Weekly Guru Bargains Highlights: BIG, RATE, WCRX, BPT, MCP

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According to GuruFocus updates , these stocks have declined the most since Gurus have bought.

Big Lots Inc. ( BIG ): Down 21% Since Michael Price Bought in the Quarter Ended on 2012-09-30

Michael Price initiated holdings in Specialty Retailers company Big Lots Inc. during the quarter ended 09/30/2012. His purchase prices were between $29.43 and $41.92, with an estimated average price of $36.37. Since then the prices of Big Lots Inc. shares have declined by 21% from the estimated average. Michael Price owned 50,000 shares of as of 09/30/2012.

Big Lots Inc. is an Ohio corporation incorporated in May 2001. Big Lots Inc. has a market cap of $1.65 billion; its shares were traded at around $28.58 with a P/E ratio of 10.5 and P/S ratio of 0.3. Big Lots Inc. had an annual average earnings growth of 25.3% over the past 10 years. GuruFocus rated Big Lots Inc. the business predictability rank of 4.5-star.

Big Lots Inc. recently reported its third quarter 2012 financial results. Net sales for U.S. operations for the third quarter of fiscal 2012 decreased 1.9% to $1.1 billion, compared to $1.1 billion for the same period of fiscal 2011.

Robert Olstein bought 166,000 shares in the quarter that ended on 09/30/2012, which is 0.94% of the $525 million portfolio of Olstein All-Cap Value Fund. Michael Price bought 50,000 shares in the quarter that ended on 09/30/2012, which is 0.22% of the $680 million portfolio of MFP Investors LLC. Edward Lampert owns 1,427,397 shares as of 09/30/2012, an increase of 171.18% from the previous quarter. This position accounts for 0.76% of the $5.57 billion portfolio of ESL Investments.

Executive Vice President Lisa M. Bachmann sold 12,187 shares of BIG stock on 06/29/2012 at the average price of $41. Lisa M. Bachmann owns at least 60,000 shares after this. The price of the stock has decreased by 30.29% since.

Bankrate Inc. ( RATE ): Down 25% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Internet company Bankrate Inc. by 93.67% during the quarter ended 09/30/2012. His purchase prices were between $15.58 and $19.53, with an estimated average price of $17.44. Since then the prices of Bankrate Inc. shares have declined by 25% from the estimated average. Jim Simons owned 267,850 shares of as of 09/30/2012.

Bankrate Inc. and its subsidiaries own and operate an Internet-based consumer banking and personal finance network. Bankrate Inc. has a market cap of $1.28 billion; its shares were traded at around $12.76 with a P/E ratio of 18.8 and P/S ratio of 2.8. Bankrate Inc. had an annual average earnings growth of 29.1% over the past five years.

Bankrate Inc. recently reported financial results for the third quarter ended Sept. 30, 2012. Total revenue for the third quarter was $116.8 million compared to $112.9 million in the third quarter of 2011, an increase of 3%.

Lee Ainslie owns 600,764 shares as of 09/30/2012, which accounts for 0.12% of the $7.55 billion portfolio of Maverick Capital. Ron Baron sold out his holdings in the quarter that ended on 09/30/2012.

Senior Vice President and CFO Edward J. Dimaria sold 107,177 shares of RATE stock on 08/13/2012 at the average price of $19.27. Edward J. Dimaria owns at least 195,094 shares after this. The price of the stock has decreased by 33.78% since. There are mixed trades from other insiders.

Warner Chilcott Plc ( WCRX ): Down 28% Since Private Capital Bought in the Quarter Ended on 2012-09-30

Private Capital added to his holdings in Pharmaceuticals company Warner Chilcott Plc by 4.52% during the quarter ended 09/30/2012. His purchase prices were between $12.8 and $18.4, with an estimated average price of $16.14. Since then the prices of Warner Chilcott Plc shares have declined by 28% from the estimated average. Private Capital owned 2,410,789 shares of as of 09/30/2012.

Warner Chilcott Limited was formed through a series of acquisitions and divestitures. Warner Chilcott Plc has a market cap of $2.93 billion; its shares were traded at around $11.6 with a P/E ratio of 2.7 and P/S ratio of 1. The dividend yield of Warner Chilcott Plc stocks is 4.5%. Warner Chilcott Plc had an annual average earnings growth of 37.7% over the past five years.

Warner Chilcott recently reported its third quarter 2012 financial results. Total revenue in the quarter ended Sept. 30, 2012 was $606 million, a decrease of $49 million, or 7%, compared to the quarter ended Sept. 30, 2011.

Private Capital owns 2,410,789 shares as of 09/30/2012, which accounts for 2.8% of the $1.17 billion portfolio of Private Capital Management. John Keeley owns 10,660 shares as of 09/30/2012, which accounts for 0.0032% of the $4.53 billion portfolio of Keeley Fund Management. David Williams owns 2,150,000 shares as of 12/31/2011, which accounts for 0.73% of the $4.48 billion portfolio of Columbia Value and Restructuring Fund.

BP Prudhoe Bay Royalty Trust ( BPT ): Down 34% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Exploration & Production company BP Prudhoe Bay Royalty Trust by 140.89% during the quarter ended 09/30/2012. His purchase prices were between $77.3 and $121.78, with an estimated average price of $108. Since then the prices of BP Prudhoe Bay Royalty Trust shares have declined by 34% from the estimated average. Jim Simons owned 63,427 shares of as of 09/30/2012.

BP Prudhoe Bay Royalty Trust, a grantor trust, was created as a Delaware business trust by the BP Prudhoe Bay Royalty Trust Agreement dated Feb. 28, 1989. BP Prudhoe Bay Royalty Trust has a market cap of $1.47 billion; its shares were traded at around $68.5 with a P/E ratio of 7.9 and P/S ratio of 7.8. The dividend yield of BP Prudhoe Bay Royalty Trust stocks is 9.8%. BP Prudhoe Bay Royalty Trust had an annual average earnings growth of 18.3% over the past ten years.

McPherson's Limited ( MCP ): Down 32% Since George Soros Bought in the Quarter Ended on 2012-09-30

George Soros initiated holdings in Business Support Services company Molycorp Inc. during the quarter ended 09/30/2012. His purchase prices were between $9.61 and $22.21, with an estimated average price of $14.89. Since then the prices of McPherson's Limited shares have declined by 32% from the estimated average. George Soros owned 80,000 shares of as of 09/30/2012.

Molycorp Inc. was formed on March 4, 2010, as a new Delaware corporation. Molycorp Inc. has a market cap of $1.36 billion; its shares were traded at around $9.62 with a P/E ratio of 24.2 and P/S ratio of 3.1.

John Burbank bought 45,143 shares in the quarter that ended on 09/30/2012, which is 0.024% of the $2.19 billion portfolio of Passport Capital. George Soros bought 80,000 shares in the quarter that ended on 09/30/2012, which is 0.015% of the $6.2 billion portfolio of Soros Fund Management LLC. Chris Davis owns 274,950 shares as of 09/30/2012, an increase of 12.49% from the previous quarter. This position accounts for 0.0075% of the $41.99 billion portfolio of Davis Selected Advisers.

President and CEO Mark A. Smith bought 20,000 shares of MCP stock on 11/19/2012 at the average price of $6.2. Mark A. Smith owns at least 853,518 shares after this. The price of the stock has increased by 55.16% since. Other insiders have also increased their positions in the company.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .



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

Referenced Stocks: BIG , BPT , MCP , RATE , WCRX

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