The following information is a highlight of the real-time guru
activity we saw this week. To view more information on these gurus,
check out their
. The "Real Time Picks" reports the stock purchases and sells that
Gurus have made within the prior two weeks. If a Guru makes a
purchase or sell of a company in which they own a greater-than 5%
stake, SEC regulations require them to report their transaction
within two days. It was a quiet week in guru trades but we did see
a couple of trades coming from
) and Leon Cooperman (Trades, Portfolio).
Leon Cooperman (Trades, Portfolio)
Cooperman made the most notable guru transaction this week when he
bought in to the teenager-focused clothing line
dELiA*s Inc. (
. This guru initiated his position in dELiA*s by purchasing a total
of 8,511,905 shares of the company's stock. The guru bought these
share near the average daily price of $0.72 per share. Since his
buy the price per share is trading up approximately 18% to $0.85
This new position for Cooperman makes up for 25.91% of the
company's shares outstanding. The buy also makes him the largest
guru shareholder of dELiA*s stock followed by Chase Coleman
(Trades, Portfolio) who holds 3.4 million shares and Chuck Royce
(Trades, Portfolio) who holds on to over 2.7 million shares.
dELiA*s is a retail company which primarily focuses on and appeals
to teenage girls. It generates revenue by selling apparel,
accessories, and footwear to consumers through its mall-based
retail locations, website, and direct mail catalogs.
dELiA*s' historical revenue and net income:
The company recently announced that its Chief Financial Officer,
David Dick, would be resigning as of August 1, 2014. dELiA*s has
yet to announce his replacement.
The company also recently announced that it had received
stockholder approval to use proceeds of $24.1 million from the sale
of secured convertible notes. The company intends to use the
proceeds for working capital and general corporate purposes.
The analysis on dELiA*s reports that the company's revenue per
share has been in decline over the past five years, its Piotroski
F-Score is low and the company's short interest is high - 31.76% of
the float is shorted. On the other hand the analysis also reports
that the company's operating margin is expanding.
dELiA*s has a market cap of $58.5 million. Its shares are currently
trading at around $0.83 with a P/S ratio of 0.30 and a P/B ratio of
2.30. The company had an annual average earnings growth of 34.20%
over the past five years.
Mario Gabelli (Trades, Portfolio)
According to the GuruFocus Real Time Picks Mario Gabelli (Trades,
Portfolio) added to two of his holdings over the past week. Gabelli
is known for his large portfolio and strong track record of value
investing. The stocks Gabelli has been toying with this week are
Griffin Land & Nurseries (
) and Magnetek (
On June 23, Gabelli upped his take in
8.8% by purchasing 12,151 shares of the company's stock. The guru
bought these shares at around the daily average price of $23.02 per
share. Since his buy the price per share is trading slightly lower
at $22.96 per share.
Mario Gabelli (Trades, Portfolio) now holds on to 150,271 shares of
the company's stock. This position makes up for 4.67% of the
company's shares outstanding a minor 0.01% of Gabelli's total
Gabelli's holding history of Magnetek as of the close of the first
Gabelli has held on to Magnetek for several years and over the past
year the guru has seen average gains of 64% on shares bought.
Magnetek is a provider of digital power control systems that are
used to control motion and power mainly in material handling,
elevator, and energy delivery applications. The Company's systems
consist mainly of programmable motion control and power
Magnetek's historical revenue and net income:
The analysis on Magnetek reports that the company's price is near a
5-year high, its revenue per share has been in decline over the
past three years and the company's cash flow shows severe
divergence from its reported net income.
The Peter Lynch Chart suggests that the company is currently
Magnetek has a market cap of $75.8 million. Its shares are
currently trading at around $23.22 with a P/E ratio of 20.90, a P/S
ratio of 0.80 and a P/B ratio of 6.80.
On June 24 Gabelli made his second increase in the company
Griffin Land & Nurseries (
. The guru upped his stake 3.42% by purchasing 37,304 shares of the
company's stock. Gabelli bought these shares near the average daily
price of $26.54 per share, and since then the price per share is
trading up 1% to about $26.80 per share.
Gabelli now holds on to 1,126,676 shares of Griffin Land &
Nurseries. This position makes up for 21.88% of the company's
shares outstanding and about 0.20% of the guru's total portfolio.
This most recent buy of Gabelli's makes for the fifth increase he's
made in Griffin during the second quarter of 2014.
Gabelli's holding history as of the close of the first quarter:
Griffin is engaged in two lines of business: the real estate
business comprised of the ownership, construction, leasing and
management of commercial and industrial properties and the
development of residential subdivisions on real estate owned by
Griffin and the landscape nursery products business comprised of
the growing of containerized landscape nursery products for sale
mainly to retail garden center operators, landscape nursery mass
merchandisers and wholesale sales and service centers, whose main
customers are landscape contractors.
Griffin Land & Nurseries' historical revenue and net income:
The analysis on Griffin Land & Nurseries reports that the
company's revenue per share has been in decline over the past five
years, its dividend yield is near a 2-year high and its Piotroski
F-Score is low, which usually implies poor business operation.
The company recently announced the closing on mortgage loan
refinancing. On June 9, the company announced that two of its
subsidiaries, Griffin Center Development I and Tradeport
Development I, of its real estate business, Griffin Land, completed
refinancing of nonrecourse mortgages with Farm Bureau Life
Griffin Land & Nurseries has a market cap of $136.7 million.
Its shares are currently trading at around $26.57 with a P/S ratio
of 5.40 and a P/B ratio of 1.50. The company had an annual average
earnings growth of 71.20% over the past five years.
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