Weekly Guru Bargains Highlights: DCI, SWC, APKT, RFMD, SNE

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May 14, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Donaldson Co (DCI, Financial): Down 47% Since Paul Tudor Jones Bought in the Quarter Ended on 2011-12-31


Paul Tudor Jones initiated holdings in Waste & Disposal Services company Donaldson Co. during the quarter ended 12/31/2011. His purchase prices were between $52.35 and $69.76, with an estimated average price of $64.38. Since then the prices of Donaldson Co. shares have declined by -47% from the estimated average. Paul Tudor Jones owned 9,800 shares of as of 12/31/2011.


Donaldson Company Inc. is a worldwide manufacturer of air cleaners, liquid filters and exhaust products and accessories for heavy duty mobile equipment; in-plant air cleaning systems; air intake systems and exhaust products for industrial gas turbines; and specialized filters for diverse applications. Donaldson Co has a market cap of $5.2 billion; its shares were traded at around $34.41 with a P/E ratio of 21.6 and P/S ratio of 2.3. The dividend yield of Donaldson Co. stocks is 0.9%. Donaldson Co. had an annual average earnings growth of 10.8% over the past 10 years. GuruFocus rated Donaldson Co. the business predictability rank of 4-star.


PRIMECAP Management owns 1,620,200 shares as of 12/31/2011, which accounts for 0.18% of the $62.67 billion portfolio of PRIMECAP Management. Mario Gabelli owns 1,222,206 shares as of 12/31/2011, which accounts for 0.66% of the $12.57 billion portfolio of GAMCO Investors. Ray Dalio sold out his holdings in the quarter that ended on 12/31/2011.


Director Jack W. Eugster sold 4,225 shares of DCI stock on 03/30/2012 at the average price of $35.82. Jack W. Eugster owns at least 117,716 shares after this. The price of the stock has decreased by 3.94% since. Other insiders have also decreased their positions in the company.


Stillwater Mining (SWC, Financial): Down 27% Since Ken Fisher Bought in the Quarter Ended on 2012-03-31


Ken Fisher added to his holdings in Platinum & Precious Metals company Stillwater Mining by 31.01% during the quarter ended 03/31/2012. His purchase prices were between $10.88 and $14.97, with an estimated average price of $12.26. Since then the prices of Stillwater Mining shares have declined by -27% from the estimated average. Ken Fisher owned 4,979,715 shares of as of 03/31/2012.


Stillwater Mining Company is engaged in the exploration, development, mining and production of platinum, palladium and associated metals from the Stillwater Complex in southern Montana, which the company believes isthe only significant primary source of platinum and palladium outside the Republic of South Africa. Stillwater Mng has a market cap of $1.24 billion; its shares were traded at around $8.94 with a P/E ratio of 10.6 and P/S ratio of 1.4.


Stillwater Mining Company today reported consolidated net income for the 2012 first quarter of $2.4 million, or $0.02 per diluted share. Total revenues for the first quarter were $203.1 million. This compares to 2011 first quarter net income of $36.2 million, or $0.34 per diluted share, on revenues of $170.1 million.


Ken Fisher owns 4,979,715 shares as of 03/31/2012, an increase of 31.01% from the previous quarter. This position accounts for 0.17% of the $37.47 billion portfolio of Fisher Asset Management LLC. John Hussman owns 10,000 shares as of 03/31/2012, which accounts for 0.0024% of the $5.16 billion portfolio of Hussman Economtrics Advisors.


Acme Packet Inc. (APKT, Financial): Down 32% Since Louis Moore Bacon Bought in the Quarter Ended on 2011-12-31


Louis Moore Bacon initiated holdings in Software company Acme Packet Inc during the quarter ended 12/31/2011. His purchase prices were between $29.55 and $42.83, with an estimated average price of $35.99. Since then the prices of Acme Packet Inc shares have declined by -32% from the estimated average. Louis Moore Bacon owned 65,000 shares of as of 12/31/2011.


Acme Packet, Inc. is engaged in providing session delivery networks that enables delivery of next-generation voice, video and unified communications over IP networks. Acme Packet Inc. has a market cap of $1.95 billion; its shares were traded at around $24.42 with a P/E ratio of 43.3 and P/S ratio of 6.3. Acme Packet Inc had an annual average earnings growth of 25.5% over the past 5 years.


APKT recently reported its first quarter 2012 results. Total revenue for the first quarter of 2012 was $70.8 million, compared to $74.0 million in the first quarter of 2011 and $83.0 million in the fourth quarter of 2011. Net income for the first quarter of 2012 was $2.4 million, or $0.03 per share, compared to $13.7 million, or $0.19 per share, in the first quarter of 2011 and $8.7 million, or $0.12 per share, in the fourth quarter of 2011.


CFO and Treasurer Peter J. Minihane sold 15,000 shares of APKT stock on 04/17/2012 at the average price of $28.07. The price of the stock has decreased by 13% since. Other insiders have also decreased their positions in the company.


RF Micro Device (RFMD, Financial): Down 38% Since Paul Tudor Jones Bought in the Quarter Ended on 2011-12-31


Paul Tudor Jones initiated holdings in Semiconductors company RF Micro Device during the quarter ended 12/31/2011. His purchase prices were between $5 and $7.68, with an estimated average price of $6.48. Since then the prices of Rf Micro Device shares have declined by -38% from the estimated average. Paul Tudor Jones owned 25,800 shares of as of 12/31/2011.


RF Micro Devices Inc. is a global leader in the design and manufacture of high-performance radio systems and solutions for applications that drive mobile communications. RF Micro Device has a market cap of $1.2 billion; its shares were traded at around $4.01 with a P/E ratio of 36 and P/S ratio of 1.4.


VP Administration and CFO William A. Priddy sold 30,165 shares of RFMD stock on 05/08/2012 at the average price of 4.01. William A. Priddy owns at least 722,186 shares after this. The price of the stock has decreased by 0% since. Other insiders have also decreased their positions in the company.


Sony Corp. Adr (SNE, Financial): Down 23% Since Bruce Kovner Bought in the Quarter Ended on 2011-12-31


Bruce Kovner added to his holdings in Consumer Electronics company Sony Corp. Adr by 51.68% during the quarter ended 12/31/2011. His purchase prices were between $16.27 and $22.38, with an estimated average price of $18.4. Since then the prices of Sony Corp. Adr shares have declined by -23% from the estimated average. Bruce Kovner owned 60,428 shares of as of 12/31/2011.


Sony Corporation develops and manufactures consumer and industrial electronic equipment. Sony Corp. Adr has a market cap of $16.57 billion; its shares were traded at around $14.18 with and P/S ratio of 0.2. The dividend yield of Sony Corp. Adr stocks is 0.9%. Sony Corp. Adr had an annual average earnings growth of 7.2% over the past 10 years.


Sony Corp. recently reported sales and operating revenue of 6,493.2 billion yen for the first quarter of 2012, compared to 7,181.3 billion yen for the first quarter of 2011, or a decrease of 9.6%.


PRIMECAP Management owns 14,800,602 shares as of 12/31/2011, which accounts for 0.43% of the $62.67 billion portfolio of PRIMECAP Management. Dodge & Cox owns 26,030,824 shares as of 03/31/2012, which accounts for 0.69% of the $78.02 billion portfolio of Dodge & Cox. Dodge & Cox owns 26,312,074 shares as of 12/31/2011, which accounts for 0.67% of the $78.02 billion portfolio of Dodge & Cox. Charles Brandes owns 4,076,647 shares as of 12/31/2011, which accounts for 0.68% of the $10.87 billion portfolio of Brandes Investment.