Guru Stocks at 52-Week Lows: TEF, FTE, CCL, AU, KT

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Mar 06, 2012
According to GuruFocus' list of 52-week lows, these Guru stocks have reached their 52-week lows:


Telefonica S.A. (TEF, Financial) Reached the 52-Week Low of $17.04


The prices of Telefonica S.A. (TEF) shares have declined to close to the 52-week low of $17.04, which is 38.8% off the 52-week high of $27.08. Telefonica S.A. is owned by 10 Gurus we are tracking. Among them, seven have added to their positions during the past quarter. Seven reduced their positions.


Telefonica is the largest supplier of telecommunications services in the Spanish and Portuguese-speaking world. Telefonica S.A. has a market cap of $77.77 billion; its shares were traded at around $17.04 with a P/E ratio of 3.26 and P/S ratio of 0.92. The dividend yield of Telefonica S.A. stocks is 10.05%. Telefonica S.A. had an annual average earnings growth of 25.5% over the past 10 years. GuruFocus rated Telefonica S.A. the business predictability rank of 4.5-star.


Brian Rogers owns 5,000,000 shares as of 12/31/2011, which accounts for 0.42% of the $20.49 billion portfolio of T Rowe Price Equity Income Fund. Mario Gabelli owns 48,140 shares as of 12/31/2011, which accounts for 0.0066% of the $12.57 billion portfolio of GAMCO Investors. David Dreman owns 147,207 shares as of 12/31/2011, which accounts for 0.057% of the $4.42 billion portfolio of Dreman Value Management.


France Tele-Adr (FTE, Financial) Reached the 52-Week Low of $15.13


The prices of France Tele-Adr (FTE) shares have declined to close to the 52-week low of $15.13, which is 37.6% off the 52-week high of $23.54. France Tele-Adr is owned by three Gurus we are tracking.


France Telecom is the world's fourth-largest telecommunications carrier with 1996 consolidated operating revenues of FF 151. France Tele-adr has a market cap of $40.08 billion; its shares were traded at around $15.13 with and P/S ratio of 0.64. The dividend yield of France Tele-adr stocks is 10.85%.


Charles Brandes owns 8,324,237 shares as of 12/31/2011, which accounts for 1.2% of the $10.87 billion portfolio of Brandes Investment.


Carnival Corp. (CCL, Financial) Reached the 52-Week Low of $30.57


The prices of Carnival Corp (CCL) shares have declined to close to the 52-week low of $30.57, which is 28.8% off the 52-week high of $41.34. Carnival Corp. is owned by 14 Gurus we are tracking. Among them, five have added to their positions during the past quarter. Nine reduced their positions.


Carnival Corporation is one of the world's largest multiple-night cruise companies. Carnival Corp. has a market cap of $18.22 billion; its shares were traded at around $30.57 with a P/E ratio of 12.53 and P/S ratio of 1.15. The dividend yield of Carnival Corp. stocks is 3.27%. Carnival Corp. had an annual average earnings growth of 9.2% over the past 10 years.


Carnival Corp. recently reported its fourth quarter and full year 2011 results. The company announced non-GAAP net income of $216 million, or $0.28 diluted EPS for the fourth quarter of 2011. Reported net income, which includes net unrealized gains on fuel derivatives of $1 million, was $217 million, or $0.28 diluted EPS. Net income for the fourth quarter of 2010 was $248 million, or $0.31 diluted EPS. Revenues for the fourth quarter of 2011 were $3.7 billion compared to $3.5 billion for the prior year.


David Dreman owns 442,095 shares as of 12/31/2011, an increase of 37.94% from the previous quarter. This position accounts for 0.33% of the $4.42 billion portfolio of Dreman Value Management. James Barrow owns 23,694,019 shares as of 12/31/2011, an increase of 11.24% from the previous quarter. This position accounts for 1.7% of the $46.16 billion portfolio of Barrow, Hanley, Mewhinney & Strauss.


President and CEO HAL Stein Kruse sold 35,601 shares of CCL stock on 12/23/2011 at the average price of $32.72. Stein Kruse owns at least 66,567 shares after this. The price of the stock has decreased by 6.57% since. Other insiders have also reduced their positions in the company.


AngloGold Ltd. (AU, Financial) Reached the 52-Week Low of $41.24


The prices of AngloGold Ltd. (AU) shares have declined to close to the 52-week low of $41.24, which is 22.4% off the 52-week high of $51.09. AngloGold Ltd. is owned by 11 Gurus we are tracking. Among them, six have added to their positions during the past quarter. Three reduced their positions.


AngloGold Limited is the largest gold producer at 7 million ounces a year, with reserves of 126 million oz. AngloGold Ltd. has a market cap of $15.88 billion; its shares were traded at around $41.24 with a P/E ratio of 11.52 and P/S ratio of 2.29. The dividend yield of AngloGold Ltd. stocks is 0.83%.


AngloGold recently reported its full year 2011 results. "With record earnings of $1.3 billion and stronger cash flow than we’ve ever seen, we’ve laid an exceptionally strong foundation on which to grow the business," Chief Executive Officer Mark Cutifani said. "Our focus is on pushing our projects through the pipeline and ensuring continued strong returns for shareholders."


Mario Gabelli owns 10,150 shares as of 12/31/2011, an increase of 63.71% from the previous quarter. This position accounts for 0.0034% of the $12.57 billion portfolio of GAMCO Investors. Jean-Marie Eveillard owns 4,020,289 shares as of 12/31/2011, which accounts for 0.75% of the $22.79 billion portfolio of First Eagle Investment Management, LLC. John Hussman owns 850,000 shares as of 12/31/2011, which accounts for 0.58% of the $6.25 billion portfolio of Hussman Economtrics Advisors.


KT Corp. (KT, Financial) Reached the 52-Week Low of $14.76


The prices of KT Corp (KT) shares have declined to close to the 52-week low of $14.76, which is 32.0% off the 52-week high of $20.86. KT Corp. is owned by four Gurus we are tracking. Among them, two have added to their positions during the past quarter. Four reduced their positions. KT Corporation provides telecommunication services. KT Corp. has a market cap of $7.18 billion; its shares were traded at around $14.76 with and P/S ratio of 0.38.


Robert Karr owns 3,389,483 shares as of 12/31/2011, which accounts for 10.6% of the $501 million portfolio of Joho Capital. Charles Brandes owns 893,531 shares as of 12/31/2011, which accounts for 0.13% of the $10.87 billion portfolio of Brandes Investment. Jean-Marie Eveillard sold out his holdings in the quarter that ended on 12/31/2011.