Weekly Guru Bargains Highlights: VOLC, SAPMY, BVN, NEM, TFM

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May 13, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Volcano Corporation (VOLC, Financial): Down 36% Since Manning & Napier Advisors Inc Bought In the Quarter Ended on 2012-12-31

Manning & Napier Advisors Inc. added to his holdings in Medical Equipment company Volcano Corporation by 52.83% during the quarter ended 12/31/2012. His purchase prices were between $23.22 and $29.09, with an estimated average price of $26.53. Since then the prices of Volcano Corporation shares have declined by 36% from the estimated average. Manning & Napier Advisors Inc. owned 4,185,305 shares of as of 12/31/2012.

VOLC recently announced its first quarter 2013 financial results. The company reported a net loss on a GAAP basis of $3.2 million, or $0.06 per share, in the first quarter of 2013, versus net income of $271,000, or $0.00 per diluted share, in the same period a year ago.

Volcano Corporation designs, develops, manufactures and commercializes a suite of intravascular ultrasound (IVUS) and functional measurement (FM) products that enhance the diagnosis and treatment of vascular and structural heart disease. Volcano Corporation has a market cap of $915.185 million; its shares were traded at around $17.09 with a P/E ratio of 204.08 and P/S ratio of 2.44.

President and CEO R. Scott Huennekens sold 4,617 shares of VOLC stock on 02/27/2013 at the average price of $21.68. R. Scott Huennekens owns at least 75,382 shares after this. The price of the stock has decreased by 21.17% since. Other insiders have also decreased their positions in the company.

Saipem (SAPMY, Financial): Down 33% Since Ken Fisher Bought in the Quarter Ended on 2012-12-31

Ken Fisher added to his holdings in Medical Equipment company Saipem by 43.76% during the quarter ended 12/31/2012. His purchase prices were between $18.76 and $24.72, with an estimated average price of $21.63. Since then the prices of Saipem shares have declined by 33% from the estimated average. Ken Fisher owned 180,123 shares of as of 12/31/2012.

Saipem has a market cap of $13.1 billion; its shares were traded at around $14.50 with a P/E ratio of 10.06 and P/S ratio of 0.79. Saipem had an annual average earnings growth of 15.8% over the past five years.

Buenaventura Mining Company Inc. (BVN, Financial): Down 43% Since John Hussman Bought in the Quarter Ended on 2012-12-31

John Hussman added to his holdings in Gold Mining company Buenaventura Mining Company Inc. by 350.4% during the quarter ended 12/31/2012. His purchase prices were between $32.19 and $38.95, with an estimated average price of $35.03. Since then the prices of Buenaventura Mining Company Inc. shares have declined by -43% from the estimated average. John Hussman owned 563,000 shares of as of 12/31/2012.

Buenaventura Mining Company Inc. is a publicly-traded precious metals company. Buenaventura Mining Company Inc. has a market cap of $4.97 billion; its shares were traded at around $19.83 with a P/E ratio of 8.70 and P/S ratio of 3.27. The dividend yield of Buenaventura Mining Company Inc. stocks is 2.42%. Buenaventura Mining Company Inc. had an annual average earnings growth of 21.4% over the past 10 years. GuruFocus rated Buenaventura Mining Company Inc. the business predictability rank of 3.5-star.

John Hussman owns 563,000 shares as of 12/31/2012, an increase of 350.4% from the previous quarter. This position accounts for 0.53% of the $3.8 billion portfolio of Hussman Economtrics Advisors.

Nemetschek AG (NEM, Financial): Down 33% Since Brian Rogers Bought in the Quarter Ended on 2012-12-31

Brian Rogers added to his holdings in Gold Mining company Newmont Mining Corporation by 50% during the quarter ended 12/31/2012. His purchase prices were between $43.75 and $56.24, with an estimated average price of $49.14. Since then the prices of Nemetschek AG shares have declined by 33% from the estimated average. Brian Rogers owned 1,500,000 shares of as of 12/31/2012.

Newmont Mining Corporation's original predecessor corporation was incorporated in 1921 under the laws of Delaware. Newmont Mining Corporation has a market cap of $16.33 billion; its shares were traded at around $33.12 with a P/E ratio of 10.05 and P/S ratio of 1.76. The dividend yield of Newmont Mining Corporation stocks is 4.45%. Newmont Mining Corporation had an annual average earnings growth of 12.5% over the past 10 years.

NEM recently reported its first quarter 2013 financial results. In the first three months the Nemetschek Group achieved EBITDA of EUR10.8 million, compared to previous year results of EUR9.4 million. This represents an operating margin of 24.6%, compared to previous year margin of 22.5%.

John Hussman owns 1,450,000 shares as of 12/31/2012, an increase of 542.73% from the previous quarter. This position accounts for 1.8% of the $3.8 billion portfolio of Hussman Economtrics Advisors. Ray Dalio owns 293,983 shares as of 12/31/2012, an increase of 215.43% from the previous quarter. This position accounts for 0.14% of the $9.82 billion portfolio of Bridgewater Associates.

Director, President and CEO Gary J. Goldberg bought 3,000 shares of NEM stock on 05/02/2013 at the average price of $32.81. Gary J. Goldberg owns at least 46,217 shares after this. The price of the stock has increased by 0.94% since. Other insiders have decreased their positions in the company.

Fresh Market Inc. (TFM, Financial): Down 22% Since Manning & Napier Advisors Inc Bought in the Quarter Ended on 2012-12-31

Manning & Napier Advisors Inc added to his holdings in Broadline Retailers company Fresh Market Inc. by 52.52% during the quarter ended 12/31/2012. His purchase prices were between $47.55 and $62.38, with an estimated average price of $55.6. Since then the prices of Fresh Market Inc. shares have declined by -22% from the estimated average. Manning & Napier Advisors Inc owned 55,000 shares of as of 12/31/2012.

The Fresh Market was founded by Ray and Beverly Berry and opened its first store in Greensboro, N.C., in 1982. Fresh Market Inc. has a market cap of $2.08 billion; its shares were traded around $43.13 with a P/E ratio of 32.47 and P/S ratio of 1.57.

In the fourth quarter of fiscal 2012, net sales increased 15.3% to $369.9 million and comparable store sales increased 1.9%, compared to the corresponding thirteen week period ended Jan. 29, 2012. Net income in the fourth quarter of fiscal 2012 was $20.6 million, compared to $18.3 million in the corresponding 13-week period in fiscal 2011.

Director Steven B. Tanger bought 1,000 shares of TFM stock on 04/01/2013 at the average price of $41.75. Steven B. Tanger owns at least 2,034 shares after this. The price of the stock has increased by 3.31% since.