Guru Stocks at 52-Week Low: MSFT, CSCO, TM, INTC, HPQ

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Sep 12, 2010
Last week’s top five stocks that reached their 52-week lows were Microsoft Corp, Cisco Systems Inc, Toyota Motor Corp, Intel Corp, HewlettPackard Company. According to http://www.gurufocus.com/52weeklow.php]GuruFocus updates[/url], these Guru stocks have reached their 52-week lows.

Microsoft Corp. (MSFT, Financial) Reached the 52-Week Low of $23.85

The prices of Microsoft Corp. (MSFT) shares have declined to close to the 52-week low of $23.85, which is 26.7% off the 52-week high of $31.39. Microsoft Corp. is owned by 47 Gurus we are tracking. Among them, 29 have added to their positions during the past quarter. 16 reduced their positions.

Microsoft develops, manufactures, licenses, and supports a wide range of software products for a multitude of computing devices. Microsoft Corp. has a market cap of $206.39 billion; its shares were traded at around $23.85 with a P/E ratio of 11.3 and P/S ratio of 3.3. The dividend yield of Microsoft Corp. stocks is 2.2%. Microsoft Corp. had an annual average earning growth of 12.6% over the past 10 years. GuruFocus rated Microsoft Corp. the business predictability rank of 3-star.

MSFT recently announced record fourth-quarter revenue of $16.04 billion for the quarter ended June 30, 2010, a 22% increase from the same period of the prior year. Operating income, net income and diluted earnings per share for the quarter were $5.93 billion, $4.52 billion and $0.51 per share, which represented increases of 49%, 48% and 50%, respectively, when compared with the prior year period.

John Keeley bought 10,000 shares in the quarter that ended on 06/30/2010, which is less than 0.01% of the $5.56 billion portfolio of Keeley Fund Management. Ron Baron owns 255,630 shares as of 06/30/2010, a decrease of 22.34% of from the previous quarter. This position accounts for 0.04% of the $14.08 billion portfolio of Baron Funds. Richard Perry sold out his holdings in the quarter that ended on 06/30/2010.

Sell: Chief ResearchStrategy Officer Craig J Mundie sold 59,990 shares of MSFT stock on 09/09/2010 at the average price of 24.11. Craig J Mundie owns at least 105,889 shares after this. The price of the stock has decreased by 1.08% since. Other insiders have also decreased their positions in the company.

Cisco Systems Inc. (CSCO, Financial) Reached the 52-Week Low of $20.62

The prices of Cisco Systems Inc. (CSCO) shares have declined to close to the 52-week low of $20.62, which is 27.5% off the 52-week high of $27.57. Cisco Systems Inc. is owned by 30 Gurus we are tracking. Among them, 11 have added to their positions during the past quarter. 18 reduced their positions.

Cisco Systems, Inc. is the worldwide leader in networking for the Internet. Cisco Systems Inc. has a market cap of $117.77 billion; its shares were traded at around $20.62 with a P/E ratio of 14.7 and P/S ratio of 2.9. Cisco Systems Inc. had an annual average earning growth of 20% over the past 10 years. GuruFocus rated Cisco Systems Inc. the business predictability rank of 3.5-star.

Cisco recently reported its fourth quarter and fiscal year results for the period ended July 31, 2010. Cisco reported fourth quarter net sales of $10.8 billion, net income on a generally accepted accounting principles (GAAP) basis of $1.9 billion or $0.33 per share, and non-GAAP net income of $2.5 billion or $0.43 per share.

Ken Heebner owns 1,850,000 shares as of 06/30/2010, an increase of 131.25% from the previous quarter. This position accounts for 0.72% of the $5.5 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. John Hussman owns 3,000,000 shares as of 06/30/2010, a decrease of 40% of from the previous quarter. This position accounts for 1.1% of the $5.83 billion portfolio of Hussman Economtrics Advisors, Inc..

Sell: Director Larry R Carter sold 100,000 shares of CSCO stock on 08/09/2010 at the average price of 24.5. Larry R Carter owns at least 67,662 shares after this. The price of the stock has decreased by 15.84% since. Other insiders have also decreased their positions in the company.

Toyota Motor Corp. (TM, Financial) Reached the 52-Week Low of $70.6

The prices of Toyota Motor Corp. (TM) shares have declined to close to the 52-week low of $70.6, which is 26.1% off the 52-week high of $91.78. Toyota Motor Corp. is owned by 9 Gurus we are tracking. Among them, 6 have added to their positions during the past quarter. 2 reduced their positions.

Toyota Motor Corporation produces, sells, leases, and repairs passenger cars, trucks, buses, boats, airplanes and other products in Japan and most foreign countries. Toyota Motor Corp. has a market cap of $110.7 billion; its shares were traded at around $70.6 with a P/E ratio of 43.3 and P/S ratio of 0.5. The dividend yield of Toyota Motor Corp. stocks is 1.4%.

TM recently reported its first quarter 2010 results. On a consolidated basis, net revenues for the first quarter totaled 4,871.8 billion yen, an increase of 27.0 percent compared to the same period last fiscal year. Operating income increased from a loss of 194.9 billion yen to 211.6 billion yen, while income before income taxes and equity in earnings of affiliated companies was 263.0 billion yen. Net income increased from a loss of 77.8 billion yen to 190.4 billion yen.

Lee Ainslie bought 529,694 shares in the quarter that ended on 06/30/2010, which is 0.46% of the $7.81 billion portfolio of Maverick Capital. John Rogers owns 44,400 shares as of 06/30/2010, an increase of 18.4% from the previous quarter. This position accounts for 0.07% of the $4.43 billion portfolio of ARIEL CAPITAL MANAGEMENT LLC. Daniel Loeb sold out his holdings in the quarter that ended on 06/30/2010.

Intel Corp. (INTC, Financial) Reached the 52-Week Low of $17.97

The prices of Intel Corp. (INTC) shares have declined to close to the 52-week low of $17.97, which is 27.0% off the 52-week high of $24.22. Intel Corp. is owned by 29 Gurus we are tracking. Among them, 8 have added to their positions during the past quarter. 17 reduced their positions.

Intel Corporation, one of the world's largest semiconductor chip maker, supplies the computing and communications industries with chips, boards, and systems building blocks that are integral to computers, servers, and networking and communications products. Intel Corp. has a market cap of $100.06 billion; its shares were traded at around $17.97 with a P/E ratio of 10.9 and P/S ratio of 2.9. The dividend yield of Intel Corp. stocks is 3.5%. Intel Corp. had an annual average earning growth of 2.5% over the past 10 years.

INT recently reported that it’s third-quarter revenue will be below the company's previous outlook. The company now expects third-quarter revenue to be $11.0 billion, plus or minus $200 million, compared to the previous expectation of between $11.2 and $12.0 billion. Revenue is being affected by weaker than expected demand for consumer PCs in mature markets.

George Soros owns 89,300 shares as of 06/30/2010, an increase of 80.04% from the previous quarter. This position accounts for 0.05% of the $3.31 billion portfolio of Soros Fund Management LLC. John Hussman owns 1,000,000 shares as of 06/30/2010, a decrease of 50% of from the previous quarter. This position accounts for 0.33% of the $5.83 billion portfolio of Hussman Economtrics Advisors, Inc.. Julian Robertson sold out his holdings in the quarter that ended on 06/30/2010.

Sell: SR VP GM, TECH & MFG GRP William M Holt sold 14,905 shares of INTC stock on 05/17/2010 at the average price of 21.75. William M Holt owns at least 69,257 shares after this. The price of the stock has decreased by 17.38% since. Other insiders have also decreased their positions in the company.

HewlettPackard Company (HPQ, Financial) Reached the 52-Week Low of $38.28

The prices of HewlettPackard Company (HPQ) shares have declined to close to the 52-week low of $38.28, which is 30.3% off the 52-week high of $54.52. HewlettPackard Company is owned by 27 Gurus we are tracking. Among them, 11 have added to their positions during the past quarter. 16 reduced their positions.

Hewlett Packard is one of the global providers of computing and imaging solutions and services for business and home. Hewlettpackard Company has a market cap of $89.36 billion; its shares were traded at around $38.28 with a P/E ratio of 8.7 and P/S ratio of 0.8. The dividend yield of Hewlettpackard Company stocks is 0.8%. Hewlettpackard Company had an annual average earning growth of 26.5% over the past 5 years.

HPQ recently announced financial results for its second fiscal quarter ended April 30, 2010, with net revenue of $30.8 billion, up 13% from a year earlier including a favorable currency benefit of four percentage points. In the second quarter, GAAP diluted earnings per share (EPS) was $0.91, up from $0.71 in the prior-year period. Non-GAAP diluted EPS was $1.09, up from $0.86 in the prior-year period.

HOTCHKIS & WILEY owns 4,173,199 shares as of 06/30/2010, an increase of 356.74% from the previous quarter. This position accounts for 1.34% of the $13.48 billion portfolio of HOTCHKIS & WILEY Capital Management LLC. Ken Heebner owns 200,000 shares as of 06/30/2010, a decrease of 80.78% of from the previous quarter. This position accounts for 0.16% of the $5.5 billion portfolio of CAPITAL GROWTH MANAGEMENT LP.

Sell: Chm, CEO & President Mark V Hurd sold 140,000 shares of HPQ stock on 05/20/2010 at the average price of 45.8. Mark V Hurd owns at least 396,374 shares after this. The price of the stock has decreased by 16.42% since. Other insiders have also decreased their positions in the company.