More Billionaire Bargains, 29% Off

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Sep 13, 2013
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Today the GuruFocus Guru Bargains feature reveals four more stocks that are 29% or more off since a number of billionaires bought them. Consider the possible advantage of following in the footsteps of billionaire gurus who’ve already invested in these stocks. Billionaire buys can indicate a probability that these stocks may be bargain finds.

Alon USA Energy Inc. (ALJ, Financial) - Yield 1.80%

Alon USA Energy Inc. is down 20% over 12 months. The current share price is $10.95, down 36% since Joel Greenblatt increased his position by 60.65% as of June 30, 2013.

He bought 119,074 shares at an average price of $16.97 for a loss of 35.2%. He has held for three quarters, losing 20.8% to 42.4% in each quarter.

His current shares are 315,700.

Formed in 2000, Alon USA Energy Inc. is a refiner and marketer of petroleum products operating mainly in the South Central, Southwestern and Western regions of the U.S. Its crude oil refineries have a combined throughput capacity of approximately 250,000 barrels per day.

The company has a market cap of $703.6 million; it trades with a P/E ratio of 4.60 and a P/B ratio of 1.10.

Tracking historical share pricing, revenue and net income:

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Three Gurus hold ALJ as of June 30, 2013.

First Security Group (FSGI, Financial) - Yield 0%

First Security Group Inc. is down 14% over 12 months. The current share price is $2.25, down 36% since Michael Price made a new buy of 6,080,000 shares at an average price of $3.53 per share as of June 30, 2013.

Price holds 9.61% of shares outstanding, with current shares at 6,080,000.

Formed in 1999, First Security Group Inc. is a bank holding company for FSGBank. It currently operates 30 full-service banking offices through its wholly owned bank subsidiary, FSGBank. It serves the banking and financial needs of various communities in eastern and middle Tennessee, as well as northern Georgia.

The company has a market cap of $142.36 million; its trades with a P/S ratio of 1.08. The earnings yield (Greenblatt) is 2.40%.

Tracking historical share pricing, revenue and net income:

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As of June 30, 2013, Michael Price is the only Guru stakeholder of FSGI. Check out the active insider trades.



Francesca Holdings Corp. (FRAN, Financial)
- Yield 0%

Francescas Holdings Corp. is down 38% over 12 months. The current share price is around $19.38, down 31% since Joel Greenblatt added 92.3% to his position as of June 30, 2013.

As of June 30, 2013, Guru Greenblatt bought 16,542 shares at an average price of $28.18 for a loss of 30.8%. He has held for three quarters, losing 28.1% or more in each quarter.

His current shares are 34,450.

Francescas Holdings Corp. is a specialty retailer and operates a chain of retail boutiques selling apparel, jewelry, accessories and gifts. Its merchandise is also available through its website.

The company has a market cap of $861.1 million; its trades with a P/E ratio of 17.90 and a P/B ratio of 10.10.

Tracking historical share pricing, revenue and net income:

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Check out five Guru stakeholders and active insiders trading FRAN.

Blyth Inc. (BTH, Financial) - Yield 1.60%

Blyth Inc. is down 74% over 12 months. The current share price is $10.98, down 29% since Mario Gabelli added 131.9% to his position as of June 30, 2013.

As of June 30, 2013, Guru Gabelli bought 83,213 shares at an average price of $15.39 for a loss of 28.7%. He has held for four quarters, losing 38% on 146,300 shares bought at an average price of $17.75.

His current shares are 146,300.

Blyth Inc. designs and markets home fragrance products and decorative accessories, as well as weight management products, nutritional supplements and energy drinks. Its products can be found throughout North America, Europe and Australia.

The company has a market cap of $176.14 million; its trades with a P/E ratio of 37.30 and a P/B ratio of 3.60.

Tracking historical share pricing, revenue and net income:

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Check out three Guru stakeholders and active insider trading of BTH.

Check out the GuruFocus Guru Bargains feature to discover more stocks priced at around 20% off since billionaires last bought.



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