Weekly Guru Bargains Highlights: HMSY, MLNX, AAPL, MMP, LQDT

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

HMS Holdings Corporation ( HMSY ): Down 21% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons initiated holdings in Business Support Services company HMS Holdings Corporation during the quarter ended 09/30/2012. His purchase prices were between $30.72 and $36.71, with an estimated average price of $33.79. Since then the prices of HMS Holdings Corporation shares have declined by -21% from the estimated average. Jim Simons owned 368,112 shares of as of 09/30/2012.

HMS Holdings Corporation was incorporated on October 2, 2002 in the state of New York. HMS Holdings Corporation has a market cap of $2.33 billion; its shares were traded at around $26.81 with a P/E ratio of 56.8182 and P/S ratio of 5.3821. HMS Holdings Corporation had an annual average earnings growth of 23% over the past 5 years.

HMSY recently reported its third quarter 2012 financial results. 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 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. William C. Lucia owns at least 264,960 shares after this. The price of the stock has decreased by 1.9% since. Other insiders have also decreased their positions in the company.

Mellanox Technologies Ltd. ( MLNX ): Down 46% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Semiconductors company Mellanox Technologies Ltd. by 805.5% during the quarter ended 09/30/2012. His purchase prices were between $62.24 and $119.93, with an estimated average price of $97.92. Since then the prices of Mellanox Technologies Ltd. shares have declined by 46% from the estimated average. Jim Simons owned 396,483 shares of as of 09/30/2012.

Mellanox Technologies Ltd was incorporated under the laws of Israel in March 1999. Mellanox Technologies Ltd. has a market cap of $2.26 billion; its shares were traded at around $53.28 with a P/E ratio of 23.5849 and P/S ratio of 5.102. Mellanox Technologies Ltd. had an annual average earnings growth of 4.2% over the past 5 years.

Mellanox recently announced financial results for its fourth quarter and record results for the fiscal year 2012. Revenues were $122.1 million in the fourth quarter, and $500.8 million in 2012.

Ron Baron owns 65,965 shares as of 09/30/2012, a decrease of 43.63% of from the previous quarter. This position accounts for 0.042% of the $15.86 billion portfolio of Baron Funds.

Apple Inc. ( AAPL ): Down 24% Since John Buckingham Bought in the Quarter Ended on 2012-09-30

John Buckingham initiated holdings in Computer Hardware company Apple Inc. during the quarter ended 09/30/2012. His purchase prices were between $574.81 and $702.3, with an estimated average price of $635.18. Since then the prices of Apple Inc. shares have declined by 24% from the estimated average. John Buckingham owned 4,687 shares of as of 09/30/2012.

Apple Inc. is a California corporation founded in 1977. Apple Inc. has a market cap of $450.68 billion; its shares were traded at around $481.32 with a P/E ratio of 10.8814 and P/S ratio of 2.7594. The dividend yield of Apple Inc. stocks is 1.66%. Apple Inc. had an annual average earnings growth of 81.6% over the past 10 years. GuruFocus rated Apple Inc. the business predictability rank of 4.5-star.

AAPL recently announced financial results for its 13-week fiscal 2013 first quarter ended December 29, 2012. The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion, or $13.81 per diluted share.

Whitney Tilson owns 6,147 shares as of 09/30/2012, an increase of 1027.89% from the previous quarter. This position accounts for 2.4% of the $175 million portfolio of T2 Partners Management LP. John Keeley owns 1,550 shares as of 09/30/2012, an increase of 342.86% from the previous quarter. This position accounts for 0.023% of the $4.53 billion portfolio of Keeley Fund Management. George Soros owns 84,858 shares as of 09/30/2012, an increase of 142.45% from the previous quarter. This position accounts for 0.91% of the $6.2 billion portfolio of Soros Fund Management LLC.

Director Robert A. Iger bought 1,780 shares of AAPL stock on 11/19/2012 at the average price of $563.35. Robert A. Iger owns at least 4,667 shares after this. The price of the stock has decreased by 14.56% since. Other insiders have decreased their positions in the company.

Mamba Minerals Limited ( MMP ): Down 39% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Pipelines company Magellan Midstream Partners LP by 48.74% during the quarter ended 09/30/2012. His purchase prices were between $70.89 and $88.37, with an estimated average price of $79.56. Since then the prices of Mamba Minerals Limited shares have declined by 39% from the estimated average. Jim Simons owned 195,008 shares of as of 09/30/2012.

Magellan Midstream Partners LP is a publicly traded Delaware limited partnership formed in the year 2000. Magellan Midstream Partners LP has a market cap of $11.04 billion; its shares were traded at around $48.83 with a P/E ratio of 28.169 and P/S ratio of 6.2972. The dividend yield of Magellan Midstream Partners LP stocks is 3.84%. Magellan Midstream Partners LP had an annual average earnings growth of 3.6% over the past 10 years.

John Keeley owns 8,600 shares as of 09/30/2012, which accounts for 0.017% of the $4.53 billion portfolio of Keeley Fund Management.

President and CEO Michael N. Mears sold 20,000 shares of MMP stock on 08/31/2012 at the average price of $82.7. Michael N. Mears owns at least 43,733 shares after this. The price of the stock has decreased by 40.96% since.

Liquidity Service Inc. ( LQDT ): Down 26% Since Columbia Wanger Bought in the Quarter Ended on 2012-09-30

Columbia Wanger initiated holdings in Broadline Retailers company Liquidity Service Inc. during the quarter ended 09/30/2012. His purchase prices were between $39.5 and $55.53, with an estimated average price of $46.2. Since then the prices of Liquidity Service Inc. shares have declined by 26% from the estimated average. Columbia Wanger owned 100,000 shares of as of 09/30/2012.

Liquidity Services Inc. was incorporated in Delaware in November 1999 as Liquidation. Liquidity Service Inc. has a market cap of $1.08 billion; its shares were traded at around $34.27 with a P/E ratio of 24.6305 and P/S ratio of 2.3004. Liquidity Service Inc. had an annual average earnings growth of 26% over the past 10 years. GuruFocus rated Liquidity Service Inc. the business predictability rank of 5-star.

Liquidity Service recently reported its first quarter 2012 financial results. Net income in the quarter was $6.7 million or $0.20 diluted earnings per share. Consolidated revenues $122.2 million for the quarter.

Ron Baron bought 159,609 shares in the quarter that ended on 09/30/2012, which is 0.051% of the $15.86 billion portfolio of Baron Funds. Lee Ainslie owns 2,388,051 shares as of 09/30/2012, an increase of 866.7% from the previous quarter. This position accounts for 1.6% of the $7.55 billion portfolio of Maverick Capital.

Chairman of the Board and CEO, 10% Owner William P. Angrick III sold 11,781 shares of LQDT stock on 10/02/2012 at the average price of $46.65. William P. Angrick III owns at least 6,219,744 shares after this. The price of the stock has decreased by 26.54% since. Other insiders have also decreased 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: AAPL , HMSY , LQDT , MLNX , MMP

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