Weekly Guru Bargains Highlights: FTE, VVUS, PAY, TIBX, VMW

According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Forte Energy NL (FTE, Financial): Down 25% Since Paul Singer Bought In the Quarter Ended on 2012-09-30

Paul Singer initiated holdings in Fixed Line Telecommunications company France Telecom SA during the quarter ended 09/30/2012. His purchase prices were between $12.22 and $14.17, with an estimated average price of $13.36. Since then the prices of Forte Energy NL shares have declined by -25% from the estimated average. Paul Singer owned 7,371,552 shares of as of 09/30/2012.

France Telecom S.A. was incorporated as a French limited company (societe anonyme) on December 31, 1996. France Telecom Sa has a market cap of $26.62 billion; its shares were traded at around $10.03 with a P/E ratio of 5.5218 and P/S ratio of 0.4546. The dividend yield of France Telecom Sa stocks is 15.7%.

Charles Brandes owns 7,172,280 shares as of 12/31/2012, which accounts for 0.93% of the $8.55 billion portfolio of Brandes Investment.

Vivus (VVUS, Financial): Down 46% Since Steven Cohen Bought In the Quarter Ended on 2012-09-30

Steven Cohen added to his holdings in Medical Equipment company Vivus by 2024.23% during the quarter ended 09/30/2012. His purchase prices were between $17.81 and $29.93, with an estimated average price of $23.45. Since then the prices of Vivus shares have declined by -46% from the estimated average. Steven Cohen owned 380,238 shares of as of 09/30/2012.

VIVUS was incorporated in 1991 as a California corporation and reincorporated in 1996 as a Delaware corporation. Vivus has a market cap of $1.27 billion; its shares were traded at around $12.6 with and P/S ratio of 18.

VVUS recently reported its third quarter 2012 financial results. Net loss for the first nine months of 2012 is $83.2 million, or $0.85 per share, as compared to a loss of $34.7 million, or $0.42 per share, for the same period in 2011. The company will report its full year 2012 financial results on Feb. 25, 2013.

John Burbank owns 8,938,268 shares as of 12/31/2012, an increase of 21.15% from the previous quarter. This position accounts for 4.6% of the $2.59 billion portfolio of Passport Capital.

Payce Consolidated Limited (PAY, Financial): Down 44% Since Jeremy Grantham Bought In the Quarter Ended on 2012-09-30

Jeremy Grantham initiated holdings in Computer Hardware company VeriFone Systems, Inc. during the quarter ended 09/30/2012. His purchase prices were between $27.84 and $38.8, with an estimated average price of $33.83. Since then the prices of Payce Consolidated Limited shares have declined by -44% from the estimated average. Jeremy Grantham owned 7,400 shares of as of 09/30/2012.

VeriFone Systems, Inc. formerly known as VeriFone Holdings Inc was incorporated in the state of Delaware on June 13, 2002 in order to acquire VeriFone, Inc. Verifone Systems, Inc. has a market cap of $2.04 billion; its shares were traded at around $18.95 with a P/E ratio of 32.0513 and P/S ratio of 1.1186.

Leon Cooperman bought 1,258,273 shares in the quarter that ended on 12/31/2012, which is 0.69% of the $5.45 billion portfolio of Omega Advisors. Joel Greenblatt bought 27,412 shares in the quarter that ended on 12/31/2012, which is 0.047% of the $1.73 billion portfolio of Gotham Capital. Ken Fisher sold out his holdings in the quarter that ended on 12/31/2012. Michael Price sold out his holdings in the quarter that ended on 12/31/2012.

TIBCO Software, Inc. (TIBX, Financial): Down 23% Since Steven Cohen Bought In the Quarter Ended on 2012-09-30

Steven Cohen added to his holdings in Software company TIBCO Software, Inc. by 557.68% during the quarter ended 09/30/2012. His purchase prices were between $26.43 and $32.6, with an estimated average price of $29.11. Since then the prices of TIBCO Software, Inc. shares have declined by -23% from the estimated average. Steven Cohen owned 392,056 shares of as of 09/30/2012.

TIBCO Software Inc. is a Delaware corporation. It is an independent provider of infrastructure software. Tibco Software, Inc. has a market cap of $3.63 billion; its shares were traded at around $22.3 with a P/E ratio of 30.9598 and P/S ratio of 3.6955. Tibco Software, Inc. had an annual average earnings growth of 23.8% over the past 10 years.

Tibco Software recently reported its fourth quarter 2012 financial results. Total revenue for the fourth quarter of fiscal 2012 was $296.5 million and net income was $48.8 million, or $0.29 per diluted share. This compares to total revenue of $289.5 million and net income of $51.9 million, or $0.30 per diluted share, as reported for the fourth quarter of fiscal 2011.



Andreas Halvorsen bought 2,601,700 shares in the quarter that ended on 12/31/2012, which is 0.4% of the $14.44 billion portfolio of Viking Global Investors LP. Joel Greenblatt bought 11,485 shares in the quarter that ended on 12/31/2012, which is 0.015% of the $1.73 billion portfolio of Gotham Capital.

CEO Vivek Ranadive sold 542,000 shares of TIBX stock on 10/05/2012 at the average price of 29.01. Vivek Ranadive owns at least 8,240,483 shares after this. The price of the stock has decreased by 23.13% since. Other insiders have also decreased their positions in the company.

VMware, Inc. (VMW, Financial): Down 22% Since Jim Chanos Bought In the Quarter Ended on 2012-09-30

Jim Chanos added to his holdings in Software company VMware, Inc. by 16.3% during the quarter ended 09/30/2012. His purchase prices were between $81.8 and $102.26, with an estimated average price of $92.12. Since then the prices of VMware, Inc. shares have declined by -22% from the estimated average. Jim Chanos owned 162,000 shares of as of 09/30/2012.

VMware, Inc. was incorporated as a Delaware corporation in 1998. Vmware, Inc. has a market cap of $30.96 billion; its shares were traded at around $72.35 with a P/E ratio of 42.3729 and P/S ratio of 7.1788. Vmware, Inc. had an annual average earnings growth of 24.8% over the past 5 years. GuruFocus rated Vmware, Inc. the business predictability rank of 3.5-star.

VMware recently reported its fourth quarter 2012 financial results. Revenues for the fourth quarter were $1.29 billion, an increase of 22% from the fourth quarter of 2011.

PRIMECAP Management owns 8,800 shares as of 12/31/2012, which accounts for 0.0013% of the $61.82 billion portfolio of PRIMECAP Management.

CEO Patrick P Gelsinger bought 232 shares of VMW stock on 11/20/2012 at the average price of 85.67. Patrick P Gelsinger owns at least 77,091 shares after this. The price of the stock has decreased by 15.55% since. Other insiders have also increased their positions in the company.