Weekly Guru Bargains Highlights: TPX, OKE, ACM, SID, DV

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Aug 05, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.


Tempur-Pedic International Inc. (TPX, Financial): Down 58% Since Louis Moore Bacon Bought In the Quarter Ended on 2012-03-31


Louis Moore Bacon added to his holdings in Furnishings company Tempur-pedic International Inc. by 666.67% during the quarter ended 03/31/2012. His purchase prices were between $55.18 and $84.41, with an estimated average price of $68.15. Since then the prices of Tempur-Pedic International Inc. shares have declined by -58% from the estimated average. Louis Moore Bacon owned 138,000 shares of as of 03/31/2012.


Tempur-Pedic International Inc. is a vertically-integrated manufacturer, marketer and distributor of premium mattresses and pillows made from its proprietary Tempur visco-elastic foam. Tempur-pedic International Inc. has a market cap of $1.99 billion; its shares were traded at around $28.84 with a P/E ratio of 10.3 and P/S ratio of 1.4. Tempur-pedic International Inc. had an annual average earnings growth of 15.7% over the past 10 years.


Earnings per diluted share (EPS) were $0.45 in the second quarter of 2012 as compared to EPS of $0.76 per diluted share in the second quarter of 2011. The Company reported net income of$29.1 million for the second quarter of 2012 as compared to net income of $53.1 million in the second quarter of 2011.


Ken Fisher owns 488,610 shares as of 06/30/2012, an increase of 524.62% from the previous quarter. This position accounts for 0.033% of the $34.66 billion portfolio of Fisher Asset Management, LLC. Joel Greenblatt sold out his holdings in the quarter that ended on 03/31/2012.


CEO & President Mark A Sarvary sold 20,000 shares of TPX stock on 02/28/2012 at the average price of 77.59. The price of the stock has decreased by 62.83% since. Other insiders have also decreased their positions in the company.


ONEOK, Inc. (OKE, Financial): Down 43% Since Steven Cohen Bought In the Quarter Ended on 2012-03-31


Steven Cohen added to his holdings in Gas Distribution company Oneok, Inc. by 79.43% during the quarter ended 03/31/2012. His purchase prices were between $80.45 and $88.81, with an estimated average price of $78.93. Since then the prices of ONEOK, Inc. shares have declined by -43% from the estimated average. Steven Cohen owned 12,659 shares of as of 03/31/2012.


ONEOK, Inc. is engaged in several aspects of the energy business. Oneok, Inc. has a market cap of $9.42 billion; its shares were traded at around $44.65 with a P/E ratio of 28.4 and P/S ratio of 0.6. The dividend yield of Oneok, Inc. stocks is 2.7%. Oneok, Inc. had an annual average earnings growth of 6.6% over the past 10 years.


Oneok recently announced second-quarter 2012 earnings of 69 cents per unit, compared with 67 cents per unit for the second quarter 2011. Net income attributable to ONEOK Partners increased 21 percent for the second quarter 2012 to $206.5 million, compared with $171.1 million for the same period in 2011.


James Barrow owns 720,580 shares as of 03/31/2012, which accounts for 0.12% of the $50.84 billion portfolio of Barrow, Hanley, Mewhinney & Strauss. Mario Gabelli owns 204,718 shares as of 03/31/2012, which accounts for 0.12% of the $13.95 billion portfolio of GAMCO Investors.


Director Pattye L Moore sold 5,000 shares of OKE stock on 05/09/2012 at the average price of 85.5. Pattye L Moore owns at least 1,000 shares after this. The price of the stock has decreased by 47.78% since.


AECOM Technology Corp (ACM, Financial): Down 24% Since Joel Greenblatt Bought In the Quarter Ended on 2012-03-31


Joel Greenblatt initiated holdings in Business Support Services company Aecom Technology Corp during the quarter ended 03/31/2012. His purchase prices were between $20.8 and $24.06, with an estimated average price of $21.09. Since then the prices of AECOM Technology Corp shares have declined by -24% from the estimated average. Joel Greenblatt owned 95,367 shares of as of 03/31/2012.


AECOM Technology Corporation is a global provider of professional technical and management support services to a broad range of markets, including transportation, facilities, environmental and energy. Aecom Technology Corp has a market cap of $1.82 billion; its shares were traded at around $16.12 with a P/E ratio of 7.3 and P/S ratio of 0.2.


AECOM recently reported its second quarter 2012 financial results. Second-quarter revenue was $2.0 billion, a 4% increase from the second quarter of fiscal year 2011.


Joel Greenblatt bought 95,367 shares in the quarter that ended on 03/31/2012, which is 0.19% of the $1.15 billion portfolio of Gotham Capital. David Williams owns 2,000,000 shares as of 12/31/2011, which accounts for 0.92% of the $4.48 billion portfolio of Columbia Value and Restructuring Fund. PRIMECAP Management owns 4,784,700 shares as of 03/31/2012, which accounts for 0.16% of the $67.24 billion portfolio of PRIMECAP Management. Ron Baron owns 3,384,099 shares as of 03/31/2012, which accounts for 0.45% of the $16.69 billion portfolio of Baron Funds. Richard Snow owns 2,464,952 shares as of 03/31/2012, which accounts for 2.6% of the $2.14 billion portfolio of Snow Capital Management, L.P..


Chairman & CEO John M Dionisio bought 6,300 shares of ACM stock on 06/05/2012 at the average price of 15.68. John M Dionisio owns at least 613,688 shares after this. The price of the stock has increased by 2.81% since. Other insiders have also decreased their positoins in the company.


Companhia Siderurgica Nacional (ADR) (SID, Financial): Down 46% Since Jim Simons Bought In the Quarter Ended on 2012-03-31


Jim Simons added to his holdings in Steel company Companhia Siderurgica Nacional (adr) by 139.96% during the quarter ended 03/31/2012. His purchase prices were between $8.53 and $10.88, with an estimated average price of $9.47. Since then the prices of Companhia Siderurgica Nacional (ADR) shares have declined by -46% from the estimated average. Jim Simons owned 2,145,200 shares of as of 03/31/2012.


CIA SIDERUR-ADR, through the combining of its own mines, steel mill, railroads, ports and service and distribution centers within the scope of its operations, makes them the largest integrated steel-making complex in Latin America. Companhia Siderurgica Nacional (adr) has a market cap of $7.11 billion; its shares were traded at around $5.12 with a P/E ratio of 3.8 and P/S ratio of 0.8. The dividend yield of Companhia Siderurgica Nacional (adr) stocks is 8.9%. Companhia Siderurgica Nacional (adr) had an annual average earnings growth of 29.4% over the past 10 years. GuruFocus rated Companhia Siderurgica Nacional (adr) the business predictability rank of 3-star.


DeVry Inc. (DV, Financial): Down 48% Since Robert Rodriguez Bought In the Quarter Ended on 2012-03-31


Robert Rodriguez initiated holdings in Specialized Consumer Services company Devry Inc. during the quarter ended 03/31/2012. His purchase prices were between $34.09 and $42.09, with an estimated average price of $35.34. Since then the prices of DeVry Inc. shares have declined by -48% from the estimated average. Robert Rodriguez owned 53,600 shares of as of 03/31/2012.


DeVry Inc. owns and operates DeVry Institutes of Technology, DenverTechnical College, Keller Graduate School of Management and Becker Conviser CPA Review. Devry Inc. has a market cap of $1.3 billion; its shares were traded at around $18.34 with a P/E ratio of 5.2 and P/S ratio of 0.6. The dividend yield of Devry Inc. stocks is 1.5%. Devry Inc. had an annual average earnings growth of 15% over the past 10 years.


DeVry recently announced that it anticipates reporting revenue for its fiscal fourth quarter ending June 30, 2012, between $500 million and $510 million. Total operating costs and expenses in the quarter are anticipated to be between $465 million and $475 million, which is expected to produce earnings per share in the range of $0.43 to $0.46, before discrete items.


Robert Rodriguez owns 682,867 shares as of 06/30/2012, an increase of 1174.01% from the previous quarter. This position accounts for 2.6% of the $798 million portfolio of FPA Capital. Private Capital owns 526,867 shares as of 03/31/2012, an increase of 56.24% from the previous quarter. This position accounts for 1.2% of the $1.43 billion portfolio of Private Capital Management. John Rogers owns 4,244,483 shares as of 03/31/2012, an increase of 27.85% from the previous quarter. This position accounts for 3% of the $4.87 billion portfolio of Ariel Capital Management. Joel Greenblatt owns 154,082 shares as of 03/31/2012, an increase of 17.33% from the previous quarter. This position accounts for 0.45% of the $1.15 billion portfolio of Gotham Capital.


Senior Advisor/Director Ronald L Taylor sold 50,500 shares of DV stock on 02/13/2012 at the average price of 38.5. Ronald L Taylor owns at least 996,679 shares after this. The price of the stock has decreased by 52.36% since.