Weekly Guru Bargains Highlights: BSBR, BBVA, PBR.A, BBL, PKX

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Jan 28, 2015

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

Banco Santander Brasil SA/Brazil (BSBR, Financial): Down 23% Since Mario Gabelli (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

Mario Gabelli (Trades, Portfolio) added to his holdings in Banks company Banco Santander Brasil SA/Brazil (BSBR, Financial) by 86.93% during the quarter ended Sept. 30, 2014. His purchase prices were between $6.48 and $7.09, with an estimated average price of $6.81. Since then the prices of Banco Santander Brasil SA/Brazil shares have declined by -23% from the estimated average. Mario Gabelli (Trades, Portfolio) owned 46,662 shares of Banco Santander Brasil SA/Brazil as of Sept. 30, 2014.

Banco Santander Brasil SA/Brazil was incorporated on August 9, 1985. Banco Santander Brasil Sa/brazil has a market cap of $39.41 billion; its shares were traded at around $5.22 with a P/E ratio of 0.10 and P/S ratio of 0.10. The dividend yield of Banco Santander Brasil Sa/brazil stocks is 4.10%. Banco Santander Brasil Sa/brazil had an annual average earnings growth of 150.00% over the past 5 years.

Mario Gabelli (Trades, Portfolio) owns 46,662 shares as of Sept. 30, 2014, an increase of 86.93% from the previous quarter. This position accounts for 0.0016% of the $18.59 billion portfolio of GAMCO Investors. Tweedy Browne (Trades, Portfolio) owns 35,814,778 shares as of Sept. 30, 2014, a decrease of 41.64% of from the previous quarter. This position accounts for 5.4% of the $4.35 billion portfolio of Tweedy Browne (Trades, Portfolio) CO LLC.

Banco Bilbao Vizcaya Argentaria SA (BBVA, Financial): Down 27% since Jim Simons (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

Jim Simons (Trades, Portfolio) initiated holdings in Banks company Banco Bilbao Vizcaya Argentaria SA (BBVA, Financial) during the quarter ended Sept. 30, 2014. His purchase prices were between $11.52 and $13.17, with an estimated average price of $12.25. Since then the prices of Banco Bilbao Vizcaya Argentaria SA shares have declined by -27% from the estimated average. Jim Simons (Trades, Portfolio) owned 77,502 shares of Banco Bilbao Vizcaya Argentaria SA as of Sept. 30, 2014.

Banco Bilbao Vizcaya Argentaria SA is an international financial group with a presence in retail banking, wholesale banking, asset management and private banking. Banco Bilbao Vizcaya Argentaria Sa has a market cap of $52.93 billion; its shares were traded at around $8.99 with a P/E ratio of 46.50 and P/S ratio of 2.10. The dividend yield of Banco Bilbao Vizcaya Argentaria Sa stocks is 5.90%.

David Dreman (Trades, Portfolio) owns 497,317 shares as of Sept. 30, 2014, which accounts for 0.49% of the $1.23 billion portfolio of Dreman Value Management.

Petroleo Brasileiro SA Petrobras (PBR.A, Financial): Down 56% Since Jim Simons (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

Jim Simons (Trades, Portfolio) initiated holdings in Exploration & Production company Petroleo Brasileiro SA Petrobras (PBR.A, Financial) during the quarter ended Sept. 30, 2014. His purchase prices were between $15.37 and $21.86, with an estimated average price of $17.92. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by -56% from the estimated average. Jim Simons (Trades, Portfolio) owned 813,100 shares of Petroleo Brasileiro SA Petrobras as of Sept. 30, 2014.

Petroleo Brasileiro SA Petrobras was incorporated in 1953. Petroleo Brasileiro Sa Petrobras has a market cap of $51.26 billion; its shares were traded at around $7.86 with a P/E ratio of 6.20 and P/S ratio of 0.40. The dividend yield of Petroleo Brasileiro Sa Petrobras stocks is 1.50%. Petroleo Brasileiro Sa Petrobras had an annual average earnings growth of 1.20% over the past 10 years.

PRIMECAP Management (Trades, Portfolio) owns 1,660,711 shares as of Sept. 30, 2014, which accounts for 0.026% of the $93.46 billion portfolio of PRIMECAP Management (Trades, Portfolio). Dodge & Cox owns 39,347,800 shares as of Sept. 30, 2014, which accounts for 0.56% of the $104.56 billion portfolio of Dodge & Cox.

BHP Billiton PLC (BBL, Financial): Down 33% Since Bernard Horn (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

Bernard Horn (Trades, Portfolio) added to his holdings in Exploration & Production company BHP Billiton PLC (BBL, Financial) by 48.54% during the quarter ended Sept. 30, 2014. His purchase prices were between $55.87 and $71.02, with an estimated average price of $65.07. Since then the prices of BHP Billiton PLC shares have declined by -33% from the estimated average. Bernard Horn (Trades, Portfolio) owned 45,900 shares of BHP Billiton PLC as of Sept. 30, 2014.

BHP Billiton PLC was incorporated on May 9, 1996. It is engaged in minerals exploration, development, production and processing, and oil and gas exploration, development and production. BHP Billiton PLC has a market cap of $115.61 billion; its shares were traded at around $43.43 with a P/E ratio of 9.40 and P/S ratio of 1.90. The dividend yield of BHP Billiton PLC stocks is 5.60%. BHP Billiton PLClc had an annual average earnings growth of 14.00% over the past 10 years. GuruFocus rated BHP Billiton PLCÂ the business predictability rank of 3-star.

Ken Fisher (Trades, Portfolio) owns 3,725 shares as of 09/30/2014, which accounts for 0.0004% of the $46.91 billion portfolio of Fisher Asset Management, LLC.

POSCO (PKX, Financial): Down 23% Since RS Investment Management (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

RS Investment Management (Trades, Portfolio) added to his holdings in Steel company POSCO (PKX, Financial) by 184.71% during the quarter ended Sept. 30, 2014. His purchase prices were between $71.97 and $86.37, with an estimated average price of $80.04. Since then the prices of POSCO shares have declined by -23% from the estimated average. RS Investment Management (Trades, Portfolio) owned 135,273 shares of POSCO as of Sept. 30, 2014.

POSCO was incorporated in Korea on April 1, 1968. The company is engaged in the manufacturing and distribution of steel rolled products and plates in the domestic and overseas markets. Posco has a market cap of $21.55 billion; its shares were traded at around $61.78 with a P/E ratio of 19.00 and P/S ratio of 0.32. The dividend yield of Posco stocks is 3.10%.

Charlie Munger (Trades, Portfolio) owns 64,600 shares as of 09/30/2014, which accounts for 3.7% of the $133 million portfolio of Daily Journal. Charles Brandes (Trades, Portfolio) owns 1,070,060 shares as of 09/30/2014, which accounts for 1.1% of the $7.54 billion portfolio of Brandes Investment. Mohnish Pabrai (Trades, Portfolio) owns 932,634 shares as of 09/30/2014, which accounts for 17.1% of the $414 million portfolio of Mohnish Pabrai.