Weekly Guru Bargains Highlights: AU, GOLD, GG, GFI, BVN

Weekly Highlights

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Mar 04, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Anglogold Ashanti Limited (AU, Financial): Down 25% Since John Hussman Bought In the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Anglogold Ashanti Limited by 380% during the quarter ended 12/31/2012. His purchase prices were between $29.9 and $34.95, with an estimated average price of $32. Since then the prices of Anglogold Ashanti Limited shares have declined by -25% from the estimated average. John Hussman owned 1,200,000 shares of as of 12/31/2012.

AngloGold Ashanti Limited was incorporated in the Republic of South Africa in 1944 under the name of Vaal Reefs Exploration and Mining Company Limited. Anglogold Ashanti Limited has a market cap of $9.23 billion; its shares were traded at around $24.01 with a P/E ratio of 8.8731 and P/S ratio of 1.4817. The dividend yield of Anglogold Ashanti Limited stocks is 2.19%.

John Burbank bought 1,404,156 shares in the quarter that ended on 12/31/2012, which is 1.7% of the $2.59 billion portfolio of Passport Capital. John Hussman owns 1,200,000 shares as of 12/31/2012, an increase of 380% from the previous quarter. This position accounts for 0.99% of the $3.8 billion portfolio of Hussman Economtrics Advisors.

Randgold Resources Ltd. (GOLD, Financial): Down 26% Since John Hussman Bought In the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Randgold Resources Ltd by 450% during the quarter ended 12/31/2012. His purchase prices were between $96.32 and $125.38, with an estimated average price of $110.63. Since then the prices of the company’ hares have declined by -26% from the estimated average. John Hussman owned 275,000 shares of as of 12/31/2012.

Rangold Resouces recently reported its fourth quarter 2012 financial results. Earnings per share were up 12% for the year, as well as 18% quarter-over-quarter. The company also increased its proposed dividend by about 25%.

Randgold Resources Ltd, together with its joint ventures, carries out exploration and gold mining activities. Randgold Resources Ltd has a market cap of $7.51 billion; its shares were traded at around $81.42 with a P/E ratio of 17.5747 and P/S ratio of 5.9595. The dividend yield of Randgold Resources Ltd stocks is 0.47%. Randgold Resources Ltd had an annual average earnings growth of 19% over the past 10 years.

John Hussman owns 275,000 shares as of 12/31/2012, an increase of 450% from the previous quarter. This position accounts for 0.72% of the $3.8 billion portfolio of Hussman Economtrics Advisors. Mario Gabelli owns 16,135 shares as of 12/31/2012, which accounts for 0.012% of the $13.61 billion portfolio of GAMCO Investors. John Paulson owns 930,502 shares as of 12/31/2012, which accounts for 0.57% of the $16.27 billion portfolio of Paulson & Co.. Jean-Marie Eveillard owns 1,264,736 shares as of 12/31/2012, which accounts for 0.45% of the $28.07 billion portfolio of First Eagle Investment Management, LLC.

Goldcorp, Inc. (GG, Financial): Down 21% Since John Hussman Bought In the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Goldcorp, Inc. by 300% during the quarter ended 12/31/2012. His purchase prices were between $35.2 and $46.25, with an estimated average price of $40.99. Since then the prices of Goldcorp, Inc. shares have declined by -21% from the estimated average. John Hussman owned 1,000,000 shares of as of 12/31/2012.

Goldcorp, Inc. was incorporated in the State of Ontario. Goldcorp, Inc. has a market cap of $26.38 billion; its shares were traded at around $32.52 with a P/E ratio of 16.6389 and P/S ratio of 4.9801. The dividend yield of Goldcorp, Inc. stocks is 1.69%. Goldcorp, Inc. had an annual average earnings growth of 20% over the past 10 years. GuruFocus rated Goldcorp, Inc. the business predictability rank of 3.5-star.

Goldcorp Inc. recently reported record fourth quarter gold production of 700,400 ounces compared to gold production of 687,900 ounces in the fourth quarter of 2011. Reported net earnings in the quarter were $504million, or $0.62 per share compared to $405 million, or $0.50 per share in the same period a year ago.

Ray Dalio bought 141,789 shares in the quarter that ended on 12/31/2012, which is 0.053% of the $9.82 billion portfolio of Bridgewater Associates. John Hussman owns 1,000,000 shares as of 12/31/2012, an increase of 300% from the previous quarter. This position accounts for 0.97% of the $3.8 billion portfolio of Hussman Economtrics Advisors.

Gold Fields Ltd (GFI, Financial): Down 32% Since John Hussman Bought In the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Gold Fields Ltd by 66.67% during the quarter ended 12/31/2012. His purchase prices were between $11.32 and $13.02, with an estimated average price of $12.06. Since then the prices of Gold Fields Ltd shares have declined by -32% from the estimated average. John Hussman owned 1,250,000 shares of as of 12/31/2012.

Gold Fields Ltd. (Gold Fields) was originally incorporated in South Africa. Gold Fields Ltd has a market cap of $5.97 billion; its shares were traded at around $8.19 with a P/E ratio of 6.8306 and P/S ratio of 1.0441. The dividend yield of Gold Fields Ltd stocks is 5.95%. Gold Fields Ltd had an annual average earnings growth of 16.8% over the past 10 years. GuruFocus rated Gold Fields Ltd the business predictability rank of 3-star.

Gold Fields recently reported its fourth quarter 2012 financial results. The company announced that attributable group production for the December 2012 for the fourth quarter of 2012 is expected to be 753,000 gold equivalent ounces compared to 811,000 ounces in the September quarter (Q3 2012) and 883,000 ounces in the corresponding fourth quarter of 2011.

John Burbank bought 3,394,316 shares in the quarter that ended on 12/31/2012, which is 1.6% of the $2.59 billion portfolio of Passport Capital. John Hussman owns 1,250,000 shares as of 12/31/2012, an increase of 66.67% from the previous quarter. This position accounts for 0.41% of the $3.8 billion portfolio of Hussman Economtrics Advisors.

Bevinco Corp (BVN, Financial): Down 27% Since John Hussman Bought In the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Buenaventura Mining Company Inc. by 350.4% during thke quarter ended 12/31/2012. His purchase prices were between $32.19 and $38.95, with an estimated average price of $35.03. Since then the prices of Bevinco Corp shares have declined by -27% from the estimated average. John Hussman owned 563,000 shares of as of 12/31/2012.

Buenaventura Mining Company Inc. is a publicly-traded precious metals company. Buenaventura Mining Company Inc. has a market cap of $6.48 billion; its shares were traded at around $25.54 with a P/E ratio of 7.4129 and P/S ratio of 3.7189. The dividend yield of Buenaventura Mining Company Inc. stocks is 2.26%. Buenaventura Mining Company Inc. had an annual average earnings growth of 31.2% over the past 10 years. GuruFocus rated Buenaventura Mining Company Inc. the business predictability rank of 3.5-star.

John Hussman owns 563,000 shares as of 12/31/2012, an increase of 350.4% from the previous quarter. This position accounts for 0.53% of the $3.8 billion portfolio of Hussman Economtrics Advisors.