Weekly Guru Bargains Highlights: SPR, AMD, IAG, HMY, PGH

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Feb 04, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Spirit AeroSystems Holdings Inc. (SPR, Financial): Down 32% Since Paul Tudor Jones Bought in the Quarter Ended on 2012-09-30

Paul Tudor Jones initiated holdings in Aerospace company Spirit AeroSystems Holdings Inc. during the quarter ended 09/30/2012. His purchase prices were between $21.65 and $25.81, with an estimated average price of $23.74. Since then the prices of Spirit AeroSystems Holdings Inc. shares have declined by 32% from the estimated average. Paul Tudor Jones owned 41,500 shares of as of 09/30/2012.

Spirit AeroSystems Holdings Inc. or Spirit Holding was formed in February 2005 as a holding company for Spirit its subsidiary Spirit AeroSystems Inc. Spirit Aerosystems Holdings Inc. has a market cap of $2.33 billion; its shares were traded at around $16.23 with a P/E ratio of 66.2252 and P/S ratio of 0.439.

SPR recently reported its third quarter 2012 financial results. The company announced third quarter 2012 revenues of $1.365 billion, as well as a net loss of 94 cents per share.

David Dreman owns 145,125 shares as of 09/30/2012, which accounts for 0.08% of the $4.01 billion portfolio of Dreman Value Management. Richard Pzena owns 332,205 shares as of 09/30/2012, which accounts for 0.062% of the $11.98 billion portfolio of Pzena Investment Management LLC. Richard Snow owns 2,565,274 shares as of 09/30/2012, which accounts for 3.2% of the $1.79 billion portfolio of Snow Capital Management LP.

Director Francis Raborn sold 22,500 shares of SPR stock on 08/16/2012 at the average price of $25.38. Francis Raborn owns at least 18,690 shares after this. The price of the stock has decreased by 36.05% since.

Advanced Micro Devices Inc. (AMD, Financial): Down 38% Since Joel Greenblatt Bought in the Quarter Ended on 2012-09-30

Joel Greenblatt added to his holdings in Semiconductors company Advanced Micro Devices Inc. by 383.75% during the quarter ended 09/30/2012. His purchase prices were between $3.29 and $6.03, with an estimated average price of $4.23. Since then the prices of Advanced Micro Devices Inc. shares have declined by 38% from the estimated average. Joel Greenblatt owned 1,366,982 shares of as of 09/30/2012.

Advanced Micro Devices Inc. was incorporated under the laws of Delaware on May 1, 1969, and became a publicly held company in 1972. Advanced Micro Devices Inc. has a market cap of $1.85 billion; its shares were traded at around $2.6 with a P/E ratio of 13.4 and P/S ratio of 0.3228.

Advanced Micro Devices recently announced revenue for the fourth quarter of 2012 of $1.16 billion, an operating loss of $422 million, and a net loss of $473 million, or $0.63 per share. The company reported a non-GAAP operating loss of $55 million and a non-GAAP net loss of $102 million, or $0.14 per share.

John Burbank bought 68,877 shares in the quarter that ended on 09/30/2012, which is 0.011% of the $2.19 billion portfolio of Passport Capital. Joel Greenblatt owns 1,366,982 shares as of 09/30/2012, an increase of 383.75% from the previous quarter. This position accounts for 0.31% of the $1.5 billion portfolio of Gotham Capital.

Senior Vice President GM Global Business Units Lisa T. Su bought 48,000 shares of AMD stock on 11/07/2012 at the average price of $2.05. Lisa T. Su owns at least 48,000 shares after this. The price of the stock has increased by 26.83% since.

Iamgold Corp (IAG, Financial): Down 33% Since Jeremy Grantham Bought in the Quarter Ended on 2012-09-30

Jeremy Grantham added to his holdings in Gold Mining company Iamgold Corp by 37.51% during the quarter ended 09/30/2012. His purchase prices were between $10.21 and $16.33, with an estimated average price of $12.42. Since then the prices of Iamgold Corp shares have declined by 33% from the estimated average. Jeremy Grantham owned 727,170 shares of as of 09/30/2012.

Iamgold Corp was incorporated under the Canada Business Corporations Act with the name "IAMGOLD International African Mining Gold Corporation" by articles of incorporation effective March 27, 1990. Iamgold Corp has a market cap of $3.15 billion; its shares were traded at around $8.36 with a P/E ratio of 8.2102 and P/S ratio of 1.872. The dividend yield of Iamgold Corp stocks is 2.99%. Iamgold Corp had an annual average earnings growth of 28.4% over the past 10 years.

IAG recently reported its third quarter 2012 financial results. The company reported its unaudited consolidated financial and operating results for the third quarter ended Sept. 30, 2012. Revenues were $386.8 million compared to $431.9 million in the third quarter 2011.

Third Avenue Management bought 252,940 shares in the quarter that ended on 09/30/2012, which is 0.091% of the $4.4 billion portfolio of Third Avenue Management. David Dreman owns 167,675 shares as of 09/30/2012, which accounts for 0.066% of the $4.01 billion portfolio of Dreman Value Management. John Paulson owns 3,881,900 shares as of 09/30/2012, which accounts for 0.5% of the $12.25 billion portfolio of Paulson & Co. Jean-Marie Eveillard owns 6,901,692 shares as of 09/30/2012, which accounts for 0.4% of the $27.01 billion portfolio of First Eagle Investment Management LLC.

Harmony Gold Mining Co. Ltd. (HMY, Financial): Down 30% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons initiated holdings in Gold Mining company Harmony Gold Mining Co. Ltd. during the quarter ended 09/30/2012. His purchase prices were between $8.21 and $10.34, with an estimated average price of $9.3. Since then the prices of Harmony Gold Mining Co. Ltd. shares have declined by 30% from the estimated average. Jim Simons owned 2,112,623 shares of as of 09/30/2012.

Harmony Gold Mining Co. Ltd. was incorporated and registered as a public Company in South Africa on August 25, 1950. Harmony Gold Mining Co. Ltd. has a market cap of $2.83 billion; its shares were traded at around $6.56 with a P/E ratio of 10.7527 and P/S ratio of 1.4512. The dividend yield of Harmony Gold Mining Co. Ltd. stocks is 1.68%. Harmony Gold Mining Co. Ltd. had an annual average earnings growth of 15.2% over the past five years.

John Hussman owns 1,000,000 shares as of 12/31/2012, an increase of 100% from the previous quarter. This position accounts for 0.24% of the $3.8 billion portfolio of Hussman Economtrics Advisors. Mario Gabelli owns 30,160 shares as of 09/30/2012, an increase of 19.92% from the previous quarter. This position accounts for 0.0018% of the $13.78 billion portfolio of GAMCO Investors. Mario Gabelli owns 30,160 shares as of 09/30/2012, which accounts for 0.0018% of the $13.78 billion portfolio of GAMCO Investors. Jean-Marie Eveillard owns 22,080,565 shares as of 09/30/2012, which accounts for 0.69% of the $27.01 billion portfolio of First Eagle Investment Management LLC.

Herbalife Ltd. (HLF): Down 30% Since Joel Greenblatt Bought in the Quarter Ended on 2012-09-30

Joel Greenblatt initiated holdings in Food Products company Herbalife, Ltd. during the quarter ended 09/30/2012. His purchase prices were between $45.05 and $54.88, with an estimated average price of $50.25. Since then the prices of Herbalife Ltd. shares have declined by -30% from the estimated average. Joel Greenblatt owned 145,369 shares of as of 09/30/2012.

Herbalife Ltd. was founded in 1980 by Mark Hughes. Herbalife Ltd. has a market cap of $3.79 billion; its shares were traded at around $35.07 with a P/E ratio of 9.058 and P/S ratio of 1.0794. The dividend yield of Herbalife Ltd. stocks is 3.42%. Herbalife Ltd. had an annual average earnings growth of 13% over the past 10 years.

Herbalife recently reported its preliminary fourth quarter and full year 2012 financial results. Net sales for full-year and fourth quarter 2012 are expected to increase approximately 17.9% and 19.9%, compared to the prior year periods, respectively. Fourth quarter EPS is expected to be in a range of $1.02 to $1.05, compared to prior year reported EPS of $0.86.

Joel Greenblatt bought 145,369 shares in the quarter that ended on 09/30/2012, which is 0.46% of the $1.5 billion portfolio of Gotham Capital. Ken Heebner owns 2,366,500 shares as of 09/30/2012, which accounts for 2.8% of the $3.98 billion portfolio of Capital Growth Management LP.

COO Richard Goudis bought 45,516 shares of HLF stock on 11/29/2012 at the average price of $43.89. Richard Goudis owns at least 180,136 shares after this. The price of the stock has decreased by 20.1% since.

Pengrowth Energy Corp (PGH, Financial): Down 29% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons initiated holdings in exploration and production company Pengrowth Energy Corp during the quarter ended 09/30/2012. His purchase prices were between $5.89 and $7.34, with an estimated average price of $6.61. Since then the prices of Pengrowth Energy Corp shares have declined by 29% from the estimated average. Jim Simons owned 214,373 shares of as of 09/30/2012.

Pengrowth Energy Corp was originally incorporated pursuant to the ABCA on Oct. 4, 2010, as 1562803 Alberta Ltd. Pengrowth Energy Corp has a market cap of $2.4 billion; its shares were traded at around $4.71 with and P/S ratio of 1.4033. The dividend yield of Pengrowth Energy Corp stocks is 13.41%.