Weekly Guru Bargains Highlights: PBR.A, VOD, LBTYA

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Mar 10, 2014

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

Petroleo Brasileiro SA Petrobras (PBR.A, Financial): Down 31% Since Charles Brandes (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Charles Brandes (Trades, Portfolio) added to his holdings in Exploration & Production company Petroleo Brasileiro SA Petrobras by 6.71% during the quarter ended 12/31/2013. His purchase prices were between $14.33 and $18.79, with an estimated average price of $16.49. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by -31% from the estimated average. Charles Brandes (Trades, Portfolio) owned 22,763,019 shares of Petroleo Brasileiro SA Petrobras as of 12/31/2013.

Petroleo Brasileiro SA Petrobras was incorporated in 1953 to conduct the Brazilian federal government's hydrocarbon activities. Petroleo Brasileiro Sa Petrobras has a market cap of $71.74 billion; its shares were traded at around $11.00 with a P/E ratio of 5.30 and P/S ratio of 0.50. The dividend yield of Petroleo Brasileiro SA Petrobras stocks is 0.90%.

Dodge & Cox owns 45,587,800 shares as of 12/31/2013, which accounts for 0.7% of the $95.92 billion portfolio of Dodge & Cox. Charles Brandes (Trades, Portfolio) owns 22,763,019 shares as of 12/31/2013, which accounts for 4.4% of the $8.1 billion portfolio of Brandes Investment. PRIMECAP Management (Trades, Portfolio) owns 1,840,211 shares as of 12/31/2013, which accounts for 0.032% of the $83.21 billion portfolio of PRIMECAP Management (Trades, Portfolio).

Vodafone Group PLC (VOD, Financial): Down 41% Since Steven Romick (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Steven Romick (Trades, Portfolio) initiated holdings in Exploration & Production company Vodafone Group PLC during the quarter ended 12/31/2013. His purchase prices were between $63.13 and $71.96, with an estimated average price of $67.65. Since then the prices of Vodafone Group PLC shares have declined by -41% from the estimated average. Steven Romick (Trades, Portfolio) owned 4,097,100 shares of Vodafone Group PLC as of 12/31/2013.

Vodafone Group PLC is a provider of mobile communications. Vodafone Group Plc has a market cap of $101.05 billion; its shares were traded at around $38.22 with a P/E ratio of 143.00 and P/S ratio of 1.40. The dividend yield of Vodafone Group PLC stocks is 7.60%. Vodafone Group PLC had an annual average earnings growth of 2.30% over the past five years.

Vodafone recently reported its fourth quarter 2013 financial results. Group revenue for the quarter declined 3.6% to £11.0 billion, including a 2.1 percentage point impact from adverse foreign exchange movements.

Joel Greenblatt (Trades, Portfolio) bought 162,973 shares in the quarter that ended on 12/31/2013, which is 0.15% of the $4.2 billion portfolio of Gotham Capital. Martin Whitman (Trades, Portfolio) bought 22,200,000 shares in the quarter that ended on 10/31/2013, which is 3.5% of the $2.29 billion portfolio of Third Avenue Value Fund. David Dreman (Trades, Portfolio) sold out his holdings in the quarter that ended on 12/31/2013.

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