Weekly Guru Bargains Highlights: WU, MNST, CIG, MMP, SWKS

Author's Avatar
Jan 28, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Western Union Co. (WU, Financial): Down 23% Since Manning & Napier Advisors, Inc Bought in the Quarter Ended on 9-30-2012

Manning & Napier Advisors, Inc added to its holdings in financial administration company Western Union Company by 786.32% during the quarter ended 9/30/2012. His purchase prices were between $16.46 and $19.10, with an estimated average price of $17.56. Since then the prices of Western Union shares have declined by 23% from the estimated average. Manning & Napier Advisors, Inc owned 13,810,197 shares of as of 9/30/2012.

The Western Union Company was incorporated in Delaware on Feb. 17, 2006. Western Union has a market cap of $8.06 billion; its shares were traded at around $13.53 with a P/E ratio of 6.7 and P/S ratio of 1.5. The dividend yield of Western Union Company stocks is 3.1%. Western Union Company had an annual average earnings growth of 6.4% over the past 5 years.

Western Union recently reported its third quarter 2012 financial results. The company revenue of $1.4 billion, a reported increase of 1%, or 3% constant currency, compared to last year’s third quarter.

Ken Fisher owns 506,254 shares as of 12/31/2012, which accounts for 0.02% of the $34.93 billion portfolio of Fisher Asset Management, LLC. Chris Davis owns 324,372 shares as of 9/30/2012, which accounts for 0.014% of the $41.99 billion portfolio of Davis Selected Advisers. Leon Cooperman owns 4,375,013 shares as of 9/30/2012, which accounts for 1.6% of the $4.99 billion portfolio of Omega Advisors.

President and CEO Hikmet Ersek bought 8,060 shares of WU stock on 11/09/2012 at the average price of $12.36. Hikmet Ersek owns at least 303,383 shares after this. The price of the stock has increased by 9.47% since.

Monster Beverage Corp. (MNST, Financial): Down 26% Since John Burbank Bought in the Quarter Ended on 9-30-2012

John Burbank initiated holdings in brewer company Monster Beverage Corp. during the quarter ended 9/30/2012. His purchase prices were between $50.78 and $74.88, with an estimated average price of $62.89. Since then the prices of Monster Beverage Corp shares have declined by -26% from the estimated average. John Burbank owned 23,000 shares of as of 9/30/2012.

Monster Beverage Corp. was formerly known as Hansen Natural Corp., and was incorporated in Delaware on April 25, 1990. Monster Beverage Corp. has a market cap of $8.01 billion; its shares were traded at around $46.71 with a P/E ratio of 25.7 and P/S ratio of 4.3. Monster Beverage Corp had an annual average earnings growth of 58% over the past 10 years. GuruFocus rated Monster Beverage Corp. the business predictability rank of 3 stars.

MNST recently reported its third quarter 2012 financial results. The company reported financial results for the third quarter ended Sept. 30, 2012. Gross sales for the 2012 third quarter increased 15.4 percent to $632.3 million from $548.1 million in the same period last year. Net sales for the three-months ended Sept. 30, 2012 increased 14.2 percent to $541.9 million from $474.7 million in the same quarter a year ago.

John Burbank bought 23,000 shares in the quarter that ended on 9/30/2012, which is 0.057% of the $2.19 billion portfolio of Passport Capital. Joel Greenblatt bought 14,560 shares in the quarter that ended on 9/30/2012, which is 0.053% of the $1.5 billion portfolio of Gotham Capital.

Director Sydney Selati bought 88 shares of MNST stock on 8/15/2012 at the average price of 58.97. Sydney Selati owns at least 18,400 shares after this. The price of the stock has decreased by 20.79% since.

Energy Company of Minas Gerais (CIG, Financial): Down 36% Since Howard Marks Bought in the Quarter Ended on 9-30-2012

Howard Marks initiated holdings in electricity and energy company of Minas Gerais during the quarter ended 9/30/2012. His purchase prices were between $12.12 and $19.86, with an estimated average price of $17.62. Since then the prices of energy company of Minas Gerais shares have declined by 36% from the estimated average. Howard Marks owned 432,649 shares of as of 9/30/2012.

Companhia Energetica de Minas Gerais was organized in Minas Gerais, Brazil on May 22, 1952. Minas Gerais has a market cap of $9.65 billion; its shares were traded at around $11.28 with a P/E ratio of 7.4 and P/S ratio of 1.2. The dividend yield of Energy Company of Minas Gerais stocks is 5.5%. The company had an annual average earnings growth of 20% over the past 10 years. GuruFocus rated Energy Company Of Minas Gerais the business predictability rank of 4 stars.

Mamba Minerals Limited (MMP, Financial): Down 39% Since Jim Simons Bought in the Quarter Ended on 9-30-2012

Jim Simons added to his holdings in pipelines company Magellan Midstream Partners, L.P. by 48.74% during the quarter ended 9/30/2012. His purchase prices were between $70.89 and $88.37, with an estimated average price of $79.56. Since then the prices of Mamba Minerals Limited shares have declined by 39% from the estimated average. Jim Simons owned 195,008 shares of as of 9/30/2012.

Magellan Midstream Partners, L.P. is a publicly traded Delaware limited partnership formed in the year 2000. Magellan Midstream Partners, L.P. has a market cap of $11.04 billion; its shares were traded at around $48.67 with a P/E ratio of 28.2 and P/S ratio of 6.3. The dividend yield of Magellan Midstream Partners, L.P. stocks is 3.6%. Magellan Midstream Partners, L.P. had an annual average earnings growth of 3.6% over the past 10 years.

John Keeley owns 8,600 shares as of 9/30/2012, which accounts for 0.017% of the $4.53 billion portfolio of Keeley Fund Management.

President and CEO Michael N Mears sold 20,000 shares of MMP stock on 8/31/2012 at the average price of 82.7. Michael N Mears owns at least 43,733 shares after this. The price of the stock has decreased by 41.15% since.

Skyworks Solutions Inc. (SWKS, Financial): Down 24% Since George Soros Bought in the Quarter Ended on 9-30-2012

George Soros initiated holdings in semiconductors company Skyworks Solutions Inc. during the quarter ended 9/30/2012. His purchase prices were between $23.18 and $31.18, with an estimated average price of $27.85. Since then the prices of Skyworks Solutions Inc. shares have declined by 24% from the estimated average. George Soros owned 225,000 shares of as of 9/30/2012.

Skyworks Solutions Inc. was incorporated in Delaware. Skyworks Solutions Inc. has a market cap of $4.09 billion; its shares were traded at around $21.05 with a P/E ratio of 20 and P/S ratio of 2.6. Skyworks Solutions Inc. had an annual average earnings growth of 29.3% over the past five years.

SWKS recently reported fourth fiscal quarter and year end 2012 results for the period ending Sept. 28, 2012. Revenue for the quarter was $421.1 million, up 8.2 percent sequentially and exceeded the company’s updated guidance of $420 million provided during its analyst day on September 20, 2012.

John Hussman bought 750,000 shares in the quarter that ended on 9/30/2012, which is 0.43% of the $4.15 billion portfolio of Hussman Economtrics Advisors. George Soros bought 225,000 shares in the quarter that ended on 9/30/2012, which is 0.085% of the $6.2 billion portfolio of Soros Fund Management LLC. Andreas Halvorsen sold out his holdings in the quarter that ended on 9/30/2012.

President and CEO David J.drich sold 70,000 shares of SWKS stock on 9/06/2012 at the average price of 30.72. David J. Aldrich owns at least 340,845 shares after this. The price of the stock has decreased by 31.48% since. Other insiders have also increased their positions in the company.