Weekly Guru Bargains Highlights: CSTR, VRX, SAY, THOR, BVN

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Feb 12, 2011
Last week’s top five guru bargain stocks were Coinstar, Valeant Pharma, Satyam Computer, Thoratec, and COMPANIA DE MINAS BUENAV. According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Coinstar Inc. (CSTR, Financial): Down 24% Since Mario Gabelli Bought In the Quarter Ended on 2010-12-31

Mario Gabelli initiated holdings in Diversified Industrials company Coinstar Inc. during the quarter ended 12/31/2010. He owned 4,000 shares of as of 12/31/2010. Coinstar, Inc. operate a national network of self-service coin-counting machines in the U. Coinstar Inc. has a market cap of $1.45 billion; its shares were traded at around $42.89 with a P/E ratio of 29 and P/S ratio of 1.3. Coinstar Inc. had an annual average earning growth of 24.4% over the past 10 years. GuruFocus rated Coinstar Inc. the business predictability rank of 4-star.

Mario Gabelli bought 4,000 shares in the quarter that ended on 12/31/2010, which is less than 0.01% of the $26.72 billion portfolio of GAMCO Investors. Richard Perry bought 100,000 shares in the quarter that ended on 09/30/2010, which is 0.07% of the $6.36 billion portfolio of Perry Capital.

Sell: Director Connor Daniel W O sold 3,900 shares of CSTR stock on 11/23/2010 at the average price of 62.54. Connor Daniel W O owns at least 2,155 shares after this. The price of the stock has decreased by 31.42% since.

VALEANT PHARMACEUTICALS INTERNATIONAL (VRX, Financial): Down 29% Since Ruane Cunniff Bought In the Quarter Ended on 2010-09-30

Ruane Cunniff added to his holdings in Pharmaceuticals company VALEANT PHARMACEUTICALS INTERNATIONAL by 215.39% during the quarter ended 09/30/2010. He owned 34,024,824 shares of as of 09/30/2010. Valeant Pharmaceuticals International, Inc. is a multinational specialty pharmaceutical company that develops, manufactures and markets a broad range of pharmaceutical products primarily in the areas of neurology, dermatology and branded generics. Valeant Pharmaceuticals International has a market cap of $11.26 billion; its shares were traded at around $40.54 with a P/E ratio of 32.3 and P/S ratio of 13.8. The dividend yield of Valeant Pharmaceuticals International stocks is 1%. Valeant Pharmaceuticals International had an annual average earning growth of 10.8% over the past 5 years.

VRX recently reported its third quarter 2010 results. Total reported revenue was $208.3 million in the third quarter of 2010 as compared to $212.5 million in the third quarter of 2009, a decrease of 2%.

John Griffin bought 7,251,038 shares in the quarter that ended on 09/30/2010, which is 2.81% of the $6.46 billion portfolio of Blue Ridge Capital. Ruane Cunniff owns 34,024,824 shares as of 09/30/2010, an increase of 215.39% from the previous quarter. This position accounts for 9.64% of the $8.85 billion portfolio of Ruane & Cunniff & Goldfarb Inc.

Buy: Director Katharine Berghuis Stevenson bought 3,000 shares of VRX stock on 11/29/2010 at the average price of 25.33. Katharine Berghuis Stevenson owns at least 3,000 shares after this. The price of the stock has increased by 60.05% since. Other insiders have decreased their positions in the company.

Satyam Computer Services Ltd. (SAY, Financial): Down 24% Since Jeremy Grantham Bought In the Quarter Ended on 2010-09-30

Jeremy Grantham initiated holdings in Computer Services company Satyam Computer Services Ltd. during the quarter ended 09/30/2010. He owned 343,690 shares of as of 09/30/2010. Satyam Computer Services Limited is a provider of information technology services in India. with and P/S ratio of 1.

Thoratec Corp. (THOR, Financial): Down 30% Since George Soros Bought In the Quarter Ended on 2010-09-30

George Soros initiated holdings in Medical Equipment company Thoratec Corp. during the quarter ended 09/30/2010. He owned 100,000 shares of as of 09/30/2010. Thoratec Corp develops, manufactures and markets proprietary medical devices used for circulatory support, vascular graft, blood coagulation and skin incision applications. Thoratec Corp. has a market cap of $1.43 billion; its shares were traded at around $26.97 with a P/E ratio of 22.8 and P/S ratio of 3.7. Thoratec Corp. had an annual average earning growth of 24.7% over the past 10 years.

Thoratec recently reported its full year 2010 results. For the year ended January 1, 2011, revenues were $383.0 million versus $280.0 million in the prior year. Revenues for the fourth quarter of fiscal 2010 were $97.6 million, an increase of 20 percent over revenues of $81.0 million in the fourth quarter of fiscal 2009.

George Soros bought 100,000 shares in the quarter that ended on 09/30/2010, which is 0.06% of the $6.69 billion portfolio of Soros Fund Management LLC.

Directors and Officers Recent Trades:

Sell: Director J Daniel Cole sold 2,000 shares of THOR stock on 01/06/2011 at the average price of 30.02. J Daniel Cole owns at least 44,270 shares after this. The price of the stock has decreased by 10.16% since. Other insiders have also decreased their positions in the company.

COMPANIA DE MINAS BUENAV. (BVN, Financial): Down 22% Since Jeremy Grantham Bought In the Quarter Ended on 2010-12-31

Jeremy Grantham initiated holdings in Gold Mining company COMPANIA DE MINAS BUENAV. during the quarter ended 12/31/2010. He owned 4,960 shares of as of 12/31/2010. COMPANIA DE MINAS BUENAV is a mining company producing precious metals and holding mining rights in Peru. Compania De Minas Buenav. has a market cap of $9.64 billion; its shares were traded at around $40.04 with a P/E ratio of 14.9 and P/S ratio of 11.7. The dividend yield of Compania De Minas Buenav. stocks is 1.1%. Compania De Minas Buenav. had an annual average earning growth of 39.1% over the past 10 years. GuruFocus rated Compania De Minas Buenav. the business predictability rank of 3.5-star.

Mario Gabelli owns 503,200 shares as of 12/31/2010, an increase of 16.16% from the previous quarter. This position accounts for 0.09% of the $26.72 billion portfolio of GAMCO Investors. John Hussman owns 100,000 shares as of 12/31/2010, a decrease of 80% of from the previous quarter. This position accounts for 0.08% of the $6.34 billion portfolio of Hussman Economtrics Advisors, Inc..