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Point Lobos Capital

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Today:
Week:
1-month:
All-time: 		+1.0%
-0.9%
-1.6%
-1.8% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		+1.4%
+1.5%
+2.9%
-7.4%
 

Data since: Jan-1-2011
Current Portfolio: Q4 2011
     
Breithorn Capit... -1.3%
Soundpost Partn... -1.2%
Corvex Manageme... -0.1%
     
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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
 COWN $2.39 -0.03 -1.24% 169,205 58% $272.4M - 3% -46% -7.7% $2.6M | 1.0M shares - New Holding
 CVI $30.35 -0.05 -0.16% 1,231,461 44% $2.6B - 83% -1% +62.0% $1.7M | 88.9K shares - New Holding
 ES $3.14 -0.01 -0.32% 719,265 90% $280.0M - 14% -42% +1.6% $320.0K | 103.5K shares - New Holding
 HFC $29.57 +1.21 +4.27% 4,094,399 118% $6.1B 1.4% 40% -24% +26.4% $13.5M | 575.3K shares - New Holding
 HNT $25.80 -0.33 -1.26% 702,567 57% $2.1B - 26% -37% -15.2% $2.6M | 85.8K shares - decrease of 415.9K shares
 IL $4.51 -0.10 -2.17% 203,387 56% $247.2M - -2% -79% -27.7% $1.4M | 217.2K shares - New Holding
 IMN $5.68 -0.12 -2.07% 69,081 59% $218.8M - 5% -43% -0.9% $2.5M | 444.3K shares - increase of 355.9K shares
 IVC $14.94 -0.08 -0.53% 107,925 67% $475.4M 0.3% 3% -57% -2.3% $2.6M | 172.4K shares - New Holding
 LSE $4.10 0.00 0.00% 222,235 70% $273.7M 6.3% 34% -24% +1.5% $4.0M | 983.6K shares - decrease of 43.1K shares
 MDTH $7.80 -0.13 -1.64% 6,301 40% $158.7M - 16% -46% +7.0% $10.3M | 1.4M shares - No Change
 NDZ $8.88 +0.13 +1.49% 142,854 112% $553.0M 4.6% 11% -23% +6.2% $29.3M | 3.5M shares - increase of 86.4K shares
 ONTY $3.94 -0.06 -1.50% 458,686 85% $171.8M - 0% -66% -48.0% $236.0K | 31.1K shares - decrease of 5.9K shares
 SUN $47.83 -0.15 -0.31% 1,912,625 62% $5.0B 1.7% 75% -6% +16.6% $861.0K | 21.0K shares - decrease of 178.2K shares
 TLB $2.34 -0.04 -1.68% 917,283 86% $164.6M - 60% -54% -12.0% $1.9M | 725.3K shares - New Holding
 UPIP $2.46 -0.03 -1.20% 329,903 28% $213.4M - 110% -23% +55.7% $591.0K | 374.2K shares - New Holding
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Discuss Point Lobos Capital's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
John Paulson on Caesars, AngloGold Ashanti, & CVR Energy: Ira Sohn Presentation
AU  CVI  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 09:05PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Paulson & Co founder John Paulson gave a presentation on three  more ...
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New York Gasoline Weaken as Imports Increase to US East Coast
SUN  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 03:40PM from (www.bloomberg.com)
New York gasoline weakened after a government report showed imports of the fuel to the East Coast increased last week.
 more ...
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EnergySolutions Announces First Quarter 2012 Results
ES  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - May 09, 08:15AM from (www2.marketwire.com)
EnergySolutions, Inc. (NYSE: ES) (the "Company"), a leading provider of specialized, technology-based nuclear services  more ...
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24/7 Wall St. Closing Bell
OMX  WEN  HFC  LPX  THC  PEP  PG  TSN  CDE  HL  CCL  VRTX  DIS  DISH  AWR  CTSH  ILMN  FSLR  BBEP  ANV  BSFT  CHTR  DMD  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 07, 04:08PM from (247wallst.com)
The major US stock indexes opened lower this morning following a weekend of elections in Europe. A new Socialist party president  more ...
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Oncothyreon Reports First Quarter 2012 Financial Results
ONTY  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 07, 04:04PM


Company to Hold Conference Call at 4:30 p.m. EDT Today



 more ...
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Icahn Purchases CVR Shares
CVI  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - May 07, 03:26PM from (www.energyandcapital.com)
Billionaire Carl Icahn approved by shareholders for purchase of CVR Energy.  more ...
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Icahn Prevails on Bid for CVR Energy
DAL  IEP  CVI  UAN  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 07, 11:08AM from (247wallst.com)
As recently as last week it appeared that Carl Icahn’s Icahn Enterprises L.P. (NASDAQ: IEP) may not receive enough shares  more ...
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As Crude Prices Fall, Are Refiners Going to Benefit?
HFC  TSO  SUN  VLO  WNR  MPC  PSX  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 07, 09:57AM from (247wallst.com)
As of about 9:30 this morning, Brent crude is trading at its lowest price in three months, and the price differential between  more ...
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HollyFrontier Corporation Reports First Quarter 2012 Results
HFC  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 07, 07:00AM

DALLAS, May 7, 2012 /PRNewswire/ -- HollyFrontier Corporation  more ...
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US Stocks Fall as S&P 500 Has Worst Weekly Drop in 2012
SUN  MRO  AAPL  GMCR  JDSU  SEE  PRU  ANR  GM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 04, 07:06PM from (www.bloomberg.com)
U.S. stocks slumped, sending the Standard & Poor’s 500 Index to its biggest weekly retreat this year, as data on  more ...
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Mixed Signs on Recovery Send Shares Down
TGT  GPS  GMCR  HNT  TRI  GM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 03, 07:33PM from (feeds.nytimes.com)
Disappointing growth in the services sector drove trading, and several retailers missed sales estimates, dragging the market  more ...
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Does Delta Air Lines Know Something You Should Know About Refining Stocks? Better Read This First
DAL  F  HFC  LUV  UAL  LCC  VLO  WNR  DK  MPC  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 03, 12:59PM from (ycharts.com)
If you’re the owner of some big automobiles, and maybe a motorboat or an airplane, you’re no doubt nodding in deep understanding  more ...
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PREMIUM PARTNER CONTENT
Member Q&As: Energy Transfer-Sunoco Deal
SUN  APU  ETP  SXL  ETE  RGP  
Posted by bullmarket ( track member | ignore member ) - May 02, 04:48PM
We've gotten several questions about the Energy Transfer -Sunoco deal, so we're going to take a look at it.
 more ...
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CVR Partners Reports First Quarter 2012 Results
CVI  UAN  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 01, 04:33PM

SUGAR LAND, Texas, May 1, 2012 /PRNewswire/ -- CVR Partners,  more ...
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Pipeline 'Chess Master' Cuts Third Deal Since 2011 for Sunoco
SUN  WMB  ETP  EP  SXL  ETE  RGP  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 01, 11:06AM from (www.bloomberg.com)
Energy Transfer Partners to Buy Sunoco $5.3 Bln Transaction


Sunoco, an owner of oil refineries since  more ...
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A Patent Troll Is Born: Openwave Becomes Unwired Planet
OPWV  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 01, 10:26AM from (www.forbes.com)
Unwired Planet, the company previously known as Openwave Systems, this morning said it has completed the sale of its Mediation  more ...
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Does Delta Make Sense as an Oil Refiner?
JPM  DAL  LUV  SUN  UAL  BP  LCC  ETP  COP  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 01, 08:04AM from (247wallst.com)
A deal that first made it into public view less than a month ago has now been completed. Delta Air Lines Inc. (NYSE: DAL),  more ...
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