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Geneva Capital Management

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Today:
Week:
1-month:
All-time:
+0.9%
+0.6%
-1.3%
+72.3%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.1%
-0.2%
+0.2%
+55.5%
 

Data since: Jul-1-2007
Current Portfolio: Q1 2013


     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q1 2013 View as: Alerts Holdings Detail
 AME $41.90 -0.86 -2.01% 1,895,145 194% $10.4B 0.6% 40% -5% -1.6% $91.8M | 2.1M shares - increase of 354.8K shares
 ANSS $75.85 +2.32 +3.16% 538,963 152% $6.8B - 37% -7% -4.6% $95.4M | 1.2M shares - increase of 196.1K shares
 APH $79.00 +2.80 +3.67% 956,218 152% $12.1B 0.6% 55% -5% +7.5% $107.5M | 1.4M shares - increase of 241.7K shares
 CERN $98.22 0.00 0.00% 654,946 89% $16.8B - 45% -2% +4.2% $121.0M | 1.3M shares - increase of 213.8K shares
 CHD $61.92 +0.52 +0.85% 503,497 94% $8.4B 1.8% 25% -5% -4.0% $97.4M | 1.5M shares - increase of 15.4K shares
 CTSH $63.46 +0.48 +0.76% 3,332,000 76% $19.0B - 18% -22% -17.3% $103.2M | 1.3M shares - increase of 223.9K shares
 FAST $47.20 -0.49 -1.03% 1,820,487 112% $14.1B 1.7% 25% -12% -5.2% $102.2M | 2.0M shares - increase of 330.6K shares
 LKQ $26.12 +0.82 +3.24% 2,094,234 200% $7.5B - 66% 1% +21.9% $106.7M | 4.9M shares - increase of 846.7K shares
 ORLY $111.95 +0.39 +0.35% 727,873 132% $12.3B - 48% -1% +9.0% $96.0M | 937.4K shares - increase of 43.9K shares
 PNRA $186.14 -0.97 -0.52% 415,361 127% $5.5B - 37% -4% +11.7% $116.0M | 702.0K shares - increase of 121.3K shares
 SBNY $79.05 0.00 0.00% 333,969 108% $3.7B - 38% -1% -0.1% $98.1M | 1.2M shares - increase of 209.2K shares
 SJM $103.24 +0.23 +0.22% 393,065 65% $11.1B 2.0% 41% -2% +4.3% $93.4M | 942.2K shares - increase of 155.8K shares
 SRCL $109.33 +2.92 +2.74% 1,030,896 274% $9.1B - 25% -3% +4.4% $97.7M | 920.0K shares - increase of 154.6K shares
 TSCO $115.53 +0.85 +0.74% 271,613 64% $7.9B 0.9% 53% -0% +12.4% $112.7M | 1.1M shares - increase of 181.9K shares
 VAR $69.71 +0.83 +1.20% 705,218 98% $7.4B - 32% -8% -3.0% $93.4M | 1.3M shares - increase of 218.0K shares
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Discuss Geneva Capital Management's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
O'Reilly Automotive, Inc. Announces Pricing of $300 Million of Senior Notes due 2023
ORLY  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - June 17, 05:13PM from (globenewswire.com)
SPRINGFIELD, Mo., June 17, 2013 (GLOBE NEWSWIRE) -- O'Reilly Automotive, Inc. ("O'Reilly" or the "Company")  more ...
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O'Reilly Automotive, Inc. Announces Proposed Offering of $300 Million of Senior Notes Due 2023
ORLY  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - June 17, 09:13AM from (globenewswire.com)
SPRINGFIELD, Mo., June 17, 2013 (GLOBE NEWSWIRE) -- O'Reilly Automotive, Inc. ("O'Reilly" or the "Company")  more ...
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Smucker Does Alright, But The Street Goes Away Disappointed
CLX  GIS  HRL  SJM  KRFT  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - June 07, 11:15AM from (www.investopedia.com)
Smucker's solid quarter is overshadowed by softer sales, particularly in K-cup coffee.  more ...
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Gabelli Upgrades J.M. Smucker to “Buy”
SJM  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 07, 10:32AM from (www.dividend.com)
Gabelli reported on Friday that it has upgraded food manufacturer, The J.M. Smucker Company (SJM). The firm has raised its  more ...
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Benzinga Market Primer: Friday, June 7
SJM  COO  T  ZQK  CIEN  MCZ  TIVO  GOOG  TITN  JKS  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 07, 06:43AM from (www.benzinga.com)
Futures Slightly Lower Ahead of Non-Farm Payrolls  more ...
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Deutsche Bank Analyst Thinks It’s A Good Time to Buy J.M. Smucker
SJM  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 06, 05:57PM from (www.dividend.com)
The J.M. Smucker Company's (SJM) shares were down on Thursday, presenting a good time to buy, according to Deutsche Bank  more ...
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Closing Bell for Thursday on Wall Street: Markets Post Gains Following Lower Open
SJM  ZQK  MTN  ANN  CBK  KMP  CIEN  CRDS  ENDP  JCP  PAY  JASO  TITN  VRA  XONE  LITB  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 06, 04:14PM from (247wallst.com)
U.S. equity markets opened slightly lower this morning, even though the report on new U.S. claims for unemployment benefits  more ...
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Mid-Day Market Update: Markets Turn Red, Smucker Posts Higher Profit
PEP  SJM  CIEN  CONN  PAY  VRA  SODA  FRAN  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 06, 01:00PM from (www.benzinga.com)
Midway through trading Thursday, the Dow traded down 0.32 percent to 14,912.98 while the NASDAQ dropped 0.17 percent to 3,395.87.  more ...
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Mid-Morning Market Update: Markets Edge Higher, Smucker Posts Higher Profit
PEP  SJM  CIEN  CONN  PAY  VRA  SODA  FRAN  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 06, 10:20AM from (www.benzinga.com)
Following the market opening Thursday, the Dow traded up 0.25 percent to 14,997.30 while the NASDAQ surged 0.39 percent to  more ...
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J.M. Smucker Q4 Profit Rises 25% Despite Lower Sales; Adjusted EPS Tops Estimates
SJM  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 06, 09:17AM from (www.dividend.com)
Before the opening bell on Thursday, food manufacturer The J.M. Smucker Company (SJM) reported an increase in fourth quarter,  more ...
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Smucker’s Company Earnings Reflect Price Cuts
SJM  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 06, 07:35AM from (247wallst.com)
The J.M. Smucker Co. (NYSE: SJM) reported fourth-quarter and full-year fiscal 2013 results before markets opened this morning.  more ...
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The J. M. Smucker Company Announces Fiscal 2013 Fourth Quarter and Full Year Results
SJM  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - June 06, 07:00AM

ORRVILLE, Ohio, June 6, 2013 /PRNewswire/ -- The J. M.  more ...
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Dividend Highlights/Lowlights for Jun. 5
AEM  GLW  F  LOW  WAG  O  FAST  ED  DLR  FBHS  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 05, 04:55PM from (www.dividend.com)
These were some of the biggest dividend stock performers on the upside and the downside in today’s market action. Highlights  more ...
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Closing Bell for Wednesday on Wall Street: Markets Open Lower, Slide Further on Data
SJM  CVX  HOV  OXY  HNR  ANN  CTXS  CIEN  NLY  CRM  PAY  KNDI  JASO  TITN  MFRM  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 05, 04:06PM from (247wallst.com)
U.S. equity markets opened lower this morning following smaller-than-expected gain in ADP’s employment report. Other data  more ...
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Post-Barnes, MSC Industrial Has Multiple Growth Opportunities
AIT  GWW  FAST  MSM  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - June 05, 03:09PM from (www.investopedia.com)
The economy is a short-term threat, but MSC's long-term prospects have never been better  more ...
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Top 10 Analyst Upgrades and Downgrades: Annaly, Chevron, Panera, Salesforce.com
CVX  PNRA  OXY  BHI  CTXS  BBBY  IRE  NLY  CRM  COP  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 05, 08:30AM from (247wallst.com)
Investors and traders are usually on the lookout for new research ideas that will generate higher income or more profits.  more ...
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DGAP-News: AMEOS GROUP PUTS TRUST IN CERNER'S IT SOLUTIONS
CERN  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - June 04, 02:13AM from (globenewswire.com)

Cerner Corporation

04.06.2013 08:02
---------------------------------------------------------------------------
 more ...

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AMEOS GROUP PUTS TRUST IN CERNER'S IT SOLUTIONS
CERN  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - June 04, 02:13AM from (globenewswire.com)
IDSTEIN, Germany, June 4, 2013 (GLOBE NEWSWIRE) -- Cerner (Nasdaq:CERN) announces that the  more ...
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Earnings Expectations for the Week of June 3
ALOG  DG  SJM  MTN  CIEN  CBRL  PAY  SAI  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 02, 08:01PM from (www.benzinga.com)
Things will be fairly quiet on the earnings front this week, offering little to draw attention away from the wave of employment  more ...
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Weekly Preview: Non-Farm Payrolls, Global PMIs In Focus
ALOG  DG  BOBE  SJM  AIRT  COO  SHFL  ABM  SIGM  MTN  CYBX  CBK  CIEN  NDZ  CBRL  VRNT  CONN  PAY  SAI  TITN  AMBA  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 31, 04:38PM from (www.benzinga.com)
In the upcoming week, all eyes will be on key economic data both domestically and around the world and markets will be especially  more ...
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