Weekly Guru Bargains Highlights: 3323:HK, CG, ITUB, PBR.A, VALE

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Jul 14, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

China National Building Material Co. Ltd. (3323): Down 42% Since Signature Select Canadian Fund Bought In the Quarter Ended on 2013-03-31



Signature Select Canadian Fund initiated holdings in during the quarter ended 03/31/2013. The company's purchase prices were between $9.77 and $12.7, with an estimated average price of $11.73. Since then the prices of China National Building Material Co. Ltd. shares have declined by 42% from the estimated average. Signature Select Canadian Fund owned 2,273,000 shares of China National Building Material Co. Ltd. as of 03/31/2013.

Goldcorp Inc. (GG): Down 26% Since Jean-Marie Eveillard Bought in the Quarter Ended on 2013-03-31



Jean-Marie Eveillard added to his holdings in Gold Mining company Goldcorp Inc. by 65.14% during the quarter ended 03/31/2013. His purchase prices were between $32.02 and $38.31, with an estimated average price of $34.61. Since then the prices of Goldcorp Inc. shares have declined by 26% from the estimated average. Jean-Marie Eveillard owned 18,417,273 shares of Goldcorp Inc. as of 03/31/2013.

Goldcorp Inc. was incorporated in the State of Ontario. Goldcorp Inc. has a market cap of $21.24 billion; its shares were traded at around $25.71 with a P/E ratio of 13.53 and P/S ratio of 4.08. The dividend yield of Goldcorp, Inc. stocks is 2.22%. Goldcorp Inc. had an annual average earnings growth of 19.3% over the past 10 years. GuruFocus rated Goldcorp Inc. the business predictability rank of 4.5-star.

Goldcorp recently reported its first quarter 2013 financial results. Net earnings attributable to shareholders of Goldcorp of $309 million ($0.38 per share), compared with $479 million ($0.59 per share) in 2012.

Jean-Marie Eveillard owns 18,417,273 shares as of 03/31/2013, an increase of 65.14% from the previous quarter. This position accounts for 2.1% of the $29.98 billion portfolio of First Eagle Investment Management LLC. Ray Dalio owns 61,600 shares as of 03/31/2013, a decrease of 56.56% of from the previous quarter. This position accounts for 0.019% of the $10.99 billion portfolio of Bridgewater Associates.

Itau Unibanco Holding SA (ITUB, Financial): Down 24% Since Pioneer Investments Bought in the Quarter Ended on 2013-03-31



Pioneer Investments added to his holdings in Banks company Itau Unibanco Holding SA by 22.03% during the quarter ended 03/31/2013. His purchase prices were between $14.96 and $17.31, with an estimated average price of $15.95. Since then the prices of Itau Unibanco Holding SA shares have declined by 24% from the estimated average. Pioneer Investments owned 1,193,674 shares of Itau Unibanco Holding SA as of 03/31/2013.

Itau Unibanco Holding SA. was incorporated on Sept. 9, 1943 in Brazil. Itau Unibanco Holding SA has a market cap of $60.95 billion; its shares were traded at around $12.06 with a P/E ratio of 5.35 and P/S ratio of 0.86. The dividend yield of Itau Unibanco Holding SA stocks is 0.67%. Itau Unibanco Holding SA had an annual average earnings growth of 16% over the past 10 years. GuruFocus rated Itau Unibanco Holding SA the business predictability rank of 5-star.

David Dreman owns 301,925 shares as of 03/31/2013, which accounts for 0.14% of the $3.79 billion portfolio of Dreman Value Management. Charles Brandes sold out his holdings in the quarter that ended on 03/31/2013.

Petroleo Brasileiro SA Petrobras (PBR.A, Financial): Down 26% Since Manning & Napier Advisors Inc. Bought In the Quarter Ended on 2013-03-31



Manning & Napier Advisors Inc added to his holdings in Exploration & Production company Petroleo Brasileiro SA Petrobras by 8.8% during the quarter ended 03/31/2013. His purchase prices were between $16.73 and $20.05, with an estimated average price of $18.57. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by 26% from the estimated average. Manning & Napier Advisors Inc owned 23,388,906 shares of Petroleo Brasileiro SA Petrobras as of 03/31/2013.

Petroleo Brasileiro SA was incorporated in 1953. It was formed to conduct the Brazilian government's hydrocarbon activities. Petroleo Brasileiro SA Petrobras has a market cap of $91.38 billion; its shares were traded at around $13.75 with a P/E ratio of 9.43 and P/S ratio of 0.60. The dividend yield of Petroleo Brasileiro SA Petrobras stocks is 0.80%. Petroleo Brasileiro SA Petrobras had an annual average earnings growth of 9.8% over the past 10 years.

Vale SA (VALE, Financial): Down 31% Since Jeremy Grantham Bought in the Quarter Ended on 2013-03-31



Jeremy Grantham added to his holdings in Specialty Chemicals company Vale SA by 57.85% during the quarter ended 03/31/2013. His purchase prices were between $16.98 and $21.49, with an estimated average price of $19.17. Since then the prices of Vale SA shares have declined by 31% from the estimated average. Jeremy Grantham owned 13,737,551 shares of Vale SA as of 03/31/2013.

Vale SA recently reported its first quarter 2013 financial results. Operating income, at US$ 4.2 billion, was 41.4% higher than in fourth quarter 2012, while operating margin surged to 38.0%, 1,400 basis points higher than the previous quarter. Underlying earnings were US$3.2 billion, US$1.2 billion above last quarter.

Vale SA was Limited Liability Company incorporated in Brazil. Vale SA has a market cap of $69.88 billion; its shares were traded at around $13.29 with a P/E ratio of 14.04 and P/S ratio of 1.44. The dividend yield of Vale SA stocks is 2.91%. Vale SA had an annual average earnings growth of 31.2% over the past 10 years. GuruFocus rated Vale SA the business predictability rank of 2-star.

Ray Dalio bought 106,900 shares in the quarter that ended on 03/31/2013, which is 0.017% of the $10.99 billion portfolio of Bridgewater Associates. David Dreman owns 298,994 shares as of 03/31/2013, an increase of 17.17% from the previous quarter. This position accounts for 0.14% of the $3.79 billion portfolio of Dreman Value Management. John Burbank sold out his holdings in the quarter that ended on 03/31/2013.