Weekly Guru Bargains Highlights: CLWR, NZT, CVI, ACH, BTU

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Dec 04, 2011
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Clearwire Corp. (CLWR, Financial): Down 21% Since Larry Robbins Bought in the Quarter Ended on 2011-09-30


Larry Robbins added to his holdings in Internet company Clearwire Corp. by 29.7% during the quarter ended 09/30/2011. His purchase prices were between $1.42 and $3.91, with an estimated average price of $2.72. Since then the prices of Clearwire Corp. shares have declined by -21% from the estimated average. Larry Robbins owned 15,228,264 shares of as of 09/30/2011.


Clearwire Corp. is a provider of simple, portable and reliable wireless high-speed Internet service. Clearwire Corp. has a market cap of $1.96 billion; its shares were traded at around $2.14 with and P/S ratio of 3.5.


Adjusted EBITDA in third quarter 2011 was a loss of $46.4 million, representing a sequential improvement of $62.1 million when compared to second quarter 2011 pro forma Adjusted EBITDA loss of $108.5 million. When compared to second quarter 2011 actual Adjusted EBITDA loss of $79.6 million, third quarter 2011 Adjusted EBITDA improved by $33.2 million.


Mario Gabelli owns 92,500 shares as of 09/30/2011, which accounts for 0.002% of the $10.95 billion portfolio of GAMCO Investors. George Soros sold out his holdings in the quarter that ended on 09/30/2011.


President and CEO Erik Prusch sold 16,900 shares of CLWR stock on 09/02/2011 at the average price of $3.4. Erik Prusch owns at least 1,485,881 shares after this. The price of the stock has decreased by 37.06% since. Other insiders have also decreased their positions in the company.


Telecom Corp. of New Zealand Ltd. ADS (NZT, Financial): Down 27% Since Jim Simons Bought in the Quarter Ended on 2011-09-30


Jim Simons added to his holdings in Fixed Line Telecommunications company Telecom Corp. Of New Zealand Ltd. Ads by 33.55% during the quarter ended 09/30/2011. His purchase prices were between $9.72 and $11.69, with an estimated average price of $10.66. Since then the prices of Telecom Corp. of New Zealand Ltd. ADS shares have declined by -27% from the estimated average. Jim Simons owned 1,261,186 shares of as of 09/30/2011.


Telecom Corporation of New Zealand is a major supplier of telecommunications services in New Zealand. Telecom Corp. of New Zealand Ltd. Ads has a market cap of $3 billion; its shares were traded at around $7.8 with a P/E ratio of 11.9 and P/S ratio of 0.7. The dividend yield of Telecom Corp. of New Zealand Ltd. Ads stocks is 6%.


John Hussman bought 80,000 shares in the quarter that ended on 09/30/2011, which is 0.0126% of the $6.29 billion portfolio of Hussman Economtrics Advisors. Charles Brandes owns 53,852 shares as of 09/30/2011, a decrease of 98.22% of from the previous quarter. This position accounts for 0.0049% of the $10.81 billion portfolio of Brandes Investment.


CVR Energy (CVI, Financial): Down 28% Since Bruce Kovner Bought in the Quarter Ended on 2011-09-30


Bruce Kovner added to his holdings in Exploration & Production company CVR Energy by 373.21% during the quarter ended 09/30/2011. His purchase prices were between $20.14 and $28.88, with an estimated average price of $25.74. Since then the prices of CVR Energy shares have declined by -28% from the estimated average. Bruce Kovner owned 89,447 shares of as of 09/30/2011.


Headquartered in Sugar Land, Texas, CVR Energy. CVR Energy has a market cap of $1.61 billion; its shares were traded at around $18.6 with a P/E ratio of 5.4 and P/S ratio of 0.4.


CVI recently reported third quarter 2011 net income attributable to CVR Energy stockholders of $109.3 million, or $1.25 per fully diluted share, on net sales of $1,352.0 million. The 2011 results compared to net income of $23.2 million, or 27 cents per fully diluted share, on net sales of $1,031.2 million for the third quarter of 2010.


Joel Greenblatt owns 70,922 shares as of 09/30/2011, an increase of 187.45% from the previous quarter. This position accounts for 0.2442% of the $614 million portfolio of Gotham Capital. George Soros owns 14,700 shares as of 09/30/2011, an increase of 44.12% from the previous quarter. This position accounts for 0.0054% of the $5.83 billion portfolio of Soros Fund Management LLC.


CEO and President John J. Lipinski sold 4,500 shares of CVI stock on 11/03/2011 at the average price of $26.26. John J. Lipinski owns at least 545,798 shares after this. The price of the stock has decreased by 29.17% since.


Aluminum Corp. of China ADS (ACH, Financial): Down 32% Since Bruce Kovner Bought in the Quarter Ended on 2011-09-30


Bruce Kovner initiated holdings in Aluminum company Aluminum Corp. Of China Ads during the quarter ended 09/30/2011. His purchase prices were between $11.5 and $21.94, with an estimated average price of $17.27. Since then the prices of Aluminum Corp. of China ADS shares have declined by -32% from the estimated average. Bruce Kovner owned 19,963 shares of as of 09/30/2011.


Aluminum Corp of China Ltd's principal activity is the production and distribution of alumina and primary aluminum. Aluminum Corp. of China Ads has a market cap of $1.86 billion; its shares were traded at around $11.8 with a P/E ratio of 69.4 and P/S ratio of 0.1. The dividend yield of Aluminum Corp. of China Ads stocks is 0.3%.


Peabody Energy Corp. (BTU, Financial): Down 24% Since Jim Simons Bought in the Quarter Ended on 2011-09-30


Jim Simons initiated holdings in coal company Peabody Energy Corp. during the quarter ended 09/30/2011. His purchase prices were between $35.73 and $61.37, with an estimated average price of $50.14. Since then the prices of Peabody Energy Corp. shares have declined by -24% from the estimated average. Jim Simons owned 1,302,000 shares of as of 09/30/2011.


Peabody Energy is the largest private-sector coal company in the world. Peabody Energy Corp. has a market cap of $10.35 billion; its shares were traded at around $38.22 with a P/E ratio of 10.9 and P/S ratio of 1.6. The dividend yield of Peabody Energy Corp. stocks is 0.9%. Peabody Energy Corp. had an annual average earnings growth of 27.1% over the past 10 years. GuruFocus rated Peabody Energy Corp. the business predictability rank of 2.5-star.


BTU recently reported third quarter 2011 EBITDA of $504.4 million on record quarterly revenues of $2.04 billion. Income from continuing operations was$283.5 million, with diluted earnings per share from continuing operations of $1.01. Adjusted diluted earnings per share from continuing operations totaled $0.87, compared with $0.99 in the prior year. Results reflect $21.9 million in expenses ($0.07 per share after tax) related to the takeover of Macarthur Coal.


Arnold Schneider owns 1,515,187 shares as of 09/30/2011, an increase of 58.25% from the previous quarter. This position accounts for 4.1135% of the $1.25 billion portfolio of Schneider Capital Management. John Keeley owns 10,135 shares as of 09/30/2011, which accounts for 0.0078% of the $4.42 billion portfolio of Keeley Fund Management.


Executive Vice President Technical Services Jeane L. Hull sold 2,313 shares of BTU stock on 07/05/2011 at the average price of 60.75. Jeane L. Hull owns at least 55,697 shares after this. The price of the stock has decreased by 37.09% since.