According to
GuruFocus updates
, these stocks have declined the most since Gurus have bought.
Vale Sa (
VALE
): Down 24% Since
Howard Marks
Bought In the Quarter Ended on 2011-12-31
Howard Marks
added to his holdings in Specialty Chemicals company Vale Sa by
6374.15% during the quarter ended 12/31/2011. His purchase prices
were between $20.51 and $26.62, with an estimated average price
of $23.65. Since then the prices of Vale Sa shares have declined
by -24% from the estimated average.
Howard Marks
owned 724,911 shares of as of 12/31/2011.
Vale SA is a mining company engaged in the mining of iron ore and
pellets, nickel, manganese and ferro-alloys, gold, nickel,
copper, kaolin, bauxite, alumina, aluminum, and potash. Vale Sa
has a market cap of $63.37 billion; its shares were traded at
around $18.09 with a P/E ratio of 5.3 and P/S ratio of 1.1. The
dividend yield of Vale Sa stocks is 0.1%. Vale Sa had an annual
average earnings growth of 41.8% over the past 10 years.
Joel Greenblatt bought 13,183 shares in the quarter that ended on
03/31/2012, which is 0.027% of the $1.15 billion portfolio of
Gotham Capital. Ken Fisher owns 21,208,624 shares as of
03/31/2012, an increase of 82.42% from the previous quarter. This
position accounts for 1.3% of the $37.47 billion portfolio of
Fisher Asset Management, LLC. David Dreman owns 143,212 shares as
of 03/31/2012, an increase of 12.79% from the previous quarter.
This position accounts for 0.07% of the $4.79 billion portfolio
of Dreman Value Management.
Polypore Intl (
PPO
): Down 29% Since Chase Coleman Bought In the Quarter Ended on
2011-12-31
Chase Coleman added to his holdings in Specialty Chemicals
company Polypore Intl by 100% during the quarter ended
12/31/2011. His purchase prices were between $43.43 and $58.14,
with an estimated average price of $51.27. Since then the prices
of Polypore Intl shares have declined by -29% from the estimated
average. Chase Coleman owned 1,000,000 shares of as of
12/31/2011.
Polypore, Inc., a subsidiary of Polypore International, Inc.
Polypore Intl has a market cap of $1.83 billion; its shares were
traded at around $36 with a P/E ratio of 19.3 and P/S ratio of
2.4. Polypore Intl had an annual average earnings growth of 11.9%
over the past 5 years.
Polypore recently reported its first quarter 2012 results. Sales
were $173.7 million compared with $185.7 million in the
prior-year period. Excluding the effect of foreign currency
translation, sales decreased $8.9 million, or 5%.
Ron Baron owns 1,715,520 shares as of 03/31/2012, a decrease of
24.71% of from the previous quarter. This position accounts for
0.36% of the $16.69 billion portfolio of Baron Funds.
Director David A Roberts bought 1,000 shares of PPO stock on
05/08/2012 at the average price of 37.39. David A Roberts owns at
least 1,000 shares after this. The price of the stock has
decreased by 3.72% since.
Kinross Gold (
KGC
): Down 26% Since Louis Moore Bacon Bought In the Quarter Ended
on 2012-03-31
Louis Moore Bacon initiated holdings in Gold Mining company
Kinross Gold during the quarter ended 03/31/2012. His purchase
prices were between $9.61 and $12.85, with an estimated average
price of $10.29. Since then the prices of Kinross Gold shares
have declined by -26% from the estimated average. Louis Moore
Bacon owned 40,000 shares of as of 03/31/2012.
Kinross Gold Corporation is a gold mining company. The Company's
mines are located in the regions of South America, North America,
West Africa and Russia. Kinross Gold has a market cap of $9
billion; its shares were traded at around $7.68 with a P/E ratio
of 10 and P/S ratio of 2.3. The dividend yield of Kinross Gold
stocks is 2%. Kinross Gold had an annual average earnings growth
of 12.3% over the past 10 years.
Kinross recently reported its first quarter 2012 results. Sales
were $173.7 million compared with $185.7 million in the
prior-year period. Excluding the effect of foreign currency
translation, sales decreased $8.9 million, or 5%.
Richard Perry bought 1,000,000 shares in the quarter that ended
on 03/31/2012, which is 0.47% of the $2.08 billion portfolio of
Perry Capital. David Dreman bought 584,780 shares in the quarter
that ended on 03/31/2012, which is 0.12% of the $4.79 billion
portfolio of Dreman Value Management. Third Avenue Management
owns 2,904,170 shares as of 03/31/2012, which accounts for 0.66%
of the $4.31 billion portfolio of Third Avenue Management. Robert
Bruce owns 344,848 shares as of 03/31/2012, which accounts for
1.7% of the $194 million portfolio of Bruce & Co..
Atmel Corp (
ATML
): Down 22% Since Bruce Kovner Bought In the Quarter Ended on
2011-12-31
Bruce Kovner initiated holdings in Semiconductors company Atmel
Corp during the quarter ended 12/31/2011. His purchase prices
were between $7.45 and $11.29, with an estimated average price of
$9.33. Since then the prices of Atmel Corp shares have declined
by -22% from the estimated average. Bruce Kovner owned 86,631
shares of as of 12/31/2011.
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 $3.46 billion; its shares were traded at
around $7.02 with a P/E ratio of 14.2 and P/S ratio of 1.9.
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.
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 32.11% since. Other insiders have also decreased
their positions in the company.
Steel Dynamics (
STLD
): Down 24% Since Joel Greenblatt Bought In the Quarter Ended on
2012-03-31
Joel Greenblatt added to his holdings in Steel company Steel
Dynamics by 74.01% during the quarter ended 03/31/2012. His
purchase prices were between $14.08 and $16.48, with an estimated
average price of $14.13. Since then the prices of Steel Dynamics
shares have declined by -24% from the estimated average. Joel
Greenblatt owned 190,382 shares of as of 03/31/2012.
Steel Dynamics, Inc. owns and operates a flat-rolled steel
mini-mill. Steel Dynamics has a market cap of $2.6 billion; its
shares were traded at around $10.43 with a P/E ratio of 12 and
P/S ratio of 0.3. The dividend yield of Steel Dynamics stocks is
3.4%. Steel Dynamics had an annual average earnings growth of
12.5% over the past 10 years.
Steel Dynamics recently announced first quarter net income of $46
million, or $0.20 per diluted share, on net sales of $2.0
billion. First quarter 2012 earnings were reduced by
approximately $0.03 per diluted share, representing financing
costs of $14 million associated with the company's January
refinancing activities, offset by associated interest cost
savings of $3 million.
Joel Greenblatt owns 190,382 shares as of 03/31/2012, an increase
of 74.01% from the previous quarter. This position accounts for
0.24% of the $1.15 billion portfolio of Gotham Capital. Ken
Fisher owns 12,614 shares as of 03/31/2012, which accounts for
less than 0.01% of the $37.47 billion portfolio of Fisher Asset
Management, LLC. George Soros sold out his holdings in the
quarter that ended on 03/31/2012.About GuruFocus: GuruFocus.com
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