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Weekly Guru Bargain Highlights: Fidelity National Financial, MARSHALL & ILSLEY CORP, Popular Inc, The Buckle Inc, Omnicare In

November 07, 2009 | About:
guruyt

guruyt

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Last week's top five guru bargain stocks were Fidelity National Financial Inc, MARSHALL & ILSLEY CORP NEW COM, Popular Inc, The Buckle Inc, and Omnicare Inc. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Fidelity National Financial Inc. (FNF): Down 14% Since John Keeley Bought In the Quarter Ended on 2009-06-30

John Keeley added to his holdings in Mortgage Finance company Fidelity National Financial Inc. by 29.02% during the quarter ended 06/30/2009. He owned 293,061 shares of as of 06/30/2009. Fidelity National Title Group Inc. is a leading provider of title insurance specialty insurance and claims management services. Fidelity National Financial Inc. has a market cap of $3.11 billion; its shares were traded at around $13.48 with a P/E ratio of 19.2 and P/S ratio of 0.7. The dividend yield of Fidelity National Financial Inc. stocks is 4.4%.

Fidelity recently reported its third quarter results. The company reported that its revenue was 32 cents per share. "While revenue growth remains challenging in the current economic environment, we continue to drive strong margin expansion, double-digit growth in earnings per share and excellent free cash flow. We are confident in our ability to drive solid organic top line growth and realize strong operating leverage when the banking industry recovers," stated William P. Foley, II, executive chairman. "With the successful completion of the Metavante acquisition, FIS will be even better positioned to compete on a global basis and deliver strong financial performance."

Richard Pzena owns 3,854,106 shares as of 06/30/2009, an increase of 70.8% from the previous quarter. Tom Gayner owns 1,752,800 shares as of 09/30/2009, which accounts for 1.97% of the $1.34 billion portfolio of Markel Gayner Asset Management Corp. Tom Gayner owns 1,753,500 shares as of 06/30/2009, which accounts for 2.14% of the $1.34 billion portfolio of Markel Gayner Asset Management Corp. Arnold Schneider owns 439,066 shares as of 06/30/2009, a decrease of 59.51% of from the previous quarter. This position accounts for 0.41% of the $1.44 billion portfolio of Schneider Capital Management.

Buy:: Director Richard N Massey bought 50,000 shares of FNF stock on 08/27/2009 at the average price of 15.14, the price of the stock has decreased by 10.96% since.

MARSHALL & ILSLEY CORP (MI): Down 24% Since HOTCHKIS & WILEY Bought In the Quarter Ended on 2009-06-30

HOTCHKIS & WILEY initiated holdings in Banks company MARSHALL & ILSLEY CORP NEW COM during the quarter ended 06/30/2009. The firm owned 246,840 shares of as of 06/30/2009. Marshall & Ilsley Corp. is a diversified financial services corporation. The company has a market cap of $1.91 billion; its shares were traded at around $5.2 with and P/S ratio of 0.8. The dividend yield of Marshall & Ilsley Corp New Com stocks is 0.8%.

John Paulson bought 12,000,000 shares in the quarter that ended on 06/30/2009, which is 0.34% of the $17.13 billion portfolio of Paulson & Co.. HOTCHKIS & WILEY bought 246,840 shares in the quarter that ended on 06/30/2009, which is 0.01% of the $11.61 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Brian Rogers owns 3,897,100 shares as of 09/30/2009, an increase of 11.69% from the previous quarter. This position accounts for 0.2% of the $15.73 billion portfolio of T Rowe Price Equity Income Fund. David Dreman sold out his holdings in the quarter that ended on 06/30/2009.

Many insiders have increased their positions in the company.

Popular Inc. (BPOP): Down 22% Since Andreas Halvorsen Bought In the Quarter Ended on 2009-06-30

Andreas Halvorsen initiated holdings in Banks company Popular Inc. during the quarter ended 06/30/2009. He owned 704,500 shares of as of 06/30/2009. Popular Inc. is a diversified publicly owned bank holding company. The corporation has a market cap of $617.6 million; its shares were traded at around $2.19 with and P/S ratio of 0.2. Popular Inc. had an annual average earning growth of 24.1% over the past 10 years. GuruFocus rated Popular Inc. the business predictability rank of 2-star.

Popular Inc. recently reported its results for the third quarter and nine months of 2009. The company reported a net loss of $125.0 million for the quarter ended September 30, 2009, compared with a net loss of $183.2 million for the quarter ended June 30, 2009, and a net loss of $668.5 million for the quarter ended September 30, 2008. For the nine months ended September 30, 2009, the Corporation’s net loss totaled $360.7 million, compared to a net loss of $541.0 million for the same period in 2008.

Andreas Halvorsen bought 704,500 shares in the quarter that ended on 06/30/2009, which is 0.03% of the $5.74 billion portfolio of Viking Global Investors LP. Charles Brandes owns 153,370 shares as of 06/30/2009, a decrease of 45.7% of from the previous quarter. This position accounts for less than 0.01% of the $18.33 billion portfolio of Brandes Investment. Richard Pzena owns 5,683,821 shares as of 06/30/2009, a decrease of 48.74% of from the previous quarter. This position accounts for 0.15% of the $8.5 billion portfolio of Pzena Investment Management LLC.

Sell:: Sr. EVP & CFO Jorge A Junquera sold 150,000 shares of BPOP stock on 08/31/2009 at the average price of 2.16, the price of the stock has increased by 1.39% since

The Buckle Inc. (BKE): Down 12% Since John Hussman Bought In the Quarter Ended on 2009-06-30

John Hussman initiated holdings in Apparel Retailers company The Buckle Inc. during the quarter ended 06/30/2009. He owned 75,000 shares of as of 06/30/2009.

Buckle Inc. is a retailer of medium to better-priced casual apparel for young men and women. The company has a market cap of $1.37 billion; its shares were traded at around $29.5 with a P/E ratio of 11.9 and P/S ratio of 1.7. The dividend yield of The Buckle Inc. stocks is 2.7%. The Buckle Inc. had an annual average earning growth of 7.1% over the past 10 years. GuruFocus rated The Buckle Inc. the business predictability rank of 2.5-star.

The Buckle recently reported its second quarter results. The company announced that its net sales were $792 million for the fiscal year ended January 31 st, 2009. Net income was 55 cents per share, or 54 cents per diluted share.

Arnold Van Den Berg bought 10,450 shares in the quarter that ended on 06/30/2009, which is 0.02% of the $1.43 billion portfolio of Century Management. John Hussman sold out his holdings in the quarter that ended on 09/30/2009. Ken Heebner sold out his holdings in the quarter that ended on 06/30/2009.

Sell:: PRESIDENT & CEO Dennis H Nelson sold 22,496 shares of BKE stock on 06/02/2009 at the average price of 37.02, the price of the stock has decreased by 20.31% since. Many other insiders have also decreased their positions for the company.

Omnicare Inc. (OCR): Down 13% Since NWQ Managers Bought In the Quarter Ended on 2009-06-30

NWQ Managers added to his holdings in Health Care Providers company Omnicare Inc. by 85.04% during the quarter ended 06/30/2009. The firm owned 369,627 shares of as of 06/30/2009. Omnicare Inc. a Fortune five hundred company based in Covington Kentucky is a leading provider of pharmaceutical care for the elderly. Omnicare has a market cap of $2.67 billion; its shares were traded at around $22.36 with a P/E ratio of 8.7 and P/S ratio of 0.4. The dividend yield of Omnicare Inc. stocks is 0.4%. Omnicare Inc. had an annual average earning growth of 13.2% over the past 10 years. GuruFocus rated Omnicare Inc. the business predictability rank of 4-star.

Omnicare recently reported its third quarter results. The company announced that its Earnings per diluted share were 67 cents versus 46 cents in the third quarter of 2008. Commenting on the results for the quarter, Joel F. Gemunder, Omnicare’s president and chief executive officer, said, “We are pleased to report third quarter earnings (before tax benefits) that were consistent with Street consensus estimates and cash flow that continued exceptionally strong. During the quarter, we made further operational advancements within our pharmacy business, as we benefitted from incremental cost savings attributable to our productivity and cost reduction initiatives and delivered another quarter of net bed growth. Moreover, our specialty pharmacy business continued to generate substantial growth and our hospice pharmacy business also contributed positively to our performance for the quarter. These factors helped mitigate the effects of anticipated reimbursement actions on certain generic drugs and the softness in our contract research business in the quarter. Moreover, tight working capital management drove our highest quarterly cash flow output of the year-to-date, enabling us to further improve our financial position.”

NWQ Managers owns 369,627 shares as of 06/30/2009, an increase of 85.04% from the previous quarter. Richard Snow owns 2,172,326 shares as of 09/30/2009, which accounts for 1.98% of the $2.47 billion portfolio of Snow Capital Management, L.P.. Wallace Weitz owns 2,282,430 shares as of 09/30/2009, which accounts for 3.08% of the $1.67 billion portfolio of Weitz Wallace R & Co. Arnold Schneider owns 372,555 shares as of 06/30/2009, which accounts for 0.67% of the $1.44 billion portfolio of Schneider Capital Management. Wallace Weitz owns 2,133,730 shares as of 06/30/2009, which accounts for 3.57% of the $1.67 billion portfolio of Weitz Wallace R & Co. Richard Snow owns 1,924,271 shares as of 06/30/2009, which accounts for 2.53% of the $2.47 billion portfolio of Snow Capital Management, L.P..

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


Rating: 2.4/5 (5 votes)

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