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Clarium Capital Management

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Data since: Jul-1-2007
Current Portfolio: Q3 2010


     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q3 2010 View as: Alerts Holdings Detail
 INTC $24.04 +0.10 +0.42% 36,278,248 72% $118.9B 3.7% 25% -13% +24.4% $576.0K | 30.0K shares - No Change
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Samsung Semi Advantage May Put the Screws to AAPL, Says Jefferies
INTC  TSM  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 17, 11:36AM from (blogs.barrons.com)
Jefferies & Co.’s Sundeep Bajikar this morning reiterates a Buy rating on shares of Samsung Electronics (005930KS),  more ...
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Rajat Gupta’s Lust for Zeros
AMD  INTC  PG  GS  MCO  BBRY  AKAM  GOOG  BX  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 17, 07:00AM from (www.nytimes.com)
Why the difference between a personal fortune of $100 million and $1 billion meant the world to the former McKinsey director.<img  more ...
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Intel CEO Krzanich Plans Faster Shift to Mobile Chips
INTC  QCOM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 12:40PM from (www.bloomberg.com)
Intel Corp. (INTC)’s Brian Krzanich, who took over today as chief executive officer, said the world’s largest computer-chip  more ...
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Intel: Better Tablet Prospects, But Ultrabooks Key, Says Morgan Stanley
INTC  MSFT  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 16, 12:08AM from (blogs.barrons.com)
Morgan Stanley’s Joseph Moore today reiterated an Underweight rating on shares of Intel (INTC), and a $20 price target,  more ...
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Sandberg Delay in Lawsuit Deposition Must End, Judge Says
INTC  AAPL  ADBE  INTU  DIS  GOOG  FB  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 15, 07:10PM from (www.bloomberg.com)
Lawyers who want to interview Facebook Inc. (FB) Chief Operating Officer Sheryl Sandberg as part of lawsuit alleging that  more ...
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A Bullish Market Metric Points to Tech Stocks
KO  INTC  WDC  XRX  AAPL  CSCO  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 15, 09:41AM from (ycharts.com)
The 6% earnings yield for S&P 500 stocks is nearly 3x the yield of a 10-Year Treasury note. That’s well above the historic  more ...
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Zandi Sees Mid-2013 Slowdown: How to Adjust
GLW  INTC  HRS  AAPL  MSFT  MCO  BRK.B  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 13, 04:40PM from (ycharts.com)
Moody’s Analytics (MCO) chief economist Mark Zandi expects the rest of the year to be a bit of drag as the full impact  more ...
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Mid-Day Market Update: US Stocks Fall on Monday, Gold Down
AA  INTC  ELN  GNVC  THRX  EOX  RCON  TSLA  SCTY  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 13, 01:18PM from (www.benzinga.com)
Midway through trading Monday, the Dow fell 0.20 percent to 15,089. The NASDAQ rose 0.22 percent to 3,444.14, while the S&amp;P rose 0.04 percent to 1,634.41.
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Taiwan Tries to Regain Its Lead in Consumer Electronics
HPQ  INTC  AAPL  IT  MSFT  DELL  AMZN  TSM  TM  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 12, 03:52PM from (www.nytimes.com)
Fostering innovation has become a mantra among corporate leaders and government officials because Taiwan’s huge consumer  more ...
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Yen at Four-Year Low Prompts Fujitsu to Raise PC Prices
INTC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 12, 01:07PM from (www.bloomberg.com)
Fujitsu Ltd. (6702), a Japanese maker of personal computers, plans to raise domestic prices as the yen’s drop to a four-year low boosts the cost of importing components.
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Vietnam Adds U.S.-Educated Official to Party's Politburo
INTC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 11, 05:31AM from (www.bloomberg.com)
Vietnam’s ruling Communist Party for the first time chose a U.S.-educated government official to join its highest decision-making  more ...
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Nvidia Sales, Earnings Top Estimates on Graphics-Chip Demand
INTC  QCOM  NVDA  BRCM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 10, 05:04PM from (www.bloomberg.com)
Nvidia Corp. (NVDA), a maker of graphics processors, reported fiscal first-quarter sales and earnings that topped analysts’  more ...
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Short Sellers Retreat from Micron Technology, Other Semiconductor Stocks
AMD  AMAT  INTC  TXN  KLAC  MU  QCOM  NVDA  BRCM  ARMH  MRVL  IMI  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 10, 01:42PM from (www.benzinga.com)
The largest percentage swings in short interest in semiconductor stocks between the April 15 and April 30 settlement dates  more ...
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Place Your Chips On The Chip Makers
INTC  AAPL  LLTC  TSM  QQQ  SMH  SIMO  PSI  SOXX  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 10, 01:30PM from (www.investopedia.com)
By adding the semiconductor producers, investors have a chance to play the backbone of technology and right now they are  more ...
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Nvidia Still Too Cheap, And Still Very Controversial
AMD  INTC  QCOM  NVDA  BRCM  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 10, 12:00PM from (www.investopedia.com)
Investors aren't sold on Nvidia's strategy, and that shows in the stock price.  more ...
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Deutsche Bank Bullish on Semiconductor Stocks to Buy
INTC  FCS  BRCM  ONNN  DB  MPWR  AVGO  NXPI  FSL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 10, 08:25AM from (247wallst.com)
First-quarter earnings season for the semiconductor sector yielded generally in-line results and guidance, somewhat calming  more ...
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Winners and Losers Among Chipmaker Short Sellers
AMD  AMAT  INTC  TXN  MU  QCOM  SNDK  NVDA  BRCM  ARMH  MRVL  SMH  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 10, 07:55AM from (247wallst.com)
We have tracked the key short interest changes as of April 30 in the following semiconductor leaders: Intel Corp. (NASDAQ:  more ...
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Wireless Devices Outnumber People
AMD  INTC  TXN  QCOM  SLAB  BRCM  ARMH  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 09, 01:35PM from (247wallst.com)
The number of wirelessly connected devices now outnumbers the total population of the globe. The score is wireless devices,  more ...
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Apple's 50 Billionth App Download Could be Worth $100,000
INTC  S  AAPL  NOK  BBRY  SFTBF  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 08, 03:33PM from (www.benzinga.com)
Apple (NASDAQ: AAPL) is giving away $10,000 to the lucky man or woman who downloads the 50 billionth app within the App  more ...
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Economic Scene: Google Project May Spur Broadband Competition
INTC  VZ  T  AKAM  TWX  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 07, 06:28PM from (www.nytimes.com)
Most Americans are mired in broadband mediocrity, but Google’s networking initiatives could change that.<img width='1'  more ...
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