Weekly Guru Bargains Highlights: HMSY, FB, TSU, SLXP, ANR

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

HMS Holdings Corporation ( HMSY ): Down 23% Since RS Investment Management Bought in the Quarter Ended on 6-30 - 2012

RS Investment Management added to his holdings in business support services company, HMS Holdings Corp. by 26.77% during the quarter ended 6/30/2012. His purchase prices were between $23.22 and $32.39, with an estimated average price of $26.79. Since then, the prices of HMS Holdings shares have declined by 23% from the estimated average. RS Investment Management owned 523,119 shares as of 6/30/2012.

HMS Holdings furnishes information-based revenue recovery and business office outsourcing services to healthcare providers and payors. HMS Holdings has a market cap of $2.34 billion; its shares were traded at around $20.61 with a P/E ratio of 39.8 and a P/S ratio of 6.4. HMS Holdings had an annual average earnings growth of 35.3% over the past five years.

For the quarter ended September 30, 2012, revenue increased 22.6% to $113.2 million, compared to $92.4 million for the same period a year ago. Net income for the quarter was $10.5 million or $0.12 per diluted common share compared to a net income of $14.4 million or $0.17 per diluted common share for the same period a year ago, a decrease of 27.1%.

CEO William C Lucia sold 15,000 shares of HMSY stock on 10/18/2012 at the average price of $27.33. Lucia owns at least 264,960 shares after this. The price of the stock has decreased by 24.59% since. Other insiders have also decreased their positions in the company.

Facebook Inc. ( FB ): Down 26% Since Chase Coleman Bought in the Quarter Ended on 6-30-2012

Chase Coleman initiated holdings in media agencies company Facebook Inc. during the quarter ended 6/30/2012. His purchase prices were between $25.76 and $32.73, with an estimated average price of $29.60. Since then the prices of Facebook shares have declined by 26% from the estimated average. Chase Coleman owned 1,958,448 shares of as of 6/30/2012.

Facebook Inc. operates a social networking website worldwide. Facebook has a market cap of $40.7 billion; its shares were traded at around $21.98 with a P/S ratio of 11.

Facebook recently reported its third quarter 2012 financial results. Revenue for the third quarter totaled $1.26 billion, an increase of 32%, compared with $954 million in the third quarter of 2011.

Robert Karr bought 365,000 shares in the quarter that ended on 6/30/2012, which is 2.2% of the $514 million portfolio of Joho Capital. Frank Sands bought 11,649,292 shares in the quarter that ended on 6/30/2012, which is 1.6% of the $22.04 billion portfolio of Sands Capital Management.

Director Reed Hastings bought 47,846 shares of FB stock on 8/08/2012 at the average price of $21.03. Reed Hastings owns at least 47,846 shares after this. The price of the stock has increased by 4.52% since. Other insiders have decreased their positions in the company.

Tim Holding Company ( TSU ): Down 39% Since Charles Brandes Bought in the Quarter Ended on 6-30-2012

Charles Brandes added to his holdings in mobile telecommunications company, Tim Holding Company by 16.07% during the quarter ended 6/30/2012. His purchase prices were between $23.91 and $32.93, with an estimated average price of $27.77. Since then, the prices of Tim Holding shares have declined by 39% from the estimated average. Charles Brandes owned 3,512,341 shares as of 6/30/2012.

TIM Participacoes S.A. is a holding company, the single company in Brazil to offer mobile cellular services throughout the Brazilian territory, by means of its subsidiaries TIM Celular S.A. Tim Holding Company has a market cap of $8.67 billion; its shares were traded at around $16.88 with a P/E ratio of 11.4 and a P/S ratio of 0.9. The dividend yield of Tim Holding stocks is 1.6%. Tim Holding Company had an annual average earnings growth of 22.4% over the past 10 years.

Charles Brandes owns 3,512,341 shares as of 06/30/2012, an increase of 16.07% from the previous quarter. This position accounts for 0.99% of the $9.71 billion portfolio of Brandes Investment.

Salix Pharmaceuticals, Ltd. ( SLXP ): Down 21% Since Steven Cohen Bought in the Quarter Ended on 6-30-2012

Steven Cohen added to his holdings in Pharmaceuticals company Salix Pharmaceuticals, Ltd. by 137.06% during the quarter ended 06/30/2012. His purchase prices were between $47.62 and $54.43, with an estimated average price of $50.80. Since then the prices of Salix Pharmaceuticals, Ltd. shares have declined by 21% from the estimated average. Steven Cohen owned 413,621 shares as of 06/30/2012.

Salix Pharmaceuticals' objective is to be a market-driven specialty pharmaceutical company focused on the needs of physicians specializing in gastroenterology. Salix Pharmaceuticals has a market cap of $2.37 billion; its shares were traded at around $40.05 with a P/E ratio of 11.8 and a P/S ratio of 4.4.

Edward Owens owns 1,554,300 shares as of 06/30/2012, which accounts for 0.4% of the $21.29 billion portfolio of Vanguard Health Care Fund. NWQ Managers owns 633,290 shares as of 06/30/2012, which accounts for 0.26% of the $13.76 billion portfolio of NWQ Investment Management Co.

President and CEO Carolyn J. Logan sold 119,300 shares of SLXP stock on 06/28/2012 at the average price of 52.07. Logan owns at least 1,044,488 shares after this. The price of the stock has decreased by 23.08% since. Other insiders have also decreased their positions in the company.

Alpha Natural Resources Inc. ( ANR ): Down 30% Since Jim Simons Bought in the Quarter Ended on 6-30-2012

Jim Simons initiated holdings in coal company, Alpha Natural Resources Inc. during the quarter ended 6/30/2012. His purchase prices were between $7.94 and $16.87, with an estimated average price of $12.40. Since then the prices of Alpha Natural Resources Inc. shares have declined by 30% from the estimated average. Jim Simons owned 965,237 shares as of 6/30/2012.

Alpha Natural Resources is a Central Appalachian coal producer that also has significant operations in Northern Appalachia. Alpha Natural Resources Inc. has a market cap of $1.98 billion; its shares were traded at around $8.70 with a P/S ratio of 0.3. Alpha Natural Resources had an annual average earnings growth of 2.6% over the past five years.

ANR recently announced its second quarter 2012 financial results. The company reported a second quarter loss of $2.2 billion or $10.14 per diluted share, compared with a loss of $50 million or $0.32 per diluted share in the second quarter of 2011.

John Burbank bought 432,400 shares in the quarter that ended on 6/30/2012, which is 0.13% of the $2.95 billion portfolio of Passport Capital. NWQ Managers owns 1,411,973 shares as of 06/30/2012, an increase of 71.49% from the previous quarter. This position accounts for 0.089% of the $13.76 billion portfolio of NWQ Investment Management Co.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: ANR , FB , HMSY , SLXP , TSU

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As of 10/17/2014, 04:15 PM

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