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

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Sep 24, 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 $35.38

The prices of Exelon Corporation (EXC) shares have declined to close to the 52-week low of $35.38, which is 22.2% 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 $30.86 billion; its shares were traded at around $35.38 with a P/E ratio of 10.6 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.

HOTCHKIS & WILEY owns 10,005,559 shares as of 06/30/2012, which accounts for 2.4% of the $15.8 billion portfolio of Hotchkis & Wiley Capital Management LLC. Brian Rogers owns 6,006,400 shares as of 06/30/2012, which accounts for 1% of the $21.98 billion portfolio of T Rowe Price Equity Income Fund. PRIMECAP Management owns 377,000 shares as of 06/30/2012, which accounts for 0.024% of the $59.94 billion portfolio of PRIMECAP Management.

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 7.7% since.

Dell Inc. (DELL, Financial) Reached the 52-Week Low of $10.37

The prices of Dell Inc. (DELL) shares have declined to close to the 52-week low of $10.37, which is 43.7% 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 $18.69 billion; its shares were traded at around $10.37 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.

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 decreased by 1.8% since. Other insiders have also decreased their positions in the company.

Cardinal Health Inc. (CAH, Financial) Reached the 52-Week Low of $38.61

The prices of Cardinal Health Inc. (CAH) shares have declined to close to the 52-week low of $38.61, which is 17.6% 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 $13.07 billion; its shares were traded at around $38.61 with a P/E ratio of 11.9 and P/S ratio of 0.1. The dividend yield of Cardinal Health Inc. stocks is 2.5%. 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 0.76% since.

Enersis SA (ENI, Financial) Reached the 52-Week Low of $16.42

The prices of Enersis SA (ENI) shares have declined to close to the 52-week low of $16.42, which is 22.3% off the 52-week high of $20.78. Enersis SA is owned by five Gurus we are tracking. Among them, three have added to their positions during the past quarter. One reduced their position.

Enersis SA, through its subsidiaries, generates and distributes electricity in Chile, Argentina and Peru. Enersis SA has a market cap of $10.88 billion; its shares were traded at around $16.42 with a P/E ratio of 12.3 and P/S ratio of 0.8. The dividend yield of Enersis SA stocks is 2.4%. Enersis SA 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.

Telefonica Brasil SA (VIV, Financial) Reached the 52-Week Low of $21.86

The prices of Telefonica Brasil SA (VIV) shares have declined to close to the 52-week low of $21.86, which is 31.6% off the 52-week high of $31.22. Telefonica Brasil SA is owned by five Gurus we are tracking.

Telefonica Brasil SA is engaged in providing communication, information and entertainment solutions in the telecommunication sector, in the State of Sao Paulo. Telefonica Brasil SA has a market cap of $8.71 billion; its shares were traded at around $21.86 with a P/E ratio of 11 and P/S ratio of 0.5. The dividend yield of Telefonica Brasil SA stocks is 3.2%. Telefonica Brasil SA had an annual average earnings growth of 10.4% over the past 10 years. GuruFocus rated Telefonica Brasil SA the business predictability rank of 2-star.

Charles Brandes bought 2,798,776 shares in the quarter that ended on 06/30/2012, which is 0.85% of the $9.71 billion portfolio of Brandes Investment. John Hussman bought 23,000 shares in the quarter that ended on 06/30/2012, which is 0.011% of the $5.32 billion portfolio of Hussman Economtrics Advisors.