Weekly Guru Bargains Highlights: DCI, ANF, FWLT, JNPR, CRR

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Jul 08, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Donaldson Company, Inc. (DCI, Financial): Down 49% Since Columbia Wanger Bought In the Quarter Ended on 2012-03-31


Columbia Wanger added to his holdings in Waste & Disposal Services company Donaldson Company, Inc. by 96.64% during the quarter ended 03/31/2012. His purchase prices were between $35.53 and $77.38, with an estimated average price of $64.64. Since then the prices of Donaldson Company, Inc. shares have declined by -49% from the estimated average. Columbia Wanger owned 12,277,300 shares of as of 03/31/2012.


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 Company, Inc. has a market cap of $4.97 billion; its shares were traded at around $33.11 with a P/E ratio of 19.9 and P/S ratio of 2.2. The dividend yield of Donaldson Company, Inc. stocks is 1.1%. Donaldson Company, Inc. had an annual average earnings growth of 10.8% over the past 10 years. GuruFocus rated Donaldson Company, Inc. the business predictability rank of 4-star.


Donaldson Company recently reported that its Board of Directors has increased the quarterly common stock cash dividend by 12.5 percent, from 8 cents per share to 9 cents per share. Donaldson had previously increased its dividend in January, bringing the total increase so far in 2012 to 20 percent.


PRIMECAP Management owns 3,240,400 shares as of 03/31/2012, an increase of 100% from the previous quarter. This position accounts for 0.17% of the $67.24 billion portfolio of PRIMECAP Management. Mario Gabelli owns 2,432,612 shares as of 03/31/2012, an increase of 99.03% from the previous quarter. This position accounts for 0.62% of the $13.95 billion portfolio of GAMCO Investors.


Vice President Wim Vermeersch bought 2,000 shares of DCI stock on 06/25/2012 at the average price of 32.1. Wim Vermeersch owns at least 6,406 shares after this. The price of the stock has increased by 3.15% since. Other insiders have decreased their positions in the company.


Abercrombie & Fitch Co. (ANF, Financial): Down 24% Since Jim Simons Bought In the Quarter Ended on 2012-03-31


Jim Simons initiated holdings in Apparel Retailers company Abercrombie & Fitch Co. during the quarter ended 03/31/2012. His purchase prices were between $40.4 and $53.53, with an estimated average price of $44.12. Since then the prices of Abercrombie & Fitch Co. shares have declined by -24% from the estimated average. Jim Simons owned 538,800 shares of as of 03/31/2012.


Abercrombie & Fitch Co. is principally engaged in the purchase, distribution and sale of men's, women's and kids' casual apparel. Abercrombie & Fitch Co. has a market cap of $2.89 billion; its shares were traded at around $33.54 with a P/E ratio of 16.5 and P/S ratio of 0.7. The dividend yield of Abercrombie & Fitch Co. stocks is 2.1%. Abercrombie & Fitch Co. had an annual average earnings growth of 2.7% over the past 10 years.


Abercrombie and Fitch recently reported unaudited results which reflected net income of $3.0 million and net income per diluted share of $0.03 for the thirteen weeks ended April 28, 2012, compared to net income of $25.1 million and net income per diluted share of $0.28 for the thirteen weeks ended April 30, 2011.


Daniel Loeb bought 1,850,000 shares in the quarter that ended on 03/31/2012, which is 2.3% of the $4.06 billion portfolio of Third Point, LLC. Ray Dalio owns 9,915 shares as of 03/31/2012, a decrease of 87.27% of from the previous quarter. This position accounts for 0.0077% of the $6.43 billion portfolio of Bridgewater Associates.


Director Craig R Stapleton bought 10,000 shares of ANF stock on 05/22/2012 at the average price of 35.43. Craig R Stapleton owns at least 17,398 shares after this. The price of the stock has decreased by 5.33% since.


Foster Wheeler AG (FWLT, Financial): Down 23% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31


Steven Cohen added to his holdings in Heavy Construction company Foster Wheeler Ag by 2290.1% during the quarter ended 03/31/2012. His purchase prices were between $19.47 and $25.67, with an estimated average price of $21.57. Since then the prices of Foster Wheeler AG shares have declined by -23% from the estimated average. Steven Cohen owned 652,283 shares of as of 03/31/2012.


Foster Wheeler AG, formerly Foster Wheeler Limited, along with its subsidiaries provide construction and engineering services to the oil and gas, oil refining, chemical/petrochemical, pharmaceutical, environmental, and power plant operation and maintenance sectors worldwide. Foster Wheeler Ag has a market cap of $1.86 billion; its shares were traded at around $16.67 with a P/E ratio of 10.5 and P/S ratio of 0.4.


Foster Wheeler recently reported net income for the first quarter of 2012 of $40.6 million, or $0.38 per diluted share, compared with $23.0 million, or $0.18 per diluted share, in the first quarter of 2011. Net income in both quarterly periods was impacted by asbestos-related provisions as detailed in the attached table. Excluding such items from both quarterly periods, net income in the first quarter of 2012 was $42.6 million, or $0.40 per diluted share, compared with $23.4 million, or $0.19 per diluted share, in the year-ago quarter.


John Keeley owns 61,601 shares as of 03/31/2012, a decrease of 63.15% of from the previous quarter. This position accounts for 0.028% of the $4.94 billion portfolio of Keeley Fund Management. Joel Greenblatt sold out his holdings in the quarter that ended on 03/31/2012.


CEO FW Global Power Group Gary T Nedelka sold 1,042 shares of FWLT stock on 03/08/2012 at the average price of 23.17. Gary T Nedelka owns at least 10,324 shares after this. The price of the stock has decreased by 28.05% since. Other insiders have also decreased their positions in the company.


Juniper Networks, Inc. (JNPR, Financial): Down 25% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2012-03-31


Manning & Napier Advisors, Inc initiated holdings in Telecommunications Equipment company Juniper Networks, Inc. during the quarter ended 03/31/2012. His purchase prices were between $20.43 and $24.2, with an estimated average price of $20.81. Since then the prices of Juniper Networks, Inc. shares have declined by -25% from the estimated average. Manning & Napier Advisors, Inc owned 13,778,802 shares of as of 03/31/2012.


Juniper Networks Inc. is a provider of Internet infrastructure solutions that enable Internet service providers and other telecommunications service providers to meet the demands resulting from the rapid growth of the Internet. Juniper Networks, Inc. has a market cap of $8.64 billion; its shares were traded at around $15.57 with a P/E ratio of 23.6 and P/S ratio of 1.9. Juniper Networks, Inc. had an annual average earnings growth of 8.7% over the past 5 years.


Juniper recently reported its first quarter 2012 financial results. Net revenues for the first quarter of 2012 decreased 6% on a year-over-year basis, and decreased 8% sequentially, to $1,032.5 million.


Director William Stensrud sold 10,000 shares of JNPR stock on 05/31/2012 at the average price of 17.26. William Stensrud owns at least 366,867 shares after this. The price of the stock has decreased by 9.79% since.


CARBO Ceramics Inc. (CRR, Financial): Down 22% Since Tom Gayner Bought In the Quarter Ended on 2012-03-31


Tom Gayner initiated holdings in Oil Equipment & Services company Carbo Ceramics Inc. during the quarter ended 03/31/2012. His purchase prices were between $85.94 and $133.99, with an estimated average price of $96.81. Since then the prices of CARBO Ceramics Inc. shares have declined by -22% from the estimated average. Tom Gayner owned 44,000 shares of as of 03/31/2012.


CARBO Ceramics Inc. is the world's largest producer and supplier of ceramicproppants for use in the hydraulic fracturing of natural gas and oil wells. Carbo Ceramics Inc. has a market cap of $1.77 billion; its shares were traded at around $75.29 with a P/E ratio of 13.7 and P/S ratio of 2.8. The dividend yield of Carbo Ceramics Inc. stocks is 1.3%. Carbo Ceramics Inc. had an annual average earnings growth of 15.6% over the past 10 years. GuruFocus rated Carbo Ceramics Inc. the business predictability rank of 5-star.


CARBO Ceramics recently announced its first quarter 2012 financial results. The company reported net income of $30.3 million, or $1.31 per diluted share, on revenues of $163.2 million for the quarter ended March 31, 2012.


Lee Ainslie bought 305,223 shares in the quarter that ended on 03/31/2012, which is 0.46% of the $6.95 billion portfolio of Maverick Capital. Tom Gayner bought 44,000 shares in the quarter that ended on 03/31/2012, which is 0.21% of the $2.17 billion portfolio of Markel Gayner Asset Management Corp.


Director Randy L Limbacher bought 2,000 shares of CRR stock on 02/27/2012 at the average price of 95.02. Randy L Limbacher owns at least 7,442 shares after this. The price of the stock has decreased by 20.76% since.