John Rogers Makes 5 Real-Time Increases

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Jul 11, 2013
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John Rogers made five real time increases on June 30. These increases came at the close of the second quarter.

POZEN Inc. (POZN)


John Rogers bought a total of 2,444,656 shares of POZEN, representing a 311.99% increase to his holdings on the company. He purchased these shares at an average price of $5.01 per share. Since his buy, the price per share has increased approximately 10%. Rogers now holds a total of 3,228,236 shares of POZEN, representing 10.65% of the company’s shares outstanding.

Rogers made his initial buy into POZN during the first quarter of 2013 by purchasing 783,580 shares. Rogers holding history as of the first quarter:



POZEN operates as a pharmaceutical company focused on developing products which could provide improved efficacy, safety or patient convenience in the treatment of acute and chronic pain and pain related conditions.

POZEN’s historical price, revenue and net income:

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The analysis on POZEN notes that the company’s revenue has been in decline for the past five years. It also notes that POZEN has no debt.

POZEN has a market cap of $163.1 million; its shares were traded at around $5.41 with a P/E ratio of 4.10 and a P/S ratio of 29.80.

John Rogers and Jim Simons maintain holdings in POZN. Click here to see their holding histories.

PCTEL Inc. (PCTI)

John Rogers increased his position in PCTEL by 74.36% on June 30. The guru purchased a total of 927,769 shares at an average price of $8.48 per share. Since his buy, the price per share has jumped up approximately 14%. The guru now owns a total of 2,175,417 shares of PCTEL representing 11.75% of the company’s shares outstanding.

The company’s holding history as of the first quarter:



PCTEL’s historical price, revenue and net income:

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The [url=http://www.gurufocus.com/analysis/PCTI]analysis on the company reports:

· The gross margin has been in a long-term decline.

· The price is at a 3-year high.

· The P/E ratio is at a 3-year high of 72.90.

· PCTEL has no debt.

PCTEL has a market cap of $173.8 million; its shares were traded at around $9.88 with a P/E ratio of 80.90 and a P/S ratio of 1.80. The dividend yield of PCTEL stocks is 1.30%.[/url]John Rogers, Jim Simons and Chuck Royce maintain holdings in PCTI. Click here to see their holding histories.

Mitcham Industries (MIND)

John Rogers increased his position in Mitcham Industries by 12.39%. Rogers bought a total of 307,473 shares at an average price of $16.78 per share. Since his buy, the price per share is up approximately 7% from his average purchase price. Rogers now owns a total of 2,789,471 shares of Mitcham representing 21.73% of the company’s shares outstanding.

Rogers’ holding history as of the first quarter:



Mitcham Industries is a company that leases and sells geophysical and other equipment used by seismic data acquisition surveys on land, in transition zones and deep water marine areas. The company operates in two business segments, equipment leasing and manufacturing.

Mitcham Industries’ historical price, revenue and net income:

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The [url=http://www.gurufocus.com/analysis/MIND]analysis on Mitcham Industries reports:

· The gross margin has been in long term decline.

· The revenue has been in decline for the past year.

· The price is at a 1-year high.

· The P/S ratio is at a 1-year high of 2.45.

Mitcham Industries has a market cap of $227 million; its shares were traded at around $18 with a P/E ratio of 15.90 and a P/S ratio of 2.50. The company had an annual average earnings growth of 15.1% over the past 10 years. GuruFocus rated Mitcham Industries the [/url]business predictability rank of 2.5-star.

There are currently five gurus that hold a stake in Mitcham. Click here to see their holding histories.

Crown Crafts (CRWS)

Rogers upped his holdings in Crown Crafts by 72.91%. Rogers bought 459,655 shares at an average price of $6.15 per share. Since his buy, the price per share has increased approximately 1%. Rogers now owns a total 1,090,135 shares representing 11.09% of the company’s shares outstanding.

Rogers’ holding history of Crown Crafts as of the first quarter:



Crown Crafts operates through its subsidiaries, Crown Crafts Infant Products and Hamco, in the infant and toddler products segment within the consumer products industry. The infant and toddler segment consists of infant and toddler bedding, bibs, disposable products, soft goods and accessories.

Crown Crafts’ historical price, revenue and net income:

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The [url=http://www.gurufocus.com/analysis/CRWS]analysis on Crown Crafts reports:

· The revenue has been in decline for the past five years.

· They have no debt.

· The price is close to a 10-year high of $6.29.

· The P/S ratio is at a 5-year high of 0.78.

· The P/E ratio is near a 5-year high of 11.99.

Crown Crafts has a market cap of $61.5 million; its shares were traded at around $6.20 with a P/E ratio of 11.90 and a P/S ratio of 0.80. The dividend yield for Crown Crafts stocks is 5.10%.

There are [/url]four gurus that hold a stake in Crown Crafts. Click here to see their holding histories.

Orion Energy Systems (OESX)

John Rogers upped his position in Orion Energy Systems by 45.15% on June 30. Rogers bought a total of 1,080,001 at an average price of $2.48 per share. Since his buy, the price per share is down approximately 5%. Rogers now owns a total of 3,472,198 shares of Orion representing 17.23% of the company’s shares outstanding.

Rogers’ holding history as of March 31:



Orion Energy Systems is a power technology enterprise, engaged in research, development, designing, manufacturing, marketing and implementing energy management systems consisting mainly of high-performance, energy efficient commercial interior and exterior lighting systems, controls, power data management and cloud-based data storage and related services. It also markets and implements renewable energy system consisting mainly of solar generating photovoltaic systems and wind turbines.

Orion Energy Systems’ historical price, revenue and net income:

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The analysis on Orion notes that the company’s revenue has slowed in the past year. It also reports that the company’s interest coverage is comfortable; it has enough cash to cover all of its debt.

Orion Energy Systems has a market cap of $46.6 million; its shares were traded at around $2.35 with a P/S ratio of 0.60.

John Rogers, Jim Simons and Chuck Royce all hold a position in OESX. Click here to see their holding histories.

You can check out all of John Rogers’ real time picks here. Also, check out his most updated portfolio here.