Weekly Guru Bargains Highlights: Tyco Electronics Ltd, Eli Lilly and Company, Loews Corp, Monsanto Company, Magna International Inc.

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Dec 15, 2008
These were the Guru Bargain companies of last week: Tyco Electronics Ltd, Eli Lilly and Company, Loews Corp, Monsanto Company, and Magna International Inc.


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Value Bargains of Gurus.


Tyco Electronics Ltd. (TEL, Financial): Down 51% Since HOTCHKIS & WILEY Bought In the Quarter Ended on 2008-09-30


HOTCHKIS & WILEY added to his holdings in Electrical Components & Equipment company Tyco Electronics Ltd. by 47.11% during the quarter ended 09/30/2008. He owned 13,773,606 shares of as of 09/30/2008. Tyco Electronics Ltd is a global provider of engineered electronic components for thousands of consumer and industrial products. The company has a market cap of $7.78 billion; its shares were traded at around $16.06 with a P/E ratio of 5.8 and P/S ratio of 0.52. The dividend yield of Tyco Electronics Ltd. stocks is 3.88%.


Tyco Electronics recently reported its 3rd quarter results. The company said that its results were strong, with a rise in net sales of 19% and organic sales growth of 11%. EPS was also up over 40%. “Since we became an independent company one year ago, we’ve delivered four quarters of solid results,” said Tyco’s CEO. “In the third quarter, we continued to benefit from the breadth of our business, which enabled us to grow 11 percent organically. This growth...resulted in a 22 percent increase in operating income.”


Brian Rogers bought 1,338,805 shares in the quarter that ended on 09/30/2008, which is 0.2% of the $17.87 billion portfolio of T Rowe Price Equity Income Fund. HOTCHKIS & WILEY owns 13,773,606 shares as of 09/30/2008, an increase of 47.11% from the previous quarter. Dodge & Cox owns 22,066,683 shares as of 09/30/2008. David Dreman owns 68,113 shares as of 09/30/2008, a decrease of 24.61% of from the previous quarter. David Einhorn sold out his holdings in the quarter that ended on 09/30/2008.

CEO, Director Thomas J Lynch bought 2,000 shares of TEL stock on 11/26/2008 at the average price of $15.39; the price of the stock has increased by 4.35% since.


Eli Lilly and Company (LLY, Financial): Down 23% Since PRIMECAP Management Bought In the Quarter Ended on 2008-09-30


PRIMECAP Management added to his holdings in Pharmaceuticals company Eli Lilly and Company by 4.07% during the quarter ended 09/30/2008. The Management company owned 56,735,893 shares of as of 09/30/2008.


Eli Lilly and Company discovers develops manufactures and sells products in one significant business segment -pharmaceutical products. The company has a market cap of $38.83 billion with a P/E ratio of 9.2 and P/S ratio of 2.08. The dividend yield of Eli Lilly and Company stocks is 5.51%. Eli Lilly and Company had an annual average earning growth of 4.4% over the past 10 years. GuruFocus rated Eli Lilly and Company the business predictability rank of 4.5-star.


Eli Lilly’s third quarter results have recently been reported. The company announced a gain in sales of about 14%. However, due to the pending Zyprexa(R) investigations, the company announced a net loss of 43 cents per share for the quarter, compared to a net income of 85 cents on the third quarter of 2007.


Charles Brandes bought 225,343 shares in the quarter that ended on 09/30/2008. Kenneth Fisher owns 260,206 shares as of 09/30/2008, an increase of 13.14% from the previous quarter. Brian Rogers owns 5,720,000 shares as of 09/30/2008, which accounts for 1.35% of the $17.87 billion portfolio of T Rowe Price Equity Income Fund. David Dreman owns 2,092,548 shares as of 09/30/2008, a decrease of 25.2% of from the previous quarter.


10% Owner Endowment Inc Lilly sold 39,400 shares of LLY stock on 09/09/2008 at the average price of $46.71; the price of the stock has decreased by 22.05% since.


Loews Corp. (L, Financial): Down 36% Since David Williams Bought In the Quarter Ended on 2008-09-30


David Williams added to his holdings in Property & Casualty Insurance company Loews Corp. by 20.46% during the quarter ended 09/30/2008. He owned 2,100,000 shares of as of 09/30/2008. Loews Corporation is a holding company whose subsidiaries are engaged in property casualty and life insurance. The company has a market cap of $11.95 billion, a P/E ratio of 8.8 and P/S ratio of 0.65. The dividend yield of Loews Corp. stocks is 0.91%. Loews Corp. had an annual average earning growth of 58% over the past 5 years.


Loews Corp recently reported its 3rd quarter results. The company fell to a loss of 33 cents per share, compared to a gain of 58 cents per share a year ago. Income from continued operations was $1.58 per share, compared to $2.40 per share a year ago.


David Williams owns 2,100,000 shares as of 09/30/2008, an increase of 20.46% from the previous quarter. Chris Davis owns 47,031,659 shares as of 09/30/2008. Ruane Cunniff owns 13,100 shares as of 09/30/2008. David Dreman owns 12,170 shares as of 09/30/2008, a decrease of 40.11% of from the previous quarter.


Sr. Vice President Arthur L Rebell sold 45,000 shares of L stock on 07/30/2008 at the average price of $45.06; the price of the stock has decreased by 39.15% since.


Monsanto Company (MON, Financial): Down 39% Since Ken Heebner Bought In the Quarter Ended on 2008-09-30


Ken Heebner initiated holdings in Biotechnology company Monsanto Company during the quarter ended 09/30/2008. He owned 151,900 shares of as of 09/30/2008. Monsanto is a leading global provider of technology-based solutions and agricultural products. Monsanto Company has a market cap of $43.4 billion; its shares were traded at around $69.73 with a P/E ratio of 20.1 and P/S ratio of 3.82. The dividend yield of Monsanto Company stocks is 1.21%. Monsanto Company had an annual average earning growth of 30.7% over the past 5 years.


Monsanto Company reported net sales of $2 billion for the 4th fiscal quarter of 2008, which was over 30% higher than that of the fourth fiscal quarter of 2007. Earnings per share was $3.62.


Ken Heebner bought 151,900 shares in the quarter that ended on 09/30/2008. Kenneth Fisher owns 262,314 shares as of 09/30/2008, an increase of 12.58% from the previous quarter. PRIMECAP Management owns 14,896,130 shares as of 09/30/2008. Irving Kahn owns 12,381 shares as of 09/30/2008, a decrease of 48.83% of from the previous quarter. George Soros and Steve Mandel both sold out their holdings in the quarter that ended on 09/30/2008.


Chairman, President & CEO, Director Hugh Grant sold 150,000 shares of MON stock on 10/15/2008 at the average price of $81.67; the price of the stock has decreased by 14.62% since.


Magna International Inc. (MGA, Financial): Down 50% Since Arnold Schneider Bought In the Quarter Ended on 2008-09-30


Arnold Schneider added to his holdings in Auto Parts company Magna International Inc. by 28.36% during the quarter ended 09/30/2008. He owned 396,450 shares of as of 09/30/2008.


Magna International Inc. is an independent supplier of original equipment components, assemblies modules, and systems and related tooling for cars and light trucks. The Company has a market cap of $3.14 billion with a P/E ratio of 5.2 and P/S ratio of 0.12. The dividend yield of Magna International Inc. stocks is 2.56%.


Magma International recently reported its third quarter results for 2008. The company said that sales were at $5.5 billion, down 9% from the previous year’s sales. This was due to the company’s lower North America production sales. The company reported an operating loss of $112 million and a net loss of $215 million.


Arnold Schneider owns 396,450 shares as of 09/30/2008, an increase of 28.36% from the previous quarter. This position accounts for 0.9% of the $2.25 billion portfolio of Schneider Capital Management. Charles Brandes owns 1,411,042 shares as of 09/30/2008. Richard Pzena owns 5,437,640 shares as of 09/30/2008. HOTCHKIS & WILEY owns 356,500 shares as of 09/30/2008.