Investors as Pirates - Bargains as Booty

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Sep 27, 2013
The English word "pirate" is traced back to Greek origins, meaning "I attempt," surely the same watchwords of bold investors taking a dare. Pirate was also originally related to peril, the milieu of the market. Today’s piracy theme may relate to these four companies selling at a bargain price, and are further prequalified by billionaire stakeholders. Check out this possible "booty," a word that originates in Europe around 500 years ago, with meanings of treasure, exchange and looting. Take a look to decide if you want to attempt to share in the spoils of these companies that have dropped in price since recent buys by billionaires.

Of special interest, Hertz Global is up 31% year-to-date, and seven billionaire investors made new buys in the second quarter of 2013.

Hertz Global Holdings Inc. (HTZ, Financial) - Yield 0.00%

Hertz Global Holdings Inc. is up 61% over 12 months. The current share price is around $21.61, down 11% since John Burbank made a new buy as of June 30, 2013.

He bought 210,000 shares at an average price of $24.36 for a loss of 9.5%.

His current shares stand at 210,000.

Incorporated in 2005, Hertz Global Holdings Inc. serves as the top-level holding company for the consolidated Hertz business. The company owns worldwide airport general use car rental brand and equipment rental businesses in the U.S. and Canada.

The company has a market cap of $8.85 billion; its trades with a P/E ratio of 28.50 and a P/B ratio of 4.00.

Tracking historical share pricing, revenue and net income:

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Sixteen Gurus hold HTZ as of June 30, 2013, and there is very active insider trading.

Ethan Allen Interiors Inc. (ETH, Financial) - Yield 1.30%

Ethan Allen Interiors Inc. is up 27% over 12 months. The current share price is around $27.71, down 11% since Joel Greenblatt made a new buy as of June 30, 2013.

He bought 44,786 shares at an average price of $30.98 for a loss of 10.4%.

His current shares stand at 44,786.

Incorporated in 1989, Ethan Allen Interiors Inc. is a manufacturer and retailer of quality home furnishings and accessories, offering home decorating and design solutions through home furnishing retail networks.

The company has a market cap of $800.8 million; its trades with a P/E ratio of 25.00 and a P/B ratio of 2.40.

Tracking historical share pricing, revenue and net income:

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Four Gurus hold ETH as of June 30, 2013, and there is very active insider selling.

StealthGas Inc. (GASS, Financial) - Yield 0.00%

StealthGas Inc. is up 38% over 12 months. The current share price is around $9.40, down 11% since John Keeley made a new buy as of June 30, 2013.

He bought 60,000 shares at an average price of $10.55 for a loss of 10.9%.

His current shares stand at 60,000.

Incorporated in 2004 in the Republic of the Marshall Islands, StealthGas Inc. owns a fleet of liquefied petroleum gas or LPG carriers providing international seaborne transportation services to LPG producers and users, as well as crude oil and product carriers chartered to oil producers, refiners and commodities traders.

The company has a market cap of $300.8 million; its trades with a P/E ratio of 7.80 and a P/B ratio of 0.60.

Tracking historical share pricing, revenue and net income:

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Four Gurus hold GASS as of June 30, 2013, and there is no insider activity.

Yamana Gold Inc. (AUY, Financial) - Yield 2.30%

Yamana Gold Inc. is down 45% over 12 months. The current share price is around $10.35, down 11% since Seth Klarman made a new buy as of June 30, 2013.

He bought 3,255,500 shares at an average price of $11.67 for a loss of 9.9%.

His current shares stand at 3,255,500.

Yamana Gold Inc. is a Canadian-based gold producer with significant gold production, gold development stage properties, exploration properties, and land positions in Brazil, Argentina, Chile, Mexico and Colombia. The company's portfolio includes seven operating gold mines.

The company has a market cap of $7.9 billion; its trades with a P/E ratio of 23.90 and a P/B ratio of 1.00.

Tracking historical share pricing, revenue and net income:

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Eleven Gurus hold AUY as of June 30, 2013, and there is no insider activity.





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