Weekly Guru Bargains Highlights: VALE, LFC, PBR.A, 03323, 00135

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Jul 22, 2013
According to GuruFocus updates, these stocks have declined the most since Gurus have bought.

Vale SA (VALE, Financial): Down 28% Since Jeremy Grantham Bought in the Quarter Ended on 2013-03-31

Jeremy Grantham added to his holdings in Specialty Chemicals company Vale SA by 57.85% during the quarter ended 03/31/2013. His purchase prices were between $16.98 and $21.49, with an estimated average price of $19.17. Since then the prices of Vale SA shares have declined by 28% from the estimated average. Jeremy Grantham owned 13,737,551 shares of Vale SA as of 03/31/2013.

Vale SA was Limited Liability Company incorporated in Brazil. Vale SA has a market cap of $73.74 billion; its shares were traded at around $13.82 with a P/E ratio of 14.62 and P/S ratio of 1.52. The dividend yield of Vale SA stocks is 2.80%. Vale SA had an annual average earnings growth of 31.2% over the past 10 years. GuruFocus rated Vale SA the business predictability rank of 2-star.

Vale SA recently reported its first quarter 2013 financial results. Operating income, at US$ 4.2 billion, was 41.4% higher than in fourth quarter 2012, while operating margin surged to 38.0%, 1,400 basis points higher than the previous quarter. Underlying earnings were US$3.2 billion, US$1.2 billion above last quarter.

Ray Dalio bought 106,900 shares in the quarter that ended on 03/31/2013, which is 0.017% of the $10.99 billion portfolio of Bridgewater Associates. David Dreman owns 298,994 shares as of 03/31/2013, an increase of 17.17% from the previous quarter. This position accounts for 0.14% of the $3.79 billion portfolio of Dreman Value Management.

China Life Insurance Co. Ltd. (LFC, Financial): Down 24% Since Jim Simons Bought in the Quarter Ended on 2013-03-31

Jim Simons initiated holdings in Life Insurance company China Life Insurance Co. Ltd. during the quarter ended 03/31/2013. His purchase prices were between $39.42 and $52.62, with an estimated average price of $46.98. Since then the prices of China Life Insurance Co Ltd shares have declined by 24% from the estimated average. Jim Simons owned 77,861 shares of China Life Insurance Co Ltd as of 03/31/2013.

China Life Insurance Company Ltd was established in the People's Republic of China on June 30, 2003 as a joint stock company. China Life Insurance Co. Ltd. has a market cap of $67.23 billion; its shares were traded at around $35.88 with a P/E ratio of 26.74 and P/S ratio of 1.01. The dividend yield of China Life Insurance Co. Ltd. stocks is 0.85%. China Life Insurance Co. Ltd. had an annual average earnings growth of 3.1% over the past 10 years.

Petroleo Brasileiro SA Petrobras (PBR.A, Financial): Down 23% Since Manning & Napier Advisors Inc Bought in the Quarter Ended on 2013-03-31

Manning & Napier Advisors Inc added to his holdings in Exploration & Production company Petroleo Brasileiro SA Petrobras by 8.8% during the quarter ended 03/31/2013. His purchase prices were between $16.73 and $20.05, with an estimated average price of $18.57. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by 23% from the estimated average. Manning & Napier Advisors Inc owned 23,388,906 shares of Petroleo Brasileiro SA Petrobras as of 03/31/2013.

Petroleo Brasileiro SA was incorporated in 1953. It was formed to conduct the Brazilian government's hydrocarbon activities. Petroleo Brasileiro SA Petrobras has a market cap of $95.49 billion; its shares were traded at around $14.27 with a P/E ratio of 9.78 and P/S ratio of 0.49. The dividend yield of Petroleo Brasileiro SA Petrobras stocks is 0.80%. Petroleo Brasileiro SA Petrobras had an annual average earnings growth of 9.8% over the past 10 years.

China National Building Material Co. Ltd. (03323, Financial): Down 42% Since Signature Select Canadian Fund Bought in the Quarter Ended on 2013-03-31

Signature Select Canadian Fund initiated holdings in Exploration & Production company during the quarter ended 03/31/2013. His purchase prices were between $9.77 and $12.7, with an estimated average price of $11.73. Since then the prices of China National Building Material Co. Ltd. shares have declined by 42% from the estimated average. Signature Select Canadian Fund owned 2,273,000 shares of China National Building Material Co. Ltd. as of 03/31/2013.

Kunlun Energy Company Ltd. (00135, Financial): Down 21% Since Signature Select Canadian Fund Bought in the Quarter Ended on 2013-03-31

Signature Select Canadian Fund initiated holdings in Exploration & Production company during the quarter ended 03/31/2013. His purchase prices were between $15.66 and $17.12, with an estimated average price of $16.31. Since then the prices of Kunlun Energy Company Ltd. shares have declined by 21% from the estimated average. Signature Select Canadian Fund owned 510,400 shares of Kunlun Energy Company Ltd. as of 03/31/2013.