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Weekly Guru Bargain Highlights: EXTERRAN HOLDINGS INC., Supervalu Inc., TIME WARNER CABLE INC, Burger King Holdings Inc., Lexmark International Inc.

August 15, 2009 | About:
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guruyt

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Last week's top five guru bargains were EXTERRAN HOLDINGS INC. (EXH), Supervalu Inc. (SVU), TIME WARNER CABLE INC (TWC), Burger King Holdings Inc. (BKC), and Lexmark International Inc. (LXK). According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

EXTERRAN HOLDINGS INC. (EXH): Down 13% Since John Griffin Bought In the Quarter Ended on 2009-03-31

John Griffin added to his holdings in Oil Equipment & Services company EXTERRAN HOLDINGS INC. by 75.83% during the quarter ended 03/31/2009. He owned 1,400,000 shares of as of 03/31/2009. Exterran Holdings Inc. is the global market leader in full service natural gas compression and a premier provider of sales operations maintenance fabrication service and equipment for oil and gas production processing and transportation applications. Exterran has a market cap of $1.08 billion; its shares were traded at around $17.24 with a P/E ratio of 7.4 and P/S ratio of 0.3. EXTERRAN HOLDINGS INC. had an annual average earning growth of 8.8% over the past 10 years.

Exterran Holdings recently reported its second quarter 2009 results. The company announced that it had a net loss of $530.8 million, or $8.66 per diluted share, compared to a net loss of 97 cents per diluted share in the second quarter of 2008. Net income for the first quarter of 2009 was 51 cents per share.

John Griffin owns 1,400,000 shares as of 03/31/2009, an increase of 75.83% from the previous quarter. PRIMECAP Management owns 841,413 shares as of 06/30/2009, an increase of 24.24% from the previous quarter. Jean-Marie Eveillard sold out his holdings in the quarter that ended on 03/31/2009.

Supervalu Inc. (SVU): Down 11% Since John Keeley Bought In the Quarter Ended on 2009-03-31

John Keeley initiated holdings in Food Retailers & Wholesalers company Supervalu Inc. during the quarter ended 03/31/2009. He owned 2,222,220 shares of as of 03/31/2009. SUPERVALU is one of the nation's largest supermarket retailer and largest food distributor. The company has a market cap of $3.14 billion; its shares were traded at around $14.79 with a P/E ratio of 5.7 and P/S ratio of 0.1. The dividend yield of Supervalu Inc. stocks is 4.6%. Supervalu Inc. had an annual average earning growth of 5.8% over the past 10 years.

Supervalu recently reported its fiscal first quarter 2010 results. The company announced that its net earnings were $113 million, or 53 cents per diluted share, compared to results of 76 cents per diluted share a year ago. Craig Herkert, SUPERVALU’s chief executive officer, said, “As we noted in our press release ofJune 24 th, our first quarter results reflected the continuing difficult economic environment as well as investments we are making in price and higher levels of promotional spending. As a result, sales and margins in the first quarter were weaker than originally expected. We anticipate no near-term change in consumer spending patterns and we will operate our business accordingly.”

John Keeley bought 2,222,220 shares in the quarter that ended on 03/31/2009, which is 0.67% of the $4.75 billion portfolio of Keeley Fund Management. David Dreman owns 151,965 shares as of 06/30/2009, which accounts for 0.06% of the $3.12 billion portfolio of Dreman Value Management. Richard Aster Jr owns 22,100 shares as of 06/30/2009, which accounts for 0.01% of the $1.98 billion portfolio of Meridian Fund. David Einhorn owns 128,201 shares as of 03/31/2009, which accounts for 0.08% of the $2.38 billion portfolio of Greenlight Capital Inc. Charles Brandes owns 7,467,490 shares as of 03/31/2009, which accounts for 0.66% of the $16.16 billion portfolio of Brandes Investment.

TIME WARNER CABLE INC (TWC): Down 17% Since Lee Ainslie Bought In the Quarter Ended on 2009-03-31

Lee Ainslie initiated holdings in Broadcasting & Entertainment company TIME WARNER CABLE INC during the quarter ended 03/31/2009. He owned 541,964 shares of as of 03/31/2009. Time Warner Cable Inc. is the second-largest cable operator in the U.S. and an industry leader in developing and launching innovative video data and voice services. They deliver their services to customers over technologically-advanced well-clustered cable systems that pass approximately 26 million homes. TIME WARNER CABLE INC has a market cap of $11.86 billion; its shares were traded at around $33.66 with a P/E ratio of 9 and P/S ratio of 0.7.

Time Warner Cable recently reported its second quarter 2009 results. The company announced that its revenues increased 4%, or $176 million, compared to the results of a year ago. Subscription revenues also grew 6%. Time Warner Cable Chief Executive Officer Glenn Britt said: "I'm pleased with our second quarter financial results and, in particular, with our very strong free cash flow. Despite the tough economic environment, we continue to grow, unlike many other businesses. We generated over $1 billion of free cash flow in the first half of the year, which has enabled us to reduce the debt we incurred in our recent separation from Time Warner Inc., strengthening our balance sheet and driving returns for our shareholders."

Dodge & Cox bought 18,546,987 shares in the quarter that ended on 03/31/2009, which is 0.85% of the $66.88 billion portfolio of Dodge & Cox. Lee Ainslie bought 541,964 shares in the quarter that ended on 03/31/2009, which is 0.25% of the $5.45 billion portfolio of Maverick Capital. RJean-Marie Eveillard owns 22,433 shares as of 06/30/2009, an increase of 37.49% from the previous quarter. This position accounts for 0.01% of the $8.91 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Dodge & Cox owns 23,312,413 shares as of 06/30/2009, an increase of 25.69% from the previous quarter. This position accounts for 1.1% of the $66.88 billion portfolio of Dodge & Cox. Brian Rogers sold out his holdings in the quarter that ended on 06/30/2009. George Soros sold out his holdings in the quarter that ended on 03/31/2009. John Paulson sold out his holdings in the quarter that ended on 03/31/2009.

Sell: EVP & President, TWC Ventures Carl Uj Rossetti sold 183 shares of TWC stock on 06/02/2009 at the average price of $31.13; the price of the stock has increased by 8.13% since.

Burger King Holdings Inc. (BKC): Down 21% Since Richard Aster Jr Bought In the Quarter Ended on 2009-03-31

Richard Aster Jr initiated holdings in Restaurants & bars company Burger King Holdings Inc. during the quarter ended 03/31/2009. He owned 328,300 shares of as of 03/31/2009. Burger King Holdings Inc. through its subsidiaries owns and franchises fast food hamburger restaurants. The company has a market cap of $2.33 billion; its shares were traded at around $17.28 with a P/E ratio of 12.1 and P/S ratio of 1. The dividend yield of Burger King Holdings Inc. stocks is 1.4%.

Burger King recently reported its fiscal third quarter 2009 results. The company announced that its revenue for the quarter was $600 million, up 1% compared to revenues a year ago. The company also announced that this was its 21 st consecutive quarter of worldwide positive sales, and 20th consecutive quarter of U.S and Canada positive sales. “We continue to post top-line growth even in this challenging macroeconomic environment,” said John Chidsey, chairman and chief executive officer, Burger King Corp. “We delivered our 21st consecutive quarter of worldwide positive comp sales, our annual net restaurant growth remains on track and our cash flow generation remains strong.

Richard Aster Jr owns 979,100 shares as of 06/30/2009, an increase of 198.23% from the previous quarter. Robert Olstein owns 564,900 shares as of 06/30/2009, an increase of 135.38% from the previous quarter.

Buy: Director Sanjeev K Mehra bought 3,520 shares of BKC stock on 05/01/2009 at the average price of $16.99; the price of the stock has increased by 1.71% since. Many other insiders also increased their positions in the company.

Lexmark International Inc. (LXK): Down 14% Since David Dreman Bought In the Quarter Ended on 2009-03-31

David Dreman initiated holdings in Computer Hardware company Lexmark International Inc. during the quarter ended 03/31/2009. He owned 10,020 shares of as of 03/31/2009. Lexmark International Inc. makes it easier for businesses and consumers to move information between the digital and paper worlds. In doing so they are guided by a simple vision: Customers For Life. To earn its customers' loyalty they listen to them anticipate their needs and act to create value in their eyes. Lexmark International Inc. has a market cap of $1.39 billion; its shares were traded at around $17.8 with a P/E ratio of 6.4 and P/S ratio of 0.3. Lexmark International Inc. had an annual average earning growth of 7.1% over the past 10 years.

Lexmark recently reported its second quarter results. The company announced that its earnings per share in the quarter were 22 cents, compared to 89 cents in the second quarter of 2008. The company's revenue was $905 million, down 21% compared to the $1.14 billion in revenue last year.

Lexmark International Inc. is owned by 2 Gurus. Third Avenue Management owns 2,019,034 shares as of 03/31/2009, which accounts for 0.9% of the $3.78 billion portfolio of Third Avenue Management. David Dreman owns 10,020 shares as of 06/30/2009, which accounts for 0.01% of the $3.12 billion portfolio of Dreman Value Management.

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


Rating: 2.5/5 (4 votes)

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