Weekly Guru Bargains Highlights: HPQ, ALEX, NFLX, EDU, MCP

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

Hewlett-Packard Company ( HPQ ): Down 23% Since Michael Price Bought in the Quarter Ended on 2012-06-30

Michael Price added to his holdings in Computer Hardware company Hewlett-Packard Company by 48.18% during the quarter ended 06/30/2012. His purchase prices were between $19.18 and $25.28, with an estimated average price of $22.73. Since then the prices of Hewlett-Packard Company shares have declined by -23% from the estimated average. Michael Price owned 815,000 shares of as of 06/30/2012.

Hewlett-Packard is one of the global providers of computing and imaging solutions and services for business and home. Hewlett-Packard Company has a market cap of $34.37 billion; its shares were traded at around $17.59 with a P/E ratio of 4.3 and P/S ratio of 0.3. The dividend yield of Hewlett-Packard Company stocks is 3%. Hewlett-Packard Company had an annual average earnings growth of 25.4% over the past five years.

HPQ recently reported its third quarter 2012 financial results. GAAP loss per share was $4.49, down from earnings per share ( EPS ) of $0.93 in the prior-year period. Non-GAAP diluted EPS was $1.00, down 9% from the prior-year period. Third quarter non-GAAP earnings information excludes after-tax costs of $10.8 billion, or $5.49 per diluted share.

Richard Perry bought 4,000,000 shares in the quarter that ended on 06/30/2012, which is 3.3% of the $2.47 billion portfolio of Perry Capital. Brian Rogers owns 5,026,800 shares as of 06/30/2012, a decrease of 30.92% of from the previous quarter. This position accounts for 0.46% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund.

Executive Chairman Raymond J. Lane bought 46,400 shares of HPQ stock on 06/05/2012 at the average price of $21.5. Raymond J. Lane owns at least 248,392 shares after this. The price of the stock has decreased by 18.19% since. Other insiders have also increased their positions in the company.

ALEXANDER & BALDWIN ( ALEX ): Down 41% Since Joel Greenblatt Bought in the Quarter Ended on 2012-06-30

Joel Greenblatt initiated holdings in Business Support Services company Alexander & Baldwin during the quarter ended 06/30/2012. His purchase prices were between $47.36 and $52.86, with an estimated average price of $49.83. Since then the prices of Alexander & Baldwin shares have declined by -41% from the estimated average. Joel Greenblatt owned 6,255 shares of as of 06/30/2012.

Alexander & Baldwin Inc. is a real estate and land company. Alexander & Baldwin has a market cap of $1.27 billion; its shares were traded at around $29.47.

Bill Ackman bought 3,644,870 shares in the quarter that ended on 06/30/2012, which is 2.6% of the $7.59 billion portfolio of Pershing Square Capital Management LP. Whitney Tilson bought 10,922 shares in the quarter that ended on 06/30/2012, which is 0.49% of the $118 million portfolio of T2 Partners Management LP. Meridian Funds bought 460,900 shares in the quarter that ended on 06/30/2012, which is 0.39% of the $3 billion portfolio of Meridian Fund. PRIMECAP Management bought 1,248,237 shares in the quarter that ended on 06/30/2012, which is 0.11% of the $59.94 billion portfolio of PRIMECAP Management.

Director W. Allen Doane Jr.sold 45,476 shares of ALEX stock on 09/04/2012 at the average price of $29.6. W. Allen Doane Jr. owns at least 49,352 shares after this. The price of the stock has decreased by 0.44% since. Other insiders have decreased their positions in the company.

Netflix Inc. ( NFLX ): Down 28% Since Chris Davis Bought in the Quarter Ended on 2012-06-30

Chris Davis added to his holdings in Specialty Retailers company Netflix Inc. by 85.5% during the quarter ended 06/30/2012. His purchase prices were between $61.54 and $113.67, with an estimated average price of $79.97. Since then the prices of Netflix Inc. shares have declined by -28% from the estimated average. Chris Davis owned 4,240,028 shares of as of 06/30/2012.

Netflix Inc. is the largest online movie rental subscription service in the U.S. providing subscribers access to a comprehensive library of more than 18,000 movie, television and other filmed entertainment titles. Netflix, Inc. has a market cap of $3.15 billion; its shares were traded at around $57.79 with a P/E ratio of 29.5 and P/S ratio of 1. Netflix Inc. had an annual average earnings growth of 44.3% over the past five years. GuruFocus rated Netflix Inc. the business predictability rank of 5-star.

George Soros bought 200,000 shares in the quarter that ended on 06/30/2012, which is 0.2% of the $6.92 billion portfolio of Soros Fund Management LLC. Steve Mandel bought 360,988 shares in the quarter that ended on 06/30/2012, which is 0.15% of the $16.97 billion portfolio of Lone Pine Capital. Julian Robertson sold out his holdings in the quarter that ended on 06/30/2012.

Director Jay C. Hoag bought 143,400 shares of NFLX stock on 05/10/2012 at the average price of $73.06. Jay C. Hoag owns at least 419,650 shares after this. The price of the stock has decreased by 20.9% since.

New Oriental Education & Tech Group ( EDU ): Down 45% Since Jim Simons Bought in the Quarter Ended on 2012-06-30

Jim Simons initiated holdings in Specialized Consumer Services company New Oriental Education & Tech Group during the quarter ended 06/30/2012. His purchase prices were between $24.94 and $28.76, with an estimated average price of $27.04. Since then the prices of New Oriental Education & Tech Group shares have declined by 45% from the estimated average. Jim Simons owned 24,900 shares of as of 06/30/2012.

New Oriental is the largest provider of private educational services in China based on the number of program offerings, total student enrollments and geographic presence. New Oriental Education & Tech Group has a market cap of $2.34 billion; its shares were traded at around $14.93 with a P/E ratio of 17.6 and P/S ratio of 3. New Oriental Education & Tech Group had an annual average earnings growth of 26.4% over the past 5 years.

EDU recently reported its financial results for the fourth fiscal quarter of 2012. Total net revenues increased by 40.7% year-over-year to US$193.3 million from US$137.4 million in the same period of the prior fiscal year.

Frank Sands owns 2,400,695 shares as of 06/30/2012, which accounts for 0.27% of the $22.04 billion portfolio of Sands Capital Management. Ron Baron owns 74,224 shares as of 06/30/2012, which accounts for 0.011% of the $15.83 billion portfolio of Baron Funds. Robert Karr owns 4,151,754 shares as of 06/30/2012, which accounts for 19.8% of the $514 million portfolio of Joho Capital. Steve Mandel owns 7,994,383 shares as of 06/30/2012, which accounts for 1.2% of the $16.97 billion portfolio of Lone Pine Capital.

Molycorp Inc. ( MCP ): Down 48% Since John Griffin Bought in the Quarter Ended on 2012-06-30

John Griffin initiated holdings in Business Support Services company Molycorp Inc. during the quarter ended 06/30/2012. His purchase prices were between $19.29 and $35.21, with an estimated average price of $25.22. Since then the prices of Molycorp Inc. shares have declined by 48% from the estimated average. John Griffin owned 2,170,000 shares of as of 06/30/2012.

Molycorp Inc. produces rare earth oxide (REO) in the Western hemisphere. Molycorp Inc. has a market cap of $1.46 billion; its shares were traded at around $12.99 with a P/E ratio of 11 and P/S ratio of 3.7.

Molycorp recently reported its second quarter 2012 financial results. Net sales for the quarter were $104.6 million, up 5% from the second quarter 2011.

John Griffin bought 2,170,000 shares in the quarter that ended on 06/30/2012, which is 0.71% of the $6.63 billion portfolio of Blue Ridge Capital. Chris Davis owns 244,430 shares as of 06/30/2012, an increase of 52.39% from the previous quarter. This position accounts for 0.012% of the $43.07 billion portfolio of Davis Selected Advisers.

President and CEO Mark A. Smith bought 50,000 shares of MCP stock on 08/22/2012 at the average price of 10. Mark A. Smith owns at least 833,518 shares after this. The price of the stock has increased by 29.9% 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: ALEX , EDU , EPS , HPQ , NFLX

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