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Third Point

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Today:
Week:
1-month:
All-time:
-1.1%
+1.3%
-1.8%
+18.7%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
-1.1%
+1.8%
+0.3%
+2.5%
 

Data since: Jul-1-2007
Current Portfolio: Q1 2013


     
Fairholme Capit... -1.1%
Bank Of The Oza... -1.1%
3g Capital Part... -0.9%
     
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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
 ABBV $43.04 0.00 0.00% 0% $68.1B 3.7% 32% -10% +4.7% $120.3M | 3.0M shares - increase of 2.5M shares
 AGU $89.24 0.00 0.00% 0% $13.2B 2.2% 7% -23% -7.3% $97.5M | 1000.0K shares - No Change
 AIG $44.81 0.00 0.00% 300 0% $66.1B - 50% -4% +17.2% $524.1M | 13.5M shares - decrease of 5.0M shares
 APC $86.26 0.00 0.00% 0% $43.2B 0.4% 46% -6% -0.1% $104.9M | 1.2M shares - New Holding
 BEAV $65.08 0.00 0.00% 0% $6.8B - 78% -2% +10.1% $120.6M | 2.0M shares - New Holding
 DG $51.33 0.00 0.00% 0% $16.8B - 29% -8% +1.4% $116.3M | 2.3M shares - increase of 150.0K shares
 DLPH $52.09 0.00 0.00% 0% $16.2B 1.3% 110% -1% +18.4% $133.2M | 3.0M shares - decrease of 7.0M shares
 IP $45.77 0.00 0.00% 0% $20.3B 2.6% 67% -7% -1.2% $307.4M | 6.6M shares - increase of 5.1M shares
 LNG $27.69 0.00 0.00% 0% $6.5B - 132% -12% -0.9% $112.0M | 4.0M shares - No Change
 MUR $62.71 0.00 0.00% 0% $11.9B 2.0% 45% -5% -0.9% $159.3M | 2.5M shares - decrease of 3.7M shares
 NWSA $32.23 0.00 0.00% 0% $ 0.5% 61% -5% +6.2% $198.3M | 6.5M shares - decrease of 500.0K shares
 STZ $51.70 0.00 0.00% 1,007,807 51% $9.5B - 168% -5% +9.3% $95.3M | 2.0M shares - increase of 100.0K shares
 TIF $75.07 0.00 0.00% 0% $9.5B 1.8% 51% -8% +6.9% $187.8M | 2.7M shares - New Holding
 TMO $84.69 0.00 0.00% 0% $30.3B 0.7% 71% -5% +12.1% $99.4M | 1.3M shares - New Holding
 YHOO $26.24 0.00 0.00% 100 0% $28.4B - 80% -5% +11.7% $1.5B | 62.0M shares - decrease of 11.0M shares
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Discuss Third Point's portfolio
 
Latest Portfolio Notes & Links
 
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Silicon Valley and Spy Agency Bound by Strengthening Web
MSFT  YHOO  EBAY  GOOG  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - June 19, 11:16PM from (www.nytimes.com)
Technology experts and former intelligence officials say the rise of data mining, both as an industry and as a crucial intelligence  more ...
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Natural Gas Export Push
LNG  XOM  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - June 19, 01:34PM from (www.energyandcapital.com)
As the DOE continues to delay its decisions on U.S. natural gas export terminals, companies are getting agitated. And they  more ...
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BTIG Downgrades New Corp to “Neutral” on Valuation Call
NWSA  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 19, 09:32AM from (www.dividend.com)
BTIG analysts downgraded media and entertainment company News Corp (NWSA) on Wednesday based on the stock's current valuation.  more ...
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Top Stocks to Buy from the Merrill Lynch US 1 List
MMM  APC  AGN  EMN  E  CHKP  UA  LULU  KRFT  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 19, 08:26AM from (247wallst.com)
With 2013 at almost the halfway point, we find this a good time to review the top current stocks to buy at various firms  more ...
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JP Morgan Lowers Price Target on Argrium
AGU  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - June 19, 08:13AM from (www.dividend.com)
On Tuesday, JP Morgan reported that it has reduced its price target on agricultural company, Agrium (AGU) The firm has maintained  more ...
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Mitsubishi Heavy Reviving LNG Tank Business as Shale Gas Booms
LNG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 19, 04:41AM from (www.bloomberg.com)
Mitsubishi Heavy Industries Ltd. (7011), with products including ships, nuclear plants and air conditioners, has revived  more ...
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Aerolíneas Argentinas Agrees to Lease Four Airbus A330-200s from ILFC
AIG  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 19, 04:40AM from (www.businesswire.com)
International Lease Finance Corporation (ILFC), a wholly owned subsidiary of American International Group, Inc. (NYSE: AIG),  more ...
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Pratt & Whitney to Provide Fuel Efficient PurePower® Engines on ILFC Order for up to 100 Embraer E-Jets E2
AIG  UTX  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 19, 04:40AM from (www.businesswire.com)
Pratt & Whitney will provide exclusive power for up to 100 Embraer E-Jets E2 aircraft based on the letter of intent announced  more ...
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ILFC Selects Pratt & Whitney PurePower® Engines for Additional 30 Airbus A320neo Family Aircraft
AIG  UTX  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 19, 04:40AM from (www.businesswire.com)
International Lease Finance Corporation (ILFC), a wholly owned subsidiary of American International Group, Inc. (NYSE: AIG)  more ...
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Medtronic Saga: Corrupt Science, Belated Warning
BMY  LLY  MDT  MRK  NVO  AZN  ABBV  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - June 18, 12:36PM from (ycharts.com)
As the result of an unusual effort designed to bolster transparency in clinical trials, two independent analyses have found  more ...
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Benzinga's PreMarket Info Recap for June 18, 2013
AIG  JPM  XOM  HRL  LZB  BAC  ADBE  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 18, 09:34AM from (www.benzinga.com)
Have you ever woken up to find that a stock in your portfolio made a dramatic move overnight? Are you interested in learning  more ...
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How Much Would Yahoo Pay for a Qwiki?
YHOO  DTV  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 18, 09:00AM from (www.benzinga.com)
Lightbank, Lerer Ventures and other investors have poured more than $10 million into Qwiki, an app that automatically merges  more ...
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Dollar General Corporation Announces Share Repurchases of $200 Million
DG  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 18, 08:00AM from (www.businesswire.com)
Dollar General Corporation (NYSE:DG) today announced the completion of $200 million in share repurchases of its common stock  more ...
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ILFC Expands LEAP Engine Order for Total of 60 Airbus A320neo Family Aircraft
AIG  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 18, 08:00AM from (www.businesswire.com)
International Lease Finance Corporation (ILFC), a wholly owned subsidiary of American International Group, Inc. (NYSE: AIG),  more ...
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AIG Open to New ILFC Offer, IPO as Deadline Extended
AIG  AL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 17, 10:11PM from (www.bloomberg.com)
American International Group Inc. (AIG) said it is open to new offers for its plane-leasing business and may pursue a public  more ...
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Statoil Strikes Oil in Mozambique!
XOM  OIL  BP  APC  TOT  E  STO  IPXHY  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - June 17, 02:14PM from (www.energyandcapital.com)
Mozambique has the potential to be a lucrative oil-producing nation, and Statoil (NYSE: STO) and Tullow (LON: TLW) are hoping  more ...
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Action in Timber May Signal Start of Recovery
IP  WY  BAM  KS  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 17, 01:10PM from (www.benzinga.com)
Deals and announcements over the weekend lend credence to the notion that a recovery in North America’s forest products  more ...
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Boeing, Airbus Orders Begin Rolling In at Paris Air Show
AIG  BA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 17, 09:10AM from (247wallst.com)
Today marks the official start to the biannual Paris Air Show, and already The Boeing Co. (NYSE: BA) and competitor Airbus,  more ...
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Alfa Billionaires to Invest $10 Billion in Oil Using TNK Funds
KFY  APC  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 17, 09:08AM from (www.bloomberg.com)
Mikhail Fridman’s Alfa Group may invest $10 billion in the global oil and gas industry over the next five years using funds  more ...
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Weyerhaeuser Names New CEO, Issues Stock for Acquisition, Boosts Dividend
IP  WY  BAM  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 17, 08:40AM from (247wallst.com)
Yesterday was a busy day for the board of directors at Weyerhaeuser Co. (NYSE: WY). The REIT named a new chief executive  more ...
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