Weekly Guru Bargains Highlights: PBR.A, S, E, NOV, EC

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Feb 17, 2015

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

Petroleo Brasileiro SA Petrobras (PBR.A, Financial): Down 37% since Charles Brandes (Trades, Portfolio) bought in the quarter ended on 2014-12-31

Charles Brandes (Trades, Portfolio) added to his holdings in exploration and production company Petroleo Brasileiro SA Petrobras (PBR.A, Financial) by 79.06% during the quarter ended 12/31/2014. His purchase prices were between $6.66 and $18.44, with an estimated average price of $11.29. Since then the prices of Petroleo Brasileiro SA Petrobras shares have declined by -37% from the estimated average. Charles Brandes (Trades, Portfolio) owned 43,416,400 shares of Petroleo Brasileiro SA Petrobras as of 12/31/2014.

Petroleo Brasileiro SA Petrobras was incorporated in 1953. Petroleo Brasileiro Sa Petrobras has a market cap of $46.5 billion; its shares were traded at around $7.13 with a P/E ratio of 5.50 and P/S ratio of 0.30. The dividend yield of Petroleo Brasileiro Sa Petrobras stocks is 1.70%. Petroleo Brasileiro Sa Petrobras had an annual average earnings growth of 1.30% over the past 10 years.

Charles Brandes (Trades, Portfolio) owns 43,416,400 shares as of 12/31/2014, an increase of 79.06% from the previous quarter. This position accounts for 4.9% of the $7.09 billion portfolio of Brandes Investment. Dodge & Cox owns 64,097,858 shares as of 12/31/2014, an increase of 62.9% from the previous quarter. This position accounts for 0.45% of the $107.63 billion portfolio of Dodge & Cox.

Sprint Corp (S, Financial): Down 22% Since PRIMECAP Management (Trades, Portfolio) bought in the quarter ended on 2014-09-30

PRIMECAP Management (Trades, Portfolio) initiated holdings in Fixed Line Telecommunications company Sprint Corp during the quarter ended 09/30/2014. His purchase prices were between $5.39 and $8.6, with an estimated average price of $6.75. Since then the prices of Sprint Corp shares have declined by -22% from the estimated average. PRIMECAP Management (Trades, Portfolio) owned 9,224,943 shares of Sprint Corp as of 09/30/2014.

Sprint Corp was incorporated in 2012 under the laws of Delaware. Sprint Corp has a market cap of $20.7 billion; its shares were traded at around $5.23 with and P/S ratio of 0.80.

Sprint recently announced its third fiscal quarter 2014 financial results. The company reported operating results for the third fiscal quarter of 2014, including adding about 1 million Sprint platform connections, a 42 percent increase year over year. The company also reported consolidated net operating revenues of $9 billion.

Dodge & Cox owns 96,876,234 shares as of 12/31/2014, an increase of 52.73% from the previous quarter. This position accounts for 0.37% of the $107.63 billion portfolio of Dodge & Cox. PRIMECAP Management (Trades, Portfolio) owns 13,475,000 shares as of 12/31/2014, an increase of 46.07% from the previous quarter. This position accounts for 0.057% of the $98.68 billion portfolio of PRIMECAP Management (Trades, Portfolio). Leon Cooperman (Trades, Portfolio) owns 20,525,517 shares as of 09/30/2014, a decrease of 48.41% of from the previous quarter. This position accounts for 1.9% of the $6.79 billion portfolio of Omega Advisors.

President, Postpaid & Gen Bus Jaime Jones sold 0 shares of S stock on 11/10/2014 at the average price of 0. Jaime Jones owns at least 268,364 shares after this.

Eni SpA (E, Financial): Down 28% Since Jim Simons (Trades, Portfolio) bought in the quarter ended on 2014-09-30

Jim Simons (Trades, Portfolio) initiated holdings in integrated oil and as company Eni SpA (E, Financial) during the quarter ended 09/30/2014. His purchase prices were between $46.75 and $55.3, with an estimated average price of $50.48. Since then the prices of Eni SpA shares have declined by -28% from the estimated average. Jim Simons (Trades, Portfolio) owned 56,750 shares of Eni SpA as of 09/30/2014.

Eni SpA the former Ente Nazionale Idrocarburi, a public law agency, established on February 10, 1953. Eni Spa has a market cap of $65.98 billion; its shares were traded at around $36.31 with a P/E ratio of 11.00 and P/S ratio of 0.50. The dividend yield of Eni Spa stocks is 7.20%. Eni Spa had an annual average earnings growth of 6.30% over the past 10 years.

Charles Brandes (Trades, Portfolio) owns 2,752,066 shares as of 12/31/2014, which accounts for 1.4% of the $7.09 billion portfolio of Brandes Investment.

Director John Harld Charles Pinsent, bought 50,000 shares of E stock on 12/12/2014 at the average price of 0.37. John Harld Charles Pinsent, owns at least 265,000 shares after this.

National Oilwell Varco Inc (NOV, Financial): Down 36% since Mario Gabelli (Trades, Portfolio) bought in the quarter ended on 2014-09-30

Mario Gabelli (Trades, Portfolio) added to his holdings in oil equipment and services company National Oilwell Varco Inc (NOV, Financial) by 43.7% during the quarter ended 09/30/2014. 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 -36% from the estimated average. Mario Gabelli (Trades, Portfolio) owned 19,400 shares of National Oilwell Varco Inc as of 09/30/2014.

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 $22.98 billion; its shares were traded at around $53.36 with a P/E ratio of 8.90 and P/S ratio of 0.90. The dividend yield of National Oilwell Varco Inc stocks is 3.10%. 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.

National Oilwell Varco Inc. recently reported that for its fourth quarter ended December 31, 2014, it earned net income from continuing operations of $595 million, or $1.39 per fully diluted share, compared to net income from continuing operations of $699 million, or $1.62 per fully diluted share in the third quarter of 2014 and $627 million, or $1.46 per fully diluted share in the fourth quarter of 2013.

John Rogers (Trades, Portfolio) owns 722,935 shares as of 12/31/2014, an increase of 427.14% from the previous quarter. This position accounts for 0.55% of the $8.66 billion portfolio of Ariel Investment, LLC. Robert Olstein (Trades, Portfolio) owns 96,000 shares as of 12/31/2014, an increase of 140% from the previous quarter. This position accounts for 0.77% of the $819 million portfolio of Olstein Capital Management, L.P..

Director David D Harrison sold 5,500 shares of NOV stock on 12/29/2014 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 20.35% since.

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Ecopetrol SA (EC, Financial): Down 22% Since Jeremy Grantham (Trades, Portfolio) Bought In the Quarter Ended on 2014-12-31

Jeremy Grantham (Trades, Portfolio) initiated holdings in integrated oil and gas company Ecopetrol SA (EC, Financial) during the quarter ended 12/31/2014. His purchase prices were between $14.77 and $30.94, with an estimated average price of $23.74. Since then the prices of Ecopetrol SA shares have declined by -22% from the estimated average. Jeremy Grantham (Trades, Portfolio) owned 229,200 shares of Ecopetrol SA as of 12/31/2014.

Ecopetrol SA was incorporated on August 25, 1951 under the laws of Colombia. Ecopetrol Sa has a market cap of $38.03 billion; its shares were traded at around $18.50 with a P/E ratio of 7.90 and P/S ratio of 1.30. The dividend yield of Ecopetrol SA stocks is 12.50%. Ecopetrol Sa had an annual average earnings growth of 16.30% over the past 5 years.

Ken Fisher (Trades, Portfolio) owns 1,222,573 shares as of 12/31/2014, an increase of 15.01% from the previous quarter. This position accounts for 0.043% of the $48.37 billion portfolio of Fisher Asset Management, LLC. David Dreman (Trades, Portfolio) sold out his holdings in the quarter that ended on 09/30/2014.