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Towerview

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Today:
Week:
1-month:
All-time:
-1.1%
-1.6%
-1.0%
-4.1%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
-0.7%
+0.8%
+3.5%
-0.2%
 

Data since: Jan-1-2008
Current Portfolio: Q4 2011


     
Johnson Financi... +1.1%
Saba Capital Ma... -0.9%
Bascom Hill Par... -3.4%
     
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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
 AM $14.43 -0.14 -0.96% 700,682 86% $507.2M 4.1% 16% -42% +15.3% $15.1M | 1.2M shares - increase of 137.5K shares
 BKS $18.36 -0.44 -2.34% 2,233,507 71% $1.0B - 96% -29% +26.8% $21.8M | 1.5M shares - increase of 302.6K shares
 BRT $7.06 -0.27 -3.68% 9,227 74% $95.1M - 21% -18% +11.4% $1.1M | 172.5K shares - increase of 7.5K shares
 BSET $10.22 -0.21 -2.01% 18,496 31% $115.0M 1.9% 62% -6% +36.4% $3.2M | 430.0K shares - No Change
 CSC $26.42 +0.05 +0.19% 2,806,580 173% $4.0B 3.0% 16% -41% +11.5% $5.9M | 250.0K shares - No Change
 FSCI $28.10 -1.06 -3.64% 55,050 245% $249.1M - 28% -18% -2.5% $26.3M | 912.9K shares - increase of 30.1K shares
 GLW $12.92 -0.24 -1.82% 14,289,758 105% $19.5B 2.3% 12% -37% -0.5% $1.3M | 100.0K shares - No Change
 GRIF $23.70 0.00 0.00% 1,590 53% $121.6M 1.7% 1% -29% -10.4% $2.6M | 97.7K shares - No Change
 GYRO $102.00 +0.20 +0.20% 100 9% $151.2M - 96% -7% 0.0% $5.1M | 49.9K shares - decrease of 8.8K shares
 JOUT $18.18 +0.32 +1.79% 17,511 127% $179.7M - 33% -13% +18.4% $13.2M | 862.0K shares - No Change
 LVB $24.30 -0.30 -1.22% 9,674 51% $300.6M - 20% -17% -3.0% $1.0M | 40.0K shares - No Change
 RNWK $8.75 -0.02 -0.23% 41,114 48% $302.2M - 28% -42% +16.7% $1.4M | 190.0K shares - decrease of 10.0K shares
 SGA $34.50 -0.76 -2.16% 6,778 164% $137.1M - 29% -28% -7.7% $31.5M | 842.6K shares - increase of 55.1K shares
 TRC $26.69 +0.03 +0.11% 51,744 73% $534.1M - 17% -28% +9.0% $51.7M | 2.1M shares - increase of 222.5K shares
 XCO $7.01 +0.18 +2.64% 4,856,525 74% $1.5B 2.3% 24% -66% -32.9% $5.1M | 491.7K shares - increase of 66.7K shares
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Discuss Towerview's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
Hedge Fund Stock Picks: Whale Hunting of the Kingmakers
SWKS  CSC  DG  UAL  AAPL  ESRX  SIRI  DVA  EP  ECA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 05:43PM from (247wallst.com)
24/7 Wall St. published the full list of positions already for Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A).  more ...
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The Haynesville Shale Still Lives
FST  XCO  APC  QEP  CJS  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 16, 09:30AM from (stocks.investopedia.com)
The Haynesville Shale, which produces dry natural gas, is still seeing a trickle of development from the exploration and  more ...
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Ho-Hum: iPhone to Get Larger Screen
AAPL  BKS  AMZN  LPL  SHCAY  SSNLF  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 07:25AM from (247wallst.com)
The 3.5-inch screen on the iPhone from Apple Inc. (NASDAQ: AAPL) may be elegant, but it’s also puny compared with the 4.5-inch  more ...
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Einhorn Dumps YHOO, OVTI Stakes In Q1, SEC Filing Shows
CSC  YHOO  RIMM  OVTI  EXPE  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 05:21PM from (www.forbes.com)
Greenlight Capital, the investment firm run by the closely watched investor David Einhorn, sold its entire position in Yahoo  more ...
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E & P Companies That Lost Money
RRC  XCO  KWK  SD  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 15, 01:23PM from (stocks.investopedia.com)
Many exploration and production operators reported GAAP losses in the first quarter of 2012 as they were hit by one-time  more ...
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Eight Great Tech Brands Losing Money
INTC  SNE  AAPL  EA  MSFT  BKS  NOK  AMZN  RIMM  GOOG  ZNGA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 11, 06:54AM from (247wallst.com)
It is a trend in the consumer electronics business - manufacturers rise to become industry leaders only to be outshone by  more ...
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BRT Realty Trust Reports Results for the Three Months Ended March 31, 2012
BRT  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - May 10, 04:05PM from (www2.marketwire.com)
BRT REALTY TRUST (NYSE: BRT), a real estate investment trust that originates and holds for investment short term, senior  more ...
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Short Sellers Cast a Wide Net
AMD  XOM  FST  PFE  PBI  SVU  XCO  DV  BKS  NOK  ACI  SNY  BPI  DUK  SD  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 10, 11:03AM from (247wallst.com)
The energy sector saw a lot of activity from short sellers in April, but other stocks saw some action as well. We’ve already  more ...
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Key Short Interest Changes in Cult Stocks & Controversial Stocks
BAC  RSH  ALU  BKS  STD  HGSI  SIRI  GMCR  NFLX  RIMM  DNDN  FSLR  DMND  LNKD  GRPN  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 10, 10:17AM from (247wallst.com)
The short interest data is out using the April 30 settlement date. We have seen some drastic changes from the April 13 settlement  more ...
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Grey Owl Capital on Investing in a Low-Return Environment: Q1 Letter
CSC  PEP  MGM  BMC  APOL  LXK  EBAY  EXC  WAL  BPI  BLK  RIG  GDX  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 09, 12:00PM from (www.marketfolly.com)
Jeff Erber and Grey Owl Capital are out with their Q1 letter to investors and in it they highlight how they're approaching  more ...
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Sears, Overstock, And Gilt Hammered In New E-Commerce Study
AVP  SWY  AAPL  MSFT  BKS  AMZN  ANF  NTRI  OSTK  SHLD  ACOM  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 09, 11:12AM from (247wallst.com)
Sears (NASDAQ: SHLD), Overstock (NASDAQ: OSTK), and Abercrombie & Fitch (NYSE: ANF) are not particularly well-regarded as  more ...
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Saga Communications, Inc. Reports 1st Quarter Free Cash Flow Increased 23.8%
SGA  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 08, 12:00PM

GROSSE POINTE FARMS, Mich., May 8, 2012 /PRNewswire/ -- Saga  more ...
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Cognizant Follows IT-Outsourcing Trends South
CSC  CTSH  INFY  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 07, 10:09AM from (247wallst.com)
Cognizant Technology Solutions Corporation (NASDAQ: CTSH) followed suit with the trends of the independent IT-outsourcing  more ...
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Johnson Outdoors 2012 Fiscal Second Quarter Revenue Matches Prior Year Record
JOUT  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 04, 06:00AM from (www.globenewswire.com)
RACINE, Wis., May 4, 2012 (GLOBE NEWSWIRE) -- Johnson Outdoors Inc. (Nasdaq:JOUT), a leading global outdoor recreation company,  more ...
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Steinway Reports First Quarter 2012 Results
LVB  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 03, 04:04PM





WALTHAM, Mass., May 3, 2012  more ...
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JANA's Investment Thesis on Barnes & Noble
BKS  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 03, 02:04PM from (www.marketfolly.com)
We originally flagged when Barry Rosenstein's hedge fund JANA Partners took a stake in Barnes & Noble (BKS).  So  more ...
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T2 Partners' Portfolio Update From Latest Letter: NFLX, SNDK, BKS & More
BKS  SNDK  NFLX  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 03, 02:00PM from (www.marketfolly.com)
Whitney Tilson and Glenn Tongue's hedge fund T2 Partners recently sent out their latest letter to investors providing an  more ...
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iPad Market Share Surges To 68%; Kindle, Android Tablets Falter
AAPL  BKS  AMZN  GOOG  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 03, 12:50PM from (blogs.barrons.com)
The share of the global tablet market commanded by Apple‘s (AAPL) iPad soared to 68% in the first quarter, up from 54.7%  more ...
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Q1 Non-iPad Tablet Sales Fall Sharply; Trouble For Android
AAPL  MSFT  BKS  AMZN  GOOG  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 03, 12:37PM from (www.forbes.com)
Looks like not a whole lot of people want to buy Android-based tablets. In the first quarter, according to market research  more ...
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iPad Market Share Up, Tablet Shipments Down
AAPL  MSFT  BKS  AMZN  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 03, 12:22PM from (247wallst.com)
International Data Corp. (IDC) this morning released data on first quarter 2012 shipments of media tablets. These include  more ...
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