According to
GuruFocus updates
, these stocks have declined the most since Gurus have bought.
Nabors Ind (
NBR
): Down 27% Since
Paul Tudor Jones
Bought In the Quarter Ended on 2012-03-31
Paul Tudor Jones
added to his holdings in Oil Equipment & Services company
Nabors Ind by 58.06% during the quarter ended 03/31/2012. His
purchase prices were between $16.65 and $22.31, with an estimated
average price of $18.14. Since then the prices of Nabors Ind
shares have declined by -27% from the estimated average.
Paul Tudor Jones
owned 34,300 shares of as of 03/31/2012.
Nabors Industries, Inc. is one of the largest land drilling
contractors. Nabors Ind has a market cap of $3.8 billion; its
shares were traded at around $13.19 with a P/E ratio of 7.8 and
P/S ratio of 0.6. Nabors Ind had an annual average earnings
growth of 7.6% over the past 10 years.
NBR recently reported its financial results for the first quarter
of 2012. Adjusted income derived from operating activities was
$321.2 million, compared to $207.6 million in the first quarter
of 2011 and $272.7 million in the quarter ended December 31,
2011.
David Dreman owns 223,564 shares as of 03/31/2012, which accounts
for 0.082% of the $4.79 billion portfolio of Dreman Value
Management. Chris Davis owns 679,720 shares as of 03/31/2012,
which accounts for 0.025% of the $0 million portfolio of Davis
Selected Advisers. Martin Whitman owns 2,190,000 shares as of
10/31/2011, which accounts for 1.23% of the $3.26 billion
portfolio of Third Avenue Value Fund.
Director James R Crane bought 58,000 shares of NBR stock on
05/01/2012 at the average price of 17.34. James R Crane owns at
least 82,000 shares after this. The price of the stock has
decreased by 23.93% since.
Rovi Corp (
ROVI
): Down 32% Since Larry Robbins Bought In the Quarter Ended on
2012-03-31
Larry Robbins initiated holdings in Software company Rovi Corp
during the quarter ended 03/31/2012. His purchase prices were
between $24.22 and $36.06, with an estimated average price of
$30.25. Since then the prices of Rovi Corp shares have declined
by -32% from the estimated average. Larry Robbins owned 711,000
shares of as of 03/31/2012.
Rovi Corp, formerly Macrovision Solutions Corporation, provides a
set of solutions that enable businesses to protect, enable and
distribute their digital goods to consumers and allows consumers
the ability to discover and manage digital media across multiple
channels. Rovi Corp has a market cap of $2.35 billion; its shares
were traded at around $20.55 with a P/E ratio of 14.5 and P/S
ratio of 3.4. Rovi Corp had an annual average earnings growth of
6.1% over the past 10 years. GuruFocus rated Rovi Corp the
business predictability rank of 2.5-star.
Rovi Corporation recently reported first quarter 2012 revenues of
$175.0 million, compared to $152.7 million for the first quarter
of 2011. "I am pleased with the successes achieved across our
business in the first quarter," said Tom Carson, President and
CEO of Rovi. "We added and renewed some very important licensing
agreements that we believe bode well for Rovi's future."
Jean-Marie Eveillard owns 184 shares as of 03/31/2012, which
accounts for less than 0.01% of the $25.09 billion portfolio of
First Eagle Investment Management, LLC. PRIMECAP Management owns
170,000 shares as of 03/31/2012, which accounts for 0.0082% of
the $67.24 billion portfolio of PRIMECAP Management.
President & CEO Tom Carson sold 7,325 shares of ROVI stock on
03/05/2012 at the average price of 35.07. Tom Carson owns at
least 137,160 shares after this. The price of the stock has
decreased by 41.4% since. Other insiders have also decreased
their positions in the company.
Quality Sys (
QSII
): Down 32% Since Joel Greenblatt Bought In the Quarter Ended on
2012-03-31
Joel Greenblatt initiated holdings in Software company Quality
Sys during the quarter ended 03/31/2012. His purchase prices were
between $36.27 and $45, with an estimated average price of
$39.23. Since then the prices of Quality Sys shares have declined
by -32% from the estimated average. Joel Greenblatt owned 4,585
shares of as of 03/31/2012.
Quality Systems, Inc. is one of the developers and providers of
computer-based practice management systems for medical and dental
group practices. Quality Sys has a market cap of $1.62 billion;
its shares were traded at around $26.85 with a P/E ratio of 21.1
and P/S ratio of 3.8. The dividend yield of Quality Sys stocks is
2.6%. Quality Sys had an annual average earnings growth of 25.8%
over the past 10 years. GuruFocus rated Quality Sys the business
predictability rank of 4-star.
Quality Systems recently reported revenues of $429.8 million for
the fiscal year ended March 31, 2012, an increase of 22% compared
to $353.4 million for the fiscal year ended March 31, 2011. Net
income for fiscal 2012 was $75.7 million, a 23% increase versus
net income of $61.6 million for the year ago period. Fully
diluted earnings per share for the fiscal year ended 2012 was
$1.28, a 21% increase from $1.06 for fiscal 2011.
Joel Greenblatt bought 4,585 shares in the quarter that ended on
03/31/2012, which is 0.017% of the $1.15 billion portfolio of
Gotham Capital.
CEO Steven T Plochocki sold 88,500 shares of QSII stock on
02/24/2012 at the average price of 43.99. Steven T Plochocki owns
at least 8,000 shares after this. The price of the stock has
decreased by 38.96% since. Other insiders, including the CFO of
Quality Systems, have also decreased their positions in the
company.
Atmel Corp (
ATML
): Down 28% Since Richard Perry Bought In the Quarter Ended on
2012-03-31
Richard Perry initiated holdings in Semiconductors company Atmel
Corp during the quarter ended 03/31/2012. His purchase prices
were between $8.26 and $10.73, with an estimated average price of
$9.13. Since then the prices of Atmel Corp shares have declined
by -28% from the estimated average. Richard Perry owned 59,400
shares of as of 03/31/2012.
Atmel Corporation is a global semiconductor company that designs,
develops, manufactures and sells a wide range of highly
integrated semiconductor integrated circuit products. Atmel Corp
has a market cap of $3.1 billion; its shares were traded at
around $6.59 with a P/E ratio of 12.9 and P/S ratio of 1.7.
Atmel reported its first quarter 2012 financial results on May
2nd, 2012. Revenue for the first quarter of 2012 was $357.8
million, a 7% decrease compared to $383.6 million for the fourth
quarter of 2011, and 22% lower compared to$461.4 million for the
first quarter of 2011. GAAP net income totaled $20.4 million or
$0.05 per diluted share for the first quarter of 2012.
Richard Perry bought 59,400 shares in the quarter that ended on
03/31/2012, which is 0.028% of the $2.08 billion portfolio of
Perry Capital. Robert Olstein sold out his holdings in the
quarter that ended on 03/31/2012.
EVP & COO Walter Lifsey sold 32,955 shares of ATML stock on
03/02/2012 at the average price of 10.34. Walter Lifsey owns at
least 620,290 shares after this. The price of the stock has
decreased by 36.27% since. Other insider shave also decreased
their positions in the company.
Federal Mogul-A (
FDML
): Down 30% Since Jim Simons Bought In the Quarter Ended on
2012-03-31
Jim Simons added to his holdings in Auto Parts company Federal
Mogul-a by 33.16% during the quarter ended 03/31/2012. His
purchase prices were between $15.22 and $17.81, with an estimated
average price of $15.94. Since then the prices of Federal Mogul-A
shares have declined by -30% from the estimated average. Jim
Simons owned 76,700 shares of as of 03/31/2012.
FEDERAL MOGUL CORPORATION is a global supplier of powertrain,
chassis and safety technologies, serving the world's foremost
original equipment manufacturers of automotive, light commercial,
heavy-duty, agricultural, marine, rail, off-road and industrial
vehicles, as well as the worldwide aftermarket. Federal Mogul-a
has a market cap of $1.04 billion; its shares were traded at
around $11.17 with a P/E ratio of 5.8 and P/S ratio of 0.2.
FDML recently announced first quarter 2012 financial results,
including record Q1 original equipment sales. Total sales were
$1.8 billion, up 2% versus Q1 2011 reflecting 5% growth in
constant dollars, partially offset 3% by weakness of
international currencies, primarily the euro, against the U.S.
dollar.
Carl Icahn owns 76,385,255 shares as of 03/31/2012, which
accounts for 13.4% of the $9.78 billion portfolio of Icahn
Capital Management LP. Mario Gabelli owns 1,979,031 shares as of
03/31/2012, which accounts for 0.24% of the $13.95 billion
portfolio of GAMCO Investors.About GuruFocus: GuruFocus.com
tracks the stocks picks and portfolio holdings of the world's
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and valuation tools. And publishes daily articles tracking the
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