Weekly Guru Bargains Highlights: PBI, GTI, GNW, BTU, GDI

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May 28, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Pitney Bowes In (PBI, Financial): Down 21% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31


Joel Greenblatt added to his holdings in Electronic Office Equipment company Pitney Bowes In by 261.3% during the quarter ended 03/31/2012. His purchase prices were between $17.54 and $19.54, with an estimated average price of $17.44. Since then the prices of Pitney Bowes In shares have declined by -21% from the estimated average. Joel Greenblatt owned 244,709 shares of as of 03/31/2012.


Pitney Bowes, Inc. operates in three reportable segments: Mailing and Integrated Logistics, Office Solutions and Capital Services. Pitney Bowes In has a market cap of $2.79 billion; its shares were traded at around $13.94 with a P/E ratio of 5.95 and P/S ratio of 0.53. The dividend yield of Pitney Bowes In stocks is 10.77%.


Joel Greenblatt owns 244,709 shares as of 03/31/2012, an increase of 261.3% from the previous quarter. This position accounts for 0.37% of the $1.15 billion portfolio of Gotham Capital. Dodge & Cox owns 2,867,432 shares as of 03/31/2012, a decrease of 57.73% of from the previous quarter. This position accounts for 0.065% of the $78.02 billion portfolio of Dodge & Cox.


Chairman,President and CEO Murray D Martin bought 20,000 shares of PBI stock on 05/21/2012 at the average price of 13.55. Murray D Martin owns at least 136,942 shares after this. The price of the stock has increased by 2.88% since. Other insiders have also increased their positions in the company.


Graftech Intl (GTI, Financial): Down 26% Since Paul Tudor Jones Bought In the Quarter Ended on 2011-12-31


Paul Tudor Jones initiated holdings in Electrical Components & Equipment company Graftech Intl during the quarter ended 12/31/2011. His purchase prices were between $12.34 and $16.65, with an estimated average price of $14.48. Since then the prices of Graftech Intl shares have declined by -26% from the estimated average. Paul Tudor Jones owned 14,500 shares of as of 12/31/2011.


GrafTech International Ltd. is one of the world's largest manufacturers and providers of high quality natural and synthetic graphite and carbon based products and services, offering energy solutions to industry-customers worldwide engaged in the manufacture of steel, aluminum, silicon metal, automotive products and electronics. Graftech Intl has a market cap of $1.53 billion; its shares were traded at around $10.65 with a P/E ratio of 11.21 and P/S ratio of 1.16. Graftech Intl had an annual average earnings growth of 0.8% over the past 10 years.


Graftech recently reported its first quarter 2012 results. Net sales were $241 million, down 21 percent versus $306 million in the first quarter of 2011, primarily the result of lower volumes associated with the reduction in demand for graphite electrodes.


Mario Gabelli owns 5,470,776 shares as of 03/31/2012, which accounts for 0.47% of the $13.95 billion portfolio of GAMCO Investors. Daniel Loeb sold out his holdings in the quarter that ended on 03/31/2012.


Director Mary B Cranston sold 1,300 shares of GTI stock on 02/15/2012 at the average price of 15.92. Mary B Cranston owns at least 42,238 shares after this. The price of the stock has decreased by 33.1% since.


Genworth Finl (GNW, Financial): Down 34% Since Jim Simons Bought In the Quarter Ended on 2012-03-31


Jim Simons added to his holdings in Full Line Insurance company Genworth Finl by 52.97% during the quarter ended 03/31/2012. His purchase prices were between $6.75 and $9.54, with an estimated average price of $7.96. Since then the prices of Genworth Finl shares have declined by -34% from the estimated average. Jim Simons owned 2,718,569 shares of as of 03/31/2012.


Genworth Financial is a insurance company in the U. Genworth Finl has a market cap of $2.55 billion; its shares were traded at around $5.19 with a P/E ratio of 17.9 and P/S ratio of 0.25.


Genworth recently announced its first quarter 2012 results. The company reported net income of $47 million, or $0.09 per diluted share, including a loss of $41 million from the life block sale transaction, compared with net income of $59 million, or $0.12 per diluted share, in the first quarter of 2011.


Ray Dalio owns 370,837 shares as of 03/31/2012, an increase of 989.51% from the previous quarter. This position accounts for 0.048% of the $6.43 billion portfolio of Bridgewater Associates. Arnold Schneider owns 719,354 shares as of 03/31/2012, an increase of 375.5% from the previous quarter. This position accounts for 0.48% of the $1.23 billion portfolio of Schneider Capital Management. Richard Snow owns 1,396,660 shares as of 03/31/2012, an increase of 42.28% from the previous quarter. This position accounts for 0.54% of the $2.14 billion portfolio of Snow Capital Management, L.P..


Acting Pres&Acting CEO;SVP-CFO Martin P Klein bought 15,000 shares of GNW stock on 05/09/2012 at the average price of 5.6. Martin P Klein owns at least 20,084 shares after this. The price of the stock has decreased by 7.32% since. Other insiders have also increased their positions in the company.


Peabody Energy (BTU, Financial): Down 36% Since Chuck Royce Bought In the Quarter Ended on 2011-12-31


Chuck Royce initiated holdings in Coal company Peabody Energy during the quarter ended 12/31/2011. His purchase prices were between $31.33 and $46.84, with an estimated average price of $37.36. Since then the prices of Peabody Energy shares have declined by -36% from the estimated average. Chuck Royce owned 250 shares of as of 12/31/2011.


Peabody Energy is the largest private-sector coal company in the world. Peabody Energy has a market cap of $6.5 billion; its shares were traded at around $23.88 with a P/E ratio of 5.98 and P/S ratio of 0.82. The dividend yield of Peabody Energy stocks is 1.42%. Peabody Energy had an annual average earnings growth of 25.7% over the past 10 years. GuruFocus rated Peabody Energy the business predictability rank of 2.5-star.


Peabody Energy recently reported its first quarter 2012 financial results. First quarter revenues rose 17 percent to $2.04 billion, driven by a 27 percent increase in Australian revenues per ton and a 7 percent rise in U.S. revenues per ton. Sales volumes of 61.7 million tons were above prior year sales of 61.2 million tons.


Mario Gabelli bought 21,293 shares in the quarter that ended on 03/31/2012, which is 0.0044% of the $13.95 billion portfolio of GAMCO Investors. Arnold Schneider owns 1,464,503 shares as of 03/31/2012, which accounts for 3.4% of the $1.23 billion portfolio of Schneider Capital Management. Ray Dalio sold out his holdings in the quarter that ended on 03/31/2012.


EVP - Technical Services Jeane L. Hull sold 1,591 shares of BTU stock on 02/03/2012 at the average price of 38. Jeane L. Hull owns at least 43,316 shares after this. The price of the stock has decreased by 37.16% since.


Gardner Denver (GDI, Financial): Down 26% Since Paul Tudor Jones Bought In the Quarter Ended on 2011-12-31


Paul Tudor Jones initiated holdings in Industrial Machinery company Gardner Denver during the quarter ended 12/31/2011. His purchase prices were between $59.76 and $84.87, with an estimated average price of $76.62. Since then the prices of Gardner Denver shares have declined by -26% from the estimated average. Paul Tudor Jones owned 4,600 shares of as of 12/31/2011.


Gardner Denver, Inc., formerly known as Gardner Denver Machinery Inc. Gardner Denver has a market cap of $2.86 billion; its shares were traded at around $56.34 with a P/E ratio of 9.9 and P/S ratio of 1.2. The dividend yield of Gardner Denver stocks is 0.35%.


GDI recently reported its first quarter 2012 results. The company's first quarter 2012 revenues of $604.4 million were up 14% over the same period of 2011.


Ray Dalio bought 11,878 shares in the quarter that ended on 03/31/2012, which is 0.012% of the $6.43 billion portfolio of Bridgewater Associates. John Keeley owns 263,010 shares as of 03/31/2012, which accounts for 0.34% of the $4.94 billion portfolio of Keeley Fund Management. Mario Gabelli owns 30,600 shares as of 03/31/2012, which accounts for 0.014% of the $13.95 billion portfolio of GAMCO Investors. Daniel Loeb sold out his holdings in the quarter that ended on 03/31/2012.


President & CEO Barry Pennypacker bought 5,000 shares of GDI stock on 03/09/2012 at the average price of 69.51. Barry Pennypacker owns at least 43,054 shares after this. The price of the stock has decreased by 18.95% since. Other insiders have decreased their positions in the company.