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Enter ticker(s) QQQ: 73.62 -0.88%   SPY: 165.93 -0.74%
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Lehrer Management

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Today:
Week:
1-month:
All-time:
-0.6%
+0.3%
+6.1%
+17.3%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+0.2%
-0.1%
+0.9%
-2.8%
 

Data since: Jan-1-2008
Current Portfolio: Q4 2012


     
Cullinan Associ... -0.5%
Encore Trust -0.4%
Echo Point Inve... -1.2%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2012 View as: Alerts Holdings Detail
 AMGN $104.53 +0.29 +0.28% 3,535,198 87% $78.1B 1.8% 55% -9% +21.3% $1.6M | 18.7K shares - decrease of 400 shares
 GILD $55.93 -0.54 -0.96% 12,767,258 96% $86.0B - 132% -2% -23.9% $2.2M | 60.2K shares - decrease of 700 shares
 IBM $206.99 -1.66 -0.80% 5,187,131 105% $231.3B 1.8% 14% -4% +8.1% $2.2M | 11.7K shares - increase of 5.5K shares
 JNJ $88.46 -0.13 -0.15% 13,827,735 145% $248.3B 3.0% 43% -0% +26.2% $1.4M | 19.5K shares - decrease of 1.7K shares
 JPM $53.63 +0.61 +1.15% 46,975,855 201% $200.9B 2.9% 74% -0% +22.0% $3.5M | 78.6K shares - increase of 60.2K shares
 KO $42.25 -0.09 -0.21% 13,616,827 105% $188.3B 2.6% 19% -3% +16.6% $1.3M | 34.5K shares - decrease of 11.0K shares
 MET $42.26 -0.56 -1.31% 8,501,743 109% $46.8B 2.6% 53% -3% +28.3% $2.6M | 78.1K shares - increase of 48.5K shares
 ORCL $34.12 -0.98 -2.79% 33,745,100 143% $165.6B 0.7% 32% -6% +2.4% $1.2M | 36.4K shares - decrease of 900 shares
 SLF $29.58 +0.08 +0.27% 491,941 123% $17.7B 4.9% 56% -1% +11.5% $1.4M | 51.1K shares - decrease of 775 shares
 T $36.62 -0.32 -0.87% 28,603,046 126% $200.3B 4.9% 12% -6% +8.6% $1.2M | 36.3K shares - decrease of 2.8K shares
 TEVA $39.35 -0.86 -2.14% 4,974,508 128% $34.2B 2.4% 7% -8% +5.4% $1.2M | 32.6K shares - decrease of 1.0K shares
 UNH $62.28 -0.59 -0.94% 6,317,440 109% $63.6B 1.4% 24% -3% +14.8% $1.3M | 23.5K shares - decrease of 1.4K shares
 WFC $40.10 -0.58 -1.43% 30,392,385 147% $215.1B 2.9% 35% -2% +17.3% $1.5M | 45.0K shares - increase of 19.5K shares
 WMT $77.03 -0.36 -0.47% 9,032,071 122% $256.4B 2.4% 22% -4% +12.9% $1.3M | 18.4K shares - decrease of 4.7K shares
 XOM $92.19 -0.61 -0.66% 19,259,245 147% $412.6B 2.7% 20% -2% +6.5% $1.2M | 13.9K shares - decrease of 300 shares
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Discuss Lehrer Management's portfolio
 
Latest Portfolio Notes & Links
 
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Long Wait for a Green Card Could Be Ending
MSFT  CSCO  ORCL  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 10:06PM from (www.nytimes.com)
Born overseas and educated in the United States, workers in the heart of the tech industry are in a kind of suspension as  more ...
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DealBook: Dimon, After Winning Support, Moves to Mend Bank’s Fences
JPM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 09:38PM from (dealbook.nytimes.com)
JPMorgan Chase is redoubling its efforts to move beyond a big trading loss following a resounding shareholder endorsement  more ...
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Oil Search Seen Tempting Asia's Top Energy Deal: Real M&A
XOM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 09:21PM from (www.bloomberg.com)
The fastest revenue growth in the oil industry is putting Papua New Guinea’s Oil Search Ltd. (OSH) in line for another record -- Asia’s largest energy takeover.
 more ...

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Legal Experts Debate U.S. Retailers’ Risks of Signing Bangladesh Accord
TGT  GPS  JWN  WMT  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 09:09PM from (www.nytimes.com)
The plan to assure safety factories in Bangladesh, forged after a deadly fire, could put American retailers who use the factories  more ...
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Wells Fargo to Participate in the Deutsche Bank dbAccess Global Financial Services Investor Conference
WFC  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 22, 06:16PM from (www.businesswire.com)
Wells Fargo & Company (NYSE: WFC) said today that Chief Financial Officer Tim Sloan will participate in the Deutsche Bank  more ...
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Life After Warren: Will Berkshire Get Sweet Deals?
AXP  KO  GE  HNZ  IBM  BAC  WFC  GS  BRK.B  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 22, 06:09PM from (ycharts.com)
Steven Davidoff’s column in the New York Times is a constant source of insight for investors, and in today’s he takes  more ...
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Los Angeles Gasoline Declines on June Trading, Stockpile Surge
XOM  IHS  PSX  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 06:06PM from (www.bloomberg.com)
Spot gasoline in Los Angeles tumbled against futures for the first time in four days as the fuel began trading for June delivery  more ...
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Wal-Mart Hires a New Chief Image Maker
WMT  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 04:46PM from (www.nytimes.com)
Dan Bartlett, a former adviser to President George W. Bush, will succeed Leslie Dach, a former Clinton White House staffer,  more ...
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Senate Leaders Millionaires in Financial-Disclosure Data
WFC  GS  NWSA  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 04:39PM from (www.bloomberg.com)
Senate Majority Leader Harry Reid and Minority Leader Mitch McConnell both reported their net worth in the millions of dollars  more ...
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Women Board Members Lead to Better Returns, SEC's Aguilar Says
KO  WFC  C  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 03:05PM from (www.bloomberg.com)
Corporate America should recruit more women to serve as directors and improve the disclosure of gender and ethnic diversity  more ...
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Wal-Mart Hires Hill & Knowlton Executive
WMT  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 22, 02:21PM from (www.nytimes.com)
The company hired Dan Bartlett, who had been chief executive of the U.S. arm of the global public relations firm Hill &  more ...
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JPMorgan Seen Waiting on Board Changes After 'Stay Tuned' Remark
JPM  HON  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 02:15PM from (www.bloomberg.com)
JPMorgan Chase & Co. (JPM)’s board, whose top director told investors yesterday to “stay tuned” for changes  more ...
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Apple Tops New WisdomTree Dividend ETF
KO  INTC  PEP  PG  WMT  AAPL  MO  MSFT  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 02:08PM from (www.benzinga.com)
Apple's (NASDAQ: AAPL) new status as a dividend stock is, no pun intended, bearing fruit. At least at the new ETF level.
 more ...

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Don’t Follow Me, I’m Lost: Stock Buybacks
XOM  MRK  AAPL  HD  BRK.B  DTV  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 22, 01:57PM from (ycharts.com)
In any market environment, it helps to know who is doing the buying. That is particularly true of a bull market we’re experiencing  more ...
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These Energy ETFs Are Breaking Out
APA  SWN  XOM  CVX  MUR  APC  OXY  EOG  XLE  COP  FRAK  PXE  FCG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 01:05PM from (www.benzinga.com)
It has been said the S&P 500's ascent to what feels like a string of never ending new highs has been a rally short  more ...
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Here Are 14 Yearbook Photos of Business Big Shots
JPM  XOM  BAC  AAPL  MSFT  GS  AMZN  GOOG  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 22, 12:19PM from (www.benzinga.com)
When we think of the business titans of our age, we often associate their likeness with private jets, cash flows in the millions,  more ...
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NetApp Is Probably Cheap, But The Headwinds Aren't Going Away
IBM  EMC  DELL  CSCO  NTAP  ORCL  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 22, 11:45AM from (www.investopedia.com)
NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 player  more ...
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Medtronic Still Reporting Weak Growth, But A Relatively Rare Bargain
MDT  JNJ  STJ  BSX  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 22, 11:30AM from (www.investopedia.com)
Medtronic continues to suffer with weak core markets, but business seems to be getting slowly better and valuation is not  more ...
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Fusion-io in Play as Growth, Price Converge: Real M&A
HPQ  NTAP  ORCL  FIO  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 10:37AM from (www.bloomberg.com)
Potential acquirers long tempted by Fusion-io Inc. (FIO)’s industry-leading growth prospects got another reason to consider  more ...
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Pike Sullivan, Last F. Eberstadt & Co. CEO, Dies at 86
JPM  MMC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 10:34AM from (www.bloomberg.com)
(Corrects name to Ferdinand in third paragraph of story published May 11.)
Pike H. Sullivan, the final chief executive  more ...

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