Guru Stocks at 52-Week Lows: EXC, DELL, CAH, ENI, MRVL

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Sep 18, 2012
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.


Exelon Corporation (EXC, Financial) Reached the 52-Week Low of $35.93


The prices of Exelon Corporation (EXC) shares have declined to close to the 52-week low of $35.93, which is 23.6% off the 52-week high of $45.34. Exelon Corporation is owned by 16 Gurus we are tracking. Among them, seven have added to their positions during the past quarter. Twelve reduced their positions.


Exelon Corporation is a utility holding company. Its subsidiaries are engaged principally in the production, purchase, transmission, distribution and sale of electricity to residential, commercial, industrial and wholesale customers and the distribution and sale of natural gas to residential, commercial and industrial customers. Exelon Corporation has a market cap of $31.09 billion; its shares were traded at around $35.93 with a P/E ratio of 10.7 and P/S ratio of 1.6. The dividend yield of Exelon Corporation stocks is 5.8%. Exelon Corporation had an annual average earnings growth of 8.5% over the past 10 years.


EXC recently reported its second quarter 2012 financial results. The company announced that net income was $522 million for the second quarter of 2012, compared to $697 million in the second quarter of 2011. Diluted EPS was 61 cents per share during the second quarter of 2012.


Donald Smith owns 1,568,830 shares as of 06/30/2012, a decrease of 36.63% of from the previous quarter. This position accounts for 1.8% of the $3.35 billion portfolio of Donald Smith & Co.. Mario Gabelli owns 23,275 shares as of 06/30/2012, a decrease of 77.96% of from the previous quarter. This position accounts for 0.0066% of the $13.31 billion portfolio of GAMCO Investors. Three gurus sold out their positions in the company.


President and CEO, BGE Kenneth William Defontes Jr. sold 7,500 shares of EXC stock on 08/03/2012 at the average price of $38.33. Kenneth William Defontes Jr. owns at least 29,416 shares after this. The price of the stock has decreased by 6.26% since.


Dell Inc. (DELL, Financial) Reached the 52-Week Low of $10.84


The prices of Dell Inc. (DELL) shares have declined to close to the 52-week low of $10.84, which is 42.5% off the 52-week high of $18.32. Dell Inc. is owned by 24 Gurus we are tracking. Among them, 13 have added to their positions during the past quarter. Twelve reduced their positions.


Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc. has a market cap of $18.6 billion; its shares were traded at around $10.84 with a P/E ratio of 5.4 and P/S ratio of 0.3. Dell Inc. had an annual average earnings growth of 8.1% over the past 10 years. GuruFocus rated Dell Inc. the business predictability rank of 3.5-star.


Dell recently reported its fiscal year 2013 second quarter financial results. The company announced revenues of $14.5 billion. GAAP earnings were 42 cents per share, and non-GAAP earnings of 50 cents per share.


Dodge & Cox bought 24,043,200 shares in the quarter that ended on 06/30/2012, which is 0.41% of the $73.36 billion portfolio of Dodge & Cox. Brian Rogers bought 7,000,000 shares in the quarter that ended on 06/30/2012, which is 0.4% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund. Michael Price bought 110,000 shares in the quarter that ended on 06/30/2012, which is 0.2% of the $692 million portfolio of MFP Investors LLC. Tom Gayner bought 225,000 shares in the quarter that ended on 06/30/2012, which is 0.13% of the $2.19 billion portfolio of Markel Gayner Asset Management Corp. George Soros sold out his holdings in the quarter that ended on 06/30/2012.


Senior Vice President Brian T. Gladden sold 25,000 shares of DELL stock on 09/04/2012 at the average price of 10.56. Brian T. Gladden owns at least 378,916 shares after this. The price of the stock has increased by 2.65% since.


Cardinal Health Inc. (CAH, Financial) Reached the 52-Week Low of $38.37


The prices of Cardinal Health Inc. (CAH) shares have declined to close to the 52-week low of $38.37, which is 17.0% off the 52-week high of $45.49. Cardinal Health Inc. is owned by 13 Gurus we are tracking. Among them, eight have added to their positions during the past quarter. Five reduced their positions.


Cardinal Health Inc. is one of the providers of products and services to healthcare providers and manufacturers to help them improve the efficiency and quality of healthcare. Cardinal Health Inc. has a market cap of $13.69 billion; its shares were traded at around $38.37 with a P/E ratio of 12.3 and P/S ratio of 0.1. The dividend yield of Cardinal Health Inc. stocks is 2.4%. Cardinal Health Inc. had an annual average earnings growth of 0.2% over the past 10 years.


Cardinal Health recently reported fourth-quarter fiscal year 2012 revenues of $26.8 billion and non-GAAP diluted earnings per share from continuing operations of $0.73, up 22 percent. The company reported fiscal year 2012 revenues increased 5 percent to $108 billion, and non-GAAP diluted EPS from continuing operations increased 15 percent to $3.21.


David Dreman bought 75,621 shares in the quarter that ended on 06/30/2012, which is 0.074% of the $4.28 billion portfolio of Dreman Value Management. Edward Owens owns 6,236,708 shares as of 06/30/2012, which accounts for 1.2% of the $21.29 billion portfolio of Vanguard Health Care Fund. John Keeley owns 89,900 shares as of 06/30/2012, which accounts for 0.085% of the $4.44 billion portfolio of Keeley Fund Management.


CFO Jeffrey William Henderson sold 79,410 shares of CAH stock on 09/10/2012 at the average price of $38.32. Jeffrey William Henderson owns at least 110,279 shares after this. The price of the stock has increased by 0.13% since.


Enersis S.A. (ENI, Financial) Reached the 52-Week Low of $16.64


The prices of Enersis S.A. (ENI) shares have declined to close to the 52-week low of $16.64, which is 22.3% off the 52-week high of $20.78. Enersis S.A. is owned by five Gurus we are tracking. Among them, three have added to their positions during the past quarter. One reduced his position.


Enersis S.A., through its subsidiaries, generates and distributes electricity in Chile, Argentina and Peru. Enersis S.A. has a market cap of $10.75 billion; its shares were traded at around $16.64 with a P/E ratio of 12.1 and P/S ratio of 0.8. The dividend yield of Enersis S.A. stocks is 2.4%. Enersis S.A. had an annual average earnings growth of 5.2% over the past 10 years.


John Hussman owns 8,000 shares as of 06/30/2012, which accounts for 0.0028% of the $5.32 billion portfolio of Hussman Economtrics Advisors.


Marvell Technology Group Ltd. (MRVL, Financial) Reached the 52-Week Low of $10.33


The prices of Marvell Technology Group Ltd. (MRVL) shares have declined to close to the 52-week low of $10.33, which is 40.0% off the 52-week high of $16.73. Marvell Technology Group Ltd. is owned by seven Gurus we are tracking. Among them, five have added to their positions during the past quarter. Three reduced their positions.


Marvell Technology is a designer, developer and supplier of mixed-signal and digital signal processing integrated circuit for high-speed, high-density, digital data storage and broadband digital data networking markets. Marvell Technology Group Ltd. has a market cap of $5.73 billion; its shares were traded at around $10.33 with a P/E ratio of 11.6 and P/S ratio of 1.7. The dividend yield of Marvell Technology Group Ltd. stocks is 2.4%. Marvell Technology Group Ltd. had an annual average earnings growth of 32.3% over the past 10 years. GuruFocus rated Marvell Technology Group Ltd. the business predictability rank of 2.5-star.


Marvell recently reported its second quarter 2013 financial results. Revenue for the second quarter of fiscal 2013 was $816 million, a 2 percent sequential increase from $796 million in the first quarter of fiscal 2013, ended April 28, 2012, and a decrease of 9 percent from $898 million in the second quarter of fiscal 2012, ended July 30, 2011.


David Dreman owns 552,396 shares as of 06/30/2012, an increase of 165.58% from the previous quarter. This position accounts for 0.15% of the $4.28 billion portfolio of Dreman Value Management. David Einhorn owns 25,602,479 shares as of 06/30/2012, an increase of 39.35% from the previous quarter. This position accounts for 4.5% of the $6.37 billion portfolio of Greenlight Capital. David Tepper owns 2,376,524 shares as of 06/30/2012, which accounts for 0.83% of the $3.23 billion portfolio of Appaloosa Management LP.


Vice President and Chief Technology Officer Pantas Sutardja, sold 41,668 shares of MRVL stock on 06/01/2012 at the average price of $12.05. Pantas Sutardja, owns at least 37,615,435 shares after this. The price of the stock has decreased by 14.27% since.