Weekly Guru Bargains Highlights: VALE, PPO, KGC, ATML, STLD

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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 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: ATML , KGC , PPO , STLD , VALE

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