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Kovitz Investment Group

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Today:
Week:
1-month:
All-time: 		+0.9%
+2.0%
+8.4%
+34.5% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		-0.0%
-0.2%
+0.1%
+15.8%
 

Data since: Jul-1-2007
Current Portfolio: Q3 2012
     
Check Capital M... +1.1%
Cullinan Associ... -0.1%
Capstone Invest... +0.3%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily		 Mkt Cap  Div Yield  % off
52wk lw		 % from
52wk hg		 Q3 2012 View as: Alerts Holdings Detail
 AAPL $433.26 -1.32 -0.30% 15,288,547 88% $407.3B 2.8% 13% -39% -34.3% $72.3M | 108.4K shares - increase of 102 shares
 ACN $82.24 +1.63 +2.02% 2,567,982 86% $56.0B 2.0% 50% 0% +17.6% $46.7M | 666.3K shares - increase of 16.3K shares
 BAC $13.43 +0.07 +0.52% 107,338,813 80% $145.3B 0.3% 100% -1% +49.9% $42.3M | 4.8M shares - increase of 2.1M shares
 BBBY $69.11 +0.42 +0.62% 1,414,991 56% $15.2B - 27% -9% +9.5% $47.4M | 752.5K shares - increase of 29.0K shares
 BH $405.48 +2.74 +0.68% 4,854 109% $581.3M - 24% -2% +8.9% $40.4M | 110.6K shares - increase of 4.4K shares
 BK $30.44 +0.58 +1.94% 4,725,845 83% $35.3B 2.0% 58% 0% +32.8% $48.0M | 2.1M shares - increase of 80.4K shares
 BRK.B $113.02 +1.48 +1.33% 4,791,464 131% $265.6B - 44% 0% +27.5% $86.2M | 977.4K shares - increase of 2.6K shares
 CVS $59.44 +0.07 +0.12% 4,131,290 74% $72.9B 1.5% 37% -2% +22.1% $60.7M | 1.3M shares - increase of 8.3K shares
 GOOG $909.18 +5.31 +0.59% 2,792,663 117% $300.9B - 63% -1% +19.3% $44.0M | 58.3K shares - increase of 1.4K shares
 KMX $48.67 +0.95 +1.99% 1,062,912 55% $10.9B - 96% -0% +71.3% $49.3M | 1.7M shares - increase of 54.5K shares
 LOW $42.67 -0.09 -0.21% 7,814,643 98% $46.4B 1.5% 72% -1% +40.8% $70.8M | 2.3M shares - increase of 64.7K shares
 TGT $71.06 +1.06 +1.51% 4,405,660 116% $45.8B 2.1% 29% -0% +12.8% $52.0M | 819.7K shares - increase of 6.8K shares
 WAG $49.61 +0.78 +1.59% 4,083,159 75% $47.0B 2.2% 74% -2% +34.3% $55.4M | 1.5M shares - increase of 24.0K shares
 WFC $39.88 +0.62 +1.58% 24,401,443 118% $210.9B 3.1% 34% -0% +14.9% $92.3M | 2.7M shares - increase of 2.2K shares
 WMT $77.87 -0.63 -0.80% 10,671,473 142% $258.0B 2.4% 26% -3% +5.2% $63.3M | 858.0K shares - decrease of 43.2K shares
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Discuss Kovitz Investment Group's portfolio
 
Latest Portfolio Notes & Links
 
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Economic View: For Stock-Picking Advice, Don’t Ask an Economist
AAPL  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 18, 04:04PM from (www.nytimes.com)
Economists have studied the stock market extensively, but that does not necessarily make them good stock pickers.<img  more ...
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Letters: What’s ‘Pro-Business’?
WMT  T  CMCSA  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 18, 04:01PM from (www.nytimes.com)
A reader responds to “Friend of the Corporation” (May 5).<img width='1' height='1' src='http://rss.nytimes.com/c/34625/f/640316/s/2c1a2fc1/mf.gif'  more ...
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Can You Think of 9 Companies with Stellar Customer Service?
JPM  SNE  AAPL  BBY  FUN  SBUX  DIS  AMZN  NINOF  NINOY  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 18, 03:59PM from (www.benzinga.com)
JPMorgan Chase

Chase Bank, the consumer arm of JPMorgan Chase, earned  more ...
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BlackRock, a Shareholding Giant, Is Quietly Stirring
JPM  KO  CVX  WMT  BCS  OXY  BLK  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 18, 01:29PM from (www.nytimes.com)
BlackRock, the world’s largest asset manager, is far from being an activist investor, but it is starting to ask more questions  more ...
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Which Stocks Look Ready to Surge and Sink with Earnings Next Week?
TGT  BBY  DLTR  ANF  CRM  
Linked by tickerspy Newswire ( track newsfeed | ignore newsfeed ) - May 18, 08:35AM from (www.tickerspy.com)
Stocks tend to be most volatile around earnings season, when a good or bad report can make or break it. However, a good or  more ...
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Yahoo Said to Discuss Acquiring Tumblr to Add Popular Blog Tools
YHOO  GOOG  FB  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 09:46PM from (www.bloomberg.com)
Yahoo! Inc. (YHOO) is in talks to buy Tumblr Inc., a service that hosts 108 million blogs, a person with knowledge of the  more ...
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Yahoo's Mayer Said to Be Preparing Updates for Flickr Photo Site
AAPL  YHOO  FB  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 07:04PM from (www.bloomberg.com)
Yahoo! Inc. (YHOO) Chief Executive Officer Marissa Mayer will unveil updates to the company’s Flickr photo-sharing site  more ...
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US Stocks Rally for Fourth Week Amid Economic Optimism
JPM  AAPL  M  CSCO  APOL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 06:15PM from (www.bloomberg.com)
U.S. stocks rallied for a fourth straight week, sending benchmark indexes to record highs, as data showing confidence improved  more ...
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Accenture to Buy Acquity for $316 Million
ACN  AQ  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 05:52PM from (www.bloomberg.com)
Accenture Plc (ACN), the world’s second-largest technology-consulting company, said it will buy Acquity Group Ltd. (AQ) for $316 million to add tools for digital marketing.
 more ...
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NEA Notches 3000 Percent Return on Tableau Software Investment
AAPL  ORCL  GRPN  WDAY  DATA  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 05:12PM from (www.bloomberg.com)
For New Enterprise Associates Inc., its investment return on Tableau Software Inc. (DATA) was off the charts.
NEA’s  more ...
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Wells Fargo Stock Sets Record Close Amid Home Market Rebound
WFC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 04:34PM from (www.bloomberg.com)
Wells Fargo &amp; Co. (WFC), the largest U.S. home lender and the nation’s most valuable bank, closed at a record high  more ...
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Weekly Preview: FOMC Minutes in Focus, Earnings Season Wanes
CPB  TGT  GPS  HPQ  LOW  MDT  PVH  TDW  ZLC  TJX  HD  ROST  BBY  BIG  SPLS  TOL  SKS  FL  PETM  SMRT  BKE  INTU  GES  URBN  AEO  DLTR  TD  NTAP  ANF  RL  MRVL  TIVO  DKS  CRM  AAP  ARO  RRGB  GOOG  SHLD  ZUMZ  DSX  GME  JASO  HGG  CHRM  BAH  QIHU  P  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 17, 04:29PM from (www.benzinga.com)
In the upcoming week, market focus shifts back to the Fed as the FOMC minutes of the latest meeting are released. Also, Fed  more ...
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Is Wal-Mart Cost-Cutting Also Cutting Into Sales?
WMT  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 17, 04:25PM from (ycharts.com)
It has been clear in recent earnings seasons that companies in the S&P 500 are achieving growth in profitability thanks more  more ...
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Biglari Holdings Inc. News Release
BH  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 17, 04:03PM




San Antonio, TX, May  more ...
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Facebook: Google+ a ‘Dangerous, Different Game,’ Says BTIG
GOOG  FB  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 17, 04:00PM from (blogs.barrons.com)
BTIG Research‘s Rich Greenfield, who has been relentlessly critical of Facebook (FB) in recent months, today penned a second  more ...
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How Are YouTube's Channels Performing?
GOOG  DWA  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 17, 03:02PM from (www.benzinga.com)
On Thursday, May 9, Google (NASDAQ: GOOG) made its first attempt to persuade consumers to pay for content on YouTube.
 more ...
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Goldman Sachs (NYSE: GS) Funds SolarCity (NASDAQ: SCTY)
USB  HMC  GS  GOOG  TSLA  SCTY  TAN  KWT  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - May 17, 02:43PM from (www.energyandcapital.com)
SolarCity (NASDAQ: SCTY) is receiving help for its solar leasing program from Goldman Sachs (NYSE: GS)...  more ...
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Wal-Mart Uses Rigorous Cost Control To Offset Weaker Sales
TGT  WMT  KSS  JCP  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 17, 02:30PM from (www.investopedia.com)
Sluggish sales growth at Wal-Mart isn't a big surprise, but it could keep a lid on the stock.  more ...
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Tesla Faces Vehicle Sales Pushback from North Carolina Lawmakers
WMT  BBY  DELL  TSLA  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 17, 01:26PM from (www.benzinga.com)
On Monday, Senate passed a bill allowing North Carolina to ban the direct sales of Tesla (NYSE: TSLA) vehicles to consum  more ...
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Consumer Sentiment Index in U.S. Rose to 83.7 in May from 76.4
OMX  WMT  KSS  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 01:10PM from (www.bloomberg.com)
Consumer confidence rose in May to the highest level in almost six years as an advancing stock market and cheaper gas prices helped lift Americans’ outlook on the economy.
 more ...
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