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Live Oak Capital

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Today:
Week:
1-month:
All-time:
-1.5%
-0.3%
+4.8%
+59.2%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
-1.2%
-0.4%
-0.1%
+39.4%
 

Data since: Jan-1-2008
Current Portfolio: Q1 2013


     
Winchester Grou... -0.7%
Sanders Morris ... -0.2%
TD Asset Manage... -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
Q1 2013 View as: Alerts Holdings Detail
 ADP $69.93 -0.33 -0.47% 1,938,190 108% $34.0B 2.5% 37% -3% +8.1% $1.7M | 26.2K shares - increase of 170 shares
 AXP $74.69 +0.25 +0.34% 7,985,023 146% $81.7B 1.2% 41% -3% +11.0% $1.6M | 24.4K shares - decrease of 230 shares
 CVX $125.40 +0.47 +0.38% 8,079,428 117% $242.2B 3.2% 31% -1% +4.8% $2.3M | 19.5K shares - increase of 25 shares
 HD $78.91 -0.78 -0.98% 9,618,339 132% $118.2B 2.0% 65% -3% +13.3% $1.7M | 24.5K shares - decrease of 1.1K shares
 IBM $206.16 -0.83 -0.40% 5,180,340 104% $229.5B 1.8% 13% -5% -2.9% $2.2M | 10.4K shares - decrease of 90 shares
 JNJ $87.21 -0.59 -0.67% 14,424,194 148% $247.9B 3.0% 41% -3% +6.4% $1.8M | 22.6K shares - decrease of 490 shares
 JPM $53.35 -0.28 -0.52% 25,298,869 104% $203.2B 2.8% 73% -3% +11.5% $1.6M | 34.4K shares - decrease of 770 shares
 LUK $30.58 -0.70 -2.24% 2,314,747 171% $11.3B 0.8% 56% -6% +11.4% $32.7M | 1.2M shares - New Holding
 MCD $101.03 -0.71 -0.70% 13,743,083 304% $101.9B 3.0% 21% -3% +2.0% $1.9M | 19.0K shares - increase of 50 shares
 NEE $78.22 -0.94 -1.19% 2,062,167 138% $33.6B 3.3% 22% -5% +1.0% $1.9M | 24.1K shares - decrease of 106 shares
 QCOM $63.91 -1.32 -2.02% 19,154,436 134% $112.5B 2.1% 20% -7% -3.2% $1.6M | 24.6K shares - decrease of 215 shares
 USB $35.22 -0.15 -0.42% 12,779,137 120% $65.7B 2.2% 23% -2% +3.6% $1.7M | 49.5K shares - increase of 420 shares
 VZ $51.89 +0.42 +0.82% 10,304,095 88% $147.2B 4.0% 28% -4% +5.4% $1.7M | 35.2K shares - decrease of 230 shares
 WFC $40.01 -0.09 -0.22% 24,733,435 118% $212.0B 3.0% 34% -3% +8.3% $1.7M | 45.7K shares - increase of 115 shares
 XOM $91.79 -0.40 -0.43% 15,336,247 116% $409.9B 2.7% 19% -2% +1.1% $1.8M | 19.7K shares - No Change
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Discuss Live Oak Capital's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
The Home Depot Declares First Quarter Dividend Of 39 Cents
HD  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 23, 04:30PM

ATLANTA, May 23, 2013 /PRNewswire/ -- The Home Depot®,  more ...
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U.S. Midwest Gasoline Tumbles on Speculation Demand Fell
XOM  HFC  MMP  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 04:26PM from (www.bloomberg.com)
U.S. Midwest gasoline tumbled for a fifth day, reaching the narrowest premium to New York futures in two weeks, on speculation  more ...
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Closing Bell for Thursday on Wall Street: Markets Stall on Japan Losses
GPS  HPQ  JNJ  LTD  ROST  CRUS  CRMT  FL  PETM  SMRT  SANM  MNKD  DLTR  DO  ANF  RL  MRVL  CRM  STX  ARO  DRYS  PAY  ZUMZ  GME  P  WDAY  SEAS  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 04:05PM from (247wallst.com)
U.S. equity markets opened sharply lower this morning, taking a lead from Japan’s Nikkei, which fell more than 7% for the  more ...
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JPMorgan to Sell Bonds Backed by $443 Million of Mortgages
JPM  RWT  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 03:37PM from (www.bloomberg.com)
JPMorgan (JPM) Chase & Co. is planning its second sale of U.S. home-loan securities without government backing since the financial crisis the debt helped to trigger.
 more ...

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IBM CFO Forecasts 8% Profit Jump for Second Quarter
IBM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 03:33PM from (www.bloomberg.com)
International Business Machines Corp. (IBM) Chief Financial Officer Mark Loughridge predicted earnings this quarter will  more ...
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FracFocus Drillers' Registry to Create Chemicals Database
XOM  APC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 02:36PM from (www.bloomberg.com)
FracFocus, the website drillers use to disclose chemicals in hydraulic fracturing, is revamping its system next week to let  more ...
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PREMIUM PARTNER CONTENT
Member Q&A - Verizon's (VZ) Voice Link
VZ  JDSU  FNSR  
Posted by nextinning ( track member | ignore member ) - May 23, 01:20PM
Q) Verizon Communications (VZ) is replacing their copper network in post-hurricane Sandy areas of New York with wireless  more ...
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Cost Improvements Are Good, But Hewlett-Packard Needs Revenue Growth
HPQ  IBM  EMC  LNVGY  ORCL  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 23, 12:00PM from (www.investopedia.com)
Restructuring seems to be helping margins, but HP needs revenue growth to really turn around  more ...
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Nigeria Oil Company, Exxon Joint Venture May Issue Bonds in 2016
XOM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 11:11AM from (www.bloomberg.com)
Nigeria’s state-owned oil company and Exxon Mobil Corp. (XOM)’s local unit may decide to tap the bond market in 2016  more ...
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Natural Gas Prices Rise Slightly on Modest Addition to Stocks
XOM  EOG  CHK  OIH  EIA  UNG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 10:45AM from (247wallst.com)
The U.S. Energy Information Administration (EIA) today reported the U.S. natural gas stocks increased by 89 billion cubic  more ...
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Value Investors Have Many Stocks to Buy in the Energy Sector
XOM  HAL  SLB  CVX  BP  ESV  CLR  BHI  EOG  CHK  NOV  VLO  RIG  MPC  PSX  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 08:40AM from (247wallst.com)
Last year was a good year for oil and gas stocks, but unless a company had a refining and marketing operation, it was not  more ...
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J&J Sees 10 Products Submitted For Approval by 2017
JNJ  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 07:54AM from (www.bloomberg.com)
Johnson & Johnson (JNJ), the world’s biggest maker of health-care products, anticipates submitting more than 10 new products for regulatory approval by 2017.
 more ...

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A JPMorgan Chase közzétette a törzsrészvényekre fizetendő osztalékot és a részvényesek éves rendes közgyűlésén lezajlott szavazás előzetes eredményeit
JPM  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - May 23, 07:12AM from (www.businesswire.com)
A JPMorgan Chase & Co. (NYSE:JPM) Igazgatótanácsa ma bejelentette, hogy a vállalat forgalomban lévő törzsrészvényeire  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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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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Fracking Role for Environmental Defense Fund Splits Green Groups
CVX  RRC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 22, 06:02PM from (www.bloomberg.com)
A coalition of 67 grassroots groups criticized the Environmental Defense Fund for its ties to natural gas drillers in setting  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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