Weekly Guru Bargains Highlights: MOH, SNE, GEN, FMC, RVBD

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Jun 10, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Molina Healthcare (MOH, Financial): Down 24% Since Paul Tudor Jones Bought In the Quarter Ended on 2012-03-31


Paul Tudor Jones initiated holdings in Health Care Providers company Molina Healthcare during the quarter ended 03/31/2012. His purchase prices were between $22.45 and $36.78, with an estimated average price of $29.59. Since then the prices of Molina Healthcare shares have declined by -24% from the estimated average. Paul Tudor Jones owned 10,800 shares of as of 03/31/2012.


Molina Healthcare is a multi-state managed care organization that arranges for the delivery of healthcare services to persons eligible for Medicaid and other programs for low-income families and individuals. Molina Healthcare has a market cap of $1.14 billion; its shares were traded at around $22.45 with a P/E ratio of 14.5 and P/S ratio of 0.2. Molina Healthcare had an annual average earnings growth of 9.9% over the past 10 years.


MOH recently reported its first quarter 2012 financial results. Net income for the quarter was $18.1 million, or $0.39 per diluted share, compared with net income of $17.4 million, or$0.38 per diluted share, for the quarter ended March 31, 2011.


John C Molina sold 45,000 shares of MOH stock on 06/01/2012 at the average price of 24.91. John C Molina owns at least 187,045 shares after this. The price of the stock has decreased by 9.88% since. Other insiders have also decreased their positions in the company.


Sony Corp Adr (SNE, Financial): Down 31% Since Mario Gabelli Bought In the Quarter Ended on 2012-03-31


Mario Gabelli initiated holdings in Consumer Electronics company Sony Corp Adr during the quarter ended 03/31/2012. His purchase prices were between $16.77 and $22.26, with an estimated average price of $18.49. Since then the prices of Sony Corp Adr shares have declined by -31% from the estimated average. Mario Gabelli owned 11,900 shares of as of 03/31/2012.


Sony Corporation develops and manufactures consumer and industrial electronic equipment. Sony Corp Adr has a market cap of $12.7 billion; its shares were traded at around $12.85 with and P/S ratio of 0.2. The dividend yield of Sony Corp Adr stocks is 2.3%. Sony Corp Adr had an annual average earnings growth of 4.7% over the past 10 years.


Sony Corp. recently reported sales and operating revenue of 6,493.2 billion yen for the first quarter of 2012, compared to 7,181.3 billion yen for the first quarter of 2011, or a decrease of 9.6%.


Mario Gabelli bought 11,900 shares in the quarter that ended on 03/31/2012, which is 0.0018% of the $13.95 billion portfolio of GAMCO Investors. Jean-Marie Eveillard owns 800 shares as of 03/31/2012, which accounts for less than 0.01% of the $25.09 billion portfolio of First Eagle Investment Management, LLC. Dodge & Cox owns 26,030,824 shares as of 03/31/2012, which accounts for 0.69% of the $78.02 billion portfolio of Dodge & Cox.


Genon Energy (GEN, Financial): Down 27% Since Jim Simons Bought In the Quarter Ended on 2012-03-31


Jim Simons added to his holdings in Electricity company Genon Energy by 287.01% during the quarter ended 03/31/2012. His purchase prices were between $2.06 and $2.62, with an estimated average price of $2.2. Since then the prices of Genon Energy shares have declined by -27% from the estimated average. Jim Simons owned 5,305,470 shares of as of 03/31/2012.


GenOn Energy, Inc, formerly known as RRI Energy Inc, is engaged in providing energy, capacity, ancillary and other energy services to wholesale customers in power generation markets in the United States. Genon Energy has a market cap of $1.32 billion; its shares were traded at around $1.61 with a P/E ratio of 15.5 and P/S ratio of 0.4.


Genon Energy recently reported adjusted EBITDA of $101 million for the first quarter of 2012 compared to $205 million for the same period of 2011. The adjusted net loss was $76 million for the first quarter of 2012 compared to adjusted net income of $7 million for the same period last year.


John Paulson owns 31,571,989 shares as of 03/31/2012, an increase of 564.67% from the previous quarter. This position accounts for 0.44% of the $14.96 billion portfolio of Paulson & Co.. Donald Smith owns 29,994,032 shares as of 03/31/2012, which accounts for 1.8% of the $3.44 billion portfolio of Donald Smith & Co.. Arnold Schneider owns 5,666,148 shares as of 03/31/2012, which accounts for 0.95% of the $1.23 billion portfolio of Schneider Capital Management.


Fmc Corp (FMC, Financial): Down 42% Since Columbia Wanger Bought In the Quarter Ended on 2012-03-31


Columbia Wanger added to his holdings in Specialty Chemicals company Fmc Corp by 26.11% 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 Corp shares have declined by -42% from the estimated average. Columbia Wanger owned 995,000 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 Corp has a market cap of $6.78 billion; its shares were traded at around $51.92 with a P/E ratio of 15.2 and P/S ratio of 2. The dividend yield of Fmc Corp stocks is 0.7%. Fmc Corp had an annual average earnings growth of 7.5% over the past 10 years. GuruFocus rated Fmc Corp the business predictability rank of 2.5-star.


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 48.08% since. Other insiders have also decreased their positions in the company.


Riverbed Tech (RVBD, Financial): Down 31% Since Manning & Napier Advisors, Inc Bought In the Quarter Ended on 2012-03-31


Manning & Napier Advisors, Inc initiated holdings in Telecommunications Equipment company Riverbed Tech during the quarter ended 03/31/2012. His purchase prices were between $23.81 and $29.92, with an estimated average price of $25.68. Since then the prices of Riverbed Tech shares have declined by -31% from the estimated average. Manning & Napier Advisors, Inc owned 5,162,400 shares of as of 03/31/2012.


Riverbed Technology, Inc. provides solutions to the fundamental problems of wide-area distributed computing in the United States and internationally. Riverbed Tech has a market cap of $2.49 billion; its shares were traded at around $17.63 with a P/E ratio of 35.2 and P/S ratio of 3.4.


Riverbed Tech recently reported its first quarter 2012 results. GAAP revenue for the first quarter of 2012 was $182 million, compared to $164 million in the first quarter of 2011, representing 12% year-over-year growth. GAAP net income for the first quarter of 2012 was $7 million, or $0.04 per share, compared to GAAP net income of $13 million, or $0.08 per diluted share, in the first quarter of 2011.


Ron Baron owns 243,500 shares as of 03/31/2012, an increase of 58.63% from the previous quarter. This position accounts for 0.041% of the $16.69 billion portfolio of Baron Funds.


Chairman and CEO Jerry M Kennelly sold 133,332 shares of RVBD stock on 05/31/2012 at the average price of 16.24. Jerry M Kennelly owns at least 4,303,350 shares after this. The price of the stock has increased by 8.56% since. The company was also sold by its CFO.