Weekly Guru Bargains Highlights: FTE, VVUS, PAY, TIBX, VMW

By
A A A

According to GuruFocus updates , these stocks have declined the most since Gurus have bought. Forte Energy NL ( FTE ): Down 25% Since Paul Singer Bought In the Quarter Ended on 2012-09-30

Paul Singer initiated holdings in Fixed Line Telecommunications company France Telecom SA during the quarter ended 09/30/2012. His purchase prices were between $12.22 and $14.17, with an estimated average price of $13.36. Since then the prices of Forte Energy NL shares have declined by -25% from the estimated average. Paul Singer owned 7,371,552 shares of as of 09/30/2012.

France Telecom S.A. was incorporated as a French limited company (societe anonyme) on December 31, 1996. France Telecom Sa has a market cap of $26.62 billion; its shares were traded at around $10.03 with a P/E ratio of 5.5218 and P/S ratio of 0.4546. The dividend yield of France Telecom Sa stocks is 15.7%.

Charles Brandes owns 7,172,280 shares as of 12/31/2012, which accounts for 0.93% of the $8.55 billion portfolio of Brandes Investment.

Vivus ( VVUS ): Down 46% Since Steven Cohen Bought In the Quarter Ended on 2012-09-30

Steven Cohen added to his holdings in Medical Equipment company Vivus by 2024.23% during the quarter ended 09/30/2012. His purchase prices were between $17.81 and $29.93, with an estimated average price of $23.45. Since then the prices of Vivus shares have declined by -46% from the estimated average. Steven Cohen owned 380,238 shares of as of 09/30/2012.

VIVUS was incorporated in 1991 as a California corporation and reincorporated in 1996 as a Delaware corporation. Vivus has a market cap of $1.27 billion; its shares were traded at around $12.6 with and P/S ratio of 18.

VVUS recently reported its third quarter 2012 financial results. Net loss for the first nine months of 2012 is $83.2 million, or $0.85 per share, as compared to a loss of $34.7 million, or $0.42 per share, for the same period in 2011. The company will report its full year 2012 financial results on Feb. 25, 2013.

John Burbank owns 8,938,268 shares as of 12/31/2012, an increase of 21.15% from the previous quarter. This position accounts for 4.6% of the $2.59 billion portfolio of Passport Capital.

Payce Consolidated Limited ( PAY ): Down 44% Since Jeremy Grantham Bought In the Quarter Ended on 2012-09-30

Jeremy Grantham initiated holdings in Computer Hardware company VeriFone Systems, Inc. during the quarter ended 09/30/2012. His purchase prices were between $27.84 and $38.8, with an estimated average price of $33.83. Since then the prices of Payce Consolidated Limited shares have declined by -44% from the estimated average. Jeremy Grantham owned 7,400 shares of as of 09/30/2012.

VeriFone Systems, Inc. formerly known as VeriFone Holdings Inc was incorporated in the state of Delaware on June 13, 2002 in order to acquire VeriFone, Inc. Verifone Systems, Inc. has a market cap of $2.04 billion; its shares were traded at around $18.95 with a P/E ratio of 32.0513 and P/S ratio of 1.1186.

Leon Cooperman bought 1,258,273 shares in the quarter that ended on 12/31/2012, which is 0.69% of the $5.45 billion portfolio of Omega Advisors. Joel Greenblatt bought 27,412 shares in the quarter that ended on 12/31/2012, which is 0.047% of the $1.73 billion portfolio of Gotham Capital. Ken Fisher sold out his holdings in the quarter that ended on 12/31/2012. Michael Price sold out his holdings in the quarter that ended on 12/31/2012.

TIBCO Software, Inc. ( TIBX ): Down 23% Since Steven Cohen Bought In the Quarter Ended on 2012-09-30

Steven Cohen added to his holdings in Software company TIBCO Software, Inc. by 557.68% during the quarter ended 09/30/2012. His purchase prices were between $26.43 and $32.6, with an estimated average price of $29.11. Since then the prices of TIBCO Software, Inc. shares have declined by -23% from the estimated average. Steven Cohen owned 392,056 shares of as of 09/30/2012.

TIBCO Software Inc. is a Delaware corporation. It is an independent provider of infrastructure software. Tibco Software, Inc. has a market cap of $3.63 billion; its shares were traded at around $22.3 with a P/E ratio of 30.9598 and P/S ratio of 3.6955. Tibco Software, Inc. had an annual average earnings growth of 23.8% over the past 10 years.

Tibco Software recently reported its fourth quarter 2012 financial results. Total revenue for the fourth quarter of fiscal 2012 was $296.5 million and net income was $48.8 million, or $0.29 per diluted share. This compares to total revenue of $289.5 million and net income of $51.9 million, or $0.30 per diluted share, as reported for the fourth quarter of fiscal 2011.



Andreas Halvorsen bought 2,601,700 shares in the quarter that ended on 12/31/2012, which is 0.4% of the $14.44 billion portfolio of Viking Global Investors LP. Joel Greenblatt bought 11,485 shares in the quarter that ended on 12/31/2012, which is 0.015% of the $1.73 billion portfolio of Gotham Capital.

CEO Vivek Ranadive sold 542,000 shares of TIBX stock on 10/05/2012 at the average price of 29.01. Vivek Ranadive owns at least 8,240,483 shares after this. The price of the stock has decreased by 23.13% since. Other insiders have also decreased their positions in the company.

VMware, Inc. ( VMW ): Down 22% Since Jim Chanos Bought In the Quarter Ended on 2012-09-30

Jim Chanos added to his holdings in Software company VMware, Inc. by 16.3% during the quarter ended 09/30/2012. His purchase prices were between $81.8 and $102.26, with an estimated average price of $92.12. Since then the prices of VMware, Inc. shares have declined by -22% from the estimated average. Jim Chanos owned 162,000 shares of as of 09/30/2012.

VMware, Inc. was incorporated as a Delaware corporation in 1998. Vmware, Inc. has a market cap of $30.96 billion; its shares were traded at around $72.35 with a P/E ratio of 42.3729 and P/S ratio of 7.1788. Vmware, Inc. had an annual average earnings growth of 24.8% over the past 5 years. GuruFocus rated Vmware, Inc. the business predictability rank of 3.5-star.

VMware recently reported its fourth quarter 2012 financial results. Revenues for the fourth quarter were $1.29 billion, an increase of 22% from the fourth quarter of 2011.

PRIMECAP Management owns 8,800 shares as of 12/31/2012, which accounts for 0.0013% of the $61.82 billion portfolio of PRIMECAP Management.

CEO Patrick P Gelsinger bought 232 shares of VMW stock on 11/20/2012 at the average price of 85.67. Patrick P Gelsinger owns at least 77,091 shares after this. The price of the stock has decreased by 15.55% 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: FTE , PAY , TIBX , VMW , VVUS

GuruFocus

GuruFocus

More from GuruFocus:

Related Videos

Stocks

Referenced

Most Active by Volume

84,725,997
  • $6.69 ▼ 5.11%
68,180,500
  • $3.38 ▼ 1.74%
52,748,572
  • $99.02 ▲ 1.38%
40,996,811
  • $74.92 ▼ 0.36%
37,831,986
  • $15.50 ▼ 0.58%
34,013,720
  • $31.98 ▼ 4.31%
32,417,159
  • $25.59 ▼ 0.78%
31,985,971
  • $54.87 ▲ 1.20%
As of 7/28/2014, 04:05 PM