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Bain Capital Investors

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Today:
Week:
1-month:
All-time:
-0.6%
-2.6%
-3.5%
+38.0%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
-0.3%
-0.3%
+1.0%
+41.9%
 

Data since: Jan-1-2008
Current Portfolio: Q4 2011


     
Marble Arch Inv... -1.0%
Proxima Capital... -2.2%
Brigade Capital -1.0%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2011 View as: Alerts Holdings Detail
 CMLS $2.98 -0.05 -1.65% 171,349 98% $453.1M - 43% -33% -10.8% $11.0M | 3.3M shares - No Change
 DNKN $32.48 +0.18 +0.56% 1,279,970 101% $3.9B 1.9% 40% -4% +30.0% $553.4M | 22.2M shares - decrease of 7.7M shares
 FLT $39.01 -0.20 -0.51% 219,821 104% $3.2B - 61% -6% +30.6% $338.4M | 11.3M shares - No Change
 HCA $25.37 -0.35 -1.36% 2,523,489 86% $11.1B - 49% -28% +15.2% $2.0B | 89.5M shares - No Change
 NSPH $1.65 +0.05 +3.13% 4,892,891 5284% $72.6M - 85% -39% +12.2% $3.0M | 2.0M shares - No Change
 NXPI $21.51 -1.44 -6.27% 2,429,343 157% $5.4B - 65% -27% +39.9% $492.2M | 32.0M shares - No Change
 ST $30.46 +0.23 +0.76% 2,613,268 281% $5.3B - 29% -23% +15.9% $2.4B | 89.6M shares - No Change
 VG $1.70 0.00 0.00% 871,664 43% $384.0M - 0% -65% -30.6% $4.9M | 2.0M shares - No Change
 WCRX $20.91 +0.16 +0.77% 3,712,739 92% $5.2B - 62% -18% +38.2% $385.7M | 25.5M shares - No Change
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Discuss Bain Capital Investors's portfolio
 
Latest Portfolio Notes & Links
 
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Larry Robbins' Ira Sohn Presentation: Long THC, HMA, HCA, LPNT; Short ITC
THC  HMA  LPNT  ITC  HCA  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 09:00PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Glenview Capital's Larry Robbins gave a presentation on going long/short various equities.
 more ...

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Dunkin’ Brands Upgraded to “Buy” at Argus Research; Strong Growth Opportunities Seen
DNKN  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 16, 09:14AM from (www.dividend.com)
Doughnut and ice cream retailer Dunkin' Brands Group Inc (DNKN) on Wednesday caught a big upgrade from analysts at Argus  more ...
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Smucker’s Drops Coffee Prices: Will Others Follow?
SJM  SBUX  GMCR  PEET  JVA  KFT  DNKN  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 08:59AM from (247wallst.com)
Food processor J.M. Smucker Co. (NYSE: SJM) announced this morning that it was lowering the price on its coffee brands by  more ...
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Green Mountain Founder Fights for Role
SBUX  GMCR  KKD  CBOU  DNKN  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 10, 10:04AM from (www.bloomberg.com)
Green Mountain Founder Fights for Role After Borrowing for Yacht


Green Mountain Coffee K-Cups are arranged  more ...

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Nanosphere to Host Investor Day on June 13, 2012
NSPH  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 08, 07:30AM from (www.globenewswire.com)
NORTHBROOK, Ill., May 8, 2012 (GLOBE NEWSWIRE) -- Nanosphere, Inc. (Nasdaq:NSPH), a leader in the development and commercialization  more ...
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Florida Will Enforce Anti-Cuba Contract Law, Governor Says
HCA  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 04, 12:05PM from (www.bloomberg.com)
Florida Governor Rick Scott said today he will enforce a new law blocking governments in the state from hiring companies  more ...
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Warner Chilcott Reports Operating Results for the Quarter Ended March 31, 2012
WCRX  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 04, 07:30AM from (www.globenewswire.com)
DUBLIN, Ireland, May 4, 2012 (GLOBE NEWSWIRE) -- Warner Chilcott plc (Nasdaq:WCRX) today announced its results for the quarter  more ...
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Panera Well Off The Value Menu
MCD  PNRA  SBUX  CMG  DNKN  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 03, 12:37PM from (stocks.investopedia.com)
Panera continues to be one of the best-performing restaurants in the U.S. However, when it comes to core fundamental valuation,  more ...
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The Costs Of Being Obese
PFE  CI  AZN  WLP  WCRX  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 02, 01:18PM from (stocks.investopedia.com)
Numbers released by the Mayo Clinic suggest obesity costs more than smoking.  more ...
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Vonage Holdings Corp. Reports First Quarter 2012 Results
VG  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 02, 08:00AM

HOLMDEL, N.J., May 2, 2012 /PRNewswire/ -- Vonage Holdings  more ...
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Announcement Under Irish Takeover Rules Relevant Securities in Issue
WCRX  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 01, 08:00AM from (www.globenewswire.com)
DUBLIN, Ireland, May 1, 2012 (GLOBE NEWSWIRE) -- In accordance with Rule 2.10 of the Irish Takeover Rules, Warner Chilcott  more ...
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Nanosphere Announces First Quarter 2012 Results
NSPH  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 01, 08:00AM from (www.globenewswire.com)
NORTHBROOK, Ill., May 1, 2012 (GLOBE NEWSWIRE) -- Nanosphere, Inc. (Nasdaq:NSPH), a leader in the development and commercialization  more ...
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Warner Chilcott Announces Decision in Doryx Patent Litigation
WCRX  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - April 30, 05:45PM from (www.globenewswire.com)
DUBLIN, Ireland, April 30, 2012 (GLOBE NEWSWIRE) -- Warner Chilcott plc (Nasdaq:WCRX) today announced that the U.S. District  more ...
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Mylan, Impax Win Ruling in Doryx Generics Patent Case
MYL  IPXL  WCRX  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - April 30, 04:06PM from (www.bloomberg.com)
Generic drugmakers Mylan Inc. (MYL) and Impax Laboratories Inc. (IPXL) didn’t infringe a patent held by Warner Chilcott  more ...
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Barnes & Noble, Humana, Sunoco: U.S. Equity Movers
GT  HUM  SUN  HAR  GPRO  HOLX  MNST  BKS  CPTS  TEN  SOHU  TSYS  PAY  WCRX  EXPE  NYX  DMD  IFT  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - April 30, 03:02PM from (www.bloomberg.com)
Shares of the following companies are having unusual moves in U.S. trading. Stock symbols are in parentheses, and prices are as of 1:55 p.m. in New York.
 more ...

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Review of Strategic Alternatives
WCRX  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - April 30, 09:46AM from (www.globenewswire.com)
DUBLIN, April 30, 2012 (GLOBE NEWSWIRE) -- Further to media speculation, the Board of Warner Chilcott plc (Nasdaq:WCRX) confirmed  more ...
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Nanosphere Enters Into Marketing and Distribution Agreement in Europe With Thermo Fisher Scientific
NSPH  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - April 30, 08:36AM from (www.globenewswire.com)
NORTHBROOK, Ill., April 30, 2012 (GLOBE NEWSWIRE) -- Nanosphere, Inc. (Nasdaq:NSPH), a leader in the development and commercialization  more ...
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Warner Chilcott Said to Consider Options After Interest
GS  WCRX  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - April 30, 12:03AM from (www.bloomberg.com)
Warner Chilcott Plc (WCRX) is weighing options including a possible sale after receiving interest from strategic and private-equity  more ...
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NXP Semiconductors Reports First Quarter 2012 Results
NXPI  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - April 26, 04:15PM from (www2.marketwire.com)
NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the first quarter of 2012, ended April 1, 2012,  more ...
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Warner Chilcott Announces Earnings Release Date and Conference Call for First Quarter 2012 Financial Results
WCRX  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - April 26, 08:00AM from (www.globenewswire.com)
DUBLIN, Ireland, April 26, 2012 (GLOBE NEWSWIRE) -- Warner Chilcott plc (Nasdaq:WCRX) today announced that it will issue  more ...
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