According to
GuruFocus updates
, these stocks have declined the most since Gurus have bought.
Alpha Natural Resources (
ANR
): Down 28% Since
Paul Tudor Jones
Bought in the Quarter Ended on 2011-12-31
Paul Tudor Jones
initiated holdings in coal company Alpha Natural Resources during
the quarter ended 12/31/2011. His purchase prices were between
$16.04 and $28.7, with an estimated average price of $22.08.
Since then the prices of Alpha Natural Resources shares have
declined by -28% from the estimated average.
Paul Tudor Jones
owned 13,900 shares of as of 12/31/2011.
Alpha Natural Resources is a Central Appalachian coal producer
that also has significant operations in Northern Appalachia.
Alpha Natural Resources has a market cap of $3.63 billion; its
shares were traded at around $15.88 with a P/E ratio of 8.74 and
P/S ratio of 0.51. Alpha Natural Resources had an annual average
earnings growth of 2.6% over the past five years.
ANR recently reported a fourth quarter 2011 net loss of $733.3
million or $3.34 per diluted share compared to net income of
$10.8 million or $0.09 per diluted share in the fourth quarter of
2010. Alpha also reported a fourth quarter loss from continuing
operations of $733.3 million, or $3.34 per diluted share,
compared to income from continuing operations of $11.0 million,
or $0.09 per diluted share, in the fourth quarter of 2010.
John Keeley bought 100,687 shares in the quarter that ended on
12/31/2011, which is 0.043% of the $4.78 billion portfolio of
Keeley Fund Management. NWQ Managers owns 576,361 shares as of
12/31/2011, which accounts for 0.083% of the $15.4 billion
portfolio of NWQ Investment Management Co. David Williams owns
4,250,000 shares as of 12/31/2011, which accounts for 1.9% of the
$4.48 billion portfolio of Columbia Value and Restructuring Fund.
John Paulson sold out his holdings in the quarter that ended on
12/31/2011.
Chesapeake Energy (
CHK
): Down 30% Since RS Investment Management Bought in the Quarter
Ended on 2011-12-31
RS Investment Management added to its holdings in exploration and
production company Chesapeake Energy by 24.48% during the quarter
ended 12/31/2011. Its purchase prices were between $22.06 and
$29.74, with an estimated average price of $25.42. Since then the
prices of Chesapeake Energy shares have declined by -30% from the
estimated average. RS Investment Management owned 320,800 shares
of as of 12/31/2011.
Chesapeake Energy Corp. is an independent oil and gas company
engaged in the development, exploration, acquisition and
production of onshore natural gas and oil reserves. Chesapeake
Energy has a market cap of $11.63 billion; its shares were traded
at around $17.72 with a P/E ratio of 6.25 and P/S ratio of 1. The
dividend yield of Chesapeake Energy stocks is 1.99%. Chesapeake
Energy had an annual average earnings growth of 8% over the past
10 years.
CHK recently declared a cash distribution of $0.405 per limited
partner unit for the 2012 first quarter. The first quarter
distribution represents an increase of $0.055, or 15.7%, compared
to the 2011 first quarter and represents an increase of $0.015,
or 3.8%, compared to the 2011 fourth quarter.
John Rogers owns 2,320,840 shares as of 12/31/2011, an increase
of 25.6% from the previous quarter. This position accounts for
1.2% of the $4.34 billion portfolio of Ariel Capital Management.
Charles Brandes owns 8,379,282 shares as of 12/31/2011, which
accounts for 1.7% of the $10.87 billion portfolio of Brandes
Investment. Arnold Schneider owns 342,503 shares as of
12/31/2011, which accounts for 0.67% of the $1.14 billion
portfolio of Schneider Capital Management.
Chairman and CEO Aubrey K. McClendon bought 11,000 shares of CHK
stock on 11/25/2011 at the average price of $22.76. Aubrey K.
McClendon owns at least 3,110,315 shares after this. The price of
the stock has decreased by 22.14% since.
Allscripts Healthcare Solutions Inc. (
MDRX
): Down 46% Since Bruce Kovner Bought in the Quarter Ended on
2011-12-31
Bruce Kovner initiated holdings in Software company Allscripts
Healthcare Solutions Inc. during the quarter ended 12/31/2011.
His purchase prices were between $16.82 and $20.94, with an
estimated average price of $19.01. Since then the prices of
Allscripts Healthcare Solutions Inc. shares have declined by -46%
from the estimated average. Bruce Kovner owned 48,276 shares of
as of 12/31/2011.
Allscripts Healthcare Solutions offers clinical software,
services, information and connectivity solutions that enable
physicians and healthcare providers to deliver patients safety
and clinical outcomes in the U.S. Allscripts Healthcare Solutions
has a market cap of $3.05 billion; its shares were traded at
around $10.3 with a P/E ratio of 22.56 and P/S ratio of 2.11.
Allscripts Healthcare Solutions had an annual average earnings
growth of 2.5% over the past five years.
Allscripts Healthcare Solutions recently reported its first
quarter 2012 results. GAAP revenue for the three months ended
March 31, 2012 was $364.7 million. Non-GAAP revenue for the three
months ended March 31, 2012 was $365.5 million, compared to
non-GAAP revenue of $346.1 million for the three months ended
March 31, 2011, a 6% increase.
Ron Baron owns 1,641,220 shares as of 12/31/2011, which accounts
for 0.2% of the $15.45 billion portfolio of Baron Funds.
President and secretary Lee Shapiro sold 100,000 shares of MDRX
stock on 02/22/2012 at the average price of $19.17. Lee Shapiro
owns at least 473,914 shares after this. The price of the stock
has decreased by 46.27% since. Other insiders have also decreased
their positions in the company.
Apco Oil and Gas International Inc. (
APAGF
): Down 48% Since Jim Simons Bought in the Quarter Ended on
2011-12-31
Jim Simons added to his holdings in oil equipment and services
company Apco Oil and Gas International by 30.17% during the
quarter ended 12/31/2011. His purchase prices were between $71.92
and $86.73, with an estimated average price of $80.76. Since then
the prices of Apco Oil and Gas International shares have declined
by -48% from the estimated average. Jim Simons owned 15,100
shares of as of 12/31/2011.
Apco Oil & Gas International Inc., formerly Apco Argentina
Inc., has a market cap of $1.23 billion; its shares were traded
at around $42.24 with a P/E ratio of 36.58 and P/S ratio of
11.72. The dividend yield of Apco Oil and Gas International
stocks is 0.19%. Apco Oil and Gas International had an annual
average earnings growth of 9.5% over the past 10 years. GuruFocus
rated Apco Oil and Gas International the business predictability
rank of 2.5-star.
Apco Oil and Gas recently announced net income attributable to
Apco of $31.7 million in 2011, or $1.08 per share, compared with
net income of $25.8 million, or $0.88 cents per share in 2010.
Total operating revenues increased by $17 million compared with
2010. Higher average sales prices accounted for $14.3 million of
the increase during 2011.
Clearwire Corp. (
CLWR
): Down 21% Since Steven Cohen Bought in the Quarter Ended on
2011-12-31
Steven Cohen added to his holdings in Internet company Clearwire
Corp. by 296.15% during the quarter ended 12/31/2011. His
purchase prices were between $1.27 and $2.42, with an estimated
average price of $1.82. Since then the prices of Clearwire Corp.
shares have declined by -21% from the estimated average. Steven
Cohen owned 101,570 shares of as of 12/31/2011.
Clearwire Corp. is a provider of simple, portable and reliable
wireless high-speed Internet service. Clearwire Corp. has a
market cap of $1.9 billion; its shares were traded at around
$1.43 with and P/S ratio of 1.52.
President and CEO Erik Prusch sold 86,483 shares of CLWR stock on
03/02/2012 at the average price of $2.29. Erik Prusch owns at
least 2,320,864 shares after this. The price of the stock has
decreased by 37.55% since. Other insiders have also decreased
their positions in the company.About GuruFocus: GuruFocus.com
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