Weekly Guru Bargains Highlights: CEL, EXPE, DECK, BBG, EGO

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Mar 18, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Cellcom Israel (CEL, Financial): Down 34% Since Bruce Kovner Bought In the Quarter Ended on 2011-12-31


Bruce Kovner added to his holdings in Mobile Telecommunications company Cellcom Israel by 457.94% during the quarter ended 12/31/2011. His purchase prices were between $16.14 and $22.75, with an estimated average price of $19.2. Since then the prices of Cellcom Israel shares have declined by -34% from the estimated average. Bruce Kovner owned 70,133 shares of as of 12/31/2011.


CELLCOM ISRAEL LTD is the Israeli cellular provider. Cellcom Israel has a market cap of $1.25 billion; its shares were traded at around $12.62 with a P/E ratio of 5.4 and P/S ratio of 0.7. The dividend yield of Cellcom Israel stocks is 16.2%.


Cellcom recently financial results for the fourth quarter and full year ended December 31, 2011. Revenues for the fourth quarter and full year 2011 totaled NIS 1,665 million ($436 million) and NIS 6,506 million ($1,703 million), respectively; EBITDA for the fourth quarter 2011 totaled NIS 425 million ($111 million), or 25.5% of total revenues.


Expedia Inc (EXPE, Financial): Down 36% Since George Soros Bought In the Quarter Ended on 2011-12-31


George Soros added to his holdings in Travel & Tourism company Expedia Inc by 1469.66% during the quarter ended 12/31/2011. His purchase prices were between $27.89 and $58.42, with an estimated average price of $52.53. Since then the prices of Expedia Inc shares have declined by -36% from the estimated average. George Soros owned 320,210 shares of as of 12/31/2011.


Expedia, Inc. is one of the world's travel services companies. Expedia Inc has a market cap of $4.24 billion; its shares were traded at around $33.61 with a P/E ratio of 9.2 and P/S ratio of 1.2. The dividend yield of Expedia Inc stocks is 1.8%. Expedia Inc had an annual average earnings growth of 4.1% over the past 5 years.


EXPE recently reported its fourth quarter and full year 2011 results. For 2011, other, net was a loss of $7 million versus a loss of $16 million in 2010.


George Soros owns 320,210 shares as of 12/31/2011, an increase of 1469.66% from the previous quarter. This position accounts for 0.4% of the $2.31 billion portfolio of Soros Fund Management LLC. Joel Greenblatt owns 24,927 shares as of 12/31/2011, an increase of 171.54% from the previous quarter. This position accounts for 0.087% of the $829 million portfolio of Gotham Capital. Chris Davis owns 4,622,943 shares as of 12/31/2011, an increase of 26.68% from the previous quarter. This position accounts for 0.29% of the $45.78 billion portfolio of Davis Selected Advisers.


CEO Dara Khosrowshahi sold 32,014 shares of EXPE stock on 11/30/2011 at the average price of 54.92. Dara Khosrowshahi owns at least 251,842 shares after this. The price of the stock has decreased by 38.8% since.


Deckers Outdoor (DECK, Financial): Down 33% Since Steven Cohen Bought In the Quarter Ended on 2011-12-31


Steven Cohen added to his holdings in Footwear company Deckers Outdoor by 176.61% during the quarter ended 12/31/2011. His purchase prices were between $75.57 and $117.66, with an estimated average price of $101.71. Since then the prices of Deckers Outdoor shares have declined by -33% from the estimated average. Steven Cohen owned 1,125,842 shares of as of 12/31/2011.


DECKERS OUTDOOR CORP. designs, manufactures, and markets innovative, function-oriented footwear and apparel that have been developed for high-performance outdoor, sports and other lifestyle related activities, as well as for casual use. Deckers Outdoor has a market cap of $2.64 billion; its shares were traded at around $67.91 with a P/E ratio of 13.5 and P/S ratio of 1.9. Deckers Outdoor had an annual average earnings growth of 41.6% over the past 10 years. GuruFocus rated Deckers Outdoor the business predictability rank of 4-star.


UGG brand net sales for the fourth quarter increased 37.7% to a record $568.5 million compared to $412.8 million for the same period last year. The sales gain was primarily attributable to higher sales in the United Kingdom and Benelux resulting from the conversion to wholesale operations in these markets, higher domestic wholesale sales, and an increase in sales at company-owned retail stores. For the full year, UGG brand net sales increased 37.6% to a record $1.202 billion compared to$873.1 million in 2010.


CEO Angel R Martinez sold 8,666 shares of DECK stock on 01/10/2012 at the average price of 85. Angel R Martinez owns at least 242,609 shares after this. The price of the stock has decreased by 20.11% since. There are mixed trades from other insiders.


Bill Barrett Cp (BBG, Financial): Down 23% Since Jim Simons Bought In the Quarter Ended on 2011-12-31


Jim Simons initiated holdings in Exploration & Production company Bill Barrett Cp during the quarter ended 12/31/2011. His purchase prices were between $32.13 and $44.72, with an estimated average price of $37.99. Since then the prices of Bill Barrett Cp shares have declined by -23% from the estimated average. Jim Simons owned 129,100 shares of as of 12/31/2011.


Bill Barrett Corporation, headquartered in Denver, explores for and develops oil and natural gas in the Rocky Mountain region of the United States. Bill Barrett Cp has a market cap of $1.4 billion; its shares were traded at around $29.12 with a P/E ratio of 16.3 and P/S ratio of 1.8. Bill Barrett Cp had an annual average earnings growth of 25.5% over the past 10 years.


Net income for 2011 was $30.7 million, or $0.65 per diluted common share, down from $80.5 million, or $1.75per diluted common share, in 2010. 2011 net income included impairment expenses of $100.3 million, primarily related to an adjustment in the carrying value of coalbed methane natural gas assets in the Powder River Basin taken in the fourth quarter, and dry hole expenses of $13.4 million, mostly related to wells expensed during the third quarter.


Mario Gabelli owns 15,450 shares as of 12/31/2011, which accounts for 0.0042% of the $12.57 billion portfolio of GAMCO Investors.


COO R Scot Woodall sold 10,000 shares of BBG stock on 12/08/2011 at the average price of 36.82. R Scot Woodall owns at least 49,266 shares after this. The price of the stock has decreased by 20.91% since.


Eldorado Gold (EGO, Financial): Down 21% Since Bruce Kovner Bought In the Quarter Ended on 2011-12-31


Bruce Kovner initiated holdings in Gold Mining company Eldorado Gold during the quarter ended 12/31/2011. His purchase prices were between $12.94 and $19.66, with an estimated average price of $16.93. Since then the prices of Eldorado Gold shares have declined by -21% from the estimated average. Bruce Kovner owned 18,570 shares of as of 12/31/2011.


Eldorado Gold is a gold producing and exploration company with gold assets in Brazil and Turkey. Eldorado Gold has a market cap of $7.84 billion; its shares were traded at around $13.35 with a P/E ratio of 24.1 and P/S ratio of 7.1. The dividend yield of Eldorado Gold stocks is 1.3%. Eldorado Gold had an annual average earnings growth of 91.1% over the past 5 years.


EGO recently reported its fourth quarter and full year 2011 financial and operational results. Eldorado reported profit attributable to shareholders of the Company of $318.7 million for the year ended December 31, 2011.


Mario Gabelli bought 13,870 shares in the quarter that ended on 12/31/2011, which is 0.0015% of the $12.57 billion portfolio of GAMCO Investors. Jean-Marie Eveillard owns 667,000 shares as of 12/31/2011, which accounts for 0.04% of the $22.79 billion portfolio of First Eagle Investment Management, LLC. George Soros sold out his holdings in the quarter that ended on 12/31/2011.