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1346049 Ontario

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Today:
Week:
1-month:
All-time:
+0.2%
+2.0%
+10.6%
+13.4%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.1%
-0.0%
+4.9%
+17.2%
 

Data since: Jul-1-2007
Current Portfolio: Q3 2011


     
Oldfield Partne... -0.1%
Botti Brown Ass... +0.7%
Holowesko Partn... -0.2%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q3 2011 View as: Alerts Holdings Detail
 AEO $13.69 +0.05 +0.37% 5,458,590 108% $2.6B 3.2% 37% -16% +16.8% $2.8M | 236.8K shares - New Holding
 AET $45.80 +0.66 +1.46% 4,271,025 115% $16.1B 1.6% 37% -0% +27.0% $7.3M | 201.3K shares - New Holding
 BBY $25.35 -0.05 -0.20% 4,519,519 79% $8.8B 2.5% 16% -26% +8.8% $565.0K | 24.2K shares - increase of 1.6K shares
 DELL $18.06 +0.01 +0.06% 14,594,663 94% $32.0B - 36% -0% +27.7% $19.5M | 1.4M shares - decrease of 80.2K shares
 GM $25.74 -0.01 -0.04% 7,439,922 61% $41.0B - 35% -30% +27.6% $1.7M | 84.3K shares - decrease of 7.9K shares
 HPQ $29.11 -0.35 -1.19% 16,033,816 124% $57.6B 1.6% 35% -41% +29.7% $6.2M | 276.2K shares - decrease of 16.1K shares
 JNJ $64.89 -0.35 -0.54% 10,936,186 114% $178.3B 3.5% 13% -5% +1.9% $777.7K | 12.2K shares - decrease of 1.6K shares
 KMB $71.88 +0.18 +0.25% 1,698,383 70% $28.2B 3.9% 18% -3% +1.2% $1.2M | 17.4K shares - decrease of 565 shares
 LOW $26.91 +0.03 +0.11% 15,697,903 112% $33.9B 2.1% 49% -2% +39.1% $557.0K | 28.8K shares - New Holding
 MSFT $30.77 +0.11 +0.36% 50,465,772 87% $254.3B 2.6% 30% 0% +24.6% $5.3M | 213.1K shares - decrease of 17.8K shares
 NGD $11.69 0.00 0.00% 1,903,605 77% $5.5B - 35% -17% +13.6% $1.1M | 109.2K shares - decrease of 33.7K shares
 ORCL $28.89 +0.16 +0.56% 31,794,690 99% $145.6B 0.8% 17% -21% +0.5% $571.9K | 19.9K shares - New Holding
 POT $45.87 -0.59 -1.27% 5,334,846 64% $39.4B 1.2% 19% -28% +6.1% $553.6K | 12.8K shares - New Holding
 STB $7.06 +0.14 +2.02% 52,275 90% $432.5M 7.8% 47% -6% +24.7% $1.9M | 337.7K shares - New Holding
 SU $34.67 -0.13 -0.37% 3,473,262 68% $54.5B 1.3% 54% -29% +36.3% $570.1K | 22.4K shares - No Change
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Discuss 1346049 Ontario's portfolio
 
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PMC-Sierra May Have More Growth In Store
IBM  LSI  PMCS  QCOM  DELL  BRCM  MRVL  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - February 09, 06:00PM from (stocks.investopedia.com)
PMC-Sierra's guidance is a disappointment, but the recovery potential looks good.  more ...
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AAPL, DELL: Mizuho Starts at Buy, Prefers to HPQ
HPQ  AAPL  MSFT  DELL  NOK  RIMM  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 09, 03:22PM from (blogs.barrons.com)
Mizuho Securities analyst Abhey Lamba, who was previously with ISI Group, late yesterday initiated coverage of Apple (AAPL),  more ...
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Oracle: Will TLEO Deal Cap or Whip Up M&A for SaaS?
SAP  CNQR  CRM  KNXA  N  TLEO  ORCL  SFSF  CSOD  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 09, 01:06PM from (blogs.barrons.com)
Shares of human resources software maker Taleo (TLEO) are up $6.72, or over 17%, at $45.66 after Oracle (ORCL) this morning  more ...
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Apple Captures 80% of Mobile Phone Company Profits
AAPL  MSFT  NOK  RIMM  GOOG  MMI  SSNLF  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 09, 11:50AM from (247wallst.com)
Investment firm Canaccord Genuity said today in its daily newsletter that Apple Inc. (NASDAQ: AAPL) garners about 80% of  more ...
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T2 Partners January Letter: Portfolio Update
PBY  MSFT  SNDK  NFLX  JCP  LULU  
Linked by market folly ( track newsfeed | ignore newsfeed ) - February 09, 11:35AM from (www.marketfolly.com)
It's been a while since we've checked in on Whitney Tilson and Glenn Tongue's hedge fund T2 Partners so here is their January  more ...
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After Taleo, Looking at Other Cloud M&A ‘Hopefuls’
TDC  NTAP  AKAM  EQIX  RAX  CRM  TLEO  ORCL  SKYY  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 09, 11:03AM from (247wallst.com)
It is a bit surprising that First Trust ISE Cloud Computing (NASDAQ: SKYY) is not trading higher than it is after a ‘cloud  more ...
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Cisco: Conservative? Street Debates Product Order Growth
HPQ  CSCO  JNPR  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 09, 10:44AM from (blogs.barrons.com)
Shares of Cisco Systems (CSCO) are down 38 cents, or 1.8%, at $20.06 this morning following the company’s better-than-expected  more ...
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Oracle Agrees To Buy Taleo for $46/Share; $1.9 Billion
SAP  CRM  TLEO  ORCL  SFSF  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - February 09, 08:58AM from (www.forbes.com)
Oracle this morning said it agreed to buy Taleo, a provider of cloud-based talent management software, for $46 a share, or  more ...
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Suddenly, China’s Car Market Falls Apart
F  TM  GM  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 09, 06:39AM from (247wallst.com)
One reason investors like to own General Motors (NYSE: GM) stock is that that company is the leading car manufacturer in  more ...
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Navigating Silly Season: An Investor Guide to the Political Landscape
CAT  INTC  MSFT  
Linked by A Dash of Insight ( track newsfeed | ignore newsfeed ) - February 08, 10:42PM from (oldprof.typepad.com)
When politics takes the fore, we have what I call "silly season." This is a time when many investors get caught  more ...
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Michigan Must Decide What to Do With an Unexpected Surplus
GM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - February 08, 10:18PM from (feeds.nytimes.com)
After a $457 million surplus, Michigan officials must sort out whether the worst is really over, whether it is safe to start  more ...
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State of the Art: Android Phones Go on a Power Trip - State of the Art
SNE  AAPL  VZ  MSFT  GOOG  LNKD  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - February 08, 06:26PM from (feeds.nytimes.com)
In a world crammed with Android phones, HTC, Samsung and Motorola introduce three new models, each of them Verizon 4Gs.  more ...
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HP to Present Live Audio Webcast of First Quarter 2012 Conference Call
HPQ  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - February 08, 05:00PM from (www2.marketwire.com)
HP (NYSE: HPQ) will conduct a live audio webcast of its conference call to review its financial results for the first fiscal  more ...
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PREMIUM PARTNER CONTENT
CVS Delivers Solid Q4; Walgreen's Woes Expected to Boost Q1
CVS  WAG  ESRX  AET  UAM  
Posted by bullmarket ( track member | ignore member ) - February 08, 04:27PM
Recommended List drug store and pharmacy benefits manager CVS Caremark reported in line sales and profits for the  more ...
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Akamai Jumps 8% on Q4 Beat, Names New CFO
HPQ  AKAM  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 08, 04:18PM from (blogs.barrons.com)
Shares of content networking pioneer Akamai Technology (AKAM) are up $3.00, almost 9%, at $37.44 in late trading after the  more ...
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360-Degree Cisco Earnings Preview
CSCO  ALU  JNPR  ORCL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - February 08, 12:44PM from (247wallst.com)
Cisco Systems, Inc. (NASDAQ: CSCO) reports earnings after the close. Our guess is that Main Street is going to either really  more ...
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MSFT: Citi Upbeat on Win 8, Capital Policy Still an Issue
MSFT  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 08, 12:16PM from (blogs.barrons.com)
Citigroup software analyst Walter Pritchard today writes favorably of a recent meeting with Microsoft’s (MSFT) director  more ...
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Doomsday Capitalism: Just Getting Started or Going Out of Style?
IP  KMB  MON  SYT  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - February 08, 11:50AM from (www.benzinga.com)
MarketWatch's Paul B. Farrell had an interesting article on Tuesday regarding a "doomsday capitalist's winning stra  more ...
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MSFT: Cowen Lauds Office 365, Sees Bookings, Profit Upside
MSFT  GOOG  GM  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - February 08, 11:43AM from (blogs.barrons.com)
Cowen & Co.’s Gregg Moskowitz this morning reiterates an Outperform rating on Microsoft (MSFT), writing that the online  more ...
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Nokia to Cut 4,000 Jobs at 3 Factories
MSFT  NOK  ACN  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - February 08, 08:25AM from (feeds.nytimes.com)
The reductions are the second wave of job cuts at Nokia under Steven Elop, a former Microsoft executive.  more ...
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