Weekly Guru Bargains Highlights: SOHU, NFG, CHK, HSP, PT

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Feb 11, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Sohu.com Inc. (SOHU, Financial): Down 31% Since John Hussman Bought In the Quarter Ended on 2011-09-30


John Hussman initiated holdings in Internet company Sohu.com Inc. during the quarter ended 09/30/2011. His purchase prices were between $50.62 and $90.1, with an estimated average price of $75.35. Since then the prices of Sohu.com Inc. shares have declined by -31% from the estimated average. John Hussman owned 361,000 shares of as of 09/30/2011.


Sohu.com Inc. is a Internet portal in China in terms of brand recognition, page views and registered users. Sohu.com Inc. has a market cap of $1.96 billion; its shares were traded at around $50.93 with a P/E ratio of 11.8 and P/S ratio of 3.2. Sohu.com Inc. had an annual average earnings growth of 67.7% over the past 5 years.


SOHU recently reported its fourth quarter and fiscal year 2011 financial results. Gross margin was 71% for the fourth quarter of 2011, compared with 71% in the third quarter of 2011 and 74% in the fourth quarter of 2010. Non-GAAP gross margin for the fourth quarter of 2011 was 71%, compared with 71% in the third quarter of 2011 and 75% in the fourth quarter of 2010.


John Hussman owns 361,000 shares as of 12/31/2011, which accounts for 0.29% of the $6.25 billion portfolio of Hussman Economtrics Advisors. Ken Heebner owns 45,000 shares as of 09/30/2011, a decrease of 25% of from the previous quarter. This position accounts for 0.0508% of the $4.27 billion portfolio of Capital Growth Management LP. Joel Greenblatt sold out his holdings in the quarter that ended on 09/30/2011.


CFO Carol Yu sold 7,500 shares of SOHU stock on 09/07/2011 at the average price of 79. Carol Yu owns at least 45,000 shares after this. The price of the stock has decreased by 35.53% since.


National Fuel Gas Co. (NFG, Financial): Down 22% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30


Steven Cohen added to his holdings in Gas Distribution company National Fuel Gas Co. by 136.41% during the quarter ended 09/30/2011. His purchase prices were between $50.31 and $75.38, with an estimated average price of $63.23. Since then the prices of National Fuel Gas Co. shares have declined by -22% from the estimated average. Steven Cohen owned 62,541 shares of as of 09/30/2011.


National Fuel Gas Co. is engaged in the business of owning and holdingsecurities issued by its subsidiary companies. National Fuel Gas Co. has a market cap of $4.11 billion; its shares were traded at around $47.88 with a P/E ratio of 18.1 and P/S ratio of 2.3. The dividend yield of National Fuel Gas Co. stocks is 2.8%. National Fuel Gas Co. had an annual average earnings growth of 3.2% over the past 10 years.


Earnings for the first quarter of fiscal 2012 of $60.7 million, or $0.73 per share, increased $2.2 million, or $0.03 per share, compared to $58.5 million, or $0.70 per share, for the prior year’s first quarter. The increase is mainly due to higher earnings in the Exploration and Production and Pipeline and Storage segments and the All Other category.


Ray Dalio bought 24,383 shares in the quarter that ended on 09/30/2011, which is 0.018% of the $6.71 billion portfolio of Bridgewater Associates. John Keeley owns 91,020 shares as of 09/30/2011, which accounts for 0.1004% of the $4.42 billion portfolio of Keeley Fund Management. Mario Gabelli owns 3,308,038 shares as of 09/30/2011, which accounts for 1.4706% of the $10.95 billion portfolio of GAMCO Investors.


Director Craig G Matthews bought 1,722 shares of NFG stock on 09/19/2011 at the average price of 58.08. Craig G Matthews owns at least 15,821 shares after this. The price of the stock has decreased by 17.56% since. There are mixed trades from other insiders.


Chesapeake Energy Corp. (CHK, Financial): Down 29% Since Mason Hawkins Bought In the Quarter Ended on 2011-09-30


Mason Hawkins added to his holdings in Exploration & Production company Chesapeake Energy Corp. by 1.12% during the quarter ended 09/30/2011. His purchase prices were between $26.04 and $34.39, with an estimated average price of $31.1. Since then the prices of Chesapeake Energy Corp. shares have declined by -29% from the estimated average. Mason Hawkins owned 88,076,424 shares of as of 09/30/2011.


Chesapeake Energy Corp. is an independent oil and gas company engaged in the development, exploration, acquisition and production of onshore natural gas and oil reserves. Chesapeake Energy Corp. has a market cap of $14.62 billion; its shares were traded at around $22.13 with a P/E ratio of 7.5 and P/S ratio of 1.6. The dividend yield of Chesapeake Energy Corp. stocks is 1.5%. Chesapeake Energy Corp. had an annual average earnings growth of 9.8% over the past 10 years.


Ruane Cunniff owns 2,608,685 shares as of 09/30/2011, an increase of 116.67% from the previous quarter. This position accounts for 0.6846% of the $9.74 billion portfolio of Ruane & Cunniff & Goldfarb. John Rogers owns 1,847,800 shares as of 09/30/2011, an increase of 15.3% from the previous quarter. This position accounts for 1.2539% of the $3.77 billion portfolio of Ariel Capital Management.


Chairman & CEO Aubrey K Mcclendon bought 11,000 shares of CHK stock on 11/25/2011 at the average price of 22.76. Aubrey K Mcclendon owns at least 3,110,315 shares after this. The price of the stock has decreased by 2.77% since.


Hospira Inc. (HSP, Financial): Down 24% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30


Steven Cohen added to his holdings in Pharmaceuticals company Hospira Inc. by 902.13% during the quarter ended 09/30/2011. His purchase prices were between $34.44 and $54.22, with an estimated average price of $46.01. Since then the prices of Hospira Inc. shares have declined by -24% from the estimated average. Steven Cohen owned 122,600 shares of as of 09/30/2011.


Hospira Inc is a global specialty pharmaceutical and medication delivery company dedicated to Advancing Wellness by developing, manufacturing and marketing products that help improve the safety and efficacy of patient care. Hospira Inc. has a market cap of $5.81 billion; its shares were traded at around $33.79 with a P/E ratio of 10.6 and P/S ratio of 1.5. Hospira Inc. had an annual average earnings growth of 9.7% over the past 5 years.


Hospira Inc. recently reported its third quarter 2011 results. Net sales for the quarter were $977 million, and adjusted* diluted earnings per share were $0.66.


Edward Owens owns 2,095,070 shares as of 12/31/2011, an increase of 91.32% from the previous quarter. This position accounts for 0.33% of the $19.45 billion portfolio of Vanguard Health Care Fund. John Rogers owns 2,381,954 shares as of 09/30/2011, an increase of 45.19% from the previous quarter. This position accounts for 2.3407% of the $3.77 billion portfolio of Ariel Capital Management.


Portugal Telecom SGPS S/A ADS (PT, Financial): Down 33% Since Steven Cohen Bought In the Quarter Ended on 2011-09-30


Steven Cohen initiated holdings in Fixed Line Telecommunications company Portugal Telecom Sgps S/a Ads during the quarter ended 09/30/2011. His purchase prices were between $7.12 and $9.75, with an estimated average price of $8.32. Since then the prices of Portugal Telecom SGPS S/A ADS shares have declined by -33% from the estimated average. Steven Cohen owned 14,345 shares of as of 09/30/2011.


Portugal Telecom Group is the largest telecommunications and multimedia company in Portugal. Portugal Telecom Sgps S/a Ads has a market cap of $4.75 billion; its shares were traded at around $5.48 with a P/E ratio of 9.3 and P/S ratio of 0.9. The dividend yield of Portugal Telecom Sgps S/a Ads stocks is 16.1%. Portugal Telecom Sgps S/a Ads had an annual average earnings growth of 5.3% over the past 10 years.


Mario Gabelli owns 94,000 shares as of 09/30/2011, which accounts for 0.0062% of the $10.95 billion portfolio of GAMCO Investors. Charles Brandes owns 9,744,217 shares as of 09/30/2011, which accounts for 0.6538% of the $10.81 billion portfolio of Brandes Investment. John Hussman sold out his holdings in the quarter that ended on 12/31/2011.