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

GuruFocus.com

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

Petroleo Brasileiro SA Petrobras (PBR.A): 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): 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.

Liberty Global PLC (LBTYA): Down 46% Since Ray Dalio (Trades, Portfolio) Bought in the Quarter Ended on 2013-12-31

Ray Dalio (Trades, Portfolio) added to his holdings in Broadcasting & Entertainment company Liberty Global PLC by 118.67% during the quarter ended 12/31/2013. His purchase prices were between $74.9 and $88.35, with an estimated average price of $81.19. Since then the prices of Liberty Global PLC shares have declined by -46% from the estimated average. Ray Dalio (Trades, Portfolio) owned 16,400 shares of Liberty Global PLC as of 12/31/2013.

Liberty Global PLC, formerly Liberty Global Inc., a Delaware corporation, is an international cable company with operations in 14 countries. Liberty Global PLC has a market cap of $24.1 billion; its shares were traded at around $43.47 with and P/S ratio of 1.00. Liberty Global PLC had an annual average earnings growth of 26.70% over the past 10 years.

Liberty Global recently reported its full year 2013 financial results. The company's reported consolidated revenue increased by 71% to $4.5 billion and 46% to $14.5 billion for the three months and year ended Dec. 31, 2013, respectively, as compared to the corresponding prior year periods.

Warren Buffett (Trades, Portfolio) bought 2,948,285 shares in the quarter that ended on 12/31/2013, which is 0.25% of the $104.84 billion portfolio of Berkshire Hathaway. Daniel Loeb (Trades, Portfolio) owns 1,800,000 shares as of 12/31/2013, a decrease of 34.55% of from the previous quarter. This position accounts for 2.8% of the $5.8 billion portfolio of Third Point LLC. Lee Ainslie (Trades, Portfolio) owns 1,552,734 shares as of 12/31/2013, a decrease of 53.12% of from the previous quarter. This position accounts for 1.8% of the $7.74 billion portfolio of Maverick Capital.

This article first appeared on GuruFocus.

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