New Holdings for High Numbers of Gurus

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Jul 22, 2013
The GuruFocus Hot Picks screen is one of many great GuruFocus research tools that reveal a large number of consensus stock picks. Designed to save investors lots of research time, the Hot Picks screen sorts stocks by the number of owners and investors who bought and sold, within a certain timeframe of three, six or 12 months. This tool can help investors unearth major discoveries and even lead them down an entirely new path of investing. Today’s Hot Picks reveal a high number of Gurus buying three stocks for the first time in the first quarter of 2013.

New Holding for Eleven Gurus: Zoetis Inc. (ZTS, Financial)

A spinoff of Pfizer, Zoetis Inc. is the world’s largest producer of medicines and vaccines used for animal health.

Eleven investor Gurus bought Zoetis Inc. (ZTS) for the first time in a frenzy of first quarter 2013 trading, after the IPO on Feb. 1, 2013. After adding around 7 million shares to his initial position in June 2013, Steven Cohen is the top shareholder with 1.53% of shares outstanding.

Zoetis Inc. has a market cap of $15.38 billion; its shares were traded at around $30.18 with a P/E ratio of 107.80 and P/S ratio of 13.90.

Tracking the share price since the IPO:

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New Holding for Nine Gurus: Sibanye Gold Ltd. (SBGL)

Sibanye Gold Ltd. is a South African gold mining company.

Nine investor Gurus also bought Sibanye Gold Ltd. (SBGL, Financial) for the first time in first quarter 2013 trading.

First Eagle Fund is the top shareholder with 9,893,373 shares bought at an average price of $6.00 for a 41.3% loss. Today’s share price is $3.52, showing that the Sibanye Gold Ltd. (SBGL) share price has have declined below the three-year low of $3.87.

The market cap of Sibanye Gold Ltd. has dropped to $625.5 million from $2.91 billion in April of 2013.

This month Sibanye Gold shares dropped after the company recognized the Association of Mineworkers and Construction Union (AMCU) as the majority union at one of its operations. The union demanded that gold producing companies more than double the wages of entry-level workers, according to Reuters.

The last five months of share pricing changes:

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New Holding for Eight Gurus: Era Group Inc. (ERA, Financial)

Era Group Inc. is a helicopter-fleet operator based in Louisiana.

Eight investor Gurus also bought Era Group Inc. (ERA) for the first time in first quarter 2013 trading.

Chuck Royce is the top shareholder with 1,270,983 shares bought in the first quarter 2013 at an average price of $20.55 for a gain of 24.20%.

Up 41% over 12 months, Era Group Inc. has a market cap of $518.9 million; its shares were traded at around $25.52 with a P/E ratio of 91.10 and P/S ratio of 8.10.

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Happy hunting with Hot Picks!





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