Guru Stocks at 52-Week Low: Cephalon Inc, Burger King Holdings Inc, OSI Pharmaceuticals Inc, Callaway Golf Company, and Skilled Healthcare Group Inc

Guru Stocks at 52-Week Lows

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Jun 15, 2009
Last week's top five stocks that reached their 52-week low were Cephalon Inc (CEPH, Financial), Burger King Holdings Inc (BKC, Financial), OSI Pharmaceuticals Inc (OSIP, Financial), Callaway Golf Company (ELY, Financial), and Skilled Healthcare Group Inc. (SKH, Financial). According to GuruFocus updates, these Guru stocks have reached their 52-week lows.

Last week's top two out of favor industries were Banking and Pharmaceutical and Biotechnology industries. 9 banks have reached their 52-week lows, while 9 have reached their 52-week highs, giving the industry a low/high ratio of 1. In the Pharmaceutical and Biotechnology industry, 3 stocks have reached their 52-week lows, while 10 have reached their 52-week high, giving the industry a low/high ratio of 0.3

For full details about guru stocks at 52-week lows and more information, click here: http://www.gurufocus.com/52weeklow.php.

Cephalon Inc. (CEPH) Reached the 52-Week Low of $56.43

The prices of Cephalon Inc. (CEPH) shares have declined to close to the 52-week low of $56.43, which is 29.9% off the 52-week high of $80.26. Cephalon Inc. is owned by 4 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 3 reduced their positions.

Cephalon is an international biopharmaceutical company focused on thediscovery development and marketing of products to treat sleep disordersneurological disorders cancer and pain. In addition to an active research and development program they market products in the United States and various countries in Europe. Cephalon Inc. has a market cap of $4.17 billion; its shares were traded at around $56.43 with a P/E ratio of 11.2 and P/S ratio of 2.2. Cephalon Inc. had an annual average earning growth of 10.1% over the past 5 years.

Cephalon recently reported its first quarter 2009 results. The company announced that its sales were $514 million for the quarter, up from $434 million in the first quarter of 2008. For the second quarter of 2009, the company is introducing and sales guidance of $515 to $535 million.

Jean-Marie Eveillard bought 710 shares in the quarter that ended on 03/31/2009, which is less than 0.01% of the $7.39 billion portfolio of Arnhold & S. Bleichroeder Advisers, LLC. Edward Owens owns 1,402,000 shares as of 03/31/2009, which accounts for 0.61% of the $15.69 billion portfolio of Vanguard Health Care Fund. Ken Heebner owns 230,000 shares as of 03/31/2009, a decrease of 30.3% of from the previous quarter. This position accounts for 0.29% of the $5.4 billion portfolio of CAPITAL GROWTH MANAGEMENT LP. Richard Aster Jr owns 217,200 shares as of 03/31/2009, a decrease of 40.8% of from the previous quarter. This position accounts for 0.87% of the $1.69 billion portfolio of Meridian Fund.

Sell: EVP, WW Pharm Ops Robert P Jr Roche sold 23,920 shares of CEPH stock on 12/22/2008 at the average price of $77.17; the price of the stock has decreased by 26.88% since.

Burger King Holdings Inc. (BKC) Reached the 52-Week Low of $16.62

The prices of Burger King Holdings Inc. (BKC) shares have declined to close to the 52-week low of $16.62, which is 46.5% off the 52-week high of $30.31. Burger King Holdings Inc. is owned by 2 Gurus we are tracking. Among them, 1 has added to their positions during the past quarter. 1 reduced his positions.

Burger King Holdings Inc. through its subsidiaries owns and franchises fast food hamburger restaurants. The company offers various food items such as flame-broiled hamburgers chicken and other specialty sandwiches french fries and soft drinks. Approximately 90 percent of BURGER KING ? restaurants are owned and operated by independent franchisees many of them family-owned operations that have been in business for decades. Burger King Holdings has operations in the United States Canada Europe the Middle East Africa the Asia Pacific and Latin America. Burger King Holdings Inc. has a market cap of $2.24 billion; its shares were traded at around $16.62 with a P/E ratio of 11.7 and P/S ratio of 0.9. The dividend yield of Burger King Holdings Inc. stocks is 1.5%.

Burger King recently reported its fiscal third quarter 2009 results. The company announced that its revenue for the quarter was $600 million, up 1% compared to revenues a year ago. The company also announced that this was its 21 st consecutive quarter of worldwide positive sales, and 20 th consecutive quarter of U.S and Canada positive sales. “We continue to post top-line growth even in this challenging macroeconomic environment,” said John Chidsey, chairman and chief executive officer, Burger King Corp. “We delivered our 21 st consecutive quarter of worldwide positive comp sales, our annual net restaurant growth remains on track and our cash flow generation remains strong.

Richard Aster Jr bought 328,300 shares in the quarter that ended on 03/31/2009, which is 0.45% of the $1.69 billion portfolio of Meridian Fund. Robert Olstein owns 240,000 shares as of 03/31/2009, a decrease of 40.92% of from the previous quarter. This position accounts for 1.34% of the $411 million portfolio of Olstein Financial Alert Fund.

Buy: Director Sanjeev K Mehra bought 3,520 shares of BKC stock on 05/01/2009 at the average price of $16.99; the price of the stock has decreased by 2.18% since.

OSI Pharmaceuticals Inc. (OSIP) Reached the 52-Week Low of $29.32

The prices of OSI Pharmaceuticals Inc. (OSIP) shares have declined to close to the 52-week low of $29.32, which is 45.8% off the 52-week high of $53.14. OSI Pharmaceuticals Inc. is owned by 1 Gurus we are tracking. Among them, 0 have added to their positions during the past quarter. 1 reduced their positions. Osi Pharmaceuticals is one of the leading pharmaceutical research and development organizations commercializing its skills in drug discovery preclinical research and drug development. The company has assembled an effective drug discovery and development capability comprised of a talented team of research scientists and business professionals. OSI Pharmaceuticals Inc. has a market cap of $1.7 billion; its shares were traded at around $29.32 with a P/E ratio of 14 and P/S ratio of 4.5.

OSIP recently reported its first quarter results. The company announced that its net income was $16.8 million, or 28 cents per share, compared to $28.6 million, or 49 cents per share in the first quarter of 2008.

Edward Owens owns 3,430,000 shares as of 03/31/2009, which accounts for 0.84% of the $15.69 billion portfolio of Vanguard Health Care Fund.

Many insiders are recently selling off their positions in the company.

Callaway Golf Company (ELY) Reached the 52-Week Low of $6

The prices of Callaway Golf Company (ELY) shares have declined to close to the 52-week low of $6, which is 61.8% off the 52-week high of $15.22. Callaway Golf Company is owned by 1 Gurus we are tracking. Among them, 1 have added to their positions during the past quarter. 0 reduced their positions. Callaway Golf Company is designs develops manufactures and markets high quality innovative golf clubs. The Company's golf clubs are sold at premium prices to both average and skilled golfers on the basis of performance ease of use and appearance. Callaway Golf Company has a market cap of $386.7 million; its shares were traded at around $6 with a P/E ratio of 14.2 and P/S ratio of 0.3. The dividend yield of Callaway Golf Company stocks is 4.6%.

Callaway recently reported its first quarter results. The company reported net income of $272 million, compared to $366 million in the first quarter of 2008. “Going into this year, we said that unfavorable global economic conditions and changes in foreign currency rates would significantly affect our 2009 results, particularly in the first quarter,” commented George Fellows, President and Chief Executive Officer. “The widespread economic weakness, which affected the entire industry, caused traffic at retail to be down more significantly than originally anticipated and retailers reduced the levels of inventory they were willing to carry prior to the season opening up. At the same time, changes in foreign currency exchange rates negatively impacted the translation of the Company’s international results into U.S. dollars. These factors in the aggregate resulted in a 26% decline in the Company’s sales compared to a record first quarter in 2008.”

Kenneth Fisher owns 2,984,900 shares as of 03/31/2009, which accounts for 0.11% of the $20.33 billion portfolio of Fisher Asset Management, LLC.

Skilled Healthcare Group Inc. (SKH) Reached the 52-Week Low of $7.09

The prices of Skilled Healthcare Group Inc. (SKH) shares have declined to close to the 52-week low of $7.09, which is 57.5% off the 52-week high of $16.69. Skilled Healthcare Group Inc. is owned by 2 Gurus we are tracking. Among them, 0 have added to their positions during the past quarter. 1 reduced their positions. SKILLED HEALTHCARE GROUP INC. subsidiaries operate skilled nursing and assisted living facilities as well as a rehabilitation therapy and a hospice business which focus on creating a culture that attracts and retains an innovative caring and ethical team that provides high-quality care to patients and has a strong reputation for treating patients who require a high level of skilled nursing care and extensive rehabilitation therapy. Skilled Healthcare Group Inc. has a market cap of $264.3 million; its shares were traded at around $7.09 with a P/E ratio of 6.6 and P/S ratio of 0.4.

Skilled Healthcare recently reported its first quarter 2009 results. The company reported net income of $10.9 million, or 29 cents per diluted share, compared to $8.4 million, or 23 cents per share. Revenue was $189.5 million, up 4.8% from results a year ago.

Ron Baron owns 3,349,559 shares as of 03/31/2009, which accounts for 0.29% of the $9.64 billion portfolio of Baron Funds. NWQ Managers owns 145,806 shares as of 03/31/2009, a decrease of 62.07% of from the previous quarter. This position accounts for 0.01% of the $12.77 billion portfolio of NWQ Investment Management Co.

Sell: Sr VP Operations, Pacific Kelly Atkins sold 16,473 shares of SKH stock on 05/22/2009 at the average price of $8.69; the price of the stock has decreased by 18.41% since. Sell: Sr. VP of Operations, Midwest Matt Moore sold 3,011 shares of SKH stock on 05/11/2009 at the average price of $10.19; the price of the stock has decreased by 30.42% since.