Weekly highlight of top insider buys: Herbalife Ltd. (HLF, Financial), Deckers Outdoor Corp. (DECK, Financial), Scientific Games Corp. (SGMS, Financial), HarleyDavidson Inc. (HOG, Financial), and Host Hotels & Resorts Inc. (HST, Financial)
For the complete list of stocks were that bought by their company executives, go to: Insider Buys.
Herbalife Ltd. (HLF): CFO Richard Goudis Bought 75,000 Shares
CFO of Herbalife Ltd., Richard Goudis, bought 75,000 shares on 3/02/2009 at an average price of $12.94.
Herbalife Ltd. is a global network marketing company that offers a many of science-based weight management products, nutritional supplements, and personal care products intended to support weight loss and a healthy lifestyle. Herbalife Ltd. has a market cap of $870.57 million; its shares were traded at around $12.94 with a P/E ratio of 3.85 and P/S ratio of 0.37. The dividend yield of Herbalife Ltd. stocks is 5.87%.
Herbalife Ltd. recently reported fourth quarter 2008 net sales of $512.9 million, a decrease of 11.3 percent compared to the same period of 2007. For the same period, HLF had a net income of $33.7 million, compared to $53.8 million in the fourth quarter of 2007. For the year ended December 31, 2008, the company reported record net sales of $2.4 billion, an increase of 9.9 percent compared to the same period of 2007. The company also reported record net income of $221.2 million, compared to $191.5 million in 2007.
Buy: CFO Richard Goudis bought 75,000 shares of HLF stock on 3/02/2009 at the average price of $13.32; the price of the stock has decreased by 2.85%. He also bought 25,000 shares in November; the price per stock has decreased by 33.33% since. Buy: SVP/Worldwide Dist. Sales Robert Levy, Buy: Director Leon Waisbein, Buy: Chief Accounting Officer David Pezzullo, Buy: Director Hal Gaba, and Buy: General Counsel Brett Chapman all bought shares of HLF stock in November.
Deckers Outdoor Corp. (DECK): Director John G Perenchio Bought 20,000 Shares
Director of Deckers Outdoor Corp., John G Perenchio, bought 20,000 shares on 3/03/2009 at an average price of $39.91.
Deckers Outdoor Corp. designs, manufactures, and markets creative and useful footwear and apparel that have been developed for high-performance outdoor sports and other lifestyle related activities as well as for casual use. Deckers Outdoor Corp. has a market cap of $539.36 million; its shares were traded at around $39.91 with a P/E ratio of 5.68 and P/S ratio of 0.78. Deckers Outdoor Corp. had an annual average earning growth of 37.6% over the past 5 years.
Unlike most companies, Deckers Outdoor Corp. seems to have done very well this past year. It reported its fiscal results for fourth quarter and year ended December 31, 2008 on February 26, 2009. Net sales for the fourth quarter increased 56.3% to $303.5 million versus $194.2 million last year. Net sales for the year ended 12/31/08 increased 53.6% to $689.4 million versus $448.9 million last year.
Buy: Director John G Perenchio bought 24,500 shares of DECK stock November through March; the price of the stock has decreased by 1.94% since his last buy.
Scientific Games Corp (SGMS): Director Peter A Cohen Bought 50,000 Shares
Director of Scientific Games Corp., Peter A Cohen, bought 50,000 shares on 3/03/2009 at an average price of $10.89.
Scientific Games Corporation is a supplier of instant tickets systems, services to lotteries, wagering systems, and services to pari-mutuel operators. Scientific Games has customers in the United States and more than 60 other countries. Scientific Games Corp has a market cap of $982.65 million; its shares were traded at around $10.89 with a P/E ratio of 10.17 and P/S ratio of 0.94. Scientific Games Corp had an annual average earning growth of 4.1% over the past 5 years.
On February 26, 2009, Scientific Games Corp. reported its full year and fourth quarter results. For the year ended 12/31/08, revenues increased 7% to $1,118.8 million, compared to $1,046.7 million in 2007. Net income for the full-year 2008 was $8.5 million, compared to $65.4 million in 2007. Revenues in the fourth quarter of 2008 were $263.9 million, down 2% from $268.0 million in the fourth quarter of 2007. Net loss for the quarter was $65.8 million, down from net income of $16.4 million in the fourth quarter of 2007
Scientific Games Corp is owned by one Guru. Ron Baron owns 4,493,620 shares as of 12/31/2008, which accounts for 0.75% of the $10.58 billion portfolio of Baron Funds.
Buy: CEO & Vice Chairman Joseph R Jr Wright bought 25,000 shares of SGMS stock on 03/03/2009; the price of the stock has increased by 5.32% since.Buy: Director Peter A Cohen bought 50,000 shares of SGMS on the same day. Buy: Director
HarleyDavidson Inc. (HOG): Director George H Conrades Bought 50,000 Shares
Director of HarleyDavidson Inc., George H Conrades, bought 50,000 shares on 2/27/2009 at an average price of $8.33.
HarleyDavidson is an American motorcycle manufacturer. The company operates in two segments: Motorcycles and Related Products, and Financial Services. The Motorcycles segment designs, manufactures, and sells motorcycles as well as a complete line of motorcycle parts, accessories, and general merchandise. The Financial Services segment is engaged in the business of financing, as the name implies. HarleyDavidson Inc. has a market cap of $2.35 billion; its shares were traded at around $8.33 with a P/E ratio of 3.62 and P/S ratio of 0.42. The dividend yield of HarleyDavidson Inc. stocks is 13.07%. HarleyDavidson Inc. had an annual average earning growth of 20.6% over the past 10 years. GuruFocus rated HarleyDavidson Inc. the business predictability rank of 4-star.
HarleyDavidson Inc. recently reported a fourth-quarter net income of $77,809 thousand, compared to the $186,077 thousand of 2007 for the same period. Annual net income was $654,718 thousand compared to the $933,843 of 2007.
HarleyDavidson Inc. is owned by 8 Gurus. They are: Mark Hillman, Richard Aster Jr., Sarah Ketterer, Brian Rogers, Chris Davis, Bill Nygren, Michael Price, and Ronald Muhlenkamp. Robert Olstein and David Drenam sold out their holdings in the quarter that ended on 12/31/08.
Buy: Director George H Conrades bought 50,000 shares of HOG stock on 2/27/2009 at the average price of $10.27; the price of the stock has decreased by 18.89% since then. Buy: Director Barry K Allen bought 6,500 shares of HOG stock in November at the average price of $15.19; the price of the stock has decreased by 45.16% since.
Host Hotels & Resorts Inc. (HST): Chairman of the Board Richard E Marriott Bought 150,000 Shares
Chairman of the Board of Host Hotels & Resorts Inc., Richard E Marriott, bought 150,000 shares on 3/03/2009 at an average price of $3.54.
Host Hotels & Resorts Inc. is a lodging real estate company that currently owns or holds controlling interests in upper upscale and luxury hotel properties primarily operated under premium brands. Creating value through aggressive asset management and disciplined capital allocation to generate superior performance maximize shareholders’ returns through a combination of dividends growth in funds from operations and increasing asset value. Host Hotels & Resorts Inc. has a market cap of $1.93 billion; its shares were traded at around $3.54 with a P/E ratio of 2.14 and P/S ratio of 0.37. Host Hotels & Resorts Inc. had an annual average earning growth of 3.7% over the past 5 years.
On February 18, 2009, Host Hotels & Resorts Inc. reported its fourth quarter and annual results. Total revenue decreased $157 million, or 8.7%, to $1,647 million for the fourth quarter and decreased $123 million, or 2.3%, to $5,288 million for full year 2008. Net income decreased $172 million to $122 million and net income from continuing operations decreased $146 million to $122 million for the fourth quarter. For the full year 2008, net income decreased $300 million to $427 million and net income from continuing operations decreased $144 million to $402 million compared to 2007.
Host Hotels & Resorts Inc. is owned by two Gurus. David Williams owns 2,900,000 shares as of 12/31/2008, which accounts for 0.4% of the $5.52 billion portfolio of Columbia Value and Restructuring Fund. Mark Hillman owns 1,474,189 shares as of 12/31/2008, a decrease of 20.78% of from the previous quarter. This position accounts for 3.62% of the $308 million portfolio of Hillman Capital Management.
Buy: Chairman of the Board Richard E Marriott bought 150,000 shares of HST stock on 3/03/2009 at the average price of $3.4; the price of the stock has increased by 4.12% since. He also bought shares in November. Buy: SVP, Accounting & Controller Brian G Macnamara bought 900 shares of HST stock in November; the price of the stock has decreased by 32.57% since.
For the complete list of stocks were that bought by their company executives, go to: Insider Buys.
Herbalife Ltd. (HLF): CFO Richard Goudis Bought 75,000 Shares
CFO of Herbalife Ltd., Richard Goudis, bought 75,000 shares on 3/02/2009 at an average price of $12.94.
Herbalife Ltd. is a global network marketing company that offers a many of science-based weight management products, nutritional supplements, and personal care products intended to support weight loss and a healthy lifestyle. Herbalife Ltd. has a market cap of $870.57 million; its shares were traded at around $12.94 with a P/E ratio of 3.85 and P/S ratio of 0.37. The dividend yield of Herbalife Ltd. stocks is 5.87%.
Herbalife Ltd. recently reported fourth quarter 2008 net sales of $512.9 million, a decrease of 11.3 percent compared to the same period of 2007. For the same period, HLF had a net income of $33.7 million, compared to $53.8 million in the fourth quarter of 2007. For the year ended December 31, 2008, the company reported record net sales of $2.4 billion, an increase of 9.9 percent compared to the same period of 2007. The company also reported record net income of $221.2 million, compared to $191.5 million in 2007.
Buy: CFO Richard Goudis bought 75,000 shares of HLF stock on 3/02/2009 at the average price of $13.32; the price of the stock has decreased by 2.85%. He also bought 25,000 shares in November; the price per stock has decreased by 33.33% since. Buy: SVP/Worldwide Dist. Sales Robert Levy, Buy: Director Leon Waisbein, Buy: Chief Accounting Officer David Pezzullo, Buy: Director Hal Gaba, and Buy: General Counsel Brett Chapman all bought shares of HLF stock in November.
Deckers Outdoor Corp. (DECK): Director John G Perenchio Bought 20,000 Shares
Director of Deckers Outdoor Corp., John G Perenchio, bought 20,000 shares on 3/03/2009 at an average price of $39.91.
Deckers Outdoor Corp. designs, manufactures, and markets creative and useful footwear and apparel that have been developed for high-performance outdoor sports and other lifestyle related activities as well as for casual use. Deckers Outdoor Corp. has a market cap of $539.36 million; its shares were traded at around $39.91 with a P/E ratio of 5.68 and P/S ratio of 0.78. Deckers Outdoor Corp. had an annual average earning growth of 37.6% over the past 5 years.
Unlike most companies, Deckers Outdoor Corp. seems to have done very well this past year. It reported its fiscal results for fourth quarter and year ended December 31, 2008 on February 26, 2009. Net sales for the fourth quarter increased 56.3% to $303.5 million versus $194.2 million last year. Net sales for the year ended 12/31/08 increased 53.6% to $689.4 million versus $448.9 million last year.
Buy: Director John G Perenchio bought 24,500 shares of DECK stock November through March; the price of the stock has decreased by 1.94% since his last buy.
Scientific Games Corp (SGMS): Director Peter A Cohen Bought 50,000 Shares
Director of Scientific Games Corp., Peter A Cohen, bought 50,000 shares on 3/03/2009 at an average price of $10.89.
Scientific Games Corporation is a supplier of instant tickets systems, services to lotteries, wagering systems, and services to pari-mutuel operators. Scientific Games has customers in the United States and more than 60 other countries. Scientific Games Corp has a market cap of $982.65 million; its shares were traded at around $10.89 with a P/E ratio of 10.17 and P/S ratio of 0.94. Scientific Games Corp had an annual average earning growth of 4.1% over the past 5 years.
On February 26, 2009, Scientific Games Corp. reported its full year and fourth quarter results. For the year ended 12/31/08, revenues increased 7% to $1,118.8 million, compared to $1,046.7 million in 2007. Net income for the full-year 2008 was $8.5 million, compared to $65.4 million in 2007. Revenues in the fourth quarter of 2008 were $263.9 million, down 2% from $268.0 million in the fourth quarter of 2007. Net loss for the quarter was $65.8 million, down from net income of $16.4 million in the fourth quarter of 2007
Scientific Games Corp is owned by one Guru. Ron Baron owns 4,493,620 shares as of 12/31/2008, which accounts for 0.75% of the $10.58 billion portfolio of Baron Funds.
Buy: CEO & Vice Chairman Joseph R Jr Wright bought 25,000 shares of SGMS stock on 03/03/2009; the price of the stock has increased by 5.32% since.Buy: Director Peter A Cohen bought 50,000 shares of SGMS on the same day. Buy: Director
HarleyDavidson Inc. (HOG): Director George H Conrades Bought 50,000 Shares
Director of HarleyDavidson Inc., George H Conrades, bought 50,000 shares on 2/27/2009 at an average price of $8.33.
HarleyDavidson is an American motorcycle manufacturer. The company operates in two segments: Motorcycles and Related Products, and Financial Services. The Motorcycles segment designs, manufactures, and sells motorcycles as well as a complete line of motorcycle parts, accessories, and general merchandise. The Financial Services segment is engaged in the business of financing, as the name implies. HarleyDavidson Inc. has a market cap of $2.35 billion; its shares were traded at around $8.33 with a P/E ratio of 3.62 and P/S ratio of 0.42. The dividend yield of HarleyDavidson Inc. stocks is 13.07%. HarleyDavidson Inc. had an annual average earning growth of 20.6% over the past 10 years. GuruFocus rated HarleyDavidson Inc. the business predictability rank of 4-star.
HarleyDavidson Inc. recently reported a fourth-quarter net income of $77,809 thousand, compared to the $186,077 thousand of 2007 for the same period. Annual net income was $654,718 thousand compared to the $933,843 of 2007.
HarleyDavidson Inc. is owned by 8 Gurus. They are: Mark Hillman, Richard Aster Jr., Sarah Ketterer, Brian Rogers, Chris Davis, Bill Nygren, Michael Price, and Ronald Muhlenkamp. Robert Olstein and David Drenam sold out their holdings in the quarter that ended on 12/31/08.
Buy: Director George H Conrades bought 50,000 shares of HOG stock on 2/27/2009 at the average price of $10.27; the price of the stock has decreased by 18.89% since then. Buy: Director Barry K Allen bought 6,500 shares of HOG stock in November at the average price of $15.19; the price of the stock has decreased by 45.16% since.
Host Hotels & Resorts Inc. (HST): Chairman of the Board Richard E Marriott Bought 150,000 Shares
Chairman of the Board of Host Hotels & Resorts Inc., Richard E Marriott, bought 150,000 shares on 3/03/2009 at an average price of $3.54.
Host Hotels & Resorts Inc. is a lodging real estate company that currently owns or holds controlling interests in upper upscale and luxury hotel properties primarily operated under premium brands. Creating value through aggressive asset management and disciplined capital allocation to generate superior performance maximize shareholders’ returns through a combination of dividends growth in funds from operations and increasing asset value. Host Hotels & Resorts Inc. has a market cap of $1.93 billion; its shares were traded at around $3.54 with a P/E ratio of 2.14 and P/S ratio of 0.37. Host Hotels & Resorts Inc. had an annual average earning growth of 3.7% over the past 5 years.
On February 18, 2009, Host Hotels & Resorts Inc. reported its fourth quarter and annual results. Total revenue decreased $157 million, or 8.7%, to $1,647 million for the fourth quarter and decreased $123 million, or 2.3%, to $5,288 million for full year 2008. Net income decreased $172 million to $122 million and net income from continuing operations decreased $146 million to $122 million for the fourth quarter. For the full year 2008, net income decreased $300 million to $427 million and net income from continuing operations decreased $144 million to $402 million compared to 2007.
Host Hotels & Resorts Inc. is owned by two Gurus. David Williams owns 2,900,000 shares as of 12/31/2008, which accounts for 0.4% of the $5.52 billion portfolio of Columbia Value and Restructuring Fund. Mark Hillman owns 1,474,189 shares as of 12/31/2008, a decrease of 20.78% of from the previous quarter. This position accounts for 3.62% of the $308 million portfolio of Hillman Capital Management.
Buy: Chairman of the Board Richard E Marriott bought 150,000 shares of HST stock on 3/03/2009 at the average price of $3.4; the price of the stock has increased by 4.12% since. He also bought shares in November. Buy: SVP, Accounting & Controller Brian G Macnamara bought 900 shares of HST stock in November; the price of the stock has decreased by 32.57% since.
