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Eminence Capital

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Today:
Week:
1-month:
All-time:
-1.1%
-1.9%
-2.7%
+1.5%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
-0.7%
+0.4%
+1.8%
+7.1%
 

Data since: Jul-1-2007
Current Portfolio: Q4 2011


     
Pittenger & And... -0.4%
Hs Management P... -0.2%
Mm Capital LLC +0.1%
     
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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
 ABT $62.55 +0.66 +1.07% 6,333,258 85% $98.4B 3.3% 35% -1% +11.2% $84.9M | 1.5M shares - New Holding
 ADBE $32.36 +0.03 +0.09% 4,373,715 128% $15.9B - 43% -9% +14.5% $62.0M | 2.2M shares - New Holding
 AON $46.67 -1.03 -2.16% 3,739,230 147% $15.2B 1.3% 18% -12% -0.3% $138.3M | 3.0M shares - decrease of 2.1M shares
 CME $256.74 -1.80 -0.70% 407,897 83% $16.9B 3.5% 14% -16% +5.4% $194.0M | 796.1K shares - increase of 232.3K shares
 EBAY $39.86 -0.19 -0.47% 11,459,249 86% $51.4B - 48% -5% +31.4% $136.8M | 4.5M shares - decrease of 27.0K shares
 EQIX $160.39 -2.67 -1.64% 1,795,841 157% $7.6B - 98% -7% +58.2% $72.2M | 712.4K shares - increase of 257.4K shares
 FISV $65.96 -0.22 -0.33% 876,638 120% $9.0B - 35% -8% +12.3% $83.3M | 1.4M shares - decrease of 145.1K shares
 G $16.45 -0.01 -0.06% 697,181 100% $3.6B - 23% -9% +10.0% $64.0M | 4.3M shares - decrease of 902.9K shares
 GOOG $628.93 +17.82 +2.92% 4,837,424 184% $204.3B - 33% -6% -2.6% $203.5M | 315.1K shares - decrease of 43.3K shares
 JPM $35.46 -0.78 -2.15% 68,729,813 169% $135.5B 3.3% 27% -24% +6.6% $64.0M | 1.9M shares - decrease of 400.4K shares
 NTAP $34.64 -0.53 -1.51% 4,608,455 71% $12.5B - 5% -39% -4.5% $82.7M | 2.3M shares - increase of 1.5M shares
 NVLS $43.55 -2.28 -4.97% 2,685,855 258% $3.1B - 68% -14% +5.5% $238.3M | 5.8M shares - increase of 2.2M shares
 SCHW $12.75 -0.12 -0.93% 10,602,699 84% $16.2B 1.9% 21% -29% +13.2% $65.0M | 5.8M shares - decrease of 602.0K shares
 TMO $51.54 -0.29 -0.56% 1,493,326 65% $18.9B 1.0% 20% -22% +14.6% $74.4M | 1.7M shares - decrease of 55.4K shares
 TYC $53.60 -1.26 -2.30% 4,454,678 158% $24.7B 1.8% 43% -7% +14.8% $141.6M | 3.0M shares - decrease of 462.2K shares
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Discuss Eminence Capital's portfolio
 
Latest Portfolio Notes & Links
 
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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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Dimon Shows No Retreat: Bloomberg Businessweek Opening Remarks
JPM  GS  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 11:37PM from (www.bloomberg.com)
Jamie Dimon has the silver mane and piercing, gray-blue eyes of a chief executive officer from central casting, but he talks like one of his own charged-up traders.
 more ...

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DealBook: JPMorgan's Trading Loss Is Said to Rise at Least 50%
JPM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 09:22PM from (feeds.nytimes.com)
The deterioration of the bank's position accelerated in the last four trading days as investors took advantage of its di  more ...
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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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Philippe Laffont on Equinix & Virgin Media: Ira Sohn Presentation
EQIX  VMED  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 08:55PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Coatue Management's Philippe Laffont gave a presentation on going  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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JPMorgan Chase Still Employs Trader Bruno Iksil, Spokesman Says
JPM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 02:12PM from (www.bloomberg.com)
JPMorgan Chase & Co. (JPM) continues to employ Bruno Iksil, the trader known as the London Whale whose positions  more ...
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J.P. Morgan Firing The London Whale
JPM  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 01:35PM from (247wallst.com)
J.P. Morgan Chase & Co. (NYSE: JPM) has already sent its long-time CHief Investment Officer named Ina Drew packing after  more ...
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DealBook: ‘London Whale’ Said to Leave JPMorgan
JPM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 01:29PM from (feeds.nytimes.com)
The departure of Bruno Iksil, the trader associated with risky bets that led the bank to announce a $2 billion loss, was  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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The Trade: Big Questions Left Unanswered in JPMorgan Loss
JPM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 12:20PM from (feeds.nytimes.com)
The commentary surrounding the debacle at JPMorgan Chase has mostly been about the implications for banking reform. But were  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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