Guru Stocks at 52-Week Lows: CHL, CSCO, HPQ, AIG, TGT

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May 31, 2011
Last week’s top five stocks that reached their 52-week lows were CHL, CSCO, HPQ, AIG, and TGT. According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.


China Mobile Ltd. (CHL, Financial) Reached the 52-Week Low of $45.17


The prices of China Mobile Ltd. (CHL) shares have declined to close to the 52-week low of $45.17, which is 19.5% off the 52-week high of $54.4. China Mobile Ltd. is owned by 10 Gurus we are tracking. Among them, 5 have added to their positions during the past quarter. Five reduced their positions.


China Mobile offers mobile communications services principally using Global System for Mobile Communications, or GSM, which is a pan-European mobile telephone system based on digital transmission and mobile communications network architecture with roaming capabilities. China Mobile Ltd. has a market cap of $181.27 billion; its shares were traded at around $45.17 with and P/S ratio of 2.53. The dividend yield of China Mobile Ltd. stocks is 3.86%.


David Dreman bought 51,582 shares in the quarter that ended on 03/31/2011, which is 0.04% of the $5.32 billion portfolio of Dreman Value Management. John Hussman owns 1,000,000 shares as of 03/31/2011, an increase of 198.51% from the previous quarter. This position accounts for 0.77% of the $5.99 billion portfolio of Hussman Economtrics Advisors Inc. Charles Brandes owns 66,410 shares as of 03/31/2011, an increase of 108.64% from the previous quarter. This position accounts for 0.02% of the $14.62 billion portfolio of Brandes Investment.


Cisco Systems Inc. (CSCO, Financial) Reached the 52-Week Low of $16.46


The prices of Cisco Systems Inc. (CSCO) shares have declined to close to the 52-week low of $16.46, which is 34.6% off the 52-week high of $24.77. Cisco Systems Inc. is owned by 41 Gurus we are tracking. Among them, 27 have added to their positions during the past quarter. Fourteen reduced their positions.


Cisco Systems Inc. is the worldwide leader in networking for the Internet. Cisco Systems Inc. has a market cap of $90.99 billion; its shares were traded at around $16.46 with a P/E ratio of 11.51 and P/S ratio of 2.27. The dividend yield of Cisco Systems Inc. stocks is 1.46%. Cisco Systems Inc. had an annual average earnings growth of 23% over the past 10 years. GuruFocus rated Cisco Systems Inc. the business predictability rank of 2.5-star.


Cisco reported third-quarter net sales of $10.9 billion, net income on a generally accepted accounting principles (GAAP) basis of $1.8 billion or $0.33 per share, and non-GAAP net income of $2.3 billion or $0.42 per share.


Bruce Berkowitz bought 35,818,600 shares in the quarter that ended on 03/31/2011, which is 4.25% of the $14.44 billion portfolio of Fairholme Capital Management. Tweedy Browne bought 3,697,747 shares in the quarter that ended on 03/31/2011, which is 2.11% of the $3 billion portfolio of Tweedy Browne CO LLC. Arnold Van Den Berg bought 618,025 shares in the quarter that ended on 03/31/2011, which is 1.05% of the $1.01 billion portfolio of Century Management.


Sell: SVP, LglSrvs, GenCnsl & Secty Mark D. Chandler sold 30,000 shares of CSCO stock on 04/04/2011 at the average price of 17.02. Mark D. Chandler owns at least 439,466 shares after this. The price of the stock has decreased by 3.29% since. Other insiders have also decreased their positions in the company.


Hewlett Packard Co. (HPQ, Financial) Reached the 52-Week Low of $36.96


The prices of Hewlett Packard Co.(HPQ) shares have declined to close to the 52-week low of $36.96, which is 26.9% off the 52-week high of $48.99. Hewlett Packard Co. is owned by 32 Gurus we are tracking. Among them, 17 have added to their positions during the past quarter. Seventeen reduced their positions.


Hewlett Packard is one of the global providers of computing and imaging solutions and services for business and home. Hewlett Packard Co. has a market cap of $79.98 billion; its shares were traded at around $36.96 with a P/E ratio of 7.38 and P/S ratio of 0.63. The dividend yield of Hewlett Packard Co. stocks is 0.87%. Hewlett Packard Co. had an annual average earnings growth of 22.5% over the past five years.


Hewlett Packard recently reported its second quarter 2011 results. Net revenue of $31.6 billion was up 3% from the prior-year period as reported and up 1% when adjusted for the effects of currency.


John Paulson bought 25,000,000 shares in the quarter that ended on 03/31/2011, which is 2.99% of the $34.27 billion portfolio of Paulson & Co.. Charles Brandes owns 409,729 shares as of 03/31/2011, which accounts for 0.11% of the $14.62 billion portfolio of Brandes Investment. Private Capital owns 1,434,511 shares as of 03/31/2011, which accounts for 3.54% of the $1.66 billion portfolio of Private Capital Management.


Sell: EVP & CFO Catherine A. Lesjak sold 15,000 shares of HPQ stock on 01/11/2011 at the average price of 46. Catherine A. Lesjak owns at least 14,619 shares after this. The price of the stock has decreased by 19.65% since.


American International Group Inc. (AIG, Financial) Reached the 52-Week Low of $28.88


The prices of American International Group Inc. (AIG) shares have declined to close to the 52-week low of $28.88, which is 53.8% off the 52-week high of $61.18. American International Group Inc. is owned by eight Gurus we are tracking. Among them, five have added to their positions during the past quarter. Three reduced their positions.


American International Group Inc., world leaders in insurance and financial services, is the international insurance organization with operations in more than 130 countries and jurisdictions. American Int'l Group Inc. has a market cap of $51.89 billion; its shares were traded at around $28.88 with and P/S ratio of 0.78.


American International Group Inc. recently reported net income attributable to AIG of $269 million and after-tax operating income of $2.0 billion for the quarter ended March 31, 2011, compared to net income of $1.8 billion and after-tax operating income of $637 million for the first quarter of 2010. The diluted loss per share was $0.35 for the first quarter of 2011, compared with earnings per share of $2.66 for the first quarter of 2010.


Bruce Berkowitz owns 44,198,015 shares as of 03/31/2011, which accounts for 10.76% of the $14.44 billion portfolio of Fairholme Capital Management.


Buy: Director W. Don Cornwell bought 2,000 shares of AIG stock on 05/24/2011 at the average price of 29. W. Don Cornwell owns at least 2,000 shares after this. The price of the stock has decreased by 0.41% since.


Target Corp. (TGT, Financial) Reached the 52-Week Low of $49.37


The prices of Target Corp. (TGT) shares have declined to close to the 52-week low of $49.37, which is 19.7% off the 52-week high of $60.77. Target Corp. is owned by 27 Gurus we are tracking. Among them, 12 have added to their positions during the past quarter. Thirteen reduced their positions.


Target Corporation operates large-format general merchandise and food discount stores in the United States, which include Target and SuperTarget stores. Target Corp. has a market cap of $34.22 billion; its shares were traded at around $49.37 with a P/E ratio of 12.04 and P/S ratio of 0.52. The dividend yield of Target Corp. stocks is 2.03%. Target Corp. had an annual average earnings growth of 9.2% over the past 10 years. GuruFocus rated Target Corp. the business predictability rank of 5-star.


Target recently reported net earnings of $689 million for the quarter ended April 30, 2011, compared with $671 million in the quarter ended May 1, 2010. Earnings per share in the first quarter increased 9.8% to $0.99 from $0.90 in the same period a year ago. All earnings per share figures refer to diluted earnings per share.


Whitney Tilson bought 45,933 shares in the quarter that ended on 03/31/2011, which is 0.58% of the $399 million portfolio of T2 Partners Management LP. Chris Davis bought 4,219 shares in the quarter that ended on 03/31/2011, which is less than 0.01% of the $59.34 billion portfolio of Davis Selected Advisers.


Sell: Director Roxanne S. Austin sold 2,388 shares of Target stock on 12/10/2010 at the average price of 58.95. Roxanne S. Austin owns at least 7,996 shares after this. The price of the stock has decreased by 16.25% since.