Last week’s top five guru bargain stocks were Satyam Computer Services, Strayer, Supervalu, Thoratec, and Valeant Pharma. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.
Satyam Computer Services Ltd. (SAY, Financial): Down 24% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30
Jeremy Grantham initiated holdings in Computer Services company Satyam Computer Services Ltd. during the quarter ended 09/30/2010. He owned 343,690 shares of as of 09/30/2010. Satyam Computer Services Limited is a provider of information technology services in India. with and P/S ratio of 1.
Strayer Educ (STRA, Financial): Down 35% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30
Jeremy Grantham added to his holdings in Specialized Consumer Services company Strayer Educ by 36.44% during the quarter ended 09/30/2010. He owned 9,211 shares of as of 09/30/2010. STRA is a regional proprietary institution of higher education offering undergraduate and graduate degree programs to more than 7,000 students at eight campuses in Washington, D. Strayer Educ has a market cap of $2.17 billion; its shares were traded at around $123.5 with a P/E ratio of 17.2 and P/S ratio of 4.2. The dividend yield of Strayer Educ stocks is 2.5%. Strayer Educ had an annual average earning growth of 16% over the past 10 years. GuruFocus rated Strayer Educ the business predictability rank of 3.5-star.
Strayer recently reported its third quarter 2010 results. Revenues for the three months ended September 30, 2010 increased 29% to $147.6 million, compared to $114.4 million for the same period in 2009, due to increased enrollment and a 5% tuition increase which commenced in January 2010.
Ruane Cunniff owns 51,978 shares as of 09/30/2010, an increase of 26.04% from the previous quarter. This position accounts for 0.1% of the $8.85 billion portfolio of Ruane & Cunniff & Goldfarb Inc. George Soros sold out his holdings in the quarter that ended on 09/30/2010.
Buy: Director Robert R Grusky bought 400 shares of STRA stock on 01/12/2011 at the average price of 117.29. Robert R Grusky owns at least 5,105 shares after this. The price of the stock has increased by 5.29% since. Other insiders have also increased their positions in the company.
Supervalu Inc (SVU, Financial): Down 33% Since Mario Gabelli Bought In the Quarter Ended on 2010-09-30
Mario Gabelli added to his holdings in Food Retailers & Wholesalers company Supervalu Inc by 941.86% during the quarter ended 09/30/2010. He owned 275,000 shares of as of 09/30/2010. SUPERVALU is one of the nation's largest supermarket retailer and largest food distributor. Supervalu Inc has a market cap of $1.79 billion; its shares were traded at around $7.39 with a P/E ratio of 4.6 and P/S ratio of 0.1. The dividend yield of Supervalu Inc stocks is 4.2%. Supervalu Inc had an annual average earning growth of 6.2% over the past 10 years.
Supervalu recently reported its fiscal third quarter 2011 results. The company reported third quarter fiscal 2011 net sales of $8.7 billion and a net loss of $202 million or $0.95 per diluted share, including charges of $252 million after-tax, or $1.19 per diluted share.
Mario Gabelli owns 275,000 shares as of 09/30/2010, an increase of 941.86% from the previous quarter. This position accounts for 0.01% of the $23.32 billion portfolio of GAMCO Investors. Charles Brandes owns 7,405,531 shares as of 09/30/2010, which accounts for 0.53% of the $16.09 billion portfolio of Brandes Investment. David Dreman owns 244,145 shares as of 09/30/2010, which accounts for 0.06% of the $4.35 billion portfolio of Dreman Value Management.
Buy: EVP Merchandising Steven J Jungmann bought 5,800 shares of SVU stock on 10/21/2010 at the average price of 10.23. Steven J Jungmann owns at least 49,420 shares after this. The price of the stock has decreased by 27.76% since.
Thoratec Corp (THOR, Financial): Down 28% 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 $1.54 billion; its shares were traded at around $27.5 with a P/E ratio of 24.9 and P/S ratio of 4.2. Thoratec Corp had an annual average earning growth of 24.7% over the past 10 years.
For the quarter ended October 2, 2010, revenues were $91.0 million, compared with revenues of $65.1 million in the third quarter of 2009. Net income on a GAAP basis in the third quarter of 2010 was $15.5 million, or $0.26 per diluted share, versus GAAP net income of $11.8 million, or $0.20 per diluted share, in the third quarter of 2009. Non-GAAP net income, which is described later in this press release, was $20.8 million, or $0.32 per diluted share, in the third quarter of 2010, versus non-GAAP net income of $13.3 million, or $0.21 per diluted share, in the third quarter a year ago.
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: Director J Daniel Cole sold 2,000 shares of THOR stock on 01/06/2011 at the average price of 30.02. J Daniel Cole owns at least 44,270 shares after this. The price of the stock has decreased by 8.39% since.
Valeant Pharma (VRX, Financial): Down 39% Since Ruane Cunniff Bought In the Quarter Ended on 2010-09-30
Ruane Cunniff added to his holdings in Pharmaceuticals company Valeant Pharma by 215.39% during the quarter ended 09/30/2010. He owned 34,024,824 shares of as of 09/30/2010. Valeant Pharmaceuticals International, Inc. is a multinational specialty pharmaceutical company that develops, manufactures and markets a broad range of pharmaceutical products primarily in the areas of neurology, dermatology and branded generics. Valeant Pharma has a market cap of $10.54 billion; its shares were traded at around $35.03 with a P/E ratio of 30.2 and P/S ratio of 12.9. The dividend yield of Valeant Pharma stocks is 1.1%. Valeant Pharma had an annual average earning growth of 12.3% over the past 5 years.
VRX recently reported its third quarter 2010 results. Total reported revenue was $208.3 million in the third quarter of 2010 as compared to $212.5 million in the third quarter of 2009, a decrease of 2%.
John Griffin bought 7,251,038 shares in the quarter that ended on 09/30/2010, which is 2.81% of the $6.46 billion portfolio of Blue Ridge Capital. Ruane Cunniff owns 34,024,824 shares as of 09/30/2010, an increase of 215.39% from the previous quarter. This position accounts for 9.64% of the $8.85 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Charles Brandes sold out his holdings in the quarter that ended on 09/30/2010. George Soros sold out his holdings in the quarter that ended on 09/30/2010.
Buy: Director Katharine Berghuis Stevenson bought 3,000 shares of VRX stock on 11/29/2010 at the average price of 25.33. Katharine Berghuis Stevenson owns at least 3,000 shares after this. The price of the stock has increased by 38.29% since. Other insiders decreased their positions in the company.
Satyam Computer Services Ltd. (SAY, Financial): Down 24% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30
Jeremy Grantham initiated holdings in Computer Services company Satyam Computer Services Ltd. during the quarter ended 09/30/2010. He owned 343,690 shares of as of 09/30/2010. Satyam Computer Services Limited is a provider of information technology services in India. with and P/S ratio of 1.
Strayer Educ (STRA, Financial): Down 35% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30
Jeremy Grantham added to his holdings in Specialized Consumer Services company Strayer Educ by 36.44% during the quarter ended 09/30/2010. He owned 9,211 shares of as of 09/30/2010. STRA is a regional proprietary institution of higher education offering undergraduate and graduate degree programs to more than 7,000 students at eight campuses in Washington, D. Strayer Educ has a market cap of $2.17 billion; its shares were traded at around $123.5 with a P/E ratio of 17.2 and P/S ratio of 4.2. The dividend yield of Strayer Educ stocks is 2.5%. Strayer Educ had an annual average earning growth of 16% over the past 10 years. GuruFocus rated Strayer Educ the business predictability rank of 3.5-star.
Strayer recently reported its third quarter 2010 results. Revenues for the three months ended September 30, 2010 increased 29% to $147.6 million, compared to $114.4 million for the same period in 2009, due to increased enrollment and a 5% tuition increase which commenced in January 2010.
Ruane Cunniff owns 51,978 shares as of 09/30/2010, an increase of 26.04% from the previous quarter. This position accounts for 0.1% of the $8.85 billion portfolio of Ruane & Cunniff & Goldfarb Inc. George Soros sold out his holdings in the quarter that ended on 09/30/2010.
Buy: Director Robert R Grusky bought 400 shares of STRA stock on 01/12/2011 at the average price of 117.29. Robert R Grusky owns at least 5,105 shares after this. The price of the stock has increased by 5.29% since. Other insiders have also increased their positions in the company.
Supervalu Inc (SVU, Financial): Down 33% Since Mario Gabelli Bought In the Quarter Ended on 2010-09-30
Mario Gabelli added to his holdings in Food Retailers & Wholesalers company Supervalu Inc by 941.86% during the quarter ended 09/30/2010. He owned 275,000 shares of as of 09/30/2010. SUPERVALU is one of the nation's largest supermarket retailer and largest food distributor. Supervalu Inc has a market cap of $1.79 billion; its shares were traded at around $7.39 with a P/E ratio of 4.6 and P/S ratio of 0.1. The dividend yield of Supervalu Inc stocks is 4.2%. Supervalu Inc had an annual average earning growth of 6.2% over the past 10 years.
Supervalu recently reported its fiscal third quarter 2011 results. The company reported third quarter fiscal 2011 net sales of $8.7 billion and a net loss of $202 million or $0.95 per diluted share, including charges of $252 million after-tax, or $1.19 per diluted share.
Mario Gabelli owns 275,000 shares as of 09/30/2010, an increase of 941.86% from the previous quarter. This position accounts for 0.01% of the $23.32 billion portfolio of GAMCO Investors. Charles Brandes owns 7,405,531 shares as of 09/30/2010, which accounts for 0.53% of the $16.09 billion portfolio of Brandes Investment. David Dreman owns 244,145 shares as of 09/30/2010, which accounts for 0.06% of the $4.35 billion portfolio of Dreman Value Management.
Buy: EVP Merchandising Steven J Jungmann bought 5,800 shares of SVU stock on 10/21/2010 at the average price of 10.23. Steven J Jungmann owns at least 49,420 shares after this. The price of the stock has decreased by 27.76% since.
Thoratec Corp (THOR, Financial): Down 28% 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 $1.54 billion; its shares were traded at around $27.5 with a P/E ratio of 24.9 and P/S ratio of 4.2. Thoratec Corp had an annual average earning growth of 24.7% over the past 10 years.
For the quarter ended October 2, 2010, revenues were $91.0 million, compared with revenues of $65.1 million in the third quarter of 2009. Net income on a GAAP basis in the third quarter of 2010 was $15.5 million, or $0.26 per diluted share, versus GAAP net income of $11.8 million, or $0.20 per diluted share, in the third quarter of 2009. Non-GAAP net income, which is described later in this press release, was $20.8 million, or $0.32 per diluted share, in the third quarter of 2010, versus non-GAAP net income of $13.3 million, or $0.21 per diluted share, in the third quarter a year ago.
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: Director J Daniel Cole sold 2,000 shares of THOR stock on 01/06/2011 at the average price of 30.02. J Daniel Cole owns at least 44,270 shares after this. The price of the stock has decreased by 8.39% since.
Valeant Pharma (VRX, Financial): Down 39% Since Ruane Cunniff Bought In the Quarter Ended on 2010-09-30
Ruane Cunniff added to his holdings in Pharmaceuticals company Valeant Pharma by 215.39% during the quarter ended 09/30/2010. He owned 34,024,824 shares of as of 09/30/2010. Valeant Pharmaceuticals International, Inc. is a multinational specialty pharmaceutical company that develops, manufactures and markets a broad range of pharmaceutical products primarily in the areas of neurology, dermatology and branded generics. Valeant Pharma has a market cap of $10.54 billion; its shares were traded at around $35.03 with a P/E ratio of 30.2 and P/S ratio of 12.9. The dividend yield of Valeant Pharma stocks is 1.1%. Valeant Pharma had an annual average earning growth of 12.3% over the past 5 years.
VRX recently reported its third quarter 2010 results. Total reported revenue was $208.3 million in the third quarter of 2010 as compared to $212.5 million in the third quarter of 2009, a decrease of 2%.
John Griffin bought 7,251,038 shares in the quarter that ended on 09/30/2010, which is 2.81% of the $6.46 billion portfolio of Blue Ridge Capital. Ruane Cunniff owns 34,024,824 shares as of 09/30/2010, an increase of 215.39% from the previous quarter. This position accounts for 9.64% of the $8.85 billion portfolio of Ruane & Cunniff & Goldfarb Inc. Charles Brandes sold out his holdings in the quarter that ended on 09/30/2010. George Soros sold out his holdings in the quarter that ended on 09/30/2010.
Buy: Director Katharine Berghuis Stevenson bought 3,000 shares of VRX stock on 11/29/2010 at the average price of 25.33. Katharine Berghuis Stevenson owns at least 3,000 shares after this. The price of the stock has increased by 38.29% since. Other insiders decreased their positions in the company.
