Weekly Guru Bargains Highlights: ANR, CHK, MDRX, APAGF, CLWR

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Apr 30, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Alpha Natural Resources (ANR, Financial): Down 28% Since Paul Tudor Jones Bought in the Quarter Ended on 2011-12-31


Paul Tudor Jones initiated holdings in coal company Alpha Natural Resources during the quarter ended 12/31/2011. His purchase prices were between $16.04 and $28.7, with an estimated average price of $22.08. Since then the prices of Alpha Natural Resources shares have declined by -28% from the estimated average. Paul Tudor Jones owned 13,900 shares of as of 12/31/2011.


Alpha Natural Resources is a Central Appalachian coal producer that also has significant operations in Northern Appalachia. Alpha Natural Resources has a market cap of $3.63 billion; its shares were traded at around $15.88 with a P/E ratio of 8.74 and P/S ratio of 0.51. Alpha Natural Resources had an annual average earnings growth of 2.6% over the past five years.


ANR recently reported a fourth quarter 2011 net loss of $733.3 million or $3.34 per diluted share compared to net income of $10.8 million or $0.09 per diluted share in the fourth quarter of 2010. Alpha also reported a fourth quarter loss from continuing operations of $733.3 million, or $3.34 per diluted share, compared to income from continuing operations of $11.0 million, or $0.09 per diluted share, in the fourth quarter of 2010.


John Keeley bought 100,687 shares in the quarter that ended on 12/31/2011, which is 0.043% of the $4.78 billion portfolio of Keeley Fund Management. NWQ Managers owns 576,361 shares as of 12/31/2011, which accounts for 0.083% of the $15.4 billion portfolio of NWQ Investment Management Co. David Williams owns 4,250,000 shares as of 12/31/2011, which accounts for 1.9% of the $4.48 billion portfolio of Columbia Value and Restructuring Fund. John Paulson sold out his holdings in the quarter that ended on 12/31/2011.


Chesapeake Energy (CHK, Financial): Down 30% Since RS Investment Management Bought in the Quarter Ended on 2011-12-31


RS Investment Management added to its holdings in exploration and production company Chesapeake Energy by 24.48% during the quarter ended 12/31/2011. Its purchase prices were between $22.06 and $29.74, with an estimated average price of $25.42. Since then the prices of Chesapeake Energy shares have declined by -30% from the estimated average. RS Investment Management owned 320,800 shares of as of 12/31/2011.


Chesapeake Energy Corp. is an independent oil and gas company engaged in the development, exploration, acquisition and production of onshore natural gas and oil reserves. Chesapeake Energy has a market cap of $11.63 billion; its shares were traded at around $17.72 with a P/E ratio of 6.25 and P/S ratio of 1. The dividend yield of Chesapeake Energy stocks is 1.99%. Chesapeake Energy had an annual average earnings growth of 8% over the past 10 years.


CHK recently declared a cash distribution of $0.405 per limited partner unit for the 2012 first quarter. The first quarter distribution represents an increase of $0.055, or 15.7%, compared to the 2011 first quarter and represents an increase of $0.015, or 3.8%, compared to the 2011 fourth quarter.


John Rogers owns 2,320,840 shares as of 12/31/2011, an increase of 25.6% from the previous quarter. This position accounts for 1.2% of the $4.34 billion portfolio of Ariel Capital Management. Charles Brandes owns 8,379,282 shares as of 12/31/2011, which accounts for 1.7% of the $10.87 billion portfolio of Brandes Investment. Arnold Schneider owns 342,503 shares as of 12/31/2011, which accounts for 0.67% of the $1.14 billion portfolio of Schneider Capital Management.


Chairman and CEO Aubrey K. McClendon bought 11,000 shares of CHK stock on 11/25/2011 at the average price of $22.76. Aubrey K. McClendon owns at least 3,110,315 shares after this. The price of the stock has decreased by 22.14% since.


Allscripts Healthcare Solutions Inc. (MDRX, Financial): Down 46% Since Bruce Kovner Bought in the Quarter Ended on 2011-12-31


Bruce Kovner initiated holdings in Software company Allscripts Healthcare Solutions Inc. during the quarter ended 12/31/2011. His purchase prices were between $16.82 and $20.94, with an estimated average price of $19.01. Since then the prices of Allscripts Healthcare Solutions Inc. shares have declined by -46% from the estimated average. Bruce Kovner owned 48,276 shares of as of 12/31/2011.


Allscripts Healthcare Solutions offers clinical software, services, information and connectivity solutions that enable physicians and healthcare providers to deliver patients safety and clinical outcomes in the U.S. Allscripts Healthcare Solutions has a market cap of $3.05 billion; its shares were traded at around $10.3 with a P/E ratio of 22.56 and P/S ratio of 2.11. Allscripts Healthcare Solutions had an annual average earnings growth of 2.5% over the past five years.


Allscripts Healthcare Solutions recently reported its first quarter 2012 results. GAAP revenue for the three months ended March 31, 2012 was $364.7 million. Non-GAAP revenue for the three months ended March 31, 2012 was $365.5 million, compared to non-GAAP revenue of $346.1 million for the three months ended March 31, 2011, a 6% increase.


Ron Baron owns 1,641,220 shares as of 12/31/2011, which accounts for 0.2% of the $15.45 billion portfolio of Baron Funds.


President and secretary Lee Shapiro sold 100,000 shares of MDRX stock on 02/22/2012 at the average price of $19.17. Lee Shapiro owns at least 473,914 shares after this. The price of the stock has decreased by 46.27% since. Other insiders have also decreased their positions in the company.


Apco Oil and Gas International Inc. (APAGF, Financial): Down 48% Since Jim Simons Bought in the Quarter Ended on 2011-12-31


Jim Simons added to his holdings in oil equipment and services company Apco Oil and Gas International by 30.17% during the quarter ended 12/31/2011. His purchase prices were between $71.92 and $86.73, with an estimated average price of $80.76. Since then the prices of Apco Oil and Gas International shares have declined by -48% from the estimated average. Jim Simons owned 15,100 shares of as of 12/31/2011.


Apco Oil & Gas International Inc., formerly Apco Argentina Inc., has a market cap of $1.23 billion; its shares were traded at around $42.24 with a P/E ratio of 36.58 and P/S ratio of 11.72. The dividend yield of Apco Oil and Gas International stocks is 0.19%. Apco Oil and Gas International had an annual average earnings growth of 9.5% over the past 10 years. GuruFocus rated Apco Oil and Gas International the business predictability rank of 2.5-star.


Apco Oil and Gas recently announced net income attributable to Apco of $31.7 million in 2011, or $1.08 per share, compared with net income of $25.8 million, or $0.88 cents per share in 2010. Total operating revenues increased by $17 million compared with 2010. Higher average sales prices accounted for $14.3 million of the increase during 2011.


Clearwire Corp. (CLWR, Financial): Down 21% Since Steven Cohen Bought in the Quarter Ended on 2011-12-31


Steven Cohen added to his holdings in Internet company Clearwire Corp. by 296.15% during the quarter ended 12/31/2011. His purchase prices were between $1.27 and $2.42, with an estimated average price of $1.82. Since then the prices of Clearwire Corp. shares have declined by -21% from the estimated average. Steven Cohen owned 101,570 shares of as of 12/31/2011.


Clearwire Corp. is a provider of simple, portable and reliable wireless high-speed Internet service. Clearwire Corp. has a market cap of $1.9 billion; its shares were traded at around $1.43 with and P/S ratio of 1.52.


President and CEO Erik Prusch sold 86,483 shares of CLWR stock on 03/02/2012 at the average price of $2.29. Erik Prusch owns at least 2,320,864 shares after this. The price of the stock has decreased by 37.55% since. Other insiders have also decreased their positions in the company.