52-Week High Companies: CVS, TSM, PM, ROST, CELG

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Feb 27, 2012
According GuruFocus list of 52-week highs, these Guru stocks have reached their 52-Week Highs: CVS Caremark (CVS, Financial), Taiwan Semiconductor Manufacturer Co. (TSM, Financial), Philip Morris International Inc. (PM, Financial), Ross Stores (ROST, Financial), and Celgene Corp. (CELG, Financial).


CVS Caremark (CVS) Reached the 52-Week High of $44.07



CVS Caremark has a market cap of $57.62 billion; its shares were traded at around $44.07 with a P/E ratio of 15.8 and P/S ratio of 0.5. The dividend yield of CVS Caremark stocks is 1.5%. CVS Caremark had an annual average earnings growth of 10.9% over the past 10 years. GuruFocus rated CVS Caremark the business predictability rank of 3.5-star.


On February 8, CVS Caremark reported results for the fourth quarter of 2011. Net revenues for the three months ended Dec. 31, 2011, increased 15.2% or $3.7 billion, to $28.3 billion, up from $24.6 billion in the three months ended Dec. 31, 2010. For the year ended Dec. 31, 2011, total revenue increased 11.8% or $11.3 billion, to $107.1 billion, compared to $95.8 billion for the year ended Dec. 31, 2010.


This month, Executive Vice President and President Caremark Per Gh Lofberg, Senior Vice President and Chief HR Officer Lisa Bisaccia, Executive Vice President and Chief Medical Officer Troyen A. Brennan and Senior Vice President and CIO Stuart M. Mcguigan sold shares of CVS stock. Director Jean Pierre Millon sold 33,739 shares in November. Executive Vice President and CFO David M. Denton sold 5,334 shares in September.


Taiwan Semiconductor Manufacturer Co. (TSM) Reached the 52-Week High of $14.37



Taiwan Semiconductor Manufacturer Co is the world's largest dedicated integrated circuit foundry. Taiwan Semiconductor Manufacturer Co. has a market cap of $75.77 billion; its shares were traded at around $14.37 with a P/E ratio of 15.6 and P/S ratio of 5.7. The dividend yield of Taiwan Semiconductor Manufacturer Co. stocks is 2.8%. Taiwan Semiconductor Manufacturer Co. had an annual average earnings growth of 22.1% over the past 10 years. GuruFocus rated Taiwan Semiconductor Manufacturer Co. the business predictability rank of 3-star.


On January 18, Taiwan Semiconductor Manufacturer Co. announced consolidated revenue of NT$104.71 billion, net income of NT$31.58 billion, and diluted earnings per share of NT$1.22 (US$0.20 per ADR unit) for the fourth quarter ended December 31, 2011. Year-over-year, fourth quarter revenue decreased 4.9% while both net income and diluted EPS decreased 22.5%. Compared to third quarter of 2011, fourth quarter of 2011 results represent a 1.7% decrease in revenue, and a 3.9% increase in both net income and diluted EPS.


Philip Morris International Inc. (PM) Reached the 52-Week High of $83.02



Philip Morris International is an international tobacco company, with products sold in over 160 countries. Philip Morris has a market cap of $141.98 billion; its shares were traded at around $83.02 with a P/E ratio of 16.8 and P/S ratio of 1.9. The dividend yield of Philip Morris stocks is 3.8%.


On February 9, Philip Morris International Inc. reported results for the fourth quarter of 2011. For the fourth-quarter 2011, net revenues of $7.7 billion were up by 9.0%, including favorable currency of $41 million. Reported operating companies income was up by 6.9% to $3.0 billion, including favorable currency of $14 million.


Last week, Director Sergio Marchionne bought 1,000 shares of PM stock. Director Sergio Marchionne bought 1,100 shares in October. Director Harold Brown sold 2,294 shares this month and Director J Dudley Fishburn sold 2,344 shares in November.


Ross Stores (ROST) Reached the 52-Week High of $52.79



Ross Stores Inc. operates a chain of off-price retail apparel and home accessories stores, which target value conscious men and women between the ages of 25 and 54 in middle-to-upper middle income households. Ross Stores has a market cap of $11.85 billion; its shares were traded at around $52.79 with a P/E ratio of 19.2 and P/S ratio of 1.5. The dividend yield of Ross Stores stocks is 1.1%. Ross Stores had an annual average earnings growth of 15% over the past 10 years. GuruFocus rated Ross Stores the business predictability rank of 3-star.


On February 2, Ross Stores Inc. reported sales for the four weeks ended Jan. 28, 2012 of $483 million, an increase of 10% over the $441 million in sales for the four weeks ended Jan. 29, 2011. Same store sales for the four weeks ended Jan. 28, 2012 grew 5% on top of 3% and 8% gains in the prior two years. For the 13 weeks ended Jan. 28, 2012, sales rose 12% to $2.398 billion, from $2.145 billion for the 13 weeks ended Jan. 29, 2011. Comparable store sales for the quarter ended Jan. 28, 2012 increased 7% on top of 4% and 10% growth in the fourth quarters of 2010 and 2009, respectively.


This month, Chairman of the Board Norman A. Ferber and President and Chief Operating Officer Sullivan Michael sold shares of ROST stock. Director K. Gunnar Bjorkland and Vice Chairman and CEO Michael Balmuth sold shares in January. President, Chief Operating Officer Sullivan Michael sold 10,000 shares in October and President and Chief Merchandise Officer Barbara Rentler sold 20,182 shares in September.


Celgene Corp. (CELG) Reached the 52-Week High of $74.89



Celgene Corp. is an independent biopharmaceutical company engaged primarily in the discovery, development and commercialization of orally administered, small molecule drugs for the treatment of cancer and immunological diseases. Celgene Corp has a market cap of $33.14 billion; its shares were traded at around $74.89 with a P/E ratio of 21.8 and P/S ratio of 6.8.


In December, Director Ernest Mario bought 2,000 shares of CELG stock. CFO Jacqualyn A. Fouse bought 1,000 shares in November and Director Rodman L. Drake bought 500 shares in October.


On January 26, Celgene Corp. reported non-GAAP net product sales of $1,241 million for the fourth quarter of 2011, a 21 percent increase from the same period in 2010. Non-GAAP net income for the fourth quarter of 2011 increased 38 percent to $473 million compared to $343 million in the fourth quarter of 2010. For the same periods, non-GAAP diluted earnings per share increased 46 percent to $1.05 from $0.72.