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Invus Public Equities Advisors

  Today: -0.1%
1-month: +1.5%
All-time: -43.3%
Today vs S&P 500 : +0.2%
1-month: +0.4%
All-time: -19.5%
Invus Public Equities Advisors
Hedge | Data since: Jul-1-2007 | Current Portfolio: Q3 2009
8 members Tracking | Track this Pro
       

Portfolio Performance



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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  % off
52wk lw
% from
52wk hg
Q3 2009 View as: Alerts Holdings Detail
 ACOR $23.90 +0.25 +1.06% 619,604 33% $885.8M 66% -18% +7.4% $35.1M | 1.5M shares - increase of 21.0K shares
 ALXN $43.70 -0.46 -1.04% 429,350 55% $3.8B 55% -11% +1.4% $40.9M | 950.0K shares - decrease of 50.0K shares
 AUXL $34.93 -0.07 -0.20% 332,156 90% $1.6B 94% -6% +4.6% $37.6M | 1.2M shares - decrease of 175.0K shares
 BAC $16.09 +0.01 +0.06% 128,098,852 65% $139.4B 536% -16% -0.7% $12.4M | 800.0K shares - New Holding
 CCI $37.45 +0.46 +1.24% 1,214,870 69% $10.7B 328% -1% +23.6% $8.3M | 300.0K shares - decrease of 102.0K shares
 ESRX $85.09 +1.05 +1.25% 2,182,843 93% $23.2B 99% -2% +11.8% $19.6M | 275.0K shares - increase of 100.0K shares
 GOOG $569.96 -3.03 -0.53% 2,006,102 68% $179.6B 130% -2% +17.0% $15.9M | 35.0K shares - No Change
 GS $170.01 -2.82 -1.63% 8,812,710 88% $85.9B 259% -12% -5.0% $8.2M | 50.0K shares - decrease of 30.0K shares
 LAMR $28.61 -0.47 -1.62% 619,713 52% $2.6B 435% -7% +11.6% $7.4M | 350.0K shares - decrease of 225.0K shares
 MA $231.16 +1.07 +0.47% 1,811,559 87% $25.2B 104% -5% +15.9% $18.6M | 95.0K shares - increase of 4.0K shares
 MLM $86.46 +0.48 +0.56% 455,574 84% $3.8B 47% -20% -4.9% $10.9M | 125.5K shares - increase of 25.5K shares
 ONXX $27.99 +0.10 +0.36% 831,797 60% $1.5B 28% -24% -2.6% $9.5M | 300.0K shares - New Holding
 PMUG $6.55 -0.18 -2.67% 285,720 1905% $63.4M 105% -15% -6.4% $8.4M | 2.7M shares - No Change
 QCOM $45.10 +0.01 +0.02% 12,557,448 68% $74.5B 60% -7% +5.6% $19.5M | 425.0K shares - increase of 175.0K shares
 WLP $52.14 0.00 0.00% 3,454,844 72% $25.2B 90% -6% +11.2% $8.4M | 162.0K shares - New Holding
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Discuss Invus Public Equities Advisors's portfolio
 
Latest Portfolio Notes & Links
 
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Hershey Considers a Counterbid for Cadbury
JPM  BAC  CBY  KFT  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - November 20, 06:28PM from (feeds.nytimes.com)
Hershey is considering bidding for Cadbury, a proposal that would top the $16.7 billion hostile bid from Kraft, people briefed  more ...
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Ken Lewis' successor could be... Ken Lewis?
BAC  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 20, 05:00PM from (www.bloggingstocks.com)
In the past, I've covered Rochdale Securities analyst Dick Bove's inane ramblings about how fantastically awesome Bank of  more ...
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Four Stocks From The Heartland
DRCO  BAC  JNJ  OCR  TD  FRPT  BK  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - November 20, 04:47PM from (stocks.investopedia.com)
If Bill Nasgovitz likes these stocks, you should too. This is the last of the Core Fore investing articles.  more ...
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Low Level? Hah! Google's Ari Paparo Rules
GOOG  
Linked by Silicon Alley Insider ( track newsfeed | ignore newsfeed ) - November 20, 03:38PM from (www.businessinsider.com)
Earlier this week, we wrote a post called "Who's Who in Google New York." It was a quick look at some of the top execs in the office, and what people are saying about them.
 more ...

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Unusual Friday Options Activity
BAC  AAPL  YHOO  LEAP  PCS  GOOG  DRYS  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - November 20, 03:24PM from (247wallst.com)
We have seen some unusual options trading today. As you would expect, some is around today's 4:00 PM close with today being  more ...
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SaaS Companies Not There Yet
ADSK  AMZN  CRM  RNOW  KNXA  N  TLEO  GOOG  SFSF  CTCT  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - November 20, 02:54PM from (stocks.investopedia.com)
"Software as a Service" and cloud computing companies have proven they can be viable. The question is,  more ...
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Chasing Value: E-Trade, a word of caution
BAC  WFC  SCHW  ETFC  AMTD  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 20, 01:40PM from (www.bloggingstocks.com)
Look before you leap! All year long rumors have been swirling around that E*TRADE (ETFC) was on the auction block being prepared  more ...
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Who Are The Rock Star Engineers At Google New York?
GOOG  
Linked by Silicon Alley Insider ( track newsfeed | ignore newsfeed ) - November 20, 01:23PM from (www.businessinsider.com)
We asked one of Google New York's top engineers, Craig Neville-Manning, who are the offices' rock star engineers.

 more ...

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Yahoo! wants in on Twitter: No money involved
MSFT  YHOO  GOOG  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 20, 12:40PM from (www.bloggingstocks.com)
Yahoo! (YHOO) is the latest company that wants to optimize its search results for Twitter. This follows moves by Microsoft  more ...
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Android-powered phones set stage for holiday competition with iPhone
AAPL  T  BBY  GOOG  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 20, 11:20AM from (www.bloggingstocks.com)
Google (GOOG) and Apple (AAPL) were once favorite friends. When Google CEO Eric Schmidt resigned from Apple's board of directors,  more ...
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Google's October Might Have Been Awesome
GOOG  
Linked by Silicon Alley Insider ( track newsfeed | ignore newsfeed ) - November 20, 11:15AM from (www.businessinsider.com)
Google (GOOG) should deliver a great fourth quarter, as keyword pricing and cost per click are both up, according to analysis  more ...
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Qualcomm upgraded to "outperform"
QCOM  
Linked by newratings ( track newsfeed | ignore newsfeed ) - November 20, 11:13AM from (www.newratings.com)
NEW YORK, November 13 (newratings.com) - Analysts at Wells Fargo Securities upgrade Qualcomm (ticker: QCOM) from "market  more ...
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Greedy Goldman Gets A Talking To
LEHMQ  GS  CS  
Linked by Forbes ( track newsfeed | ignore newsfeed ) - November 20, 10:13AM from (www.forbes.com)
Shareholders tell the bank to give back ... to them.  more ...
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Goldman Sachs shareholders want less bonuses, more of the profit
GS  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 20, 10:00AM from (www.bloggingstocks.com)
According to The Wall Street Journal, some of Goldman Sachs's (GS) largest shareholders are petitioning the company to lower  more ...
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Hey, Googlers, We're Downstairs!
GOOG  
Linked by Silicon Alley Insider ( track newsfeed | ignore newsfeed ) - November 20, 09:47AM from (www.businessinsider.com)
Update 3: Now we're getting there. We just had a nice chat with a Googler about how Microsoft has a NIH mentality (Not Invented  more ...
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My Google Interviewer Didn't Know How To Answer His Own Questions!
GOOG  
Linked by Silicon Alley Insider ( track newsfeed | ignore newsfeed ) - November 20, 09:37AM from (www.businessinsider.com)
Google famously terrorizes their interviewees with questions like, “how much would it cost to pay someone to wash all  more ...
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Cramer on BloggingStocks: Dell feeds the bears
HPQ  AAPL  LTD  ROST  DELL  NTAP  GOOG  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 20, 09:30AM from (www.bloggingstocks.com)


From TheStreet.com Network

Dell's Weak Numbers Sink Shares
Five Dumbest Things on Wall Street: Nov. 20
 more ...

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Today’s Best Market Rumors (11/20/2009)
GE  IBM  JAVA  BHP  FT  RTP  GS  ORCL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - November 20, 09:01AM from (247wallst.com)
Updated throughout the day.
GE (NYSE:GE) and Vivendi are at odds over the NBCU valuation (FT)
IBM (NYSE:IBM)  more ...

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Google New York's Trendy Neighborhood
GOOG  
Linked by Silicon Alley Insider ( track newsfeed | ignore newsfeed ) - November 20, 07:00AM from (www.businessinsider.com)
We already gave you a look inside Google New York's offices, but what about the outside?

As part of our "Google  more ...

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Microsoft Claims Windows 7 Is Major Success
IBM  MSFT  SAP  YHOO  CRM  GOOG  ORCL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - November 20, 05:40AM from (247wallst.com)
Microsoft (NASDAQ:MSFT) CEO Steve Ballmer told attendees at the company's annual shareholder meeting that Windows 7 sales  more ...
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