Weekly Guru Bargains Highlights: HMSY, MLNX, AAPL, MMP, LQDT

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Feb 12, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

HMS Holdings Corporation (HMSY, Financial): Down 21% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons initiated holdings in Business Support Services company HMS Holdings Corporation during the quarter ended 09/30/2012. His purchase prices were between $30.72 and $36.71, with an estimated average price of $33.79. Since then the prices of HMS Holdings Corporation shares have declined by -21% from the estimated average. Jim Simons owned 368,112 shares of as of 09/30/2012.

HMS Holdings Corporation was incorporated on October 2, 2002 in the state of New York. HMS Holdings Corporation has a market cap of $2.33 billion; its shares were traded at around $26.81 with a P/E ratio of 56.8182 and P/S ratio of 5.3821. HMS Holdings Corporation had an annual average earnings growth of 23% over the past 5 years.

HMSY recently reported its third quarter 2012 financial results. For the quarter ended September 30, 2012, revenue increased 22.6% to $113.2 million, compared to $92.4 million for the same period a year ago. Net income for the quarter was $10.5 million or $0.12 per diluted common share compared to net income of $14.4 million or$0.17 per diluted common share for the same period a year ago, a decrease of 27.1%.

CEO William C. Lucia sold 15,000 shares of HMSY stock on 10/18/2012 at the average price of $27.33. William C. Lucia owns at least 264,960 shares after this. The price of the stock has decreased by 1.9% since. Other insiders have also decreased their positions in the company.

Mellanox Technologies Ltd. (MLNX, Financial): Down 46% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Semiconductors company Mellanox Technologies Ltd. by 805.5% during the quarter ended 09/30/2012. His purchase prices were between $62.24 and $119.93, with an estimated average price of $97.92. Since then the prices of Mellanox Technologies Ltd. shares have declined by 46% from the estimated average. Jim Simons owned 396,483 shares of as of 09/30/2012.

Mellanox Technologies Ltd was incorporated under the laws of Israel in March 1999. Mellanox Technologies Ltd. has a market cap of $2.26 billion; its shares were traded at around $53.28 with a P/E ratio of 23.5849 and P/S ratio of 5.102. Mellanox Technologies Ltd. had an annual average earnings growth of 4.2% over the past 5 years.

Mellanox recently announced financial results for its fourth quarter and record results for the fiscal year 2012. Revenues were $122.1 million in the fourth quarter, and $500.8 million in 2012.

Ron Baron owns 65,965 shares as of 09/30/2012, a decrease of 43.63% of from the previous quarter. This position accounts for 0.042% of the $15.86 billion portfolio of Baron Funds.

Apple Inc. (AAPL, Financial): Down 24% Since John Buckingham Bought in the Quarter Ended on 2012-09-30

John Buckingham initiated holdings in Computer Hardware company Apple Inc. during the quarter ended 09/30/2012. His purchase prices were between $574.81 and $702.3, with an estimated average price of $635.18. Since then the prices of Apple Inc. shares have declined by 24% from the estimated average. John Buckingham owned 4,687 shares of as of 09/30/2012.

Apple Inc. is a California corporation founded in 1977. Apple Inc. has a market cap of $450.68 billion; its shares were traded at around $481.32 with a P/E ratio of 10.8814 and P/S ratio of 2.7594. The dividend yield of Apple Inc. stocks is 1.66%. Apple Inc. had an annual average earnings growth of 81.6% over the past 10 years. GuruFocus rated Apple Inc. the business predictability rank of 4.5-star.

AAPL recently announced financial results for its 13-week fiscal 2013 first quarter ended December 29, 2012. The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion, or $13.81 per diluted share.

Whitney Tilson owns 6,147 shares as of 09/30/2012, an increase of 1027.89% from the previous quarter. This position accounts for 2.4% of the $175 million portfolio of T2 Partners Management LP. John Keeley owns 1,550 shares as of 09/30/2012, an increase of 342.86% from the previous quarter. This position accounts for 0.023% of the $4.53 billion portfolio of Keeley Fund Management. George Soros owns 84,858 shares as of 09/30/2012, an increase of 142.45% from the previous quarter. This position accounts for 0.91% of the $6.2 billion portfolio of Soros Fund Management LLC.

Director Robert A. Iger bought 1,780 shares of AAPL stock on 11/19/2012 at the average price of $563.35. Robert A. Iger owns at least 4,667 shares after this. The price of the stock has decreased by 14.56% since. Other insiders have decreased their positions in the company.

Mamba Minerals Limited (MMP, Financial): Down 39% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Pipelines company Magellan Midstream Partners LP by 48.74% during the quarter ended 09/30/2012. 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 09/30/2012.

Magellan Midstream Partners LP is a publicly traded Delaware limited partnership formed in the year 2000. Magellan Midstream Partners LP has a market cap of $11.04 billion; its shares were traded at around $48.83 with a P/E ratio of 28.169 and P/S ratio of 6.2972. The dividend yield of Magellan Midstream Partners LP stocks is 3.84%. Magellan Midstream Partners LP had an annual average earnings growth of 3.6% over the past 10 years.

John Keeley owns 8,600 shares as of 09/30/2012, 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 08/31/2012 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 40.96% since.

Liquidity Service Inc. (LQDT, Financial): Down 26% Since Columbia Wanger Bought in the Quarter Ended on 2012-09-30

Columbia Wanger initiated holdings in Broadline Retailers company Liquidity Service Inc. during the quarter ended 09/30/2012. His purchase prices were between $39.5 and $55.53, with an estimated average price of $46.2. Since then the prices of Liquidity Service Inc. shares have declined by 26% from the estimated average. Columbia Wanger owned 100,000 shares of as of 09/30/2012.

Liquidity Services Inc. was incorporated in Delaware in November 1999 as Liquidation. Liquidity Service Inc. has a market cap of $1.08 billion; its shares were traded at around $34.27 with a P/E ratio of 24.6305 and P/S ratio of 2.3004. Liquidity Service Inc. had an annual average earnings growth of 26% over the past 10 years. GuruFocus rated Liquidity Service Inc. the business predictability rank of 5-star.

Liquidity Service recently reported its first quarter 2012 financial results. Net income in the quarter was $6.7 million or $0.20 diluted earnings per share. Consolidated revenues $122.2 million for the quarter.

Ron Baron bought 159,609 shares in the quarter that ended on 09/30/2012, which is 0.051% of the $15.86 billion portfolio of Baron Funds. Lee Ainslie owns 2,388,051 shares as of 09/30/2012, an increase of 866.7% from the previous quarter. This position accounts for 1.6% of the $7.55 billion portfolio of Maverick Capital.

Chairman of the Board and CEO, 10% Owner William P. Angrick III sold 11,781 shares of LQDT stock on 10/02/2012 at the average price of $46.65. William P. Angrick III owns at least 6,219,744 shares after this. The price of the stock has decreased by 26.54% since. Other insiders have also decreased their positions in the company.