Weekly Guru Bargains Highlights: DGI, KGC, SCCO, NBG, GOL

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May 15, 2011
Last week’s top five guru bargain stocks were DGO, KGC, SCCO, NBG, and GOL. According to Guru Bargains, these stocks have declined the most since Gurus have bought.


DIGITALGLOBE INC. (DGI, Financial): Down 22% Since Pioneer Investments Bought In the Quarter Ended on 2010-12-31


Pioneer Investments added to his holdings in Telecommunications Equipment company Digitalglobe Inc. by 51.5% during the quarter ended 12/31/2010. His purchase prices were between $28.71 and $32.95, with an estimated average price of $31.25. Since then the prices of DIGITALGLOBE INC. shares have declined by -22% from the estimated average. Pioneer Investments owned 839,093 shares of as of 12/31/2010.


DigitalGlobe, Inc. is a global provider of commercial high-resolution earth imagery products and services. Digitalglobe Inc. has a market cap of $1.12 billion; its shares were traded at around $24.33 with a P/E ratio of 304.2 and P/S ratio of 3.5.


First quarter 2011 revenue was $77.1 million, flat compared with the same period last year. Included in first quarter revenue is $6.4 million of amortized revenue related to NextView, the predecessor to the EnhancedView contract with the U.S. Government. Not included in first quarter revenue is $24.8 million of deferrals related to the service level agreement (SLA) portion of EnhancedView.


Julian Robertson owns 395,051 shares as of 12/31/2010, an increase of 216.04% from the previous quarter. This position accounts for 3.21% of the $390 million portfolio of Tiger Management. Lee Ainslie owns 1,318,411 shares as of 12/31/2010, which accounts for 0.44% of the $9.44 billion portfolio of Maverick Capital.


Sell: EVP, CFO & Treasurer Yancey L. Spruill sold 2,500 shares of DGI stock on 02/25/2011 at the average price of 32.5. Yancey L. Spruill owns at least 66,397 shares after this. The price of the stock has decreased by 25.14% since. Other insiders have also decreased their positions in the company.


KINROSS GOLD Corp. (KGC, Financial): Down 22% Since Jean-Marie Eveillard Bought In the Quarter Ended on 2010-12-31


Jean-Marie Eveillard added to his holdings in Gold Mining company Kinross Gold Corp. by 18.7% during the quarter ended 12/31/2010. His purchase prices were between $17.14 and $19.66, with an estimated average price of $18.36. Since then the prices of KINROSS GOLD Corp. shares have declined by -22% from the estimated average. Jean-Marie Eveillard owned 7,942,059 shares of as of 12/31/2010.


Kinross Gold Corporation is an entrepreneurial mining company which has become a million-ounce gold producer. Kinross Gold Corp. has a market cap of $16.16 billion; its shares were traded at around $14.24 with a P/E ratio of 23 and P/S ratio of 5.4. The dividend yield of Kinross Gold Corp. stocks is 0.7%. Kinross Gold Corp. had an annual average earnings growth of 13.8% over the past 10 years.


KGC recently reported its first quarter 2011 results. Adjusted net earnings were $180.3 million, compared with $99.7 million in Q1 2010, an increase of 81%. Adjusted net earnings per share were $0.16 in Q1, versus $0.14 per share for Q1 2010. Reported net earnings1 were $255.5 million, or $0.23 per share in Q1, compared with $181.3 million, or $0.26 per share, for Q1 2010


Jean-Marie Eveillard owns 7,942,059 shares as of 12/31/2010, an increase of 18.7% from the previous quarter. This position accounts for 0.83% of the $18.08 billion portfolio of First Eagle Investment Management, LLC. John Paulson owns 19,478,794 shares as of 12/31/2010, a decrease of 41.22% of from the previous quarter. This position accounts for 1.26% of the $29.27 billion portfolio of Paulson & Co.. Mario Gabelli owns 36,100 shares as of 03/31/2011, a decrease of 98.66% of from the previous quarter.


SOUTHERN COPPER Corp. (SCCO, Financial): Down 22% Since Steven Cohen Bought In the Quarter Ended on 2010-12-31


Steven Cohen added to his holdings in Nonferrous Metals company Southern Copper Corp. by 78.34% during the quarter ended 12/31/2010. His purchase prices were between $35.42 and $48.84, with an estimated average price of $43.75. Since then the prices of SOUTHERN COPPER Corp. shares have declined by -22% from the estimated average. Steven Cohen owned 27,326 shares of as of 12/31/2010.


Southern Peru Copper Corp. objective is to increase stockholder value through earnings and cash flow growth in varied market conditions. Southern Copper Corp. has a market cap of $29.12 billion; its shares were traded at around $34.26 with a P/E ratio of 18.7 and P/S ratio of 5.7. The dividend yield of Southern Copper Corp. stocks is 6.5%. Southern Copper Corp. had an annual average earnings growth of 29.8% over the past 10 years.


John Keeley bought 24,000 shares in the quarter that ended on 12/31/2010, which is 0.02% of the $6.25 billion portfolio of Keeley Fund Management. Kenneth Fisher owns 1,020,002 shares as of 03/31/2011, which accounts for 0.11% of the $37.97 billion portfolio of Fisher Asset Management, LLC. David Williams owns 4,400,000 shares as of 03/31/2011, which accounts for 2.53% of the $7.01 billion portfolio of Columbia Value and Restructuring Fund.


Sell: Chairman of the Board German Larrea Mota Velasco sold 74,995 shares of SCCO stock on 01/03/2011 at the average price of 49.9. German Larrea Mota Velasco owns at least 114,400 shares after this. The price of the stock has decreased by 31.34% since. Other insiders have also decreased their positions in the company.


NATIONAL BANK OF GREECE (NBG, Financial): Down 32% Since Jim Simons Bought In the Quarter Ended on 2010-12-31


Jim Simons added to his holdings in Banks company National Bank Of Greece by 56.91% during the quarter ended 12/31/2010. His purchase prices were between $1.64 and $2.64, with an estimated average price of $2.06. Since then the prices of NATIONAL BANK OF GREECE shares have declined by -32% from the estimated average. Jim Simons owned 4,697,461 shares of as of 12/31/2010.


NATL BK GR-ADR provides a full range of financial products and services to corporate customers and private individuals alike, including retail and corporate lending, investment banking services, insurance, asset management, brokerage, leasing and factoring. National Bank Of Greece has a market cap of $4.25 billion; its shares were traded at around $1.4 with a P/E ratio of 10.7 and P/S ratio of 0.5.


GOL LINHAS AEREAS INTELIGENTES S.A. (GOL, Financial): Down 21% Since John Hussman Bought In the Quarter Ended on 2010-12-31


John Hussman added to his holdings in Airlines company Gol Linhas Aereas Inteligentes S.a. by 337.5% during the quarter ended 12/31/2010. His purchase prices were between $14.69 and $18.55, with an estimated average price of $16.63. Since then the prices of GOL LINHAS AEREAS INTELIGENTES S.A. shares have declined by -21% from the estimated average. John Hussman owned 17,500 shares of as of 12/31/2010.


GOL Linhas Aereas Inteligentes is a `low-cost, low-fare` airline. Gol Linhas Aereas Inteligentes S.a. has a market cap of $1.75 billion; its shares were traded at around $13.1 with a P/E ratio of 27.9 and P/S ratio of 0.4. The dividend yield of Gol Linhas Aereas Inteligentes S.a. stocks is 0.8%.


GOL recently reported its first quarter 2011 results. 1Q11 Adjusted Net Income was R$110.5mm in the quarter, with a net margin of 5.8%.


John Hussman owns 17,500 shares as of 03/31/2011, which accounts for less than 0.01% of the $5.99 billion portfolio of Hussman Economtrics Advisors, Inc..