According to
GuruFocus updates
, these stocks have declined the most since Gurus have bought.
Donaldson Co (
DCI
): Down 47% Since
Paul Tudor Jones
Bought in the Quarter Ended on 2011-12-31
Paul Tudor Jones
initiated holdings in Waste & Disposal Services company
Donaldson Co. during the quarter ended 12/31/2011. His purchase
prices were between $52.35 and $69.76, with an estimated average
price of $64.38. Since then the prices of Donaldson Co. shares
have declined by -47% from the estimated average.
Paul Tudor Jones
owned 9,800 shares of as of 12/31/2011.
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 Co
has a market cap of $5.2 billion; its shares were traded at
around $34.41 with a P/E ratio of 21.6 and P/S ratio of 2.3. The
dividend yield of Donaldson Co. stocks is 0.9%. Donaldson Co. had
an annual average earnings growth of 10.8% over the past 10
years. GuruFocus rated Donaldson Co. the business predictability
rank of 4-star.
PRIMECAP Management owns 1,620,200 shares as of 12/31/2011, which
accounts for 0.18% of the $62.67 billion portfolio of PRIMECAP
Management. Mario Gabelli owns 1,222,206 shares as of 12/31/2011,
which accounts for 0.66% of the $12.57 billion portfolio of GAMCO
Investors. Ray Dalio sold out his holdings in the quarter that
ended on 12/31/2011.
Director Jack W. Eugster sold 4,225 shares of DCI stock on
03/30/2012 at the average price of $35.82. Jack W. Eugster owns
at least 117,716 shares after this. The price of the stock has
decreased by 3.94% since. Other insiders have also decreased
their positions in the company.
Stillwater Mining (
SWC
): Down 27% Since Ken Fisher Bought in the Quarter Ended on
2012-03-31
Ken Fisher added to his holdings in Platinum & Precious
Metals company Stillwater Mining by 31.01% during the quarter
ended 03/31/2012. His purchase prices were between $10.88 and
$14.97, with an estimated average price of $12.26. Since then the
prices of Stillwater Mining shares have declined by -27% from the
estimated average. Ken Fisher owned 4,979,715 shares of as of
03/31/2012.
Stillwater Mining Company is engaged in the exploration,
development, mining and production of platinum, palladium and
associated metals from the Stillwater Complex in southern
Montana, which the company believes isthe only significant
primary source of platinum and palladium outside the Republic of
South Africa. Stillwater Mng has a market cap of $1.24 billion;
its shares were traded at around $8.94 with a P/E ratio of 10.6
and P/S ratio of 1.4.
Stillwater Mining Company today reported consolidated net income
for the 2012 first quarter of $2.4 million, or $0.02 per diluted
share. Total revenues for the first quarter were $203.1 million.
This compares to 2011 first quarter net income of $36.2 million,
or $0.34 per diluted share, on revenues of $170.1 million.
Ken Fisher owns 4,979,715 shares as of 03/31/2012, an increase of
31.01% from the previous quarter. This position accounts for
0.17% of the $37.47 billion portfolio of Fisher Asset Management
LLC. John Hussman owns 10,000 shares as of 03/31/2012, which
accounts for 0.0024% of the $5.16 billion portfolio of Hussman
Economtrics Advisors.
Acme Packet Inc. (
APKT
): Down 32% Since Louis Moore Bacon Bought in the Quarter Ended
on 2011-12-31
Louis Moore Bacon initiated holdings in Software company Acme
Packet Inc during the quarter ended 12/31/2011. His purchase
prices were between $29.55 and $42.83, with an estimated average
price of $35.99. Since then the prices of Acme Packet Inc shares
have declined by -32% from the estimated average. Louis Moore
Bacon owned 65,000 shares of as of 12/31/2011.
Acme Packet, Inc. is engaged in providing session delivery
networks that enables delivery of next-generation voice, video
and unified communications over IP networks. Acme Packet Inc. has
a market cap of $1.95 billion; its shares were traded at around
$24.42 with a P/E ratio of 43.3 and P/S ratio of 6.3. Acme Packet
Inc had an annual average earnings growth of 25.5% over the past
5 years.
APKT recently reported its first quarter 2012 results. Total
revenue for the first quarter of 2012 was $70.8 million, compared
to $74.0 million in the first quarter of 2011 and $83.0 million
in the fourth quarter of 2011. Net income for the first quarter
of 2012 was $2.4 million, or $0.03 per share, compared to $13.7
million, or $0.19 per share, in the first quarter of 2011 and
$8.7 million, or $0.12 per share, in the fourth quarter of 2011.
CFO and Treasurer Peter J. Minihane sold 15,000 shares of APKT
stock on 04/17/2012 at the average price of $28.07. The price of
the stock has decreased by 13% since. Other insiders have also
decreased their positions in the company.
RF Micro Device (
RFMD
): Down 38% Since Paul Tudor Jones Bought in the Quarter Ended on
2011-12-31
Paul Tudor Jones initiated holdings in Semiconductors company RF
Micro Device during the quarter ended 12/31/2011. His purchase
prices were between $5 and $7.68, with an estimated average price
of $6.48. Since then the prices of Rf Micro Device shares have
declined by -38% from the estimated average. Paul Tudor Jones
owned 25,800 shares of as of 12/31/2011.
RF Micro Devices Inc. is a global leader in the design and
manufacture of high-performance radio systems and solutions for
applications that drive mobile communications. RF Micro Device
has a market cap of $1.2 billion; its shares were traded at
around $4.01 with a P/E ratio of 36 and P/S ratio of 1.4.
VP Administration and CFO William A. Priddy sold 30,165 shares of
RFMD stock on 05/08/2012 at the average price of 4.01. William A.
Priddy owns at least 722,186 shares after this. The price of the
stock has decreased by 0% since. Other insiders have also
decreased their positions in the company.
Sony Corp. Adr (
SNE
): Down 23% Since Bruce Kovner Bought in the Quarter Ended on
2011-12-31
Bruce Kovner added to his holdings in Consumer Electronics
company Sony Corp. Adr by 51.68% during the quarter ended
12/31/2011. His purchase prices were between $16.27 and $22.38,
with an estimated average price of $18.4. Since then the prices
of Sony Corp. Adr shares have declined by -23% from the estimated
average. Bruce Kovner owned 60,428 shares of as of 12/31/2011.
Sony Corporation develops and manufactures consumer and
industrial electronic equipment. Sony Corp. Adr has a market cap
of $16.57 billion; its shares were traded at around $14.18 with
and P/S ratio of 0.2. The dividend yield of Sony Corp. Adr stocks
is 0.9%. Sony Corp. Adr had an annual average earnings growth of
7.2% over the past 10 years.
Sony Corp. recently reported sales and operating revenue of
6,493.2 billion yen for the first quarter of 2012, compared to
7,181.3 billion yen for the first quarter of 2011, or a decrease
of 9.6%.
PRIMECAP Management owns 14,800,602 shares as of 12/31/2011,
which accounts for 0.43% of the $62.67 billion portfolio of
PRIMECAP Management. Dodge & Cox owns 26,030,824 shares as of
03/31/2012, which accounts for 0.69% of the $78.02 billion
portfolio of Dodge & Cox. Dodge & Cox owns 26,312,074
shares as of 12/31/2011, which accounts for 0.67% of the $78.02
billion portfolio of Dodge & Cox. Charles Brandes owns
4,076,647 shares as of 12/31/2011, which accounts for 0.68% of
the $10.87 billion portfolio of Brandes Investment.About
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