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Weekly Guru Bargains Highlights: PAAS, FMC, SHS, GTI, SM

Posted
7/21/2012 8:08:00 PM
By: GuruFocus
Referenced Stocks:FMC;GTI;PAAS;SHS;USA

According to GuruFocus updates , these stocks have declined the most since Gurus have bought. Pan American Silver Corp. ( USA ) ( PAAS ): Down 35% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31

Joel Greenblatt added to his holdings in Gold Mining company Pan American Silver Corp. (usa) by 21.06% during the quarter ended 03/31/2012. His purchase prices were between $20.84 and $26.24, with an estimated average price of $21.85. Since then the prices of Pan American Silver Corp. ( USA ) shares have declined by -35% from the estimated average. Joel Greenblatt owned 15,308 shares of as of 03/31/2012.

PAN AMER SILVER is a mining company focused exclusively on silver. Pan American Silver Corp. (usa) has a market cap of $2.25 billion; its shares were traded at around $14.21 with a P/E ratio of 6.3 and P/S ratio of 2.6. The dividend yield of Pan American Silver Corp. (usa) stocks is 1%. Pan American Silver Corp. (usa) had an annual average earnings growth of 23.4% over the past 5 years.

Joel Greenblatt owns 15,308 shares as of 03/31/2012, an increase of 21.06% from the previous quarter. This position accounts for 0.029% of the $1.15 billion portfolio of Gotham Capital

FMC Corporation ( FMC ): Down 39% Since Jean-Marie Eveillard Bought In the Quarter Ended on 2012-03-31

Jean-Marie Eveillard initiated holdings in Specialty Chemicals company Fmc Corporation during the quarter ended 03/31/2012. His purchase prices were between $86.95 and $105.69, with an estimated average price of $89.73. Since then the prices of FMC Corporation shares have declined by -39% from the estimated average. Jean-Marie Eveillard owned 111,200 shares of as of 03/31/2012.

FMC Corporation is one of the world's producers of machinery and chemicals for industry and agriculture. Fmc Corporation has a market cap of $7.36 billion; its shares were traded at around $54.55 with a P/E ratio of 16.7 and P/S ratio of 2.2. The dividend yield of Fmc Corporation stocks is 0.7%. Fmc Corporation had an annual average earnings growth of 7.5% over the past 10 years. GuruFocus rated Fmc Corporation the business predictability rank of 2-star.

FMC recently reported net income of $119.1 million, or $1.71 per diluted share, in the first quarter of 2012, versus net income of $94.0 million, or $1.30 per diluted share, in the first quarter of 2011. Net income in the current quarter included charges of$16.3 million after tax, or $0.23 per diluted share, versus charges of $13.6 million after tax, or $0.19 per diluted share, in the prior-year quarter.

Jean-Marie Eveillard bought 111,200 shares in the quarter that ended on 03/31/2012, which is 0.047% of the $25.09 billion portfolio of First Eagle Investment Management, LLC. Mario Gabelli owns 13,740 shares as of 03/31/2012, which accounts for 0.01% of the $13.95 billion portfolio of GAMCO Investors. John Keeley owns 51,780 shares as of 03/31/2012, which accounts for 0.11% of the $4.94 billion portfolio of Keeley Fund Management.

Executive VP and CFO W Kim Foster sold 15,619 shares of FMC stock on 03/02/2012 at the average price of 100. W Kim Foster owns at least 57,151 shares after this. The price of the stock has decreased by 45.45% since. Other insiders have also decreased their positions in the company.

Sauer-Danfoss Inc. ( SHS ): Down 22% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31

Joel Greenblatt added to his holdings in Diversified Industrials company Sauer-danfoss Inc. by 22.45% during the quarter ended 03/31/2012. His purchase prices were between $35.52 and $55.57, with an estimated average price of $45.3. Since then the prices of Sauer-Danfoss Inc. shares have declined by -22% from the estimated average. Joel Greenblatt owned 107,702 shares of as of 03/31/2012.

Sauer-Danfoss is a global manufacturer of components and integrated hydraulic systems that generate, transmit, and control fluid power in primarily off-highway mobile equipment. Sauer-danfoss Inc. has a market cap of $1.77 billion; its shares were traded at around $35.27 with a P/E ratio of 8.4 and P/S ratio of 0.9. The dividend yield of Sauer-danfoss Inc. stocks is 3.8%.

SHS recently reported net income of $64.8 million, or $1.34 per share, for the first quarter of 2012, compared to net income of $70.6 million, or $1.46 per share, for the first quarter of 2011. In comparison, first quarter 2011 results were favorably impacted by $4.9 million, or $0.10 per share, related to the reversal of deferred tax asset valuation allowances.

Joel Greenblatt owns 107,702 shares as of 03/31/2012, an increase of 22.45% from the previous quarter. This position accounts for 0.44% of the $1.15 billion portfolio of Gotham Capital.

Exec VP Pres-Work Function Div Helge Joergensen sold 3,450 shares of SHS stock on 03/05/2012 at the average price of 47.47. Helge Joergensen owns at least 20,338 shares after this. The price of the stock has decreased by 25.7% since.

GrafTech International Ltd ( GTI ): Down 30% Since Paul Tudor Jones Bought In the Quarter Ended on 2012-03-31

Paul Tudor Jones added to his holdings in Electrical Components & Equipment company Graftech International Ltd by 128.97% during the quarter ended 03/31/2012. His purchase prices were between $11.6 and $17.63, with an estimated average price of $13.54. Since then the prices of GrafTech International Ltd shares have declined by -30% from the estimated average. Paul Tudor Jones owned 33,200 shares of as of 03/31/2012.

GrafTech International Ltd. is one of the world's largest manufacturers and providers of high quality natural and synthetic graphite and carbon based products and services, offering energy solutions to industry-customers worldwide engaged in the manufacture of steel, aluminum, silicon metal, automotive products and electronics. Graftech International Ltd has a market cap of $1.27 billion; its shares were traded at around $9.48 with a P/E ratio of 9.3 and P/S ratio of 1. Graftech International Ltd had an annual average earnings growth of 0.8% over the past 10 years.

GTI recently reported its first quarter 2012 financial results. Net income was $18 million, or $0.12 per diluted share, down 36 percent versus $27 million, or $0.19 per diluted share, in the first quarter of 2011.

Mario Gabelli owns 5,470,776 shares as of 03/31/2012, which accounts for 0.47% of the $13.95 billion portfolio of GAMCO Investors. Daniel Loeb sold out his holdings in the quarter that ended on 03/31/2012.

Director Mary B Cranston sold 1,300 shares of GTI stock on 02/15/2012 at the average price of 15.92. Mary B Cranston owns at least 42,238 shares after this. The price of the stock has decreased by 40.45% since.

SM Energy Co. ( SM ): Down 26% Since Jim Simons Bought In the Quarter Ended on 2012-03-31

Jim Simons added to his holdings in Exploration & Production company Sm Energy Co. by 24.32% during the quarter ended 03/31/2012. His purchase prices were between $70.57 and $83.35, with an estimated average price of $71.98. Since then the prices of SM Energy Co. shares have declined by -26% from the estimated average. Jim Simons owned 105,300 shares of as of 03/31/2012.

SM Energy Company, formerly known as St. Mary Land & Exploration Company, is an independent energy company engaged in the exploration, exploitation, development, acquisition, and production of natural gas and crude oil. Sm Energy Co. has a market cap of $3.06 billion; its shares were traded at around $52.96 with a P/E ratio of 18.2 and P/S ratio of 1.9. The dividend yield of Sm Energy Co. stocks is 0.2%. Sm Energy Co. had an annual average earnings growth of 16.1% over the past 10 years.

SM Energy reported net income for the first quarter of 2012 of $26.3 million or $0.39 per diluted share. This compares to a net loss of $18.5 million, or $0.29 per diluted share, for the same period of 2011. Adjusted net income for the first quarter of 2012 was $32.8 million, or $0.48 per diluted share,

Robert Rodriguez owns 341,900 shares as of 06/30/2012, which accounts for 2.1% of the $798 million portfolio of FPA Capital. NWQ Managers owns 69,759 shares as of 03/31/2012, which accounts for 0.033% of the $14.95 billion portfolio of NWQ Investment Management Co. Ron Baron owns 2,250,995 shares as of 03/31/2012, which accounts for 0.95% of the $16.69 billion portfolio of Baron Funds.

Senior VP and General Counsel David W Copeland bought 10,000 shares of SM stock on 06/01/2012 at the average price of 53.37. David W Copeland owns at least 36,093 shares after this. The price of the stock has decreased by 0.77% since. Other insiders have decreased their positions in the company.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 .