Guru Stocks at 52-Week Lows

Baxter International, Macy's lead the list

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Oct 06, 2015
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According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.

Baxter International Inc. reached the 52-week low of $33.30

The prices of Baxter International Inc. (BAX, Financial) shares have declined to close to the 52-week low of $33.30, which is 25.9% off the 52-week high of $43.44. Baxter International is owned by 27 gurus we are tracking. Among them, 12 have added to their positions during the past quarter. Eleven reduced their positions.

Baxter International was incorporated in Delaware in 1931. It has a market cap of $17.79 billion; its shares were traded at around $33.30 with a P/E ratio of 8.32 and P/S ratio of 1.12. The dividend yield of Baxter International stocks is 5.02%. Baxter International had an annual average earnings growth of 10.90% over the past 10 years. GuruFocus rated Baxter International Inc the business predictability rank of 3.5-star.

Richard Pzena (Trades, Portfolio) bought 3,944,140 shares in the quarter that ended on Dec. 31, 2014, which is 1.5% of the $17.72 billion portfolio of Pzena Investment Management LLC. Joel Greenblatt (Trades, Portfolio) bought 5,186 shares in the quarter that ended on Dec. 31, 2014, which is 0.0031% of the $11.96 billion portfolio of Gotham Asset Management LLC.

Director Carole J. Shapazian sold 1,533 shares of BAX stock on May 22 at the average price of $67.68. Shapazian owns at least 11,270 shares after this. The price of the stock has decreased by 50.8% since.

Macy's Inc. reached the 52-week low of $51.71

The prices of Macy's Inc. (M, Financial) shares have declined to close to the 52-week low of $51.71, which is 32.5% off the 52-week high of $73.61. Macy's is owned by 14 gurus we are tracking. Among them, seven have added to their positions during the past quarter. Nine reduced their positions.

Macy's was incorporated in Delaware in 1985. The company and its predecessors have been operating department stores since 1830. Macy's has a market cap of $16.94 billion; its shares were traded at around $51.71 with a P/E ratio of 12.64 and P/S ratio of 0.65. The dividend yield of Macy's stocks is 2.61%. Macy's had an annual average earnings growth of 13.30% over the past five years.

Macy’s recently reported its second quarter 2015 financial results. The company’s earnings were 64 cents per diluted share for the second quarter of 2015. This compares with earnings of 80 cents per diluted share in the second quarter of 2014. Macy’s diluted earnings per share in the first half of 2015 were $1.19, compared with earnings per diluted share of $1.40 in the same period last year.

Robert Olstein (Trades, Portfolio) owned 200,000 shares as of Dec. 31, 2014, which accounts for 1.6% of the $962 million portfolio of Olstein Capital Management L.P. Dodge & Cox owned 16,422 shares as of Dec. 31, 2014, which accounts for 0.001% of the $110.88 billion portfolio of Dodge & Cox. Joel Greenblatt (Trades, Portfolio) owned 825,023 shares as of Dec. 31, 2014, which accounts for 0.44% of the $11.96 billion portfolio of Gotham Asset Management LLC. David Dreman (Trades, Portfolio) owned 4,094 shares as of Dec. 31, 2014, which accounts for 0.022% of the $1.21 billion portfolio of Dreman Value Management. Mario Gabelli (Trades, Portfolio) owned 665,334 shares as of Dec. 31, 2014, which accounts for 0.23% of the $18.46 billion portfolio of GAMCO Investors.

CFO Karen M. Hoguet sold 138,970 shares on May 15 at the average price of $64.72. Hoguet owns at least 191,343 shares. The price of the stock has decreased by 20.1% since.

Grupo Televisa SAB reached the 52-week low of $26.31

The prices of Grupo Televisa SAB (TV, Financial) shares have declined to close to the 52-week low of $26.31, which is 36.5% off the 52-week high of $40.05. Grupo Televisa SAB is owned by 11 gurus we are tracking. Among them, seven have added to their positions during the past quarter. Three reduced their positions.

Grupo Televisa SAB was incorporated on Dec. 19, 1990. It has a market cap of $15.21 billion; its shares were traded at around $26.31 with a P/E ratio of 1.72 and P/S ratio of 3.02. The dividend yield of Grupo Televisa SAB stocks is 0.42%. Grupo Televisa SAB had an annual average earnings growth of 9.30% over the past 10 years. GuruFocus rated Grupo Televisa SABÂ the business predictability rank of 4.5-star.

Dodge & Cox owned 22,951,422 shares as of Dec. 31, 2014, which accounts for 0.73% of the $110.88 billion portfolio of Dodge & Cox. Ken Fisher (Trades, Portfolio) owned 2,134,500 shares as of Dec. 31, 2014, which accounts for 0.15% of the $49.93 billion portfolio of Fisher Asset Management, LLC. First Eagle Investment (Trades, Portfolio) owned 32,589,757 shares as of Dec. 31, 2014, which accounts for 2.7% of the $41.92 billion portfolio of First Eagle Investment (Trades, Portfolio) Management, LLC.

Director and Senior Officer Mark Daniel Cruise, bought 500 shares of TV stock on Sept. 29 at the average price of $26.32. Cruise owns at least 692,367 shares.

JB Hunt Transport Services Inc. reaches the 52-week low of $73.24

The prices of JB Hunt Transport Services Inc. (JBHT, Financial) shares have declined to close to the 52-week low of $73.24, which is 24.5% off the 52-week high of $93.50. JB Hunt Transport Services is owned by six gurus we are tracking. Among them, four have added to their positions during the past quarter. Three reduced their positions.

JB Hunt Transport Services was incorporated in Arkansas on Aug. 10, 1961, and has been a publicly held company since the initial public offering in 1983. JB Hunt Transport Services has a market cap of $8.37 billion; its shares were traded at around $73.24 with a P/E ratio of 21.20 and P/S ratio of 1.39. The dividend yield of JB Hunt Transport Services Inc stocks is 1.12%. JB Hunt Transport Services had an annual average earnings growth of 10.10% over the past 10 years. GuruFocus rated JB Hunt Transport Services the business predictability rank of 3.5-star.

JB Hunt recently reported its second quarter 2015 financial results. The company announced second quarter 2015 net earnings of $103.4 million, or diluted earnings per share of 88 cents vs. second quarter 2014 net earnings of $93.4 million, or 79 cents per diluted share.

Meridian Funds (Trades, Portfolio) owned 535,700 shares as of June 30, 2013, which accounts for 1.4% of the $2.68 billion portfolio of Meridian Funds.

EVP/CFO David G. Mee sold 12,506 shares on Aug. 3 for the average price of $84.02. Mee owns at least 6,397 shares. The price of the stock has decreased by 12.83% since.

Polaris Industries Inc. reached the 52-week low of $119.77

The prices of Polaris Industries Inc. (PII, Financial) shares have declined to close to the 52-week low of $119.77, which is 27.4% off the 52-week high of $159.33. Polaris Industries is owned by nine gurus we are tracking. Among them, three have added to their positions during the past quarter. Four reduced their positions.

Polaris Industries is a Minnesota corporation formed in 1994 and the successor to Polaris Industries Partners LP. Polaris Industries has a market cap of $8.02 billion; its shares were traded at around $119.77 with a P/E ratio of 17.60 and P/S ratio of 1.72. The dividend yield of Polaris Industries stocks is 1.74%. Polaris Industries had an annual average earnings growth of 15.40% over the past 10 years. GuruFocus rated Polaris Industries the business predictability rank of 2-star.

Polaris Industries recently reported record second quarter net income of $100.9 million for the quarter ended June 30, an increase of 4% from the prior year’s second quarter net income of $96.9 million. Earnings per share were a record $1.49 per diluted share for the second quarter of 2015 compared to $1.42 per diluted share for the second quarter of 2014.

Joel Greenblatt (Trades, Portfolio) bought 10,013 shares in the quarter that ended on Dec. 31, 2014, which is 0.012% of the $11.96 billion portfolio of Gotham Asset Management LLC. Ken Fisher (Trades, Portfolio) owned 210,323 shares as of Dec. 31, 2014, which accounts for 0.066% of the $49.93 billion portfolio of Fisher Asset Management LLC.

VP-ORV and ORV Engineering David C. Longren sold 84,000 shares of PII stock on June 1 at the average price of $143.92. Longren owns at least 27,359 shares. The price of the stock has decreased by 16.78% since.