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
This week GuruFocus real-time picks has reported three increases
of Pabrai's holdings in
Horsehead Holdings (
Pabrai's first increase came on June 21 when he increased his
holdings by 8.26%. Pabrai bought a total of 173,092 shares at a
price of $12.13 per share. Since this buy, the price per share
has gone up approximately 2%.
Pabrai's second increase came on June 24. The guru increased his
holdings an additional 8.54%, adding a total of 193,757 shares.
Pabrai bought these shares at an average price of $12.04 per
share. Since his second buy, the price per share has gone up
Most recently, Pabrai increased his position in Horsehead for a
third time this week, and increased his position another 8.63%.
Pabrai bought 212,553 shares at $12.06 per share. As of his most
recent buy, Pabrai holds on to a total of 2,674,683 shares of
Pabrai's holding history of Horsehead as of March 31:
Horsehead is the largest zinc producer in the U.S. and the
leading manufacturer of value-added zinc products including zinc
oxide and zinc powder.
Horsehead's historical price, revenue and net income:
Horsehead Holding Corp. has a market cap of $548.5 million; its
shares were traded at around 12.80 with a P/S ratio of 1.30.
Gabelli had a busy week this week as he increased his holdings in
Gabelli increased his position in
on June 21 by 13.77%. The guru added 265,198 shares at $88.48 per
share. Gabelli now owns 2,191,618 shares of Lufkin representing
6.5% of the company's shares outstanding.
Gabelli's holding history of Lufkin as of March 31:
Lufkin Industries is an oilfield and power transmission company
based out of Lufkin, Texas. The company designs, manufactures and
services a broad suite of Artificial Lift and Automation services
to optimize and extend the production life of wells. The company
also designs, manufactures and services precision speed
increasing gearboxes and specialized bearings for the energy
Lufkin's historical price, revenue and net income:
Lufkin has a market cap of $3 billion; its shares were traded at
around $88.47 with a P/E ratio of 33.30 and P/S ratio of 2.30.
The company had an annual average earnings growth of 14.5% over
the past 10 years. GuruFocus rated Lufkin the business
predictability rank of 2.5-star.
On June 26, Gabelli increased his holdings in three more
companies: Exactech, Layne Christensen and Twin Disc.
Mario Gabelli upped his holdings in
this week by 7.42% as he added 47,609 shares to holdings. He
bought these shares at $18.84 per share, and since his buy the
price per share is up approximately 1%. Gabelli currently holds
689,617 shares of Exactech, representing 5.17% of the company's
Gabelli's holding history of Exactech as of March 31:
Exactech is a developer and producer of bone and joint
restoration products for hip, knee, shoulder, spine and biologic
Exactech's historical price, revenue and net income:
Exactech has a market cap of $258 million; its shares were traded
at around $19.50 with a P/E ratio of 19.60 and a P/S ratio of
1.10. The company had an annual average earnings growth of 8.9%
over the past 10 years. GuruFocus rated Exactech the business
predictability rank of 5-star.
Gabelli increased his holdings in
Twin Disc (
by 5.96% this week. The guru added a total of 43,133 shares at an
average price of $22.72 per share. Since his buy, the price per
share is up approximately 3%. Gabelli now holds 766,996 shares of
Twin Disc, representing 6.82% of the company's shares
Gabelli's holding history of Twin Disc as of the end of the first
Twin Disc designs, manufactures and sells marine and heavy-duty
off-highway power transmission equipment. The Company sells its
products to customers primarily in the pleasure craft, commercial
and military marine markets, as well as in the energy and natural
resources, government and industrial markets.
Twin Disc's historical price, revenue and net income:
Twin Disc has a market cap of $252.2 million; its shares were
traded at around $23.14 with a P/E ratio of 59.10 and a P/S ratio
of 0.90. The dividend yield for Twin Disc stocks is 1.50%. The
company had an annual average earnings growth of 20% over the
past 10 years.
Gabelli made his largest increase in
Layne Christensen (
this week as he upped his holdings by 10.37%. The guru bought a
total of 164,300 shares at an average price of $19.32 per share.
Since his buy, the price per share is up about 1%. Gabelli
currently owns 1,748,162 shares of Layne Christensen,
representing over 8% of the company's shares outstanding.
Gabelli also increased his holdings in LAYN by 11.87% in April.
Gabelli's holding history of Layne Christensen as of March 31:
Layne is a global water management, construction and drilling
company, providing solutions to the world of essential natural
resources-water, mineral and energy. The company provides
sustainable products and services with an "enduring commitment to
safety, excellence and integrity."
Layne Christensen's historical price, revenue and net income:
Layne Christensen has a market cap of $379.7 million; its shares
were traded at around $19.27 with a P/E ratio of 27.40 and a P/S
ratio of 0.40.
You can view Mario Gabelli's current portfolio here. Also check
out the Guru Real Time Picks where you can see the stock
purchases and sales that Gurus have made within the past 2 weeks.
Richard Blum has continued his reduction of his holdings of
Career Education Corporation (
On June 21, Blum reduced his holdings by 1.97%. The guru sold a
total of 164,000 shares at $2.69 per share. Since his sell, the
price per share has increased approximately 12%. Despite his
recent decreases in his holdings on CECO, the guru still
maintains 8,143,623 shares of Career Education representing
12.13% of the company's shares outstanding.
Richard Blum's holding history of CECO as of March 31:
Career Education Corporation offers educational services to a
diverse student population of over 116,000 students across the
world in a variety of career-oriented disciplines. The
approximately 90 campuses that serve these students are located
throughout the U.S. and in France, Italy and the UK, and offer
doctoral, master's, bachelors and associate degrees and diploma
and certificate programs.
Career Education's historical price, revenue and net income:
Career Education Corporation has a market cap of $184.8 million;
its shares were traded at around $2.90 with a P/E ratio of 15.90
and a P/S ratio of 0.14.
You can view the complete list of Guru Real Time activity
here. Also, if you haven't tried the GuruFocus premium
membership, try a free 7-day trial here.
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