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Mustelo


Portfolio List (79):
Mustelo Capital Management Core Holdings


ARISTICRATS  -1.1%
TBAQ  0.0%
My Hedge Fund  -1.2%
Buffett 2010  -0.6%
Video Gaming  0.0%
MLP's  0.0%
Sold 2009  0.0%
Casinos  0.0%
Drug Stores  -1.1%
Returns  0.0%
Big Pharma  1.4%
Insurance  0.0%
ACQ  0.0%
DryBulk  -4.3%
BIG 5 Banks  -0.5%
Coal   -2.3%
Oil & Gas  -1.5%
Oil Services  -1.8%
Gold Stocks  0.0%
Foreign Banks  -1.2%
CATV Services  -1.4%
Energy Mix  0.0%

  Performance       Ideas       Community  
 
Today:
Week:
1-month:
All-time:
+0.2%
+1.2%
+6.8%
+88.3%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.2%
+0.8%
+1.6%
-3.7%
     
Similar Portfolios also own:
MSFT, INTC, BP, PKG, LUK, JNJ, USB, BAC, PBR.A, RSG
 

Established~2008 . . . These reflect REAL Holdings; thus, real $$$.

     
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Portfolio Detail
 
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Click a column to sort | Scroll over columns for more information
 
 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Gain View as: Alerts Comments
 ABBV $46.76 0.00 0.0% 0% $74.0B 3.4% 44% -3% +37.9% new: Spin-off of ABT
added 01/09/13
 ABT $37.72 0.00 0.0% 0% $58.8B 1.5% 19% -48% -18.0% new: History speaks for itself; bargain price; post split so innaccurate Loss %
edited 04/04/13
 ARCO $14.86 0.00 0.0% 0% $3.1B 1.6% 41% -7% +11.1% new: Should be good LT growth play
added 07/06/12
 BMY $46.40 0.00 0.0% 200 0% $76.2B 3.0% 51% -2% +167.7% new: 5-20-2008 -Value play--- Healthcare; Major drug manufacturing; transformation phase; "String of Pearls" program started in December 2007** Acq: Mederex;Dec 2010 FDA Ruling
edited 10/26/10
 CSX $25.76 0.00 0.0% 0% $26.3B 2.3% 36% -2% +23.3% new: NEW HOLDING: Q1, 2012
added 03/09/12
 ETP $52.19 0.00 0.0% 0% $15.9B 6.8% 30% -2% +17.7% new: Growth/income- Bought SU
added 07/06/12
 GE $23.86 0.00 0.0% 11,020 0% $246.7B 3.2% 32% -1% +169.6% new: ...Increased @ $12.70 1-28-09@ $13.60;2/4/09@ $11.24; @ $9.10 2/20/09 @ $8.65 2/27 Increasing 2010; back-to-basics strategy is progressing;$1B-3B deals;SBB/Div
edited 10/15/10
 JPM $53.63 0.00 0.0% 89,371 0% $203.2B 2.8% 74% -2% +60.1%
 KO $42.25 0.00 0.0% 3,650 0% $187.9B 2.7% 19% -3% +7.4% new: NEW: AUG 15, 2012
added 08/15/12
 M $49.00 0.00 0.0% 0% $18.9B 2.0% 52% -2% +107.3% new: 8/10 Boosted Forecast to 2.60-2.65 FY11-EPS F; LE $39
edited 08/10/11
 MDLZ $31.77 0.00 0.0% 100 0% $63.4B 1.6% 31% -1% +17.7% new: NEW; Q4, 2012
added 10/22/12
 MO $36.90 0.00 0.0% 1,200 0% $74.1B 4.8% 23% -2% +112.7% new: Purchase of UST . . . Increase Position... Increased Nov.13 @ $16 Increase Dec. @ $14.90, 08; 16.10 April 1 ***June 22 $16.29*** Increased Q1 - Q2 09
edited 06/22/09
 PM $93.97 0.00 0.0% 0% $154.0B 3.6% 16% -3% +167.7% new: Worldwide tobacco; what's not to love. 7/1/09 Purchase SA Match. Purchase Colombias Protabaco For $452 Million; If I could own only 1 stock this would be the one. should reach at least $120 within 5yrs.
edited 04/14/11
 WFC $40.10 0.00 0.0% 11,370 0% $212.0B 3.0% 35% -2% +54.1% new: NEW:Improving EPS-CF, econ-climate, wac. migration, Solid bus. mod; 10/21/2010; My Est. BV @ $23 x 1.5 = $34.50; MOS - 20% = $26 Range; Looking to add near-term BV - Should be high $30's; Increased pos @ $23 after USCredit/debt dwnGr
edited 08/09/11
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BA  F  GE  HPQ  S  SNE  SKS  DISCA  CLWR  TSLA  KKR  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - 43 minutes ago from (247wallst.com)
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DealBook: Dimon, After Winning Support, Moves to Mend Bank’s Fences
JPM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 09:38PM from (dealbook.nytimes.com)
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Honda Sets Growth Plan as Plane Venture Nears Final Test
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WFC  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 22, 06:16PM from (www.businesswire.com)
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AXP  KO  GE  HNZ  IBM  BAC  WFC  GS  BRK.B  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 22, 06:09PM from (ycharts.com)
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Senate Leaders Millionaires in Financial-Disclosure Data
WFC  GS  NWSA  
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Market Wrap for Wednesday, May 22: Stocks Pullback As Bernanke Says Bond Buying Could Slow
BMY  ZLC  AMAG  SKS  SPY  MNKD  INFI  UUP  SWI  BAH  UAN  YY  TLT  
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Closing Bell for Wednesday on Wall Street: Markets Blunted on Fed Comments, Minutes
BMY  TGT  HPQ  LOW  PFE  LTD  BPOP  SPLS  TOL  CCL  PETM  MNST  SMRT  INTU  MNKD  AEO  DLTR  NTAP  RL  DRYS  GME  STP  SODA  WDAY  ZTS  SEAS  
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Women Board Members Lead to Better Returns, SEC's Aguilar Says
KO  WFC  C  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 03:05PM from (www.bloomberg.com)
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JPMorgan Seen Waiting on Board Changes After 'Stay Tuned' Remark
JPM  HON  
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Apple Tops New WisdomTree Dividend ETF
KO  INTC  PEP  PG  WMT  AAPL  MO  MSFT  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 02:08PM from (www.benzinga.com)
Apple's (NASDAQ: AAPL) new status as a dividend stock is, no pun intended, bearing fruit. At least at the new ETF level.
 more ...

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GE Weighs IPO for Parts of Shrinking Finance Business
GE  
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Here Are 14 Yearbook Photos of Business Big Shots
JPM  XOM  BAC  AAPL  MSFT  GS  AMZN  GOOG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 12:19PM from (www.benzinga.com)
When we think of the business titans of our age, we often associate their likeness with private jets, cash flows in the millions,  more ...
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Jeff Immelt Sees Better Economy for GE and Shareholders; Dividends and Buybacks Continue
GE  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 12:00PM from (247wallst.com)
General Electric Co. (NYSE: GE) did not get treated well after its first-quarter earnings report. Perhaps the largest problem  more ...
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Pike Sullivan, Last F. Eberstadt & Co. CEO, Dies at 86
JPM  MMC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 10:34AM from (www.bloomberg.com)
(Corrects name to Ferdinand in third paragraph of story published May 11.)
Pike H. Sullivan, the final chief executive  more ...

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JPMorgan Chase na dorocznym walnym zgromadzeniu akcjonariuszy ogłasza dywidendy od akcji zwykłych i przedstawia wstępne wyniki głosowania
JPM  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 22, 07:37AM from (www.businesswire.com)
Zarząd JPMorgan Chase & Co. (NYSE:JPM) ogłosił dzisiaj kwartalne dywidendy w wysokości 38 centów na akcję z tytułu  more ...
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JPM  F  S  MRK  SNE  AAPL  MSFT  VOD  GS  DIS  JCP  CLWR  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 22, 06:52AM from (247wallst.com)
Sony Corp. (NYSE: SNE) cuts forecasts for game console margins for the next several years. (MarketWatch) Sony also cuts targets  more ...
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Benzinga Market Primer: Wednesday, May 22
JPM  TGT  HPQ  LOW  WFC  HD  LTD  BBY  SPLS  CCL  AZO  INTU  DIS  NEM  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 06:34AM from (www.benzinga.com)
The markets reached another record high Tuesday as the Dow added 50 points and the S&P, nearly three points. All  more ...
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摩根大通在年度股东大会上宣布普通股派息方案和初步投票结果报告
JPM  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 22, 05:39AM from (www.businesswire.com)
(美国商业资讯)--摩根大通 (JPMorgan Chase & Co.) (NYSE:JPM) 董事会今天宣布了按公司普通流通股每  more ...
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