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Weekly Guru Bargains Highlights: Coinstar Inc, Fair Isaac Corp, Alkermes Inc, American International Group Inc, Cal Dive International Inc.

December 12, 2009 | About:

guruyt

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Last week’s top five guru bargain stocks were Coinstar Inc, Fair Isaac Corp, Alkermes Inc, American International Group Inc, and Cal Dive International Inc. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Coinstar Inc. (CSTR): Down 22% Since Wallace Weitz Bought In the Quarter Ended on 2009-09-30

Wallace Weitz added to his holdings in Diversified Industrials company Coinstar Inc. by 7.39% during the quarter ended 09/30/2009. He owned 959,660 shares of as of 09/30/2009. Coinstar, Inc. operate a national network of self-service coin-counting machines in the U.S., the U.K., and Canada. The company has a market cap of $767.3 million; its shares were traded at around $24.7 with a P/E ratio of 29.8 and P/S ratio of 0.8. Coinstar Inc. had an annual average earning growth of 11.1% over the past 5 years.

Coinstar recently reported its third quarter 2009 results. The company announced that its revenue was $296 million, and its earnings per diluted share were $1.34 per share. Income from operations for the quarter was $27.1 million, resulting in a 9.2 percent operating margin, compared with income from operations of $20.2 million and a 9.9 percent operating margin in the third quarter of 2008.

Daniel Loeb bought 300,000 shares in the quarter that ended on 09/30/2009, which is 0.79% of the $1.25 billion portfolio of Third Point, LLC. Wallace Weitz owns 959,660 shares as of 09/30/2009, which accounts for 1.9% of the $1.67 billion portfolio of Weitz Wallace R & Co.

Richard Perry sold out his holdings in the quarter that ended on 09/30/2009.

Fair Isaac Corp. (FICO): Down 14% Since George Soros Bought In the Quarter Ended on 2009-09-30

George Soros initiated holdings in Business Support Services company Fair Isaac Corp. during the quarter ended 09/30/2009. He owned 126,666 shares of as of 09/30/2009. Fair Isaac Corporation's solutions and technologies for Enterprise Decision Management give businesses the power to automate more processes, and apply more intelligence to every customer interaction. Fair Isaac Corp. has a market cap of $930.8 million; its shares were traded at around $19.32 with a P/E ratio of 13.5 and P/S ratio of 1.6. The dividend yield of Fair Isaac Corp. stocks is 0.4%. Fair Isaac Corp. had an annual average earning growth of 17.3% over the past 10 years.

Fair Isaac recently reported its results for the fourth quarter of 2009. Net income for the fourth quarter of fiscal 2009 totaled $17.1 million, or $0.35 per share, versus $23.8 million, or $0.49 per share, reported in the prior year period, which included $0.07 per share of net favorable adjustments related to income tax adjustments and restructuring costs

George Soros bought 126,666 shares in the quarter that ended on 09/30/2009, which is 0.06% of the $4.41 billion portfolio of Soros Fund Management LLC. Mason Hawkins owns 7,911,200 shares as of 09/30/2009, an increase of 10.21% from the previous quarter. This position accounts for 0.74% of the $22.99 billion portfolio of Southeastern Asset Management. Mason Hawkins owns 7,911,200 shares as of 09/30/2009, which accounts for 0.74% of the $22.99 billion portfolio of Southeastern Asset Management.

Sell:: Sr. Vice President Richard Deal sold 14,100 shares of FICO stock on 08/04/2009 at the average price of 20.42, the price of the stock has decreased by 5.39% since. Many other insiders have also decreased their positions in the company.

Alkermes Inc. (ALKS): Down 13% Since Jean-Marie Eveillard Bought In the Quarter Ended on 2009-09-30

Jean-Marie Eveillard initiated holdings in Pharmaceuticals company Alkermes Inc. during the quarter ended 09/30/2009. He owned 100,000 shares of as of 09/30/2009. Alkermes, Inc. is a biotechnology company that develops innovative medicines designed to yield better therapeutic outcomes and improve the lives of patients with serious disease. Alkermes has a market cap of $834.3 million; its shares were traded at around $8.84 with a P/E ratio of 10.5 and P/S ratio of 2.5.

Alkermes recently reported its second quarter fiscal 2010 results. The company announced that it had quarterly revenues of $48.2 million, driven by strong manufacturing and royalty revenues from RISPERDAL® CONSTA®. Worldwide sales of RISPERDAL CONSTA by Janssen, Division of Ortho-McNeil-Janssen Pharmaceuticals, Inc., and Janssen-Cilag (Janssen) were approximately $353 million, growing 9.9% on an operational basis year-over-year. U.S. sales growth for the quarter ended September 30, 2009, was 9.3% while sales outside the U.S. were up 10.2% operationally driven by increased share.

Daniel Loeb bought 500,000 shares in the quarter that ended on 09/30/2009, which is 0.37% of the $1.25 billion portfolio of Third Point, LLC. Jean-Marie Eveillard bought 100,000 shares in the quarter that ended on 09/30/2009, which is 0.01% of the $10.76 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC.

Sell:: SVP, R&D & Chief Medical Ofcr Elliot Ehrich sold 341 shares of ALKS stock on 11/06/2009 at the average price of 7.98, the price of the stock has increased by 10.78% since.

American International Group Inc. (AIG): Down 36% Since Ken Heebner Bought In the Quarter Ended on 2009-09-30

Ken Heebner initiated holdings in Full Line Insurance company American International Group Inc. during the quarter ended 09/30/2009. He owned 800,000 shares of as of 09/30/2009. American International Group, Inc., world leaders in insurance and financial services, is the leading international insurance organization with operations in more than one hundred thirty countries and jurisdictions. AIG has a market cap of $3.82 billion; its shares were traded at around $28.37 with and P/S ratio of 0.4. American International Group Inc. had an annual average earning growth of 11.4% over the past 10 years.

AIG recently reported its third quarter results. For the third quarter ended September 30, 2009, AIG reported net income of $455 million, compared with a net loss of $24.5 billion or $181.02 per diluted share in the third quarter of 2008. Third quarter 2009 adjusted net income was $1.9 billion, compared with an adjusted net loss of $9.2 billion in the third quarter of 2008.

Ken Heebner bought 800,000 shares in the quarter that ended on 09/30/2009, which is 0.53% of the $6.72 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Chris Davis owns 1,369,643 shares as of 09/30/2009, which accounts for 0.1% of the $61.3 billion portfolio of Davis Selected Advisers. Kenneth Fisher sold out his holdings in the quarter that ended on 09/30/2009.

Cal Dive International Inc. (DVR): Down 26% Since Bruce Kovner Bought In the Quarter Ended on 2009-09-30

Bruce Kovner initiated holdings in Oil Equipment & Services company Cal Dive International Inc. during the quarter ended 09/30/2009. He owned 113,642 shares of as of 09/30/2009. CAL DIVE has provided manned diving services on the Gulf of Mexico Outer Continental Shelf.They areone of the largest marine diving contracting companys in the world.They also offers general diving services working off customer vessels or platforms. As the market leader for marine construction and diving services. The Company's focus is marine construction, diving, and offshore services. Cal Dive International Inc. has a market cap of $668.4 million; its shares were traded at around $7.19 with a P/E ratio of 5.9 and P/S ratio of 0.8.

Cal Dive recently reported its third quarter results. The company announced that its third quarter 2009 net income was $32.9 million, or $.35 per diluted share compared to $45.9 million and $.43 per diluted share for the same period of 2008, which was a record quarter for the Company.

Sell:: 10% Owner Energy Solutions Group I Helix sold 2,590,647 shares of DVR stock on 09/29/2009 at the average price of 10, the price of the stock has decreased by 28.1% since.

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


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