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Botti Brown Asset Management

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Data since: Jul-1-2007
Current Portfolio: Q2 2011


     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q2 2011 View as: Alerts Holdings Detail
 ABT $62.55 +0.66 +1.07% 6,333,258 85% $98.4B 3.3% 35% -1% +17.8% $16.0M | 304.8K shares - increase of 11.1K shares
 AEO $19.23 -0.09 -0.47% 3,074,700 53% $3.7B 2.3% 92% -9% +48.0% $13.2M | 1.0M shares - increase of 36.5K shares
 ARO $18.71 -0.43 -2.25% 2,949,143 115% $1.5B - 104% -19% +6.5% $10.4M | 595.5K shares - increase of 21.1K shares
 BAC $7.11 -0.19 -2.60% 216,226,004 105% $76.6B 0.5% 45% -40% -35.9% $13.3M | 1.2M shares - increase of 42.8K shares
 CVA $16.04 -0.15 -0.93% 626,490 95% $2.1B 3.7% 25% -9% -4.1% $13.4M | 815.0K shares - increase of 28.6K shares
 DELL $15.02 -0.33 -2.12% 18,569,870 130% $26.4B - 13% -18% -11.6% $21.6M | 1.3M shares - decrease of 173.8K shares
 ETFC $8.81 -0.27 -2.97% 4,005,530 83% $2.5B - 19% -47% -39.0% $9.5M | 691.0K shares - decrease of 266.8K shares
 FIS $32.52 +0.07 +0.22% 1,448,347 91% $9.6B 2.5% 44% -5% +4.8% $10.6M | 344.4K shares - decrease of 320.6K shares
 GOOG $628.93 +17.82 +2.92% 4,837,424 184% $204.3B - 33% -6% +20.7% $7.2M | 14.3K shares - New Holding
 IILG $17.58 -0.06 -0.34% 148,328 62% $993.5M 2.3% 73% -13% +25.6% $13.0M | 951.6K shares - decrease of 149.7K shares
 LPS $23.54 -0.13 -0.55% 552,820 62% $1.9B 1.7% 82% -18% +9.7% $11.1M | 529.2K shares - increase of 264.3K shares
 MDT $38.22 +0.07 +0.18% 4,064,123 84% $39.7B 2.5% 27% -12% -2.3% $14.3M | 372.4K shares - decrease of 327.6K shares
 MSFT $29.90 -0.31 -1.03% 60,083,687 128% $251.1B 2.6% 26% -9% +16.5% $18.0M | 693.1K shares - increase of 24.6K shares
 SVNT $1.15 -0.24 -17.27% 1,463,723 113% $83.2M - -9% -86% -84.8% $16.5M | 2.2M shares - increase of 77.8K shares
 XRX $7.19 -0.21 -2.84% 19,264,360 158% $9.6B 2.3% 10% -34% -32.9% $23.1M | 2.2M shares - decrease of 260.9K shares
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Discuss Botti Brown Asset Management's portfolio
 
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Apple Loses Favor With Hedge Funds SAC Capital, Viking
AAPL  MSFT  GOOG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 12:12AM from (www.bloomberg.com)
Apple Loses Favor With Hedge Funds SAC, Viking


Two Apple Inc. MacBook Pro laptop computers, seen on Jan.  more ...

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David Einhorn's Ira Sohn Presentation on Martin Marietta Materials, Apple & More
AAPL  MSFT  MLM  AMZN  MRVL  DKS  X  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 09:09PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Greenlight Capital's David Einhorn gave a presentation on a ton of different stocks.
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Stephen Mandel's Ira Sohn Presentation: Long Kohl's, Bearish on Fixed Income
AAPL  KSS  PCLN  GOOG  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 09:01PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Lone Pine Capital's Stephen Mandel gave a presentation on how  more ...
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Michael Price on JC Penney, Shantanu Agrawal on Xerox: Ira Sohn Presentations
XRX  JCP  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 08:50PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Michael Price spoke briefly on J.C. Penney (JCP) saying that he  more ...
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App Smart: Digital Guardians That Help Ease the Fears of Parents
AAPL  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 07:37PM from (feeds.nytimes.com)
Two apps, FBI Child ID and Footprints, are worth downloading for any parent — even those who can’t imagine ever losing  more ...
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Gazprom at Discount After NY Oil Trails London: Russia Overnight
LUKOY  RSX  GOOG  YNDX  PLZLY  FB  OGZPY  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 07:36PM from (www.bloomberg.com)
OAO Gazprom (OGZPY) and OAO Lukoil’s (LUKOY) U.S.- traded shares are fetching a discount to their Moscow stock for the  more ...
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A Computer User’s Guide to Cloud Storage
MSFT  GOOG  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 07:29PM from (feeds.nytimes.com)
Cloud storage, now offered by a number of companies in different price ranges, offers a substitute for physical storage,  more ...
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Bits: Before Facebook I.P.O., Google Shows Off Its New Brains
GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 06:11PM from (feeds.nytimes.com)
Google’s new search feature, the Knowledge Graph, hopes to churn up more relevant search results based on a new database  more ...
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Google Launches “Next Generation Of Search”
GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 05:38PM from (247wallst.com)
Google (NASDAQ: GOOG) announced that it will launch "The Knowledge Graph" which it describes as "the next generation of search".  more ...
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Comcast, Skype Team Up for What, Exactly?
MSFT  CMCSA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 02:44PM from (247wallst.com)
Comcast Corp. (NASDAQ: CMCSA) has launched a high definition, Skype-based video calling plan for its Xfinity broadband customers.  more ...
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Comcast Launching Skype Video Calling For $9.95/Month
VZ  T  MSFT  CMCSA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 02:23PM from (www.forbes.com)
Comcast this morning said it is launching Skype-based HD video calling for Xfinity triple-play customers for $9.95 a month.  more ...
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Google Adds Knowledge Graph To Search To Recapture Lost Market Share
MSFT  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 01:24PM from (247wallst.com)
Google Inc. (NASDAQ: GOOG) may have had some idea that they were losing market share in the U.S. search market as the rise  more ...
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Google Revamps Search Results Pages With ‘Knowledge Graph’
MSFT  IACI  YHOO  GOOG  AOL  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 01:03PM from (www.forbes.com)
Google this morning is launching a major addition to its search results pages intended to give users more accurate and relevant  more ...
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Comcast Rolling Out New Skype Video-Calling Feature Nationwide
MSFT  CMCSA  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 01:03PM from (www.bloomberg.com)
Comcast Corp. (CMCSA), the largest U.S. cable company, is introducing a Skype video-calling service today in Boston and Seattle, the start of a nationwide rollout.
 more ...

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Will Facebook Buy RIM? Uh, No, Not In A Zillion Years
AAPL  MSFT  NOK  RIMM  GOOG  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 09:42AM from (www.forbes.com)
Here it is, the dumbest stock market acquisition rumor ever to be set into type. The U.K. newspaper The Daily Mail, clearly  more ...
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Facebook: As Expected, Deal Expanded; 84M More Shrs From Insiders
MSFT  GS  GOOG  LNKD  ZNGA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 09:04AM from (www.forbes.com)
Facebook this morning filed with the SEC to expand the size of its initial public offering by 83.8 million shares. All of  more ...
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OraSure In-Home HIV Test Kit Moves Closer to FDA Approval
ABT  JNJ  OSUR  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 08:23AM from (www.bloomberg.com)
OraSure Technologies Inc. (OSUR) soared 32 percent in early trading after U.S. regulatory advisers backed its bid to bring  more ...
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Mobile Phone Sales Fall in Q1 — Gartner
AAPL  IT  MSFT  NOK  RIMM  GOOG  MMI  SSNLF  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 08:07AM from (247wallst.com)
High-tech industry research firm Gartner Inc. (NYSE: IT) reports this morning the worldwide sales of mobile phones unexpectedly  more ...
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SAP Chairman Plattner Courts Startups, Asian Customers
IBM  MSFT  N  ORCL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 07:36AM from (www.bloomberg.com)
SAP AG (SAP) Chairman Hasso Plattner said the German software maker is stepping up efforts to court new business in Asia  more ...
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JCPenney and Nokia — When a New CEO Fails
JWN  AAPL  MSFT  M  NOK  YHOO  AMZN  JCP  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 06:30AM from (247wallst.com)
It is rare, but some new chief executives fail early - just after they begin their new jobs. That leaves boards with impossible  more ...
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