Weekly Guru Bargains Highlights: Newell Rubbermaid Inc., StanCorp Financial Group Inc., Wabtec, American National Insurance Company, Las Vegas Sands Corp.

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Mar 28, 2009
Last week's top five guru bargain stocks were Newell Rubbermaid Inc, StanCorp Financial Group Inc, Wabtec, American National Insurance Company, and Las Vegas Sands Corp. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Newell Rubbermaid Inc. (NWL, Financial): Down 43% Since John Keeley Bought In the Quarter Ended on 2008-12-31


John Keeley initiated holdings in Durable Household Products company Newell Rubbermaid Inc. during the quarter ended 12/31/2008. He owned 16,300 shares of as of 12/31/2008. Newell Rubbermaid Inc. is a global manufacturer and full-service marketer of name-brand consumer products serving the needs of volume purchasers including discount stores and warehouse clubs home centers and hardware stores and office superstores and contract stationers.


The company has a market cap of $1.92 billion; its shares were traded at around $6.91 with a P/E ratio of 5.6 and P/S ratio of 0.3. The dividend yield of Newell Rubbermaid Inc. stocks is 6%. Newell Rubbermaid Inc. had an annual average earning growth of 4.1% over the past 5 years.


Newell Rubbermaid Inc. recently reported its fourth quarter 2008 results. The company announced that its net sales declined 11.6 percent to $1.45 billion in the fourth quarter, compared to $1.64 billion in the prior year. "Our results reflect the dramatic downturn in the global economy during the last two months of 2008," said Mark Ketchum, president and chief executive officer of Newell Rubbermaid. “Weakness in consumer spending, compounded by inventory reductions at retail, negatively impacted both sales and productivity. As previously announced, we are acting quickly and decisively to significantly reduce our cost structure and drive operational initiatives to protect earnings and maximize cash flow in 2009."


John Keeley bought 16,300 shares in the quarter that ended on 12/31/2008, which is less than 0.01% of the $6 billion portfolio of Keeley Fund Management. Kenneth Fisher owns 1,499,925 shares as of 12/31/2008, an increase of 5276.08% from the previous quarter. Richard Aster Jr owns 183,900 shares as of 12/31/2008, an increase of 399.73% from the previous quarter. NWQ Managers sold out his holdings in the quarter that ended on 12/31/2008.


StanCorp Financial Group Inc. (SFG, Financial): Down 33% Since David Dreman Bought In the Quarter Ended on 2008-12-31


David Dreman added to his holdings in Full Line Insurance company StanCorp Financial Group Inc. by 21.16% during the quarter ended 12/31/2008. He owned 622,838 shares of as of 12/31/2008. Standard Financial Corp. is a leading provider of group life and disability insurance products.


The company has a market cap of $1.14 billion; its shares were traded at around $23.26 with a P/E ratio of 4.6 and P/S ratio of 0.4. The dividend yield of StanCorp Financial Group Inc. stocks is 3.2%. StanCorp Financial Group Inc. had an annual average earning growth of 8.6% over the past 5 years.


NWQ Managers owns 859,835 shares as of 12/31/2008, an increase of 1521.44% from the previous quarter. This position accounts for 0.24% of the $15.24 billion portfolio of NWQ Investment Management Co. David Dreman owns 622,838 shares as of 12/31/2008, an increase of 21.16% from the previous quarter. This position accounts for 0.34% of the $7.73 billion portfolio of Dreman Value Management. John Keeley sold out his holdings in the quarter that ended on 12/31/2008.


Buy: VP - Asset Management Scott A. Hibbs bought 800 shares of SFG stock on 03/02/2009 at the average price of $18.11; the price of the stock has increased by 28.44% since.


Wabtec (WAB, Financial): Down 30% Since Ron Baron Bought In the Quarter Ended on 2008-12-31


Ron Baron initiated holdings in Commercial Vehicles & Trucks company Wabtec during the quarter ended 12/31/2008. He owned 96,000 shares of as of 12/31/2008. Wabtec Corporation is one of North America's largest providers of products and services for the rail industry.


The company has a market cap of $1.32 billion; its shares were traded at around $27.42 with a P/E ratio of 10.3 and P/S ratio of 0.9. The dividend yield of Wabtec stocks is 0.1%. Wabtec had an annual average earning growth of 33.8% over the past 5 years.


Wabtec recently reported its fourth quarter 2008 results. The company announced that its net sales were $4.05 million, compared to $365 million in the fourth quarter of 2007. For the full year, net sales were $1.57 billion, compared to $1.36 billion for the year of 2007.


Ron Baron bought 96,000 shares in the quarter that ended on 12/31/2008, which is 0.04% of the $10.58 billion portfolio of Baron Funds. John Keeley owns 2,436,037 shares as of 12/31/2008, which accounts for 1.61% of the $6 billion portfolio of Keeley Fund Management.


Sell: President & CEO Albert J Neupaver sold 15,000 shares of WAB stock on 03/11/2009 at the average price of $24.51; the price of the stock has increased by 11.87% since.


American National Insurance Company (ANAT, Financial): Down 23% Since Tweedy Browne Bought In the Quarter Ended on 2008-12-31


Tweedy Browne added to their holdings in Life Insurance company American National Insurance Company by 33.16% during the quarter ended 12/31/2008. Their purchase prices were between $60.38 and $73.01, with an estimated average price of $67.8. Since then the prices of American National Insurance Company shares have declined by -23% from the estimated average. Tweedy Browne owned 625,458 shares of as of 12/31/2008.


American Nat'l Insurance's family of companies offers a broad line of products and services which include individual and group life and health insurance and annuities; personal lines property and casualty insurance; credit insurance and mutual funds. It has a market cap of $1.33 billion; its shares were traded at around $52.11 with a P/E ratio of 14.4 and P/S ratio of 0.5. The dividend yield of American National Insurance Company stocks is 6%.


The American National Insurance Company recently reported its fourth quarter 2008 results. The company reported a net loss of $34,564,000, compared to net income of $53,332,000 for the same period in 2007.Revenue was $589 million compared to $728 million for the fourth quarter of 2007.


Tweedy Browne owns 625,458 shares as of 12/31/2008, an increase of 33.16% from the previous quarter. This position accounts for 2.86% of the $1.61 billion portfolio of Tweedy Browne CO LLC. Irving Kahn owns 5,380 shares as of 12/31/2008, which accounts for 0.1% of the $381 million portfolio of Kahn Brothers & Company Inc.. Richard Pzena owns 75,224 shares as of 12/31/2008, which accounts for 0.06% of the $8.6 billion portfolio of Pzena Investment Management LLC.


Las Vegas Sands Corp. (LVS, Financial): Down 59% Since Steve Mandel Bought In the Quarter Ended on 2008-12-31


Steve Mandel initiated holdings in Gambling company Las Vegas Sands Corp. during the quarter ended 12/31/2008. He owned 18,677,261 shares of as of 12/31/2008. Las Vegas Sands Corp. is a hotel gaming and retail mall company headquartered in Las Vegas Nevada. The company has a market cap of $2.05


Las Vegas Sands Corp recently reported its fourth quarter and full year 2008 results. The company announced that its fourth quarter 2008 net revenue increased 4.3% to $1.09 Billion, compared to the fourth quarter of 2007. The company's full year net revenue increased 48% to $4.39 billion.


Steve Mandel bought 18,677,261 shares in the quarter that ended on 12/31/2008, which is 1.81% of the $6.13 billion portfolio of Lone Pine Capital.