Weekly Guru Bargains Highlights: Allied Irish Banks P.L.C, National Bank of Greece S.A, Lloyds TSB Group plc, Desarrolladora Homex S.A. de C.V, World Fuel Services Corp.

Weekly Guru Bargains Highlights: AIB, NBG, LYG, HXM, INT

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Apr 10, 2010
Last week’s top five guru bargain stocks were Allied Irish Banks P.L.C, National Bank of Greece S.A, Lloyds TSB Group plc, Desarrolladora Homex S.A. de C.V, World Fuel Services Corp. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Allied Irish Banks P.L.C. (AIB, Financial): Down 26% Since Steven Cohen Bought In the Quarter Ended on 2009-12-31

Steven Cohen initiated holdings in Banks company Allied Irish Banks P.L.C. during the quarter ended 12/31/2009. He owned 190,700 shares of as of 12/31/2009. Allied Irish Banks plc provides a full range of banking services through over 319 offices in Ireland, 82 branches in Northern Ireland and 37 offices in the UK. Allied Irish Banks P.l.c. has a market cap of $1.88 billion; its shares were traded at around $4.09 with and P/S ratio of 0.1.


Brian Rogers owns 4,786,342 shares as of 12/31/2009, which accounts for 0.1% of the $16.42 billion portfolio of T Rowe Price Equity Income Fund.


National Bank of Greece S.A. (NBG, Financial): Down 40% Since Steven Cohen Bought In the Quarter Ended on 2009-12-31

Steven Cohen initiated holdings in Banks company National Bank of Greece S.A. during the quarter ended 12/31/2009. He owned 37,310 shares of as of 12/31/2009. National Bank Of Greece S.a. has a market cap of $11.99 billion; its shares were traded at around $3.95 with and P/S ratio of 1.1. National Bank Of Greece S.a. had an annual average earning growth of 25.1% over the past 10 years.


Lloyds TSB Group plc (LYG, Financial): Down 24% Since David Dreman Bought In the Quarter Ended on 2009-12-31

David Dreman added to his holdings in Banks company Lloyds TSB Group plc by 29.76% during the quarter ended 12/31/2009. He owned 13,424 shares of as of 12/31/2009. Lloyds Banking Group plc, formerly Lloyds TSB Group plc, is a United Kingdom-based financial services company, whose businesses provide a range of banking and financial services in the United Kingdom and a limited number of locations overseas. Lloyds Tsb Group Plc has a market cap of $6.66 billion; its shares were traded at around $3.98 with and P/S ratio of 0.1.


David Dreman owns 13,424 shares as of 12/31/2009, an increase of 29.76% from the previous quarter. This position accounts for less than 0.01% of the $4.06 billion portfolio of Dreman Value Management.


LYG recently reported its 2009 results. The company annoucned the Group reported a £6.3 billion loss for the year, compared to a £6.7 billion loss in 2008. The company’s total income rose 12 per cent, while costs fell 5 per cent. The higher income and lower costs drove a substantial uplift in the trading surplus, which increased by 35%.


Desarrolladora Homex S.A. de C.V. (HXM, Financial): Down 21% Since Steven Cohen Bought In the Quarter Ended on 2009-12-31

Steven Cohen initiated holdings in Home Construction company Desarrolladora Homex S.A. de C.V. during the quarter ended 12/31/2009. He owned 6,499 shares of as of 12/31/2009. Desarrolladora Homex builds entry-level and middle-income homes in Mexico. Desarrolladora Homex S.a. De C.v. has a market cap of $1.61 billion; its shares were traded at around $28.77 with a P/E ratio of 9.5 and P/S ratio of 1.1. Desarrolladora Homex S.a. De C.v. had an annual average earning growth of 14.9% over the past 5 years.


Ken Heebner owns 385,000 shares as of 12/31/2009, a decrease of 20.62% of from the previous quarter. This position accounts for 0.19% of the $6.8 billion portfolio of CAPITAL GROWTH MANAGEMENT LP.


World Fuel Services Corp. (INT, Financial): Down 54% Since Chuck Royce Bought In the Quarter Ended on 2009-12-31

Chuck Royce added to his holdings in Business Support Services company World Fuel Services Corp. by 214.17% during the quarter ended 12/31/2009. He owned 37,700 shares of as of 12/31/2009. World Fuel Services Corporation markets aviation and marine fuelservices. World Fuel Services Corp. has a market cap of $1.7 billion; its shares were traded at around $28.58 with a P/E ratio of 13.9 and P/S ratio of 0.2. The dividend yield of World Fuel Services Corp. stocks is 0.5%. World Fuel Services Corp. had an annual average earning growth of 29.6% over the past 10 years. GuruFocus rated World Fuel Services Corp. the business predictability rank of 3.5-star.


INT recently reported strong fourth quarter results. The company reported fourth quarter net income of $34.5 million or $0.57 diluted earnings per share compared to $28.7 million or $0.49 diluted earnings per share in the fourth quarter of 2008. Non-GAAP net income for the fourth quarter, which excludes share-based compensation and amortization of acquired intangible assets, was $37.5 million or $0.62 non-GAAP diluted earnings per share compared to $36.3 million or $0.62 non-GAAP diluted earnings per share in the fourth quarter of 2008.


John Keeley bought 12,050 shares in the quarter that ended on 12/31/2009, which is less than 0.01% of the $6.63 billion portfolio of Keeley Fund Management.


Sell:: CEO Paul H Stebbins sold 64,000 shares of INT stock on 03/12/2010 at the average price of 28.56, the price of the stock has increased by 0.07% since. Other insiders have also decreased their positions in the company.