Last week's top five guru bargain stocks were National Bank of Greece S.A, Janus Capital Group Inc, Massey Energy Company, Sohu.com Inc, and Moody's Corp. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.
NBG recently reported its first quarter 2010 results. The company announced that its net profit for first quarter 2010 was €21 million.
Jean-Marie Eveillard bought 13,740 shares in the quarter that ended on 03/31/2010, which is less than 0.01% of the $12.96 billion portfolio of First Eagle Investment Management, LLC. David Dreman bought 13,948 shares in the quarter that ended on 03/31/2010, which is less than 0.01% of the $4.24 billion portfolio of Dreman Value Management.
Janus recently reported its first quarter 2010 results. The company announced EPS of $0.17 versus $0.20 in the fourth quarter of 2009 and $(5.22) in the first quarter of 2009.
Robert Olstein owns 29,000 shares as of 03/31/2010, an increase of 45% from the previous quarter. John Rogers owns 12,232,547 shares as of 03/31/2010, an increase of 12.42% from the previous quarter. John Rogers owns 12,232,547 shares as of 03/31/2010, which accounts for 3.34% of the $5.24 billion portfolio of ARIEL CAPITAL MANAGEMENT LLC.
Sell: EVP, CFO Gregory A Frost sold 3,160 shares of JNS stock on 02/02/2010 at the average price of 12.3. Gregory A Frost owns at least 45,236 shares after this. The price of the stock has decreased by 20.98% since. Other insiders have also decreased their positions in the company.
MEE reported net income of $33.6 million or $0.39 per diluted share and EBITDA of $131.3 million for the first quarter of 2010. Produced coal revenue for the first quarter 2010 was $571.8 million. By comparison, Massey generated net income of $43.4 million or $0.51 per diluted share and EBITDA of $145.4 million on produced coal revenue of $681.0 million in the first quarter of 2009.
Ken Heebner bought 190,000 shares in the quarter that ended on 03/31/2010, which is 0.14% of the $6.88 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. George Soros owns 460,700 shares as of 03/31/2010, an increase of 248.49% from the previous quarter. This position accounts for 0.36% of the $6.73 billion portfolio of Soros Fund Management LLC. Arnold Schneider owns 91,101 shares as of 03/31/2010, a decrease of 93.44% of from the previous quarter. This position accounts for 0.29% of the $1.67 billion portfolio of Schneider Capital Management.
Sell: CEO Don L Blankenship sold 50,000 shares of MEE stock on 02/08/2010 at the average price of 39.06. Don L Blankenship owns at least 291,223 shares after this. The price of the stock has decreased by 19.46% since. Other insiders have also decreased their positions in the company.
SOHU recently reported its first quarter 2010 results. Total revenues were US$129.5 million, up 12% year-over-year, exceeding the high end of the Group’s guidance.
George Soros owns 8,000 shares as of 03/31/2010, an increase of 33.33% from the previous quarter. This position accounts for 0.01% of the $6.73 billion portfolio of Soros Fund Management LLC.
Sell: Director Edward B Roberts sold 57,000 shares of SOHU stock on 02/05/2010 at the average price of 49.28. Edward B Roberts owns at least 643,522 shares after this. The price of the stock has decreased by 14.73% since.
Moody's reported revenue of $476.6 million for the three months ended March 31, 2010, an increase of 17% from $408.9 million for the first quarter of 2009. Operating income for the quarter was $196.8 million, a 32% increase from $148.9 million for the same period last year. Diluted earnings per share were $0.47 for the first quarter of 2010, 24% higher than $0.38 reported in the first quarter of 2009. Excluding the restructuring charge in 2009 and minor restructuring-related adjustments in 2010, diluted earnings per share of $0.47 in 2010 were 15% higher than $0.41 in the prior-year period.
Chris Davis owns 19,297,717 shares as of 03/31/2010, which accounts for 0.9% of the $64.13 billion portfolio of Davis Selected Advisers. George Soros owns 71,500 shares as of 03/31/2010, which accounts for 0.03% of the $6.73 billion portfolio of Soros Fund Management LLC. Dodge & Cox owns 21,100 shares as of 03/31/2010, which accounts for less than 0.01% of the $84.7 billion portfolio of Dodge & Cox. Warren Buffett owns 30,783,876 shares as of 03/31/2010, which accounts for 1.8% of the $50.93 billion portfolio of Berkshire Hathaway.
Sell: Chairman & CEO Raymond W Mcdaniel sold 100,000 shares of MCO stock on 03/18/2010 at the average price of 29. Raymond W Mcdaniel owns at least 158,575 shares after this. The price of the stock has decreased by 24.1% since. Other insiders have also decreased their positions in the company.
National Bank of Greece S.A. (NBG, Financial): Down 49% Since Jim Simons Bought In the Quarter Ended on 2010-03-31
Jim Simons added to his holdings in Banks company National Bank of Greece S.A. by 474.52% during the quarter ended 03/31/2010. He owned 4,295,576 shares of as of 03/31/2010. NATL BK GR-ADR provides a full range of financial products and services to corporate customers and private individuals alike, including retail and corporate lending, investment banking services, insurance, asset management, brokerage, leasing and factoring. National Bank Of Greece S.a. has a market cap of $6.83 billion; its shares were traded at around $2.25 with a P/E ratio of 7.8 and P/S ratio of 0.7.NBG recently reported its first quarter 2010 results. The company announced that its net profit for first quarter 2010 was €21 million.
Jean-Marie Eveillard bought 13,740 shares in the quarter that ended on 03/31/2010, which is less than 0.01% of the $12.96 billion portfolio of First Eagle Investment Management, LLC. David Dreman bought 13,948 shares in the quarter that ended on 03/31/2010, which is less than 0.01% of the $4.24 billion portfolio of Dreman Value Management.
Janus Capital Group Inc. (JNS, Financial): Down 27% Since Chuck Royce Bought In the Quarter Ended on 2010-03-31
Chuck Royce added to his holdings in Investment Services company Janus Capital Group Inc. by 171.76% during the quarter ended 03/31/2010. He owned 1,397,100 shares of as of 03/31/2010. Janus Capital Group Inc. is a asset manager offering individual investors and institutional clients complementary asset management disciplines through the firm's global distribution network. Janus Capital Group Inc. has a market cap of $1.79 billion; its shares were traded at around $9.72 with a P/E ratio of 14.5 and P/S ratio of 2.2. The dividend yield of Janus Capital Group Inc. stocks is 0.4%.Janus recently reported its first quarter 2010 results. The company announced EPS of $0.17 versus $0.20 in the fourth quarter of 2009 and $(5.22) in the first quarter of 2009.
Robert Olstein owns 29,000 shares as of 03/31/2010, an increase of 45% from the previous quarter. John Rogers owns 12,232,547 shares as of 03/31/2010, an increase of 12.42% from the previous quarter. John Rogers owns 12,232,547 shares as of 03/31/2010, which accounts for 3.34% of the $5.24 billion portfolio of ARIEL CAPITAL MANAGEMENT LLC.
Sell: EVP, CFO Gregory A Frost sold 3,160 shares of JNS stock on 02/02/2010 at the average price of 12.3. Gregory A Frost owns at least 45,236 shares after this. The price of the stock has decreased by 20.98% since. Other insiders have also decreased their positions in the company.
Massey Energy Company (MEE, Financial): Down 31% Since George Soros Bought In the Quarter Ended on 2010-03-31
George Soros added to his holdings in Coal company Massey Energy Company by 248.49% during the quarter ended 03/31/2010. He owned 460,700 shares of as of 03/31/2010. Massey Energy Company produces, processes and sells bituminous, low sulfur coal of steam and metallurgical grades through its processing and shipping centers. Massey Energy Company has a market cap of $3.24 billion; its shares were traded at around $31.46 with a P/E ratio of 28.6 and P/S ratio of 1.2. The dividend yield of Massey Energy Company stocks is 0.8%. Massey Energy Company had an annual average earning growth of 12.5% over the past 10 years.MEE reported net income of $33.6 million or $0.39 per diluted share and EBITDA of $131.3 million for the first quarter of 2010. Produced coal revenue for the first quarter 2010 was $571.8 million. By comparison, Massey generated net income of $43.4 million or $0.51 per diluted share and EBITDA of $145.4 million on produced coal revenue of $681.0 million in the first quarter of 2009.
Ken Heebner bought 190,000 shares in the quarter that ended on 03/31/2010, which is 0.14% of the $6.88 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. George Soros owns 460,700 shares as of 03/31/2010, an increase of 248.49% from the previous quarter. This position accounts for 0.36% of the $6.73 billion portfolio of Soros Fund Management LLC. Arnold Schneider owns 91,101 shares as of 03/31/2010, a decrease of 93.44% of from the previous quarter. This position accounts for 0.29% of the $1.67 billion portfolio of Schneider Capital Management.
Sell: CEO Don L Blankenship sold 50,000 shares of MEE stock on 02/08/2010 at the average price of 39.06. Don L Blankenship owns at least 291,223 shares after this. The price of the stock has decreased by 19.46% since. Other insiders have also decreased their positions in the company.
Sohu.com Inc. (SOHU, Financial): Down 22% Since Jim Simons Bought In the Quarter Ended on 2010-03-31
Jim Simons added to his holdings in Internet company Sohu.com Inc. by 56.33% during the quarter ended 03/31/2010. He owned 591,400 shares of as of 03/31/2010. Sohu.com Inc. is a Internet portal in China in terms of brand recognition, page views and registered users. Sohu.com Inc. has a market cap of $1.59 billion; its shares were traded at around $42.02 with a P/E ratio of 13.3 and P/S ratio of 3.1.SOHU recently reported its first quarter 2010 results. Total revenues were US$129.5 million, up 12% year-over-year, exceeding the high end of the Group’s guidance.
George Soros owns 8,000 shares as of 03/31/2010, an increase of 33.33% from the previous quarter. This position accounts for 0.01% of the $6.73 billion portfolio of Soros Fund Management LLC.
Sell: Director Edward B Roberts sold 57,000 shares of SOHU stock on 02/05/2010 at the average price of 49.28. Edward B Roberts owns at least 643,522 shares after this. The price of the stock has decreased by 14.73% since.
Moody's Corp. (MCO, Financial): Down 21% Since Steven Cohen Bought In the Quarter Ended on 2010-03-31
Steven Cohen added to his holdings in Business Support Services company Moody's Corp. by 49.2% during the quarter ended 03/31/2010. He owned 16,103 shares of as of 03/31/2010. Moody's Corporation is the parent company of Moody's Investors Service, a provider of credit ratings, research and analysis covering debt instruments and securities in the global capital markets, Moody's KMV, a provider of credit risk processing and credit risk management products for banks and investors in credit-sensitive assets serving the world's largest financial institutions, Moody's Economy. Moody's Corp. has a market cap of $5.22 billion; its shares were traded at around $22.01 with a P/E ratio of 12.5 and P/S ratio of 2.9. The dividend yield of Moody's Corp. stocks is 2%. Moody's Corp. had an annual average earning growth of 15.7% over the past 10 years. GuruFocus rated Moody's Corp. the business predictability rank of 2.5-star.Moody's reported revenue of $476.6 million for the three months ended March 31, 2010, an increase of 17% from $408.9 million for the first quarter of 2009. Operating income for the quarter was $196.8 million, a 32% increase from $148.9 million for the same period last year. Diluted earnings per share were $0.47 for the first quarter of 2010, 24% higher than $0.38 reported in the first quarter of 2009. Excluding the restructuring charge in 2009 and minor restructuring-related adjustments in 2010, diluted earnings per share of $0.47 in 2010 were 15% higher than $0.41 in the prior-year period.
Chris Davis owns 19,297,717 shares as of 03/31/2010, which accounts for 0.9% of the $64.13 billion portfolio of Davis Selected Advisers. George Soros owns 71,500 shares as of 03/31/2010, which accounts for 0.03% of the $6.73 billion portfolio of Soros Fund Management LLC. Dodge & Cox owns 21,100 shares as of 03/31/2010, which accounts for less than 0.01% of the $84.7 billion portfolio of Dodge & Cox. Warren Buffett owns 30,783,876 shares as of 03/31/2010, which accounts for 1.8% of the $50.93 billion portfolio of Berkshire Hathaway.
Sell: Chairman & CEO Raymond W Mcdaniel sold 100,000 shares of MCO stock on 03/18/2010 at the average price of 29. Raymond W Mcdaniel owns at least 158,575 shares after this. The price of the stock has decreased by 24.1% since. Other insiders have also decreased their positions in the company.
