/30/2008, an increase of 41.49% from the previous quarter. David Dreman owns 1,288,874 shares as of 09/30/2008, which accounts for 0.94% of the $10.85 billion portfolio of Dreman Value Management. Kenneth Fisher owns 9,808 shares as of 09/30/2008, a decrease of 21.23% of from the previous quarter. This position accounts for less than 0.01% of the $31.63 billion portfolio of Fisher Asset Management, LLC.


Director Steven R Loranger bought 3,800 shares of FDX stock on 10/31/2008 at the average price of $65.54; the price of the stock has decreased by 17.42% since.