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Mustelo
Portfolio List (79): |
Mustelo Capital Management Core Holdings
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Performance |
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Ideas |
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Community |
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Today:
Week:
1-month:
All-time:
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-0.5%
+1.2%
+6.8%
+88.3%
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vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
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-0.2%
+1.1%
+1.9%
-3.1%
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Established~2008 . . . These reflect REAL Holdings; thus, real $$$.
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Click
a column to sort | Scroll over columns for more information |
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| ABBV |
$46.59 |
-0.17 |
-0.4% |
3,283,579 |
55% |
$74.0B |
3.4% |
43% |
-3% |
+37.4% |
new: Spin-off of ABT
added 01/09/13
2 Alerts (1 News) - View
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| ABT |
$37.48 |
-0.24 |
-0.6% |
7,067,651 |
104% |
$58.8B |
1.5% |
18% |
-48% |
-18.5% |
new: History speaks for itself; bargain price; post split so innaccurate Loss %
edited 04/04/13
No Alerts/News
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| ARCO |
$14.72 |
-0.14 |
-0.9% |
358,935 |
44% |
$3.1B |
1.6% |
40% |
-8% |
+10.0% |
new: Should be good LT growth play
added 07/06/12
No Alerts/News
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| BMY |
$47.00 |
+0.60 |
+1.3% |
11,897,000 |
108% |
$76.2B |
3.0% |
53% |
-1% |
+171.2% |
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
4 Alerts (3 News) - View
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| CSX |
$25.35 |
-0.41 |
-1.6% |
7,199,725 |
112% |
$26.3B |
2.3% |
34% |
-4% |
+21.3% |
new: NEW HOLDING: Q1, 2012
added 03/09/12
2 Alerts (1 News) - View
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| ETP |
$51.56 |
-0.63 |
-1.2% |
1,598,952 |
98% |
$15.9B |
6.8% |
28% |
-3% |
+16.3% |
new: Growth/income- Bought SU
added 07/06/12
1 Alert (0 News) - View
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| GE |
$23.66 |
-0.20 |
-0.8% |
44,383,416 |
103% |
$246.7B |
3.2% |
31% |
-2% |
+167.3% |
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
6 Alerts (5 News) - View
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| JPM |
$53.35 |
-0.28 |
-0.5% |
25,297,169 |
104% |
$203.2B |
2.8% |
73% |
-3% |
+59.3% |
10 Alerts (9 News) - View
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| KO |
$41.93 |
-0.32 |
-0.8% |
10,934,347 |
83% |
$187.9B |
2.7% |
18% |
-3% |
+6.6% |
new: NEW: AUG 15, 2012
added 08/15/12
5 Alerts (5 News) - View
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| M |
$48.98 |
-0.02 |
-0.0% |
3,016,995 |
80% |
$18.9B |
2.0% |
52% |
-2% |
+107.2% |
new: 8/10 Boosted Forecast to 2.60-2.65 FY11-EPS F; LE $39
edited 08/10/11
1 Alert (0 News) - View
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| MDLZ |
$31.23 |
-0.54 |
-1.7% |
14,956,454 |
128% |
$63.4B |
1.6% |
28% |
-3% |
+15.7% |
new: NEW; Q4, 2012
added 10/22/12
2 Alerts (1 News) - View
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| MO |
$36.86 |
-0.04 |
-0.1% |
8,457,675 |
100% |
$74.1B |
4.8% |
23% |
-2% |
+112.4% |
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
2 Alerts (1 News) - View
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| PM |
$94.31 |
+0.34 |
+0.4% |
5,457,988 |
111% |
$154.0B |
3.6% |
16% |
-3% |
+168.7% |
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
1 Alert (0 News) - View
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| WFC |
$40.01 |
-0.09 |
-0.2% |
24,733,435 |
118% |
$212.0B |
3.0% |
34% |
-3% |
+53.7% |
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
6 Alerts (5 News) - View
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Discuss this portfolio with Mustelo
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JPMorgan to Sell Bonds Backed by $443 Million of Mortgages JPM RWT
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 03:37PM from (www.bloomberg.com) JPMorgan (JPM) Chase & Co. is planning its second sale of U.S. home-loan securities without government backing since the financial crisis the debt helped to trigger.
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10 Big Name Stocks Going Ex-Dividend Next Week K CSX NKE HOG NWL GS ALL LMT TWX LO
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 23, 01:36PM from (www.dividend.com) Ex-dividend dates are very important to dividend investors, since you must purchase a stock prior to its ex-dividend date
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Coca-Cola, Hershey Lose Senate Vote to Curb Sugar Assistance KO HSY
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 12:40PM from (247wallst.com) In one of the longest running lobbying battles in Washington, sugar growers have once again prevailed over big food and beverage
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MS Patients Choose Death Risk With Potent Drug Treatment BIIB ABBV
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 08:57AM from (www.bloomberg.com) Kari Antin, a 40-year-old financial analyst in Minneapolis, knows she’s taking a life-or-death risk with every monthly infusion of Biogen (BIIB) Idec Inc.’s Tysabri.
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BMO Capital Markets Initiates Coverage on Coca-Cola KO
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 23, 08:38AM from (www.dividend.com) BMO Capital Markets reported on Thursday that it has initiated coverage on beverage company, The Coca-Cola Company (KO).
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Media Digest: Reuters, WSJ, NYT, FT, Bloomberg BA F GE HPQ S SNE SKS DISCA CLWR TSLA KKR
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 06:25AM from (247wallst.com) Hewlett-Packard Co. (NYSE: HPQ) raises its financial forecast and shares soar. (Reuters) The European Union may allow Greece
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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) JPMorgan Chase is redoubling its efforts to move beyond a big trading loss following a resounding shareholder endorsement
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Honda Sets Growth Plan as Plane Venture Nears Final Test GE TXT
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 09:16PM from (www.bloomberg.com) Honda Motor Co. (7267) will boost staffing at its aircraft unit by as much as 50 percent as it expands production of the
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Life After Warren: Will Berkshire Get Sweet Deals? AXP KO GE HNZ IBM BAC WFC GS BRK.B
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 22, 06:09PM from (ycharts.com) Steven Davidoff’s column in the New York Times is a constant source of insight for investors, and in today’s he takes
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Dividend Highlights/Lowlights for May 22 BMY TGT PFE O SPLS JOY MDLZ HLF BX MJN
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 22, 04:57PM from (www.dividend.com) These were some of the biggest dividend stock performers on the upside and the downside in today's market action. Highlights
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Senate Leaders Millionaires in Financial-Disclosure Data WFC GS NWSA
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 04:39PM from (www.bloomberg.com) Senate Majority Leader Harry Reid and Minority Leader Mitch McConnell both reported their net worth in the millions of dollars
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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) Corporate America should recruit more women to serve as directors and improve the disclosure of gender and ethnic diversity
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JPMorgan Seen Waiting on Board Changes After 'Stay Tuned' Remark JPM HON
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 02:15PM from (www.bloomberg.com) JPMorgan Chase & Co. (JPM)’s board, whose top director told investors yesterday to “stay tuned” for changes
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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.
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GE Weighs IPO for Parts of Shrinking Finance Business GE
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 02:01PM from (www.bloomberg.com) General Electric Co. (GE) is considering spinning off parts of its finance unit through an initial public offering as Chief
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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,
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