Billionaires Buy InterOil, More on 52-week Low

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Jan 01, 2014

Billionaire investors hold today’s featured stocks including the Yukon Territory’s InterOil Corporation (IOC, Financial), and Chile’s beer and beverage company Embotelladora Andina SA (AKO.A, Financial), (AKO.B, Financial). All three stocks are at or near a 52-week low, as revealed by the GuruFocus special feature 52-week low screener.  Â

InterOil Corporation (IOC, Financial)

The IOC share price is around $51.45, trading close to a 52-week low of $50.00.

Down 13% over 12 months, InterOil Corporation has a market cap of $2.52 billion; its shares were traded with a P/E ratio of 1607.80 and P/B ratio of 3.30. The company does not pay a dividend.

InterOil Corporation is a Yukon Territory corporation. The company, together with its subsidiaries, is engaged in the exploration and production of oil and gas properties in Papua New Guinea and its surrounding region. Â Company operations are organized into four business segments: Upstream, Midstream, Downstream and Corporate.

InterOil’s upstream segment explores and appraises potential oil and natural gas structures in Papua New Guinea with a view to commercializing discoveries. The midstream segment produces refined petroleum products at Napa Napa in Port Moresby, Papua New Guinea for the domestic market and for the spot export. It is also developing an onshore LNG processing facility there. The downstream segment markets and distributes refined products domestically in Papua New Guinea on a wholesale and retail basis. Â The corporate segment provides support to the other segments by engaging in business development and improvement activities and providing general and administrative services and management. The corporate segment also manages InterOil’s shipping business which operates two vessels transporting petroleum products. The company sells Jet A-1 fuel, diesel, gasoline and small parcels of LSWR to domestic distributors in Papua New Guinea.

Check out the 10-Year Valuations.

The GuruFocus analysis of the company shows four warnings and three good signs.

Tracking historical share price, revenue and net income:

03May20171508431493842123.png

Guru Action:Â One guru holds shares as of the third quarter of 2013 and there was no insider trading found.

As of Sept. 30, 2013, John Paulson is the sole guru stakeholder, holding 1,191,472 shares, after reducing his position in the third quarter by 31.35%. He sold 544,228 shares at an average price of $74.65 per share, taking a loss of 31.1%.Â

His current shares of 1,191,472 represent 2.44% of shares outstanding and 0.55% of total assets managed.

Over three quarters, Paulson has averaged a loss of 23% on 1,870,000 shares bought at an average price of $66.99 per share. He also lost 32% selling 678,528 shares at an average price of $75.32 per share.

Embotelladora Andina SA (AKO.A, Financial)

The AKO.A share price is around $21.04, trading close to 52-week low of $20.67.

Down 31% over 12 months, Embotelladora Andina SA has a market cap of $1.33 billion; its shares were traded with a P/E ratio of 12.60 and P/B ratio of 1.90. The dividend yield of AKO.A stocks is 2.20%. The company had an annual average earnings growth of 1.10% over the past 10 years.

Incorporated in 1946 in Chile, Embotelladora Andina SA, through its subsidiaries, produces, markets, and distributes Coca-Cola soft drinks in Chile, Brazil, Argentina, and Paraguay. Â The company also offers fruit juices, fruit-flavored beverages, mineral and purified water, flavored waters and soft drink formats. Additionally, the company makes and sells PET bottles. Embotelladora Andina SA also distributes beer brands including Amstel, Bavaria, Birra Moretti, Dos Equis (XX), Edelweiss, Heineken, Kaiser, Murphy´s, Sol, and Xingu in Brazil, and distributes beer in the south of Argentina, and spirits in the south of Chile. Embotelladora Andina SA is based in Santiago, Chile.

Check out the 10-Year Valuations.

The GuruFocus analysis of the company shows one good sign and seven warnings.

Tracking historical share price, revenue and net income:

03May20171508431493842123.png

Guru Action:Â One guru holds shares as of the third quarter of 2013 and there no insider trading was found.

As of Sept. 30, 2013, Jim Simons is the sole guru stakeholder, holding 119,700 shares, after increasing his position in the third quarter by 4.91%. He bought 5,600 shares at an average price of $25.11 per share, taking a loss of 16.2% in the third quarter of 2013.Â

His current shares of 119,700 represent 0.15% of shares outstanding and 0.01% of total assets managed.

Overall, Simons has averaged a loss of 3% on 24,800 shares bought at an average price of $21.76 per share. He gained 5% selling 26,400 shares at an average price of $20.07 per share.

Embotelladora Andina SA also trades in B shares as follows:

Embotelladora Andina SA (AKO.B, Financial)

The AKO.B share price is around $28.20, trading close to a 52-week low of $26.51.

Down 27% over 12 months, Embotelladora Andina SA has a market cap of $1.79 billion; its shares were traded with a P/E ratio of 12.60 and P/B ratio of 2.00. The dividend yield of AKO.B stocks is 1.86%.

Check out the 10-Year Valuations.

Tracking historical share price, revenue and net income:

03May20171508441493842124.png

Guru Action:Â Two gurus hold AKO.B shares as of the third quarter of 2013 and there is no recent insider trading.

As of Sept. 30, 2013, Jim Simons is the top guru stakeholder, holding 300,900 shares, after increasing his position in the third quarter by 1.14%. He bought 3,400 shares at an average price of $32.72 per share, taking a loss of 13.8% in the third quarter of 2013.Â

His current shares of 300,900 represent 0.38% of shares outstanding and 0.02% of total assets managed.

Over all, Simons has averaged a gain of 33% on 223,169 shares bought at an average price of $21.15 per share. He also gained 10% selling 77,969 shares at an average price of $25.68 per share.

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