Weekly Guru Bargains Highlights: QSII, ARO, GRPN, RATE, SAN

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Oct 15, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Quality Systems, Inc. (QSII): Down 46% Since Joel Greenblatt Bought in the Quarter Ended on 2012-06-30


Joel Greenblatt added to his holdings in software company Quality Systems Inc. by 1286 percent during the quarter ended 06/30/2012. His purchase prices were between $24.6 and $43.91, with an estimated average price of $33.06. Since then the prices of Quality Systems Inc. shares have declined by -46 percent from the estimated average. Joel Greenblatt owned 63,548 shares of as of 06/30/2012.

Quality Systems Inc. is one of the developers and providers of computer-based practice management systems for medical and dental group practices. Quality Systems Inc. has a market cap of $1.06 billion; its shares were traded at around $17.82 with a P/E ratio of 14.49 and a P/S ratio of 2.46. The dividend yield of Quality Systems Inc. stocks is 3.93 percent. Quality Systems Inc. had an annual average earnings growth of 25.8 percent over the past 10 years. GuruFocus rated Quality Systems Inc. the business predictability rank of 4-star.

Quality Systems recently announced its financial results for the fiscal first quarter of 2013. The company reported record revenues of $118.3 million for the fiscal 2013 first quarter, an increase of 18 percent, compared to a revenue of $100.4 million for the fiscal 2012 first quarter.

Joel Greenblatt owns 63,548 shares as of 06/30/2012, an increase of 1286 percent from the previous quarter. This position accounts for 0.13 percent of the $1.36 billion portfolio of Gotham Capital.

Executive Vice President of Hospital Solutions, Steve Puckett bought 1,250 shares of QSII stock on 06/13/2012 at the average price of $27.59. Steve Puckett owns at least 1,250 shares after this. The price of the stock has decreased by 35.41 percent since.

Aeropostale, Inc. (ARO): Down 34% Since John Hussman Bought in the Quarter Ended on 2012-06-30

John Hussman added to his holdings in Apparel Retailers company, Aeropostale Inc. by 8.34 percent during the quarter ended 06/30/2012. His purchase prices were between $16.04 and $22.49, with an estimated average price of $19.44. Since then the prices of Aeropostale Inc. shares have declined by -34 percent from the estimated average. John Hussman owned 4,402,000 shares of as of 06/30/2012.

Aeropostale Inc. is a mall-based, specialty retailer of casual apparel and accessories, principally targeting 14 to 17 year-old young women and men. Aeropostale, Inc. has a market cap of $1.05 billion; its shares were traded at around $12.92 with a P/E ratio of 14.85 and a P/S ratio of 0.45. Aeropostale Inc. had an annual average earnings growth of 31.8 percent over the past 10 years. GuruFocus rated Aeropostale, Inc. the business predictability rank of 3.5-star.

Aeropostale recently reported its second quarter 2012 financial results. Net income for the second quarter of 2012 was approximately $0.1 million, or $0 per diluted share. Net income for the second quarter of 2011 was $2.9 million, or $0.04 per diluted share.

Lee Ainslie owns 6,436,112 shares as of 06/30/2012, an increase of 35.71 percent from the previous quarter. This position accounts for 1.7 percent of the $6.85 billion portfolio of Maverick Capital. John Hussman owns 4,402,000 shares as of 06/30/2012, which accounts for 1.5 percent of the $5.32 billion portfolio of Hussman Economtrics Advisors. Richard Pzena owns 1,128,358 shares as of 06/30/2012, which accounts for 0.24 percent of the $8.56 billion portfolio of Pzena Investment Management LLC.

Group Vice President and Chief Accounting Officer Ross A. Citta sold 2,250 shares of ARO stock on 04/26/2012 at the average price of 22.24. Citta owns at least 7,535 shares after this. The price of the stock has decreased by 41.91 percent since.

Groupon Inc. (GRPN): Down 54% Since Wallace Weitz Bought in the Quarter Ended on 2012-06-30

Wallace Weitz initiated holdings in Specialty Retailers company Groupon Inc. during the quarter ended 06/30/2012. His purchase prices were between $9.43 and $15.28, with an estimated average price of $11.48. Since then the prices of Groupon Inc. shares have declined by -54 percent from the estimated average. Wallace Weitz owned 300,000 shares of as of 06/30/2012.

Groupon Inc. operates a shopping website which offers goods and services at a discount in North America and internationally. Groupon has a market cap of $3.45 billion; its shares were traded at around $5.29 with and a P/S ratio of 2.12.

Groupon recently reported its second quarter 2012 financial results. Revenue increased 45 percent year-over-year to $568.3 million in the second quarter 2012, compared with $392.6 million in the second quarter 2011.

Wallace Weitz bought 300,000 shares in the quarter that ended on 06/30/2012, which is 0.14 percent of the $2.2 billion portfolio of Weitz Wallace R & Co. Wilbur Ross bought 52,099 shares in the quarter that ended on 06/30/2012, which is 0.051 percent of the $1.08 billion portfolio of Invesco Private Capital. Lee Ainslie owns 1,979,310 shares as of 06/30/2012, a decrease of 68.74 percent of from the previous quarter. This position accounts for 0.31 percent of the $6.85 billion portfolio of Maverick Capital.

Chief Financial Officer Jason Child sold 55,000 shares of GRPN stock on 07/31/2012 at the average price of 6.87. Jason Child owns at least 182,525 shares after this. The price of the stock has decreased by 23 percent since.

Bankrate Inc. (RATE): Down 27% Since Steven Cohen Bought in the Quarter Ended on 2012-06-30

Steven Cohen initiated holdings in Internet company Bankrate Inc. during the quarter ended 06/30/2012. His purchase prices were between $16.81 and $24.73, with an estimated average price of $20.19. Since then the prices of Bankrate Inc shares have declined by -27% from the estimated average. Cohen owned 150,391 shares of as of 06/30/2012.

Bankrate Inc. is an aggregator of financial rate information. Bankrate Inc has a market cap of $1.47 billion; its shares were traded at around $14.65 with a P/E ratio of 22.92 and P/S ratio of 3.46.

Bankrate recently reported its second quarter 2012 financial results. Net income for the quarter was $16.3 million or $0.16 per fully diluted share, compared to a loss of $39.7 million, or $0.44 per fully diluted share in the second quarter of 2011.

Lee Ainslie bought 600,764 shares in the quarter that ended on 06/30/2012, which is 0.16 percent of the $6.85 billion portfolio of Maverick Capital. Ron Baron bought 252,696 shares in the quarter that ended on 06/30/2012, which is 0.029 percent of the $15.83 billion portfolio of Baron Funds.

Senior Vice President and Chief Financial Officer Edward J Dimaria sold 107,177 shares of RATE stock on 08/13/2012 at the average price of $19.27. Edward J. Dimaria owns at least 195,094 shares after this. The price of the stock has decreased by 23.98 percent since.

Banco Santander, S.A. (SAN): Down 57% Since David Dreman Bought in the Quarter Ended on 2012-06-30

David Dreman added to his holdings in Banks company Banco Santander, S.A. by 42.3 percent during the quarter ended 06/30/2012. His purchase prices were between $5.22 and $87.56, with an estimated average price of $16.93. Since then the prices of Banco Santander, S.A. shares have declined by -57percent from the estimated average. David Dreman owned 587,850 shares of as of 06/30/2012.

Banco Santander S.A. is the biggest bank in Spain and the biggest international bank in Latin America as well. Banco Santander, S.A. has a market cap of $68.31 billion; its shares were traded at around $7.24 with a P/E ratio of 8.42 and a P/S ratio of 0.58. The dividend yield of Banco Santander, S.A. stocks is 8.73 percent. Banco Santander, S.A. had an annual average earnings growth of 15.7 percent over the past 10 years.

David Dreman owns 587,850 shares as of 06/30/2012, an increase of 42.3 percent from the previous quarter. This position accounts for 0.09 percent of the $4.28 billion portfolio of Dreman Value Management. Ken Fisher owns 560,287 shares as of 06/30/2012, a decrease of 97.94 percent of from the previous quarter. This position accounts for 0.011 percent of the $33.72 billion portfolio of Fisher Asset Management, LLC.