The following information is a highlight of the real-time guru
activity we saw this week. To view more information on these gurus,
check out their
. "Real Time Picks" reports the stock purchases and sells that
Gurus have made within the prior two weeks. If a Guru makes a
purchase or sell of a company in which they own a greater-than 5%
stake, SEC regulations require them to report their transaction
within two days. We saw notable real time activity from
and George Soros.
On Sept. 13 Gabelli made his first buy into
The guru bought a total of 10,087,100 shares of the company's
stock. He bought these shares at an average price of $0.125 per
share. Since his buy the price has increased 60% to $0.20 per
Gabelli previously held on to Trans-Lux but closed out his position
in 2011Q1. His updated position is the largest stake he's ever
taken with the company, with 38.92% of the company's shares
The company is a designer and manufacturer of digital signage
display solutions. The essential elements of these systems are the
real-time, programmable digital displays the company designs,
manufactures, distributes and services.
Trans-Lux's historical revenue and net income:
Trans-Lux has a market cap of $5.2 million. Its shares are
currently trading at around $0.20 with a P/E ratio of 0.40, a P/S
ratio of 0.30 and a P/B ratio of 6.70.
Over the past week Gabelli increased his position in
Bel Fuse (
On Sept. 16 Gabelli upped his stake 45.13% by adding 107,959
shares. He bought these shares at an average price of $17.55 per
share, and today the price is trading slightly up at $17.61 per
share. As of his most recent buy, Gabelli holds on to 347,159
shares representing 3.04% of the company's shares outstanding.
The company designs, manufactures and markets magnetic, modules,
and circuit protection devices and interconnect products. These
products are designed to protect, regulate, connect, isolate or
manage electronic circuits.
Bel Fuse's historical revenue and net income:
Bel Fuse has a market cap of $200.9 million. Its shares are
currently trading at around $17.61 with a P/E ratio of 103.10, a
P/S ratio of 0.70 and a P/B ratio of 0.90.
Gabelli has been consistently upping his stake in
Rochester Medical (
throughout the month of September. The guru has made four different
buys, adding a total of 432,006 shares to his stake. During the
past month he's bought these stocks in the price range of $19.87 to
$19.91 per share. The price is trading slightly up at $19.22 per
share. As of his most recent buy happening on Sept. 18, Gabelli
holds on to 942,516 shares of Rochester Medical, representing
approximately 9.1% of the company's shares outstanding.
Rochester Medical develops, manufactures and markets, domestically
and internationally, a broad line of innovative, technologically
enhanced PVC-free and latex-free urinary continence and urine
drainage care products for the home and acute care markets.
Rochester Medical's historical revenue and net income:
Rochester Medical has a market cap of $246.2 million. Its shares
are currently trading at around $19.92 with a P/E ratio of 57.20, a
P/S ratio of 3.70 and a P/B ratio of 3.40. Rochester Medical had an
annual average earnings growth of 1.8% over the past ten years.
Carl Icahn cut his position in
by nearly 20%. Despite his sell, Icahn still remains the largest
guru shareholder of WebMD stock. On Sept. 17 Icahn reduced his
holdings in WebMD by 17.51% by selling a total of 1,173,092 shares
of the company's stock. He sold these shares at an average price of
$31.23 per share, bringing in over $36.6 million as a result of
Icahn's sell of these shares represents his first transaction in
the company since the first quarter of 2012. After this sell, Icahn
holds on to 5,527,433 shares of WebMD stock, representing 10.97% of
the company's shares outstanding.
WebMD is a provider of health information services, serving
consumers, physicians, healthcare professionals, employers and
health plans through their public and private online portals,
mobile platforms and health-focused publications.
WebMD's historical revenue and net income:
It's also interesting to note that alongside Icahn, chairman of the
board of WebMD, Martin Wygod, also sold a significant 185,938
shares yesterday. The company had not seen much insider activity
over the past year up until the middle of July when several
insiders began selling shares.
WebMD has a market cap of $1.54 billion. Its shares are currently
trading at around $30.48 with a P/E ratio of 713.30, a P/S ratio of
713.30 and a P/B ratio of 3.00.
Over the past week George Soros added to his position in
Penn Virginia Corporation (
The guru upped his stake 232.68% by adding a total of 4,370,273
shares to his stake. The guru bought these shares at an average
price of $5.04 per share, and since his buy the price per share has
increased approximately 24%.
Soros' historical holding history of Penn Virginia:
Penn Virginia Corp. is an independent oil and gas company, which is
mainly engaged in the development, exploration and production of
natural gas and oil in various domestic onshore regions of the
United States including Texas, Appalachia, the Mid-Continent and
Penn Virginia's historical revenue and net income:
Penn Virginia has a market cap of $409.3 million. Its shares are
currently trading at around $6.27 with a P/S ratio of 0.90 and a
P/B ratio of 0.40. The dividend yield of Penn Virginia stocks is
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