Bargains for Weekend Thrifters

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Heading into the weekend, thrifters can use the GuruFocus Guru Bargains feature to find treasures in every sector. Here's a close-up look at are four diverse companies in medical care, real estate, tobacco, and restaurants that have dropped significantly since billionaires bought in the second quarter of 2013.
Aviv REIT Inc. ( AVIV ) - Yield 3.20%

Aviv REIT Inc. is up 4% over 12 months. The current share price is around $23.21, down 12% since John Keeley made a new buy as of June 30, 2013.

He bought 70,280 shares at an average price of $26.31for a loss of 11.1%.

The company has a market cap of $876.2 million; its trades with a P/B ratio of 2.00.

Incorporated in 2010, Aviv REIT Inc. operates as a self-administered, self-managed real estate investment trust specializing in the ownership and triple-net leasing of post-acute and long-term care skilled nursing facilities. The company's diversified portfolio consists of 263 properties in 29 states leased to 36 tenants.

The company reported its financial results for the year-to-date as of June 30, 2013, with rental income of $67.5 million. In 2012, rental income for the whole year was $117.4 million. Year to date, the company's revenue is at $69.7 million. In 2012, revenue for the year was $123.1 million, and in 2011, $97.04 million.

Tracking historical share pricing, revenue and net income:



Community Health Systems Inc. ( CYH ) - Yield 0.00%

Community Health Systems Inc. is up 37% over 12 months. The current share price is around $40.33, down 12% since Joel Greenblatt made a new buy as of June 30, 2013.

He bought 13,095 shares at an average price of $45.57 for a loss of 12.4%.

Greenblatt held CYH for seven quarters, all gaining, except for this sell-out quarter. His highest gain was 118.6% when he bought 4,228 shares at an average price of $18.27 in the fourth quarter of 2011.

The company has a market cap of $3.78 billion; its trades with a P/E ratio of 17.00 and a P/B ratio of 1.30.

Incorporated in 1996, Community Health Systems Inc. provides healthcare services through the hospitals that it owns and operates in non-urban and selected urban markets, with 135 hospitals in 29 states, with an aggregate of approximately 20,000 licensed beds. In over 55% of the markets served, CHS-affiliated hospitals are the sole provider of healthcare services.

The company reported its financial results for the second quarter 2013, with net operating revenues at $3.23 billion, down from $3.24 billion in the same quarter a year ago. Earnings per diluted share were reported as $0.32 per share down from $0.93 per share for the same quarter a year ago. The company reported adjusted EBITDA at $414.2 million, down from $483.1 million for the same quarter a year ago.

Tracking historical share pricing, revenue and net income:



Universal Corporation ( UVV ) - Yield 3.80%

Universal Corporation is up 1% over 12 months. The current share price is around $51.47, down 12% since Joel Greenblatt increased his position by 28.1% as of June 30, 2013.

He bought 23,365 shares at an average price of $58.13for a loss of 11.5%.

Greenblatt held for nine quarters total, averaging a gain of 8% on 106,059 shares bought at an average price of $47.40.

His current shares remain at 106,059.

The company has a market cap of $1.19 billion; its trades with a P/E ratio of 8.90 and a P/B ratio of 1.10.

Incorporated in Virginia, Universal Corporation is a leaf tobacco supplier, conducting business in more than 30 countries, in major tobacco-growing regions of the world.

The company reported its financial results for the first quarter of fiscal year 2014, ended on June 30, 2013, with a net income of $58.3 million. For the quarter, revenue was $433.5 million, reflecting a drop of $27.9 million. Earnings per diluted share were reported as $2.05, up from $1.24.

Tracking historical share pricing, revenue and net income:



Bravo Rio Restaurant Group Inc. ( BBRG ) - Yield 0.00%

Bravo Brio Restaurant Group Inc. is up 4% over 12 months. The current share price is around $15.13, down 12% since Joel Greenblatt made a new buy as of June 30, 2013.

He bought 29,726 shares at an average price of $17.28 for a loss of 12.3%.

The company has a market cap of $295.7 million; its trades with a P/E ratio of 20.10 and a P/B ratio of 2.60.

First incorporated in 1987, Bravo Brio Restaurant Group Inc.is the owner and operator of two fast growing and Italian restaurant brands, BRAVO! Cucina Italiana and BRIO Tuscan Grille, both focusing on with affordable, high-quality cuisine prepared using fresh ingredients and authentic Italian cooking methods.

The company reported its financial results for the second quarter 2013, with revenue of $105.6 million over last year's same quarter at $102.8 million, but sales dropped by 3%. The company's net income for the quarter is $4.5 million, down from $5.1 million a year ago in the same quarter. Earnings per diluted shared have dropped from $0.25 a year ago in second quarter to $0.22 in the second quarter of 2013.

Tracking historical share pricing, revenue and net income:



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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing , Stocks

Referenced Stocks: AVIV , BBRG , CYH , UVV

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