Weekly Guru Bargains Highlights: PANL, THRX, ZNGA, LORL, AMRN

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

Universal Display Corporation ( PANL ): Down 24% Since Ronald Muhlenkamp Bought in the Quarter Ended on 2012-09-30

Ronald Muhlenkamp initiated holdings in Electronic Equipment company Universal Display Corporation during the quarter ended 09/30/2012. His purchase prices were between $30.76 and $43.58, with an estimated average price of $37.15. Since then the prices of Universal Display Corporation shares have declined by 24% from the estimated average. Ronald Muhlenkamp owned 22,295 shares of as of 09/30/2012.

Universal Display Corporation was organized under the laws of the Commonwealth of Pennsylvania in 1985. Universal Display Corporation has a market cap of $1.31 billion; its shares were traded at around $28.17 with a P/E ratio of 166.9 and P/S ratio of 20.3.

Ronald Muhlenkamp bought 22,295 shares in the quarter that ended on 09/30/2012, which is 0.16% of the $472 million portfolio of Muhlenkamp Fund. John Burbank bought 39,400 shares in the quarter that ended on 09/30/2012, which is 0.062% of the $2.19 billion portfolio of Passport Capital.

Executive Vice President and CFO Sidney D. Rosenblatt sold 21,652 shares of PANL stock on 09/14/2012 at the average price of $43.75. Sidney D. Rosenblatt owns at least 480,886 shares after this. The price of the stock has decreased by 35.61% since. There are mixed trades from other insiders.

Theravance Inc. ( THRX ): Down 22% Since Jeremy Grantham Bought in the Quarter Ended on 2012-09-30

Jeremy Grantham initiated holdings in Pharmaceuticals company Theravance Inc. during the quarter ended 09/30/2012. His purchase prices were between $23.42 and $31.7, with an estimated average price of $27.3. Since then the prices of Theravance Inc. shares have declined by 22% from the estimated average. Jeremy Grantham owned 26,800 shares of as of 09/30/2012.

Theravance Inc. was incorporated in Delaware in November 1996 under the name Advanced Medicine Inc. and began operations in May 1997. Theravance Inc. has a market cap of $2.11 billion; its shares were traded at around $21.37 with and P/S ratio of 87.

THRX recently reported its financial results for the quarter ended Sept. 30, 2012. Revenue for the third quarter of 2012 was $1.4 million. Net loss for the third quarter of 2012 was $34.7 million or $0.37 per share. Cash, cash equivalents and marketable securities totaled $362.4 million as of Sept. 30, 2012.

Seth Klarman owns 13,553,800 shares as of 09/30/2012, which accounts for 10.8% of the $3.26 billion portfolio of The Baupost Group. Jean-Marie Eveillard owns 464,010 shares as of 09/30/2012, which accounts for 0.045% of the $27.01 billion portfolio of First Eagle Investment Management LLC.

CEO Rick E. Winningham sold 75,749 shares of THRX stock on 08/03/2012 at the average price of $27.95. Rick E. Winningham owns at least 591,258 shares after this. The price of the stock has decreased by 23.54% since. Other insiders have also decreased their positions in the company.

Zynga Inc. ( ZNGA ): Down 29% Since Paul Tudor Jones Bought in the Quarter Ended on 2012-09-30

Paul Tudor Jones added to his holdings in Gambling company Zynga Inc. by 62.39% during the quarter ended 09/30/2012. His purchase prices were between $2.71 and $5.57, with an estimated average price of $3.67. Since then the prices of Zynga Inc. shares have declined by -29% from the estimated average. Paul Tudor Jones owned 649,578 shares of as of 09/30/2012.

Zynga Inc. originally organized in April 2007 as a California limited liability company under the name Presidio Media LLC, and it converted to a Delaware corporation in October 2007. Zynga Inc. has a market cap of $2.06 billion; its shares were traded at around $2.63 with a P/E ratio of 130.5 and P/S ratio of 1.8.

Zynga recently reported its third quarter 2012 financial results. The company announced third quarter revenue of $317 million, up 3% year-over-year and nine months year-to-date revenue of $970 million, up 17% year-over-year.

John Burbank bought 1,033,717 shares in the quarter that ended on 09/30/2012, which is 0.13% of the $2.19 billion portfolio of Passport Capital. Wilbur Ross owns 1,034,646 shares as of 09/30/2012, an increase of 22.54% from the previous quarter. This position accounts for 0.26% of the $1.12 billion portfolio of Invesco Private Capital. Robert Karr sold out his holdings in the quarter that ended on 09/30/2012.

CFO David M. Wehner sold 73,727 shares of ZNGA stock on 11/05/2012 at the average price of $2.32. David M. Wehner owns at least 365,031 shares after this. The price of the stock has increased by 13.36% since. Other insiders have also decreased their positions in the company.

Loral Space & Communications Inc. ( LORL ): Down 23% Since Jim Simons Bought in the Quarter Ended on 2012-09-30

Jim Simons added to his holdings in Telecommunications Equipment company Loral Space & Communications Inc. by 296.53% during the quarter ended 09/30/2012. His purchase prices were between $66.95 and $76.37, with an estimated average price of $72.06. Since then the prices of Loral Space & Communications Inc. shares have declined by 23% from the estimated average. Jim Simons owned 68,600 shares of as of 09/30/2012.

Loral Space & Communications Inc., together with its subsidiaries, is a satellite communications company engaged in satellite manufacturing with ownership interests in satellite-based communications services. Loral Space & Communications Inc. has a market cap of $1.71 billion; its shares were traded at around $55.65 with and P/S ratio of 1.5.

George Soros owns 445,906 shares as of 09/30/2012, an increase of 15.9% from the previous quarter. This position accounts for 0.51% of the $6.2 billion portfolio of Soros Fund Management LLC. Leon Cooperman owns 606,400 shares as of 09/30/2012, which accounts for 0.86% of the $4.99 billion portfolio of Omega Advisors. Mario Gabelli owns 120,280 shares as of 09/30/2012, which accounts for 0.062% of the $13.78 billion portfolio of GAMCO Investors.

Amarin Corporation PLC ( AMRN ): Down 38% Since RS Investment Management Bought in the Quarter Ended on 2012-09-30

RS Investment Management added to his holdings in pharmaceuticals company Amarin Corporation PLC by 63.3% during the quarter ended 09/30/2012. His purchase prices were between $11.17 and $15.49, with an estimated average price of $13.55. Since then the prices of Amarin Corporation PLC shares have declined by 38% from the estimated average. RS Investment Management owned 557,845 shares of as of 09/30/2012.

Amarin Corporation PLC, formerly Ethical Holdings PLC, is a public limited company incorporated under the laws of England and Wales. Amarin Corporation PLC has a market cap of $1.26 billion; its shares were traded at around $8.4.

AMRN recently reported its third quarter 2012 financial results. Non-GAAP adjusted net loss was $39.4 million for the third quarter of 2012 (basic and diluted loss per share of $0.26) compared to a non-GAAP adjusted net loss of $11.0 million (basic and diluted loss per share of $0.08) for the same period in the prior year.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: AMRN , LORL , PANL , THRX , ZNGA

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As of 4/17/2014, 04:07 PM