Weekly Guru Bargain Highlights: Sohu.com Inc, Isis Pharmaceuticals Inc, Netease.com Inc, Barclays PLC, World Fuel Services Corp.

Weekly Guru Bargain Highlights: SOHU, ISIS, NTES, BCS, INT

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Feb 06, 2010
Last week’s top five guru bargain stocks were Sohu.com Inc, Isis Pharmaceuticals Inc, Netease.com Inc, Barclays PLC, and World Fuel Services Corp. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Sohu.com Inc. (SOHU, Financial): Down 22% Since Bruce Kovner Bought In the Quarter Ended on 2009-09-30

Bruce Kovner initiated holdings in Internet company Sohu.com Inc. during the quarter ended 09/30/2009. He owned 37,953 shares of as of 09/30/2009. Sohu.com Inc. is one of the large Internet portal in China in terms of brand recognition, page views and registered users. The company has a market cap of $1.9 billion; its shares were traded at around $49.51 with a P/E ratio of 11.9 and P/S ratio of 4.5.

Sohu recently reported its fourth quarter and full year fiscal 2009 results. The company announced that its total revenues for the fourth quarter was $135.8 million, up 12% year-over-year. Dr. Charles Zhang, Chairman and CEO of Sohu, commented, “We are pleased to report another quarter of solid financial results built on the accomplishments of an exceptional year which saw us deliver record results along with an enormously successful listing of our MMORPG subsidiary Changyou. Effective business strategies and high-quality products have allowed Sohu to overcome the sluggish economy of 2009 and gain market share in many of our key business segments.”

Sell:: CFO Carol Yu sold 10,000 shares of SOHU stock on 09/15/2009 at the average price of 66.88, the price of the stock has decreased by 25.97% since.

Isis Pharmaceuticals Inc. (ISIS, Financial): Down 31% Since Bruce Kovner Bought In the Quarter Ended on 2009-09-30

Bruce Kovner added to his holdings in Biotechnology company Isis Pharmaceuticals Inc. by 30.81% during the quarter ended 09/30/2009. He owned 29,872 shares of as of 09/30/2009. Isis Pharmaceuticals, Inc. is a genomics-based drug discovery and development company that is focused on RNA. Isis Pharmaceuticals Inc. has a market cap of $1.09 billion; its shares were traded at around $11.04 with and P/S ratio of 10.1.

Iris Pharmaceuticals recently reported its third quarter 2009 results. The company announced that it had a net loss of $3.4 million, and a net operating loss of $6.9 million.

Isis’s Chairman, President, CEO Stanley T Crooke sold 6,535 shares of ISIS stock on 12/30/2009 at the average price of 11.07, the price of the stock has decreased by 0.27% since. Many other insiders have also decreased their positions in the company.

Netease.com Inc. (NTES, Financial): Down 22% Since Robert Karr Bought In the Quarter Ended on 2009-09-30

Robert Karr added to his holdings in Internet company Netease.com Inc. by 7.83% during the quarter ended 09/30/2009. He owned 1,101,964 shares of as of 09/30/2009. Netease.com is an Internet company in China. The company had an annual average earning growth of 52.9% over the past 5 years.

Netease.com recently reported its third quarter results. The company announced that its total revenues for the third quarter of 2009 were US$128.8 million, compared to US$127.8 million and US$118.2 million for the preceding quarter and the third quarter of 2008, respectively.

Robert Karr owns 1,101,964 shares as of 09/30/2009, which accounts for 7.5% of the $671 million portfolio of Joho Capital. Ken Heebner sold out his holdings in the quarter that ended on 09/30/2009.

Barclays PLC (BCS, Financial): Down 23% Since Daniel Loeb Bought In the Quarter Ended on 2009-09-30

Daniel Loeb initiated holdings in Banks company Barclays PLC during the quarter ended 09/30/2009. He owned 250,000 shares of as of 09/30/2009. Barclays PLC operates in commercial and investment banking, insurance, financial and other related services. Barclays Plc has a market cap of $27.84 billion; its shares were traded at around $17.11 with and P/S ratio of 0.4. The dividend yield of Barclays Plc stocks is 0.4%. Barclays Plc had an annual average earning growth of 26% over the past 10 years.

Daniel Loeb bought 250,000 shares in the quarter that ended on 09/30/2009, which is 0.47% of the $1.25 billion portfolio of Third Point, LLC.

Charles Brandes owns 3,743,566 shares as of 09/30/2009, which accounts for 0.42% of the $21.32 billion portfolio of Brandes Investment.

World Fuel Services Corp. (INT, Financial): Down 47% Since Bruce Kovner Bought In the Quarter Ended on 2009-09-30

Bruce Kovner initiated holdings in Business Support Services company World Fuel Services Corp. during the quarter ended 09/30/2009. He owned 10,085 shares of as of 09/30/2009. World Fuel Services Corporation markets aviation and marine fuel services. World Fuel Services Corp. has a market cap of $1.39 billion; its shares were traded at around $23.31 with a P/E ratio of 11.8 and P/S ratio of 0.1. The dividend yield of World Fuel Services Corp. stocks is 0.6%. World Fuel Services Corp. had an annual average earning growth of 32.7% over the past 10 years. GuruFocus rated World Fuel Services Corp. the business predictability rank of 3.5-star.

World Fuel Services recently reported solid third quarter 2009 results. The company announced that its third quarter net income was $29.1 million, or $0.97 diluted earnings per share compared to $40.1 million, or $1.37 diluted earnings per share in the third quarter of 2008.

CEO Paul H Stebbins sold 64,000 shares of INT stock on 01/19/2010 at the average price of 26.36, the price of the stock has decreased by 11.57% since. Many other insiders have also decreased their positions in the company.

For the complete list of stocks that Guru Bargains, go to: Value Bargains of Gurus.