According to
GuruFocus updates
, these stocks have declined the most since Gurus have bought.
Donaldson Company, Inc. (
DCI
): Down 49% Since
Columbia Wanger
Bought In the Quarter Ended on 2012-03-31
Columbia Wanger
added to his holdings in Waste & Disposal Services company
Donaldson Company, Inc. by 96.64% during the quarter ended
03/31/2012. His purchase prices were between $35.53 and $77.38,
with an estimated average price of $64.64. Since then the prices
of Donaldson Company, Inc. shares have declined by -49% from the
estimated average.
Columbia Wanger
owned 12,277,300 shares of as of 03/31/2012.
Donaldson Company, Inc. is a worldwide manufacturer of air
cleaners, liquid filters and exhaust products and accessories for
heavy duty mobile equipment; in-plant air cleaning systems; air
intake systems and exhaust products for industrial gas turbines;
and specialized filters for diverse applications. Donaldson
Company, Inc. has a market cap of $4.97 billion; its shares were
traded at around $33.11 with a P/E ratio of 19.9 and P/S ratio of
2.2. The dividend yield of Donaldson Company, Inc. stocks is
1.1%. Donaldson Company, Inc. had an annual average earnings
growth of 10.8% over the past 10 years. GuruFocus rated Donaldson
Company, Inc. the business predictability rank of 4-star.
Donaldson Company recently reported that its Board of Directors
has increased the quarterly common stock cash dividend by 12.5
percent, from 8 cents per share to 9 cents per share. Donaldson
had previously increased its dividend in January, bringing the
total increase so far in 2012 to 20 percent.
PRIMECAP Management owns 3,240,400 shares as of 03/31/2012, an
increase of 100% from the previous quarter. This position
accounts for 0.17% of the $67.24 billion portfolio of PRIMECAP
Management. Mario Gabelli owns 2,432,612 shares as of 03/31/2012,
an increase of 99.03% from the previous quarter. This position
accounts for 0.62% of the $13.95 billion portfolio of GAMCO
Investors.
Vice President Wim Vermeersch bought 2,000 shares of DCI stock on
06/25/2012 at the average price of 32.1. Wim Vermeersch owns at
least 6,406 shares after this. The price of the stock has
increased by 3.15% since. Other insiders have decreased their
positions in the company.
Abercrombie & Fitch Co. (
ANF
): Down 24% Since Jim Simons Bought In the Quarter Ended on
2012-03-31
Jim Simons initiated holdings in Apparel Retailers company
Abercrombie & Fitch Co. during the quarter ended 03/31/2012.
His purchase prices were between $40.4 and $53.53, with an
estimated average price of $44.12. Since then the prices of
Abercrombie & Fitch Co. shares have declined by -24% from the
estimated average. Jim Simons owned 538,800 shares of as of
03/31/2012.
Abercrombie & Fitch Co. is principally engaged in the
purchase, distribution and sale of men's, women's and kids'
casual apparel. Abercrombie & Fitch Co. has a market cap of
$2.89 billion; its shares were traded at around $33.54 with a P/E
ratio of 16.5 and P/S ratio of 0.7. The dividend yield of
Abercrombie & Fitch Co. stocks is 2.1%. Abercrombie &
Fitch Co. had an annual average earnings growth of 2.7% over the
past 10 years.
Abercrombie and Fitch recently reported unaudited results which
reflected net income of $3.0 million and net income per diluted
share of $0.03 for the thirteen weeks ended April 28, 2012,
compared to net income of $25.1 million and net income per
diluted share of $0.28 for the thirteen weeks ended April 30,
2011.
Daniel Loeb bought 1,850,000 shares in the quarter that ended on
03/31/2012, which is 2.3% of the $4.06 billion portfolio of Third
Point, LLC. Ray Dalio owns 9,915 shares as of 03/31/2012, a
decrease of 87.27% of from the previous quarter. This position
accounts for 0.0077% of the $6.43 billion portfolio of
Bridgewater Associates.
Director Craig R Stapleton bought 10,000 shares of ANF stock on
05/22/2012 at the average price of 35.43. Craig R Stapleton owns
at least 17,398 shares after this. The price of the stock has
decreased by 5.33% since.
Foster Wheeler AG (
FWLT
): Down 23% Since Steven Cohen Bought In the Quarter Ended on
2012-03-31
Steven Cohen added to his holdings in Heavy Construction company
Foster Wheeler Ag by 2290.1% during the quarter ended 03/31/2012.
His purchase prices were between $19.47 and $25.67, with an
estimated average price of $21.57. Since then the prices of
Foster Wheeler AG shares have declined by -23% from the estimated
average. Steven Cohen owned 652,283 shares of as of 03/31/2012.
Foster Wheeler AG, formerly Foster Wheeler Limited, along with
its subsidiaries provide construction and engineering services to
the oil and gas, oil refining, chemical/petrochemical,
pharmaceutical, environmental, and power plant operation and
maintenance sectors worldwide. Foster Wheeler Ag has a market cap
of $1.86 billion; its shares were traded at around $16.67 with a
P/E ratio of 10.5 and P/S ratio of 0.4.
Foster Wheeler recently reported net income for the first quarter
of 2012 of $40.6 million, or $0.38 per diluted share, compared
with $23.0 million, or $0.18 per diluted share, in the first
quarter of 2011. Net income in both quarterly periods was
impacted by asbestos-related provisions as detailed in the
attached table. Excluding such items from both quarterly periods,
net income in the first quarter of 2012 was $42.6 million, or
$0.40 per diluted share, compared with $23.4 million, or $0.19
per diluted share, in the year-ago quarter.
John Keeley owns 61,601 shares as of 03/31/2012, a decrease of
63.15% of from the previous quarter. This position accounts for
0.028% of the $4.94 billion portfolio of Keeley Fund Management.
Joel Greenblatt sold out his holdings in the quarter that ended
on 03/31/2012.
CEO FW Global Power Group Gary T Nedelka sold 1,042 shares of
FWLT stock on 03/08/2012 at the average price of 23.17. Gary T
Nedelka owns at least 10,324 shares after this. The price of the
stock has decreased by 28.05% since. Other insiders have also
decreased their positions in the company.
Juniper Networks, Inc. (
JNPR
): Down 25% Since Manning & Napier Advisors, Inc Bought In
the Quarter Ended on 2012-03-31
Manning & Napier Advisors, Inc initiated holdings in
Telecommunications Equipment company Juniper Networks, Inc.
during the quarter ended 03/31/2012. His purchase prices were
between $20.43 and $24.2, with an estimated average price of
$20.81. Since then the prices of Juniper Networks, Inc. shares
have declined by -25% from the estimated average. Manning &
Napier Advisors, Inc owned 13,778,802 shares of as of 03/31/2012.
Juniper Networks Inc. is a provider of Internet infrastructure
solutions that enable Internet service providers and other
telecommunications service providers to meet the demands
resulting from the rapid growth of the Internet. Juniper
Networks, Inc. has a market cap of $8.64 billion; its shares were
traded at around $15.57 with a P/E ratio of 23.6 and P/S ratio of
1.9. Juniper Networks, Inc. had an annual average earnings growth
of 8.7% over the past 5 years.
Juniper recently reported its first quarter 2012 financial
results. Net revenues for the first quarter of 2012 decreased 6%
on a year-over-year basis, and decreased 8% sequentially, to
$1,032.5 million.
Director William Stensrud sold 10,000 shares of JNPR stock on
05/31/2012 at the average price of 17.26. William Stensrud owns
at least 366,867 shares after this. The price of the stock has
decreased by 9.79% since.
CARBO Ceramics Inc. (
CRR
): Down 22% Since Tom Gayner Bought In the Quarter Ended on
2012-03-31
Tom Gayner initiated holdings in Oil Equipment & Services
company Carbo Ceramics Inc. during the quarter ended 03/31/2012.
His purchase prices were between $85.94 and $133.99, with an
estimated average price of $96.81. Since then the prices of CARBO
Ceramics Inc. shares have declined by -22% from the estimated
average. Tom Gayner owned 44,000 shares of as of 03/31/2012.
CARBO Ceramics Inc. is the world's largest producer and supplier
of ceramicproppants for use in the hydraulic fracturing of
natural gas and oil wells. Carbo Ceramics Inc. has a market cap
of $1.77 billion; its shares were traded at around $75.29 with a
P/E ratio of 13.7 and P/S ratio of 2.8. The dividend yield of
Carbo Ceramics Inc. stocks is 1.3%. Carbo Ceramics Inc. had an
annual average earnings growth of 15.6% over the past 10 years.
GuruFocus rated Carbo Ceramics Inc. the business predictability
rank of 5-star.
CARBO Ceramics recently announced its first quarter 2012
financial results. The company reported net income of $30.3
million, or $1.31 per diluted share, on revenues of $163.2
million for the quarter ended March 31, 2012.
Lee Ainslie bought 305,223 shares in the quarter that ended on
03/31/2012, which is 0.46% of the $6.95 billion portfolio of
Maverick Capital. Tom Gayner bought 44,000 shares in the quarter
that ended on 03/31/2012, which is 0.21% of the $2.17 billion
portfolio of Markel Gayner Asset Management Corp.
Director Randy L Limbacher bought 2,000 shares of CRR stock on
02/27/2012 at the average price of 95.02. Randy L Limbacher owns
at least 7,442 shares after this. The price of the stock has
decreased by 20.76% since.About GuruFocus: GuruFocus.com tracks
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