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Guru Stocks at 52-Week Low: Gilead Sciences Inc, Monsanto Company, Ralcorp Holdings Inc, MetroPCS Communications Inc, Leap Wireless International Inc.

November 01, 2009 | About:
Thomas Brown

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Last week's top five stocks that reached their 52-week lows were Gilead Sciences Inc, Monsanto Company, Ralcorp Holdings Inc, MetroPCS Communications Inc, and Leap Wireless International Inc. According to GuruFocus updates, these Guru stocks have reached their 52-week lows.

Last week's top two out of favor industries were the Banking and Electricity industries. 57 banks have reached their 52-week lows, while 9 have reached their 52-week highs, giving the industry a low/high ratio of 6.33. In the Electricity industry, 2 stocks have reached their 52-week lows, while 1 have reached their 52-week high, giving the industry a low/high ratio of 2.

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

Gilead Sciences Inc. (GILD) Reached the 52-Week Low of $42.55

The prices of Gilead Sciences Inc. (GILD) shares have declined to close to the 52-week low of $42.55, which is 21.5% off the 52-week high of $52.8. Gilead Sciences Inc. is owned by 4 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 2 reduced their positions.

Gilead Sciences Inc. is an independent biopharmaceutical company that seeks to provide accelerated solutions for patients and the people who care for them. They have a broad-based focus on developing and marketing drugs to treat patients with infectious diseases including viral infections fungal infections and bacterial infections and a specialized focus on cancer. They have expertise in liposomal drug delivery technology a technology that the company uses to develop drugsthat are safer easier for patients to tolerate and more effective. Gilead Sciences Inc. has a market cap of $38.48 billion; its shares were traded at around $42.55 with a P/E ratio of 16.3 and P/S ratio of 7.2. Gilead Sciences Inc. had an annual average earning growth of 53.9% over the past 5 years.

Gilead Sciences recently reported record third quarter results. The company announced that its Total revenues for the third quarter of 2009 were $1.80 billion, up 31 percent compared to total revenues of $1.37 billion for the third quarter of 2008. Net income for the third quarter of 2009 was $673.0 million, or $0.72 per diluted share. Net income for the third quarter of 2008 was $495.9 million, or $0.52 per diluted share.

Lee Ainslie owns 2,990,385 shares as of 06/30/2009, an increase of 44.4% from the previous quarter. This position accounts for 2.17% of the $6.44 billion portfolio of Maverick Capital. Jean-Marie Eveillard owns 2,000 shares as of 06/30/2009, which accounts for less than 0.01% of the $8.91 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Edward Owens owns 724,696 shares as of 06/30/2009, a decrease of 36.97% of from the previous quarter. This position accounts for 0.2% of the $16.74 billion portfolio of Vanguard Health Care Fund. Ken Heebner owns 408,000 shares as of 06/30/2009, a decrease of 86.17% of from the previous quarter. This position accounts for 0.31% of the $6.11 billion portfolio of CAPITAL GROWTH MANAGEMENT LP.

Sell:: Chairman and CEO on 10/13/2009 John C Martin sold 100,000 shares of GILD stock at the average price of 45.4, the price of the stock has decreased by 6.28% since. Many other insiders have also decreased their positions in the company.

Monsanto Company (MON) Reached the 52-Week Low of $67.18

The prices of Monsanto Company (MON) shares have declined to close to the 52-week low of $67.18, which is 29.3% off the 52-week high of $93.74. Monsanto Company is owned by 9 Gurus we are tracking. Among them, 6 have added to their positions during the past quarter. 3 reduced their positions.

Monsanto is a leading global provider of technology-based solutions and agricultural products for growers and downstream customers such as grain processors and consumers in the agricultural markets. The combination of its herbicides seeds and related genetic trait products provides growers with integrated solutions to more efficiently and cost effectively produce crops at higher yields while controlling weeds insects and diseases. Its base business led by Roundup and coupled with the latest tools in biotechnology genomics and molecular breeding. Monsanto Company has a market cap of $36.67 billion; its shares were traded at around $67.18 with a P/E ratio of 15.2 and P/S ratio of 3.2. The dividend yield of Monsanto Company stocks is 1.6%. Monsanto Company had an annual average earning growth of 30.7% over the past 5 years.

George Soros bought 525,851 shares in the quarter that ended on 06/30/2009, which is 1.5% of the $2.61 billion portfolio of Soros Fund Management LLC. Steve Mandel owns 7,827,264 shares as of 06/30/2009, an increase of 79.68% from the previous quarter. Ron Baron owns 60,600 shares as of 06/30/2009, an increase of 51.5% from the previous quarter. Kenneth Fisher owns 200,256 shares as of 09/30/2009, an increase of 13.14% from the previous quarter. Ken Heebner sold out his holdings in the quarter that ended on 06/30/2009.

Sell:: VP, Commercial & Pres. Roundup on 10/16/2009 Kerry J Preete sold 30,774 shares of MON stock at the average price of 77.66, the price of the stock has decreased by 13.49% since. Many other insiders have also decreased their positions on the company.

Ralcorp Holdings Inc. (RAH) Reached the 52-Week Low of $53.7

The prices of Ralcorp Holdings Inc. (RAH) shares have declined to close to the 52-week low of $53.7, which is 26.4% off the 52-week high of $71.43. Ralcorp Holdings Inc. is owned by 4 Gurus we are tracking. Among them, 2 have added to their positions during the past quarter. 1 reduced their positions.

Ralcorp Holdings Inc. is primarily engaged in the manufacturing distribution and marketing of private label and branded ready-to-eat cereal products and snacks branded and private label crackers and cookies and branded baby food and juices. The Company has a market cap of $3.04 billion; its shares were traded at around $53.7 with a P/E ratio of 13.4 and P/S ratio of 1.1. Ralcorp Holdings Inc. had an annual average earning growth of 16% over the past 10 years. GuruFocus rated Ralcorp Holdings Inc. the business predictability rank of 5-star.

Ralcorp recently reported results for the third quarter of 2009. The company announced that its diluted earnings per share (EPS) were $1.31 for the quarter and $3.69 for the nine months ended June 30, 2009 compared to $1.73 and $4.81 for the corresponding periods last year, including the effects of certain special items related to Ralcorp's investment in Vail Resorts, Inc.

Andreas Halvorsen bought 8,600 shares in the quarter that ended on 06/30/2009, which is 0.01% of the $5.74 billion portfolio of Viking Global Investors LP. David Dreman owns 349,682 shares as of 06/30/2009, which accounts for 0.68% of the $3.12 billion portfolio of Dreman Value Management. Ron Baron owns 1,933,600 shares as of 06/30/2009, which accounts for 0.98% of the $11.99 billion portfolio of Baron Funds. John Keeley owns 1,335,252 shares as of 06/30/2009, which accounts for 1.4% of the $5.82 billion portfolio of Keeley Fund Management.

Sell:: CEO & President on 08/19/2009 David P Skarie sold 3,499 shares of RAH stock at the average price of 61.22, the price of the stock has decreased by 12.28% since

MetroPCS Communications Inc. (PCS) Reached the 52-Week Low of $6.23

The prices of MetroPCS Communications Inc. (PCS) shares have declined to close to the 52-week low of $6.23, which is 66.8% off the 52-week high of $18.75. MetroPCS Communications Inc. is owned by 2 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 1 reduced their positions. MetroPCS Communications provides wireless communications services. Metropcs Communications Inc. has a market cap of $2.19 billion; its shares were traded at around $6.23 with a P/E ratio of 14.5 and P/S ratio of 0.8.

“During the quarter we focused on increasing brand awareness and delivering value to our subscribers. With our continued subscriber growth, we are now the fifth largest facilities-based wireless carrier and the largest regional facilities-based wireless carrier in the U.S. On a consolidated basis, we reported the highest Adjusted EBITDA in company history and, across all our markets we saw strong gross additions during the quarter. Although we experienced an increase in churn during the second quarter, this was due in part to our success in delivering increased gross additions over the previous nine months, seasonality and handset upgrades from customers who did not identify themselves as existing customers,” said Roger D. Linquist, Chairman, President and Chief Executive Officer of MetroPCS.

Michael Price bought 35,000 shares in the quarter that ended on 06/30/2009, which is 0.16% of the $285 million portfolio of MFP Investors LLC. Wilbur Ross owns 3,577,873 shares as of 06/30/2009, which accounts for 11.31% of the $420 million portfolio of Invesco Private Capital, Inc..

Sell:: COO on 06/01/2009 Thomas Christopher Keys sold 6,800 shares of PCS stock at the average price of 17.5, the price of the stock has decreased by 64.4% since.

Leap Wireless International Inc. (LEAP) Reached the 52-Week Low of $13.22

The prices of Leap Wireless International Inc. (LEAP) shares have declined to close to the 52-week low of $13.22, which is 67.8% off the 52-week high of $41.05. Leap Wireless International Inc. is owned by 4 Gurus we are tracking. 3 have added to their positions during the past quarter.

Leap Wireless is a customer-focused company providing innovative mobile wireless services that are targeted to meet the needs of customers who are under-served by traditional communications companies. With a commitment to predictability simplicity and value as the foundation of our business Leap pioneered Cricket? service a simple and affordable wireless alternative to traditional landline service. Cricket service offers customers unlimited anytime minutes within the Cricket calling area over a high-quality all-digital CDMA network. Leap Wireless International Inc. has a market cap of $1.02 billion; its shares were traded at around $13.22 with and P/S ratio of 0.5.

LEAP recently reported its second quarter results. The company announced that its revenues increased 30% compared to results from a year ago. “The Company delivered solid financial performance in the second quarter and for the first half of the year. We believe this solid performance reflects our ability to execute on our long-term strategy. The rapid transformations taking place within the wireless industry have not changed our positive long-term view, but will have an impact on our performance for the balance of 2009, and the outlook for the Company has been revised appropriately. Our superior products, state-of-the-art 3G network, broad and diverse distribution channels and value leadership supported by our industry-leading cost structure provide us with a long-term competitive advantage to attract and retain customers in the wireless marketplace,” said Doug Hutcheson, Leap's president and chief executive officer.

Lee Ainslie bought 2,532,494 shares in the quarter that ended on 06/30/2009, which is 1.29% of the $6.44 billion portfolio of Maverick Capital. Jean-Marie Eveillard owns 452,360 shares as of 06/30/2009, an increase of 543.56% from the previous quarter. This position accounts for 0.17% of the $8.91 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC.

Buy:: on 05/28/2009 Capital Partners Mas Harbinger bought 300,000 shares of LEAP stock at the average price of 37.7, the price of the stock has decreased by 64.93% since.

Go here for the complete list of 52-week lows.


Rating: 2.2/5 (5 votes)

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