Weekly Guru Bargains Highlights: PBR, NOV, BNS, HES, SLB

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Feb 09, 2015

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

Petroleo Brasileiro SA Petrobras (PBR, Financial): Down 39% since Ken Fisher (Trades, Portfolio) bought in the quarter ended on Dec. 31, 2014

Ken Fisher (Trades, Portfolio) added to his holdings in Exploration & Production company Petroleo Brasileiro SA Petrobras (PBR, Financial) by 100.07% during the quarter ended Dec. 31, 2014. His purchase prices were between $6.26 and $17.27, with an estimated average price of $10.78. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by -39% from the estimated average. Ken Fisher (Trades, Portfolio) owned 6,323,398 shares of Petroleo Brasileiro SA Petrobras as of Dec. 31, 2014.

Petroleo Brasileiro SA Petrobras was incorporated in 1953. Petroleo Brasileiro Sa Petrobras has a market cap of $39.2 billion; its shares were traded at around $6.54 with a P/E ratio of 5.30 and P/S ratio of 0.33. Petroleo Brasileiro Sa Petrobras had an annual average earnings growth of 1.30% over the past 10 years.

Andreas Halvorsen (Trades, Portfolio) bought 3,561,000 shares in the quarter that ended on Sept. 30, 2014, which is 0.2% of the $24.9 billion portfolio of Viking Global Investors LP. George Soros (Trades, Portfolio) bought 766,667 shares in the quarter that ended on Sept. 30, 2014, which is 0.081% of the $13.4 billion portfolio of Soros Fund Management LLC. Charles Brandes (Trades, Portfolio) sold out his holdings in the quarter that ended on Sept. 30, 2014.

National Oilwell Varco Inc (NOV, Financial): Down 38% since Mario Gabelli (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

Mario Gabelli (Trades, Portfolio) added to his holdings in Oil Equipment & Services company National Oilwell Varco Inc (NOV, Financial) by 43.7% during the quarter ended Sept. 30, 2014. His purchase prices were between $77.93 and $86.43, with an estimated average price of $82.81. Since then the prices of National Oilwell Varco Inc shares have declined by -38% from the estimated average. Mario Gabelli (Trades, Portfolio) owned 19,400 shares of National Oilwell Varco Inc as of Sept. 30, 2014.

National Oilwell Varco, Inc., a Delaware corporation incorporated in 1995, is a provider of equipment and components used in oil and gas drilling and production operations, oilfield services, and supply chain integration services to the upstream oil and gas industry. National Oilwell Varco Inc has a market cap of $23.44 billion; its shares were traded at around $51.43 with a P/E ratio of 8.60 and P/S ratio of 0.86. The dividend yield of National Oilwell Varco Inc stocks is 3.19%. National Oilwell Varco Inc had an annual average earnings growth of 23.00% over the past 10 years. GuruFocus rated National Oilwell Varco Inc the business predictability rank of 2.5-star.

John Hussman (Trades, Portfolio) bought 50,000 shares in the quarter that ended on Sept. 30, 2014, which is 0.33% of the $1.01 billion portfolio of Hussman Strategic Advisors, inc. Ken Fisher (Trades, Portfolio) bought 3,242 shares in the quarter that ended on Sept. 30, 2014, which is 0.0005% of the $48.37 billion portfolio of Fisher Asset Management, LLC.

Director David D Harrison sold 5,500 shares of NOV stock on Dec. 29, 2014 at the average price of 66.99. David D Harrison owns at least 27,445 shares after this. The price of the stock has decreased by 23.23% since.

Bank of Nova Scotia (BNS, Financial): Down 22% since Jim Simons (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

Jim Simons (Trades, Portfolio) added to his holdings in Banks company Bank of Nova Scotia (BNS, Financial) by 1678.68% during the quarter ended Sept. 30, 2014. His purchase prices were between $62 and $68.33, with an estimated average price of $66.52. Since then the prices of Bank of Nova Scotia shares have declined by -22% from the estimated average. Jim Simons (Trades, Portfolio) owned 458,900 shares of Bank of Nova Scotia as of Sept. 30, 2014.

Bank of Nova Scotia was founded in the state of Canada on March 30, 1832. Bank Of Nova Scotia has a market cap of $58.44 billion; its shares were traded at around $52.01 with a P/E ratio of 11.50 and P/S ratio of 3.32. The dividend yield of Bank Of Nova Scotia stocks is 4.41%. Bank Of Nova Scotia had an annual average earnings growth of 6.80% over the past 10 years. GuruFocus rated Bank Of Nova Scotia the business predictability rank of 4.5-star.

Bank of Nova Scotia recently reported its fourth quarter and full year 2014 financial results. The company announced net income of $7.3 billion for fiscal 2014, up 10% from last year. EPS was $5.66 compared to $5.11, up 11%.

David Dreman (Trades, Portfolio) owns 394 shares as of Sept. 30, 2014, a decrease of 58.09% of from the previous quarter. This position accounts for 0.002% of the $1.23 billion portfolio of Dreman Value Management.

Senior Officer Stephen Peter Hart, sold 9,512 shares of BNS stock on Sept. 11, 2014 at the average price of 72.59. Stephen Peter Hart, owns at least 56,871 shares after this. The price of the stock has decreased by 28.35% since.

Hess Corp (HES, Financial): Down 26% since Jim Simons (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

Jim Simons (Trades, Portfolio) initiated holdings in Integrated Oil & Gas company Hess Corp (HES, Financial) during the quarter ended Sept. 30, 2014. His purchase prices were between $95.18 and $101.1, with an estimated average price of $98.95. Since then the prices of Hess Corp shares have declined by -26% from the estimated average. Jim Simons (Trades, Portfolio) owned 169,463 shares of Hess Corp as of Sept. 30, 2014.

Hess Corp is a Delaware corporation, incorporated in 1920. Hess Corp has a market cap of $20.18 billion; its shares were traded at around $72.97 with a P/E ratio of 5.50 and P/S ratio of 0.98. The dividend yield of Hess Corp stocks is 1.37%. Hess Corp had an annual average earnings growth of 6.80% over the past 10 years.

Hess recently reported estimated results for the fourth quarter of 2014. The company announced that adjusted net income was $53 million, or 18 cents per share, compared to $319 million, or 96 cents per share, in the fourth quarter of 2013. Net loss was $8 million, compared to net income of $1.93 billion in the fourth quarter of 2013.

Joel Greenblatt (Trades, Portfolio) bought 12,591 shares in the quarter that ended on Sept. 30, 2014, which is 0.012% of the $10.05 billion portfolio of Gotham Asset Management, LLC. Brian Rogers (Trades, Portfolio) owns 5,250,000 shares as of Dec. 31, 2014, an increase of 31.25% from the previous quarter. This position accounts for 1.4% of the $27.81 billion portfolio of T Rowe Price Equity Income Fund. David Dreman (Trades, Portfolio) sold out his holdings in the quarter that ended on Sept. 30, 2014.

CEO and 10% owner John B Hess bought 57,506 shares of HES stock on 02/02/2015 at the average price of 69.52. John B Hess owns at least 1,501,229 shares after this. The price of the stock has increased by 4.96% since.

Schlumberger NV (SLB, Financial): Down 21% since John Rogers (Trades, Portfolio) bought in the quarter ended on Sept. 30, 2014

John Rogers (Trades, Portfolio) initiated holdings in Oil Equipment & Services company Schlumberger NVÂ (SLB, Financial) during the quarter ended 09/30/2014. His purchase prices were between $101.01 and $117.73, with an estimated average price of $108.91. Since then the prices of Schlumberger NV shares have declined by -21% from the estimated average. John Rogers (Trades, Portfolio) owned 9,627 shares of Schlumberger NV as of Sept. 30, 2014.

Schlumberger NV was founded in 1926. The company is a supplier of technology, integrated project management and information solutions to the international oil and gas exploration and production industry. Schlumberger NV has a market cap of $105.07 billion; its shares were traded at around $86.16 with a P/E ratio of 20.80 and P/S ratio of 2.31. The dividend yield of Schlumberger NV stocks is 1.86%. Schlumberger NV had an annual average earnings growth of 8.20% over the past 10 years. GuruFocus rated Schlumberger NVÂ the business predictability rank of 4-star.

John Rogers (Trades, Portfolio) bought 9,627 shares in the quarter that ended on Sept. 30, 2014, which is 0.013% of the $7.75 billion portfolio of Ariel Investment, LLC. Ruane Cunniff (Trades, Portfolio) owns 64,536 shares as of Sept. 30, 2014, an increase of 2284.92% from the previous quarter. This position accounts for 0.035% of the $18.88 billion portfolio of Ruane, Cunniff & Goldfarb Inc. John Burbank (Trades, Portfolio) owns 1,723,849 shares as of 09/30/2014, an increase of 201.62% from the previous quarter. This position accounts for 2.5% of Sept. 30, 2014, $7.07 billion portfolio of Passport Capital.

CEO Paal Kibsgaard sold 22,000 shares of SLB stock on 01/20/2015 at the average price of 80.36. Paal Kibsgaard owns at least 121,957 shares after this. The price of the stock has increased by 7.22% since.