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Weekly Guru Bargains Highlights: TAM S.A, Elan Corp. PLC, Agco Corp, Perfect World Co., Cellcom Israel

June 06, 2010 | About:
gurugk

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Last week’s top five guru bargains were TAM S.A, Elan Corp. plc, Agco Corp, PERFECT WORLD CO, LTD, and CELLCOM ISRAEL. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

TAM S.A. (TAM): Down 31% Since Jim Simons Bought In the Quarter Ended on 2010-03-31

Jim Simons added to his holdings in Airlines company TAM S.A. by 1434.85% during the quarter ended 03/31/2010. He owned 572,500 shares of as of 03/31/2010. TAM Brazilian Airlines provides scheduled air transportation in both the domestic market and the international market through its operating subsidiaries TAM Linhas Aereas and TAM Mercosur. Tam S.a. has a market cap of $1.34 billion; its shares were traded at around $13.34 with a P/E ratio of 55.5 and P/S ratio of 0.3. The dividend yield of Tam S.a. stocks is 5.8%.

Kenneth Fisher owns 20,125 shares as of 03/31/2010, which accounts for less than 0.01% of the $33.01 billion portfolio of Fisher Asset Management, LLC. Ken Heebner sold out his holdings in the quarter that ended on 03/31/2010.

Elan Corp. plc (ELN): Down 27% Since Bruce Kovner Bought In the Quarter Ended on 2010-03-31

Bruce Kovner initiated holdings in Pharmaceuticals company Elan Corp. plc during the quarter ended 03/31/2010. He owned 173,678 shares of as of 03/31/2010. Elan Corporation, plc is a worldwide specialty pharmaceutical company focused on the discovery, development and marketing of therapeutic products and services in neurology, acute care and pain management and on the development and commercialization of products using its extensive range of proprietary drug delivery technologies. Elan Corp. Plc has a market cap of $3.11 billion; its shares were traded at around $5.33 with and P/S ratio of 2.8.

Elan Corp recently reported its first quarter 2010 results. The company reported that its total revenue was $310.5 million, compared to $245.1 million in the first quarter of 2009. Elan CEO Kelly Martin commented, "The first quarter results demonstrate continued progress for the Company. Both the BioNeurology and EDT businesses are profitable at the operating level and the respective pipelines continue to mature. At the corporate level, the recently announced exploration of a possible separation of EDT will allow us to accurately assess the opportunity and impact on shareholder value."

Robert Bruce owns 221,400 shares as of 03/31/2010, which accounts for 1.42% of the $102 million portfolio of Bruce & Co., Inc.. Edward Owens owns 8,262,700 shares as of 03/31/2010, which accounts for 0.34% of the $18.52 billion portfolio of Vanguard Health Care Fund.

Agco Corp. (AGCO): Down 21% Since Jim Simons Bought In the Quarter Ended on 2010-03-31

Jim Simons initiated holdings in Commercial Vehicles & Trucks company Agco Corp. during the quarter ended 03/31/2010. He owned 31,600 shares of as of 03/31/2010. AGCO CORP. is engaged in the manufacturer and distribution of farm equipment, machinery and replacement parts in the United States and Canada. Agco Corp. has a market cap of $2.48 billion; its shares were traded at around $26.76 with a P/E ratio of 20.6 and P/S ratio of 0.4. Agco Corp. had an annual average earning growth of 11.6% over the past 10 years. GuruFocus rated Agco Corp. the business predictability rank of 2.5-star.

Agco recently reported its first quarter results. The company reported net sales of about $1.3 billion for the quarter, a decrease of 13.3% compared to net sales of $1.5 billion a year ago. Net income per share was 10 cents for the first quarter of 2010.

David Williams owns 3,500,000 shares as of 03/31/2010, which accounts for 1.76% of the $5.51 billion portfolio of Columbia Value and Restructuring Fund. Kenneth Fisher owns 63,050 shares as of 03/31/2010, which accounts for 0.01% of the $33.01 billion portfolio of Fisher Asset Management, LLC. George Soros owns 9,200 shares as of 03/31/2010, which accounts for less than 0.01% of the $6.73 billion portfolio of Soros Fund Management LLC.

Buy:: Director Thomas William Lasorda bought 500 shares of AGCO stock on 05/27/2010 at the average price of 29, the price of the stock has decreased by 7.72% since. Other insiders have decreased their positions in the company.

Perfect World Co. Ltd. (PWRD): Down 38% Since Lee Ainslie Bought In the Quarter Ended on 2010-03-31

Lee Ainslie added to his holdings in company PERFECT WORLD CO, LTD. by 37.84% during the quarter ended 03/31/2010. He owned 3,695,955 shares of as of 03/31/2010. Perfect World Co., Ltd. is an online game developer and operator in China. PERFECT WORLD CO, LTD. has a market cap of $980.6 million; its shares were traded at around $24.52 with a P/E ratio of 7.6 and P/S ratio of 3.2.

Perfect World recently reported its first quarter 2010 results. Total revenues were RMB625.0 million (USD91.6 million), an increase of 2.8% from 4Q09 and 47.0% from 1Q09. Net income attributable to the Company’s shareholders was RMB305.2 million (USD44.7 million), an increase of 12.7% from 4Q09 and 41.6% from 1Q09.

Lee Ainslie owns 3,695,955 shares as of 03/31/2010, an increase of 37.84% from the previous quarter. This position accounts for 1.48% of the $9.35 billion portfolio of Maverick Capital.

Cellcom Israel (CEL): Down 23% Since Jim Simons Bought In the Quarter Ended on 2010-03-31

Jim Simons added to his holdings in Mobile Telecommunications company CELLCOM ISRAEL by 20.16% during the quarter ended 03/31/2010. He owned 1,731,000 shares of as of 03/31/2010. CELLCOM ISRAEL LTD is the Israeli cellular provider. Cellcom Israel has a market cap of $2.53 billion; its shares were traded at around $25.59 with a P/E ratio of 8.3 and P/S ratio of 1.6. The dividend yield of Cellcom Israel stocks is 15.2%.

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


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