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. This week we saw notable increases in Real Time
Over the past week GuruFocus Real Time Picks reported that Larry
Robbins upped his stake in
Tenet Healthcare (
by 10.25%. The guru added 1,000,000 shares to his holdings at an
average price of $40.92 per share. Since his buy, the price per
share is trading at about -3% lower at $39.85 per share.
Since Robbins most recent transaction the guru holds on to a
total of 10,759,339 shares of the company's stock, representing
approximately 10.6% of the company's shares outstanding.
Robbins' historical holding history of Tenet Healthcare:
Tenet Healthcare is a health care services company that operates
acute care hospitals, ambulatory surgery centers, diagnostic
imaging centers and related health care facilities. Its core
business is focused on providing acute care treatment, including
inpatient care, intensive care, cardiac care, radiology services
and emergency medical treatment.
Tenet Healthcare's historical revenue and net income:
The analysis on Tenet Healthcare reports that over the past
three years the company has issued $1 billion of debt, its asset
growth is currently faster than its revenue growth, but on the
other hand, the company's operating margin has shown consistent
signs of expansion.
The company most recently presented at the Bank of America
Merrill Lynch Leveraged Finance Conference on Dec. 3. You can
listen to a recording of that presentation here.
Prior to that the company released its third quarter results
- Adjusted EBITDA of $288 million, representing a 7.1%
- Net operating revenues of $2.408 billion, representing an
- The company's California Provider Fee Program was extended
through 2016 in an enhanced 36-month program.
- Total net patient revenue per adjusted admission was $11,928,
representing a 3% increase.
?Tenet Healthcare Corporation has a market cap of $3.95 billion.
Its shares are currently trading at around $39.84 with a P/S ratio
of 0.40 and a P/B ratio of 4.70. The company had an annual average
earnings growth of 7.50% over the past five years.
Steven Cohen also reported a notable buy over the past week.
Cohen upped his position in
Trulia Inc. (
by a massive 2832.53% on Dec. 17. The guru purchased a total of
1,878,166 shares at a price of $30.88 per share. Since his buy, the
price per share has jumped up about 8% to $33.24 per share.
Over the third quarter Cohen actually had reduced his position
by -20%. As of his most recent buy the guru holds on to 1,944,473
shares which representing 5.98% of the company's shares
Cohen's historical holding history of Trulia:
Trulia is an online search engine which focuses on finding real
estate as well as rental properties for people searching for
residential properties. The company's marketplace can be viewed on
the web as well as through phone apps and gives customers tools to
research homes and neighborhoods and enables real estate
professionals to efficiently market their listings.
Trulia's historical revenue and net income:
The analysis on Trulia reports that the company's revenue has
been in decline over the past year and that its P/B ratio is
trading at a 2-year low.
The company recently announced its third quarter results which
- Revenue was $40.3 million, up 117% from last year.
- Net income was $7 million, or $0.19 per share, compared to a
net loss of $1.7 million and $0.19 last year.
- EBITDA for the quarter was $4.8 million, compared with $0.3
million last year.
- Reached a number of 36,401 subscribers, up 4,300 from last
Trulia has a market cap of $1.24 billion. Its shares are
currently trading at around $33.24 with a P/S ratio of 8.90 and a
P/B ratio of 2.70.
Over the past week GuruFocus Real Time Picks reported Robert
Karr's initial buy into
from Dec. 16. The guru made his first buy into the company picking
up 920,000 shares of the company's stock. He bought these shares at
$29.29 per share, and since then the price per share is trading up
His new position makes him the second largest guru shareholder
of two. John Burbank also holds a new position in the company, but
he holds significantly more with 3,200,200 shares of the company's
58.com is a newly incorporated company in the United States and
is basically the Chinese equivalent to Craig's List. 58.com
operates the largest online marketplace serving local merchants and
consumers in China. The company contains credible and up-to-date
local information in approximately 380 cities about housing, jobs,
used goods, autos, pets, yellow pages and other local services.
58.com's historical revenue and net income:
The company began trading on the New York Stock Exchange in mid
The company reported its third quarter unaudited financial
results which highlighted:
- Revenues were $41.6 million, up 77.6 from last year.
- Gross margin was 94.5% compared to 88.0% in the same quarter
- Net income was $8.5 million, up from $6.3 million last
- Basic and diluted EPS were US$0.06 and US$0.05,
58.com has a market cap of $2.5 billion. Its shares are
currently trading at around $31.43 with a P/S ratio of 16.60.
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