Guru Bargains

Ticker	Company	Picked by	Date	Buy/Sell	Price Range	Current Price	Change from Avrg%	Comment	Current Shares	Yield
Ticker	Company	Picked by	Date	Buy/Sell	Price Range	Current Price	Change from Avrg%	Comment	Current Shares	Yield	FI	Frank's International NV	FPA Capital Fund	2018-12-31	Add	0 ($ 0) 0	$6.40	-11.48%	Add 50.20%	1,555,904	0
SM	SM Energy Co	FPA Capital Fund	2018-12-31	Add	0 ($ 0) 0	$17.29	-24.03%	Add 67.30%	741,076	0.58
RDC	Rowan Companies PLC	FPA Capital Fund	2018-12-31	Add	0 ($ 0) 0	$12.10	-16.67%	Add 103.42%	897,625	0
AFIN	American Finance Trust Inc	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$11.13	-18.88%	New holding	21,614	6.11
AA	Alcoa Corp	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$29.41	-11.73%	Add 11.31%	151,642	0
AVAV	AeroVironment Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$70.43	-18.75%	Add 29.84%	135,725	0
CI	Cigna Corp	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$168.87	-18.92%	New holding	1,434	0.02
CVCO	Cavco Industries Inc	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$116.68	-34.54%	New holding	24,764	0
DO	Diamond Offshore Drilling Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$10.90	-22.03%	Add 25.59%	1,104,761	0
ESALY	Eisai Co Ltd	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$52.60	-40.02%	New holding	23,978	2.59
EBS	Emergent BioSolutions Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$49	-24.01%	Add 67.13%	502,181	0
ENR	Energizer Holdings Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$46.14	-12.43%	Add 13.49%	142,822	2.57
ESLOY	Essilorluxottica	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$56.20	-14.47%	New holding	696,641	0
HAL	Halliburton Co	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$30.04	-10.14%	Add 19.63%	631,571	2.42
HAE	Haemonetics Corp	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$88.14	-15.74%	Add 88.68%	242,724	0
LGND	Ligand Pharmaceuticals Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$129.17	-23.16%	Add 55.11%	66,105	0
LMNX	Luminex Corp	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$24.20	-10.20%	Add 23.54%	82,715	0.99
KHC	The Kraft Heinz Co	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$32.75	-36.47%	Add 61.85%	7,937	6.94
FIZZ	National Beverage Corp	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$57.13	-37.48%	Add 348.24%	40,095	0
PE	Parsley Energy Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$19.11	-15.03%	Add 13.11%	448,284	0
STMP	Stamps.com Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$86.15	-51.15%	Add 135.41%	51,150	0
SYNA	Synaptics Inc	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$33.65	-10.07%	Add 36.45%	1,283,764	0
TSLA	Tesla Inc	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$274.02	-15.22%	New holding	1,070	0
WCAGY	Wirecard AG	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$57.99	-32.20%	New holding	17,511	0.19
DB	Deutsche Bank AG	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$8.43	-13.09%	New holding	17,016	0
ESV	Ensco PLC	Ken Fisher	2018-12-31	New Buy	0 ($ 0) 0	$4.42	-30.39%	New holding	403,647	0.89
NE	Noble Corp PLC	Ken Fisher	2018-12-31	Add	0 ($ 0) 0	$3.07	-34.12%	Add 25.09%	863,017	0
CVS	CVS Health Corp	Vanguard Health Care Fund	2018-12-31	Add	0 ($ 0) 0	$57.40	-22.91%	Add 160.80%	11,783,465	3.48
CNC	Centene Corp	Vanguard Health Care Fund	2018-12-31	Add	0 ($ 0) 0	$58.91	-55.86%	Add 35.68%	1,121,100	0
NKTR	Nektar Therapeutics Inc	Vanguard Health Care Fund	2018-12-31	Add	0 ($ 0) 0	$33.49	-15.77%	Add 37.90%	8,182,942	0
AMRX	Amneal Pharmaceuticals Inc	Vanguard Health Care Fund	2018-12-31	Add	0 ($ 0) 0	$14.53	-18.83%	Add 20.65%	7,242,047	0
HUM	Humana Inc	Vanguard Health Care Fund	2018-12-31	Add	0 ($ 0) 0	$276.76	-12.41%	Add 190.26%	625,794	0.72
TV	Grupo Televisa SAB	Mason Hawkins	2018-12-31	New Buy	0 ($ 0) 0	$11.05	-24.11%	New holding	18,330	0.81
BG	Bunge Ltd	George Soros	2018-12-31	New Buy	0 ($ 0) 0	$52.29	-14.82%	New holding	300,000	3.73
ECA	Encana Corp	George Soros	2018-12-31	New Buy	0 ($ 0) 0	$7.38	-12.66%	New holding	2,000,000	0.87
ENR	Energizer Holdings Inc	George Soros	2018-12-31	New Buy	0 ($ 0) 0	$46.14	-12.43%	New holding	515,000	2.57
LGF.A	Lions Gate Entertainment Corp	George Soros	2018-12-31	Add	0 ($ 0) 0	$15.87	-17.30%	Add 14.78%	1,500,000	1.70
CF	CF Industries Holdings Inc	George Soros	2018-12-31	Add	0 ($ 0) 0	$41.11	-11.72%	Add 11.67%	335,000	2.92
CAG	Conagra Brands Inc	George Soros	2018-12-31	New Buy	0 ($ 0) 0	$25.82	-19.66%	New holding	1,125,000	3.31
TRGP	Targa Resources Corp	George Soros	2018-12-31	New Buy	0 ($ 0) 0	$42.01	-12.37%	New holding	50,000	8.66

Total 324