Welcome
November 21, 2009

 
tickerspy ResearchWire
 
Main
Archive for January, 2009
  Gold and MLPs Driving Recent Pro Gains
1/26/09 

It’s been a while since we looked at the top Pro portfolios on tickerspy,  but as certain sectors have pushed higher over the last few weeks, there are a handful of Pros showing nice returns over that period.

One of them is Mason Hill Asset Management, run by Bill Strong, who got his start with the legendary Sequoia fund.  Mason Hill has seen big gains from several gold-focused mining names, including NovaGold Resources (NG), Central Sun Mining (SMC), and Gammon Gold (GRS).

Elsewhere, energy sector MLPs have resulted in big gains for some Pros.  Both hedge fund RR Advisors and Alerian Capital Management, an investment advisor exclusively focused on midstream energy Master Limited Partnerships, have benefited.  Both firms held Copano Energy (CPNO) at the end of Q3, while the former held Eagle Rock Energy Partners (EROC) and Legacy Reserves (LGCY) and the latter held TEPPCO Partners (TPP) and Inergy (NRGY)

  3x ETFs Catch Investors’ Fancies
1/8/09 

Maybe you’ve seen these.  After apparently determining that investors’ appetite for leveraged ETFs (and huge volatility) has not been sated, Direxion has launched 14 ETFs over the last few months that offer three times the upside (or downside) of the underlying indexes.

A look at our Ideas and Research section shows that of the 14 ETFs, tickerspy members are finding the most use for the Financial Bear 3x (FAZ), Small Cap Bull 3x (TNA), Large Cap Bull 3x (BGU), Large Cap Bear 3x (BGZ), Small Cap Bear 3x (TZA), Financial Bull 3x (FAS), and Energy Bull 3x (ERX).