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Holowesko Partners

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Today:
Week:
1-month:
All-time:
-0.1%
-1.6%
-2.1%
-0.4%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.2%
+0.7%
+2.4%
+3.5%
 

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


     
Diversified Inv... +0.1%
Mitchell Sinkle... +0.6%
Encore Trust +0.5%
     
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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
 CSCO $16.69 +0.15 +0.91% 57,803,782 121% $89.7B 1.9% 25% -22% -7.7% $32.7M | 1.8M shares - increase of 270.0K shares
 DVN $61.69 -0.66 -1.06% 3,231,301 79% $24.9B 1.3% 22% -27% -0.5% $49.5M | 799.1K shares - No Change
 IP $30.09 -0.85 -2.75% 6,158,990 130% $13.1B 3.4% 40% -18% +1.7% $41.6M | 1.4M shares - No Change
 JNJ $63.71 +0.10 +0.16% 10,019,001 78% $174.9B 3.8% 8% -6% -2.9% $77.4M | 1.2M shares - No Change
 KMB $79.76 +0.07 +0.09% 2,952,509 111% $31.2B 3.7% 31% -0% +8.4% $44.5M | 605.4K shares - decrease of 428.0K shares
 KO $76.33 -0.24 -0.31% 8,902,330 126% $172.2B 2.7% 21% -2% +9.1% $49.6M | 708.4K shares - No Change
 MDT $38.22 +0.07 +0.18% 4,064,123 84% $39.7B 2.5% 27% -12% -0.1% $33.9M | 885.0K shares - No Change
 MJN $84.26 +1.00 +1.20% 1,274,341 85% $17.1B 1.4% 39% -3% +22.6% $32.0M | 465.0K shares - No Change
 MMM $85.35 +0.16 +0.19% 2,770,561 103% $59.2B 2.8% 24% -13% +4.4% $34.9M | 426.5K shares - No Change
 MRK $38.23 +0.49 +1.30% 15,371,087 122% $116.2B 4.5% 30% -3% +1.4% $31.9M | 846.0K shares - increase of 120.0K shares
 MSFT $29.90 -0.31 -1.03% 60,083,687 128% $251.1B 2.6% 26% -9% +15.2% $49.6M | 1.9M shares - increase of 40.0K shares
 PCL $37.65 -0.18 -0.48% 1,576,000 163% $6.0B 4.4% 14% -11% +3.0% $52.5M | 1.4M shares - No Change
 PEP $68.75 +0.90 +1.33% 12,660,446 193% $107.5B 3.2% 18% -4% +3.6% $29.0M | 437.5K shares - No Change
 USB $31.06 -0.24 -0.77% 10,553,454 102% $59.0B 2.5% 55% -6% +14.8% $65.2M | 2.4M shares - No Change
 XOM $82.17 +0.38 +0.46% 15,040,863 103% $384.2B 2.8% 23% -7% -3.1% $67.5M | 795.8K shares - No Change
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Discuss Holowesko Partners's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
Pickens Shuns Chesapeake Stock For First Time Since 2008
CLR  GS  CHK  JEF  DVN  ECA  CLNE  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - 31 minutes ago from (www.bloomberg.com)
BP Capital LLC Chairman And CEO T. Boone Pickens


BP Capital LLC Chairman and Chief Executive Officer T. Boone Pickens.
 more ...

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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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Wal-Mart Reluctance to Reveal Bribery Is Common Business Posture
HAL  TSN  WMT  JNJ  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 12:03AM from (www.bloomberg.com)
Tyson Foods Inc.


Tyson Foods Inc. paid $5.2 million to the U.S., admitting it made improper payments  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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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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PREMIUM PARTNER CONTENT
Notes From the Road - DragonWave (DRWI) Relationships
CSCO  DRWI  
Posted by nextinning ( track member | ignore member ) - May 16, 05:29PM
Q) I have been wondering why to date there has not been more publicity and positive results from DragonWave's (DRWI) relationship  more ...
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Consumer Staples That Yield High Dividends
CPB  CAG  KMB  UL  LO  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 16, 04:49PM from (stocks.investopedia.com)
If it's security, stability and a dividend you're after, these stocks are worth a look.  more ...
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Cisco: Time To Bottom Fish?
CSCO  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 04:47PM from (www.forbes.com)
Has the time come to jump into Cisco Systems shares? Barclays analyst Jeff Kvaal made the case for the company in a research  more ...
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24/7 Wall St. Closing Bell — May 16, 2012
TGT  WMT  DE  ROST  BHI  CSCO  BONT  CHS  TK  EXP  DLTR  ANF  EGHT  LIVE  AET  JCP  SHLD  GME  SD  ROSG  PCX  JKS  DANG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 04:05PM from (247wallst.com)
The three major US stock indexes opened higher this morning as investors appeared to be reacting to a temporarily stronger  more ...
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4 Hot Dividend Stocks
FTR  KO  HSY  MO  RAI  PM  LO  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 16, 03:25PM from (stocks.investopedia.com)
Cigarettes are bad for your health, but they're great for your portoflio.  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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Cisco: Barclays Ups to Buy, Lousy Q4 May Not Be So Bad
CSCO  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 16, 11:23AM from (blogs.barrons.com)
Barclays Capital's Jeff Kvaal today raised his rating on shares of Cisco Systems (CSCO) to Overweight from Equal Weight,  more ...
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Alcatel Can Take ‘Core’ Router Share from Cisco, Juniper, Says Nomura
CSCO  ALU  JNPR  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 16, 10:10AM from (blogs.barrons.com)
Nomura Equity Research’s Stuart Jeffrey this morning reiterates a Neutral rating on shares of Alcatel-Lucent (ALU), writing  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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PepsiCo Upgraded to “Outperform” at Credit Agricole
PEP  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 16, 09:18AM from (www.dividend.com)
Beverage and snack food giant PepsiCo, Inc. (PEP) on Wednesday caught a big upgrade from analysts at Credit Agricole. The  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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