Five Gurus Slice Five Companies

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In reviewing third quarter selling action so far, it looks like a few of the buy-and-hold types are trading light on the sell side. Here's a snapshot in time of five billionaire investors slicing five companies:

Guru: Glenn Greenberg

Higher One Holdings Inc. ( ONE ): Reduced

Impacts Portfolio: -0.54%

Down 36% over 12 months, Higher One Holdings Inc. has a market cap of $364.2 million; its shares were traded with a P/E ratio of 12.40 and a P/B of 5.10.

Guru Action: As of Sept. 27, 2013, Glenn Greenberg reduced his position by 26.59%, selling shares in the average price range of $6.99. The current share price of $7.76 is up 11% change from average.

Track historical pricing, revenue and net income:



Guru: Chase Coleman

TAL Education Group ( XRS ): Reduced

Impacts Portfolio: -0.31%

Up 69% over 12 months, TAL Education Group has a market cap of $1.14 billion; its shares were traded with a P/E ratio of 34.70 and a P/B of 6.10.

Guru Action: As of Sept. 26, 2013, Chase Coleman reduced his position by 10.62%, selling shares in the average price range of $14.88. The current share price of $14.56 is down 2% change from average.

Here's a Chase Coleman trading summary:



Track historical pricing, revenue and net income:



Guru: Richard Blum

Career Education Corporation ( CECO ): Reduced

Impacts Portfolio: -0.07%

Down 35% over 12 months, Career Education Corporation has a market cap of $183.2 million; its shares were traded a P/B of 0.30.

Guru Action: As of Sept. 18, 2013, Richard Blum reduced his position by 2.78%, selling shares in the average price range of $2.70. The current share price is $2.71, with a change from average at 0%.

Blum has been unloading CECO steadily, with nine reductions since August 2013.

Track historical pricing, revenue and net income:



Guru: Daniel Loeb

Yahoo! Inc. ( YHOO ): Reduced

Impacts Portfolio: -21.33%

Up 113% over 12 months, Yahoo! Inc. has a market cap of $34.56 billion; its shares were traded with a P/E ratio of 9.80 and a P/B of 2.60.

Guru Action: As of July 22, 2013, Daniel Loeb reduced his position by 66.77%, selling shares in the average price range of $27.86. The current share price is $33.87, with a change from average up 22%.

Track historical pricing, revenue and net income:



Finally, Guru Richard Perry lists no sell outs or reductions for the third quarter of 2013, but he recently downsized JCP, according to GuruFocus RealTime Picks.

Guru: Richard Perry

J.C. Penney Co. Inc. ( JCP ): Reduced

Impacts Portfolio: -2.01%

Down 70% over 12 months, J.C. Penney Co. Inc. has a market cap of $2.42 billion; its shares were traded with a P/B of 0.80.

Guru Action: As of Oct. 1, 2013, Richard Perry reduced his JCP by 47.37%, selling shares in the average price range of $8.75. The current share price is $7.95 with a change from average down 9%.

Here's a Richard Perry trading summary:



Track historical 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: CECO , JCP , ONE , XRS , YHOO

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