Weekly Guru Bargains Highlights: RF, AMLN, TFSL, THOR, and MI

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Nov 29, 2010
Last week’s top five guru bargain stocks were Regions Financial Corp, Amylin Pharmaceuticals Inc, TFS Financial Corp, Thoratec Corp, and MARSHALL & ILSLEY CORP NEW COM.

According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Regions Financial Corp. (RF, Financial): Down 25% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30

Jeremy Grantham added to his holdings in Banks company Regions Financial Corp. by 49.42% during the quarter ended 09/30/2010. He owned 503,400 shares of as of 09/30/2010.Regions Financial Corporation is a regional bank holding company and hasbanking-related subsidiaries engaged in mortgage banking, credit life insurance, leasing, and securities brokerage activities with offices in various Southeastern states. Regions Financial Corp. has a market cap of $6.59 billion; its shares were traded at around $5.25 with and P/S ratio of 0.7. The dividend yield of Regions Financial Corp. stocks is 0.8%.

RF recently reported its third quarter 2010 results. The company announced a loss of 17 cents per diluted share for the quarter ended September 30, 2010, compared to a loss of 37 cents per diluted share for the quarter ended September 30, 2009.

Richard Pzena owns 548,900 shares as of 09/30/2010, an increase of 51.31% from the previous quarter. This position accounts for 0.04% of the $10.22 billion portfolio of Pzena Investment Management LLC. George Soros owns 53,800 shares as of 09/30/2010, a decrease of 33.25% of from the previous quarter. This position accounts for 0.01% of the $6.69 billion portfolio of Soros Fund Management LLC.

Amylin Pharmaceuticals Inc. (AMLN, Financial): Down 35% Since Steven Cohen Bought In the Quarter Ended on 2010-09-30

Steven Cohen added to his holdings in Biotechnology company Amylin Pharmaceuticals Inc. by 1967.67% during the quarter ended 09/30/2010. He owned 251,904 shares of as of 09/30/2010. Amylin Pharmaceuticals is a biopharmaceutical company committed to improving lives through the discovery, development and commercialization of innovative medicines. Amylin Pharmaceuticals Inc. has a market cap of $1.88 billion; its shares were traded at around $13.1 with and P/S ratio of 2.5.

AMLN recently reported financial results for the quarter ended September 30, 2010. The Company reported total revenue of $156.1 million for the third quarter, including net product sales of $154.0 million. GAAP net loss for the quarter ended September 30, 2010 was $50.7 million, or $0.35 per share compared to $26.7 million, or $0.19 per share for the same period in 2009.

Carl Icahn owns 12,971,328 shares as of 09/30/2010, which accounts for 5.39% of the $5.02 billion portfolio of Icahn Capital Management LP. Edward Owens owns 1,557,200 shares as of 09/30/2010, which accounts for 0.18% of the $18.12 billion portfolio of Vanguard Health Care Fund. George Soros owns 200,000 shares as of 09/30/2010, which accounts for 0.06% of the $6.69 billion portfolio of Soros Fund Management LLC.

Sell: SVP, Research & Development Christian Weyer sold 1,314 shares of AMLN stock on 11/19/2010 at the average price of 13.42. Christian Weyer owns at least 8,172 shares after this. The price of the stock has decreased by 2.38% since.

TFS Financial Corp. (TFSL, Financial): Down 24% Since Steven Cohen Bought In the Quarter Ended on 2010-09-30

Steven Cohen added to his holdings in Banks company TFS Financial Corp. by 44.3% during the quarter ended 09/30/2010. He owned 20,314 shares of as of 09/30/2010. TFS Financial Corporation is a federally chartered stock holding company, conducts its activities through its wholly owned subsidiaries. Tfs Financial Corp. has a market cap of $2.48 billion; its shares were traded at around $8.04 with a P/E ratio of 268 and P/S ratio of 4.9.

TFSL recently reported its third quarter results. The Company reported net income of $11.3 million for the year ended September 30, 2010, compared to net income of $14.4 million for the year ended September 30, 2009.

Michael Price owns 140,000 shares as of 09/30/2010, a decrease of 64.1% of from the previous quarter. This position accounts for 0.26% of the $488 million portfolio of MFP Investors LLC.

Buy: Director Martin J Cohen bought 10,000 shares of TFSL stock on 08/09/2010 at the average price of 9.8. Martin J Cohen owns at least 37,100 shares after this. The price of the stock has decreased by 17.96% since.

Thoratec Corp. (THOR, Financial): Down 33% Since George Soros Bought In the Quarter Ended on 2010-09-30

George Soros initiated holdings in Medical Equipment company Thoratec Corp. during the quarter ended 09/30/2010. He owned 100,000 shares of as of 09/30/2010. Thoratec Corp develops, manufactures and markets proprietary medical devices used for circulatory support, vascular graft, blood coagulation and skin incision applications. Thoratec Corp. has a market cap of $1.51 billion; its shares were traded at around $25.85 with a P/E ratio of 24.3 and P/S ratio of 4.1. Thoratec Corp. had an annual average earning growth of 24.7% over the past 10 years.

George Soros bought 100,000 shares in the quarter that ended on 09/30/2010, which is 0.06% of the $6.69 billion portfolio of Soros Fund Management LLC.



Sell: CEO Gerhard F Burbach sold 100,000 shares of THOR stock on 06/03/2010 at the average price of 44.37. Gerhard F Burbach owns at least 117,848 shares after this. The price of the stock has decreased by 41.74% since. Other insiders have also decreased their positions in the company.

MARSHALL & ILSLEY CORP NEW COM (MI, Financial): Down 32% Since RS Investment Management Bought In the Quarter Ended on 2010-09-30

RS Investment Management added to his holdings in Banks company MARSHALL & ILSLEY CORP NEW COM by 20.65% during the quarter ended 09/30/2010. The company owned 22,258,569 shares of as of 09/30/2010. Marshall & Ilsley Corp. is a diversified financial services corporation. Marshall & Ilsley Corp New Com has a market cap of $2.51 billion; its shares were traded at around $4.76 with and P/S ratio of 1. The dividend yield of Marshall & Ilsley Corp New Com stocks is 0.8%.

MI recently reported a 2010 third quarter net loss of $169.2 million, or $0.32 per share, as compared to a net loss of $248.4 million, or $0.68 per share, in the third quarter of 2009. For the nine months ended September 30, 2010, M&I reported a net loss of $483.5 million, or $0.92 per share, as compared to a net loss of $599.3 million, or $1.97 per share, for the nine months ended September 30, 2009.

Richard Pzena owns 588,225 shares as of 09/30/2010, an increase of 57.17% from the previous quarter. This position accounts for 0.04% of the $10.22 billion portfolio of Pzena Investment Management LLC. Irving Kahn owns 11,694 shares as of 09/30/2010, which accounts for 0.02% of the $507 million portfolio of Kahn Brothers & Company Inc.. Brian Rogers owns 5,730,100 shares as of 09/30/2010, which accounts for 0.24% of the $17.08 billion portfolio of T Rowe Price Equity Income Fund.

Buy: Director Katharine C Lyall bought 7,000 shares of MI stock on 11/19/2010 at the average price of 4.91. Katharine C Lyall owns at least 21,208 shares after this. The price of the stock has decreased by 3.05% since.