Home Ideas & Research Indexes Hedge Funds Portfolios My tickerspy Newswire
Enter ticker(s) Ticker Search
Pro Search
Index Search
 QQQ: 72.76 -1.11%   SPY: 163.45 -1.38% FAQ | Sign Up Now | Login
Profile Portfolio Notes & Links Tracked By  
 bobsbets's tickerspy Tracking Hub Track Member
Name 1-Day Chg  1-Month Chg  All-Time Chg  Tracked By
 SPY (S&P 500) -1.4% -2.1% - -
 Tickerspy Top 20 - -1.4% - -
 bobsbearleveragedETFs +2.0% +1.2% -84.2% -
 ETFsShort +1.8% +5.3% -45.2% -
 beat the s&p +1.5% +3.0% +172.9% -
 bobsMENTOR +0.4% -2.4% +91.1% -
 bobscashflowconsolid +0.2% +0.3% +90.9% -
 bobsnatresourceMLPs +0.2% +1.5% +82.3% -
 bobsElecCarBatteries -0.2% +10.9% +6.9% -
 bobsnorthernbanks -0.2% +0.7% +72.5% -
 bobsoil -0.3% -0.4% +70.3% -
 highlow2 -0.3% +1.3% +115.9% -
 bobsfinale -0.3% -0.4% +143.2% -
 highroeetc -0.3% +0.4% +9549.7% -
 bobsvaluebets -0.4% -0.3% +112.6% -
 bobswatch4 -0.4% +2.3% +127.0% -
 bobsFoodETFs -0.6% -0.6% +20.7% -
 bobsCHINA -0.6% +3.1% +55.1% -
 bobspuertoricobanks -0.6% +0.6% +31.0% -
 bobsoilgasMLPS -0.6% -1.2% +72.8% -
 Low Price Winners -0.6% +3.2% +91.2% -
 div2 -0.7% -4.0% +86.9% -
 div3 -0.7% -0.4% +146.7% -
 bobsbetabets -0.8% +1.9% +178.5% -
 solar+wind -0.8% +10.3% -2.2% -
 bobsultimatebets -0.8% +1.5% +130.5% -
 bobsdiv4 -0.8% -2.7% +204.6% -
 bobswatch3 -0.8% -0.8% +338.1% -
 bobswatch2 -0.9% +0.8% +294.5% -
 bobsMLPs -0.9% -1.6% +56.9% -
 bobsETF10+ -0.9% -2.4% +23.7% -
 Banks -0.9% 0.0% +75.2% -
 bobs65to80% -0.9% +1.2% +101.4% -
 bobscashflow2 -1.0% -0.2% +5504.2% -
 bobswatchtheseX -1.0% +0.6% +127.3% -
 bobsPEbets -1.0% +1.3% +63.4% -
 bobsFORdec10 -1.0% -0.5% +26.6% -
 bobspreferred -1.0% -3.8% +15.8% -
 bobswatch -1.1% -2.8% +121.5% -
 bobsTechnology -1.1% -1.2% +33.5% -
 bobsbets -1.1% -2.9% +44.9% -
 bobships -1.1% -2.5% +21.7% -
 bobs5yearwinners -1.1% -3.9% +46.2% -
 bobsBAR122010 -1.1% +0.2% +34.0% -
 bobs150+% -1.2% -0.3% +90.5% -
 bobsfeb10div8+% -1.2% -3.7% +39.2% -
 bobsTECHs -1.2% -2.5% +25.5% -
 bobsbetonearnings -1.2% -1.0% +74.2% -
 smallcapreturn -1.2% +1.8% +80.3% -
 bobs80+% -1.2% -2.6% +72.6% -
 bobsdiv3 -1.2% -2.4% +152.7% -
 hivalue -1.2% -0.8% +102.4% -
 hivalue3 -1.2% -0.5% +92.5% -
 smallcapprofit -1.2% -1.7% +54.5% -
 bobPEbets2 -1.2% +0.4% +53.6% -
 bobsEJbuy -1.3% -2.0% +50.3% -
 bobsfalling$ETFs -1.3% -2.6% +6.9% -
 biofuel -1.3% +0.3% +75.1% -
 bobsUSfocusedETFs -1.3% -3.4% +34.2% -
 bobsrealestatefinMLPs -1.4% -3.4% +62.6% -
 bobstrps&p90% -1.4% -1.8% +58.1% -
 bobsDivIncome -1.4% -3.2% +46.3% -
 bobsOILSERV -1.4% -2.8% +42.0% -
 bobsbar 2012 -1.4% -2.9% +21.9% -
 bobshighlow -1.4% +0.8% +152.0% -
 bobs25to50%Upside -1.4% -1.2% +3.7% -
 bobsPhones -1.5% -0.8% +11.3% -
 bobSurvivrs+Lrgest -1.5% -2.5% +25.5% -
 bobsPEbetsFCF -1.6% -1.2% +58.1% -
 bobsMICRO -1.6% +5.4% +103.5% -
 bobsOIL2 -1.6% -4.6% +40.9% -
 bobsBestDivs+-Rev -1.6% -2.2% +39.0% -
 bobs20to30% -1.6% -2.0% +79.9% -
 bobsBSCMF -1.6% +2.1% -2.8% -
 bobsWater -1.7% -1.6% +47.3% -
 bobspopETFs -1.7% -3.7% +38.7% -
 bobsbetter6+%divs -1.7% -5.6% +47.5% -
 bobsEJhold -1.7% -1.9% +61.2% -
 AntiMetals -1.8% -3.0% +46.7% -
 bobsearnings+div5%+ -1.8% -4.6% +83.3% -
 bobsMarket -1.8% +3.6% +8.7% -
 bobsdivbets2 -1.9% -5.1% +126.1% -
 bobsETFsAsia -1.9% -8.8% +5.9% -
 bobsmetals2012 -2.0% -4.3% -3.8% -
 bobsplatinumETF+ -2.1% -0.1% -5.3% -
 bobsHOTstocks -2.1% +11.0% +11.8% -
 bobsBPSLF -2.1% -6.2% -7.0% -
 bobsGOLD -2.2% +2.2% -12.1% -
 REITs -2.3% -8.1% +91.2% -
 bobsRUSSIA -2.7% -9.7% -25.3% -
 reits2 -2.7% -10.8% +94.0% -
 reitsoct09 -3.3% -13.5% +70.3% -
 bobspropheatoilMLPs -6.8% -5.4% +36.3% -
 bobsdos - -2.4% +274.3% -
 bobs100%UpsidePotentia... - +1.3% +53.5% -
 80Top4WkETFs121410 - -0.7% +20.8% -
 bobsDIVtotalreturn - -6.6% +51.9% -
 bobsEARNINGSbets - +2.6% +68.2% -
 bobs100Companies - -3.0% +33.6% -
 bobsChinaETF - -7.7% -11.5% -
 bobsDFWTop50 - +0.1% +42.4% -
 bobs8%DIVmay2010 - -3.4% +48.5% -
 bobs6+%divbets - -1.6% +47.0% -
 bobs8%divsJul2010 - -6.5% +29.4% -
 bobsBar121310 - -1.5% +26.1% -
 bobsbest8%div - -7.7% +32.8% -
 bobsbigboys - -0.2% +50.9% -
 bobsbearETFs - +3.5% -71.6% -
 bobscashflow - -0.5% +136.2% -
 bobs50to100%Upside - +0.8% +1.2% -
 bobscustserv- - -0.7% +46.4% -
 bobscustserv+ - -1.5% +33.5% -
 bobsDFW - +0.6% +53.1% -
 bobs30to40% - -1.8% +97.1% -
 bobsCopper - -7.5% -31.1% -
 bobs40to65% - +1.3% +102.1% -
 bobsbestroe - +0.4% +96.5% -
 bobsCloudComputing - -4.3% +27.2% -
 bobsmag7 - -6.5% +125.8% -
 bobsEARNINGSmay2010 - +1.5% +41.9% -
 bobsTotalReturn-Div - -2.8% +50.0% -
 bobsUNO - -4.8% +233.5% -
 bobsuranium - -1.8% +9.4% -
 bobswatchout - +2.8% +128.7% -
 bobsVideoGamingStks - -1.6% +38.4% -
 bobsTotalReturn - -3.3% +45.3% -
 bobsTop30 - -2.2% +25.2% -
 bobsSEEDs - +0.1% +62.4% -
 bobsshipMLPs - -0.8% +56.9% -
 bobsSLO2 - -2.2% -5.5% -
 bobsTop20%InsiderPurch... - +0.5% +49.0% -
 bobssouthernbanks - -0.2% +74.0% -
 bobs=weightETFs - -4.7% +38.1% -
 bobswesternbanks - +0.3% +72.4% -
 Nanotechnology - +2.9% +87.1% -
 relstrengthgoodfin - +2.4% +87.8% -
 Small Cap 09 - -0.3% +131.6% -
 Upside small cap 50+% - +2.5% +101.0% -
 Small Cap 100 - +0.3% +55.3% -
 Mag7A - +0.4% +122.2% -
 hivalue2 - -0.3% +83.3% -
 bobswineflu - -0.1% +49.1% -
 BRIC funds+IndMalETFs - -10.3% +5.3% -
 div10+ - -4.2% +63.3% -
 highroe2 - -2.4% +95.5% -
 div8%+2012 - -6.3% +13.9% -
 bobsroanyse - -2.3% +62.3% -
 bobsroaamex - +0.8% +64.8% -
 bobsGoldandSilver - +0.7% -12.3% -
 bobsgold+silverETFs - -1.4% -21.5% -
 bobshealthcareequip - -5.4% +174.7% -
 bobshighratio - -0.2% +87.7% -
 bobsHIDIVS - -6.1% +90.1% -
 bobsFARecs - -2.8% +41.4% -
 bobsEurope - -3.7% +16.3% -
 bobsETF - -2.7% -5.2% -
 bobsETFs0to2.9 - -2.0% +19.2% -
 bobsETFs23X - -2.7% +77.3% -
 bobsETFsForeignXAsiaEu... - -4.5% +8.4% -
 bobsETFsEurope - -2.2% +11.6% -
 bobsilver - -0.3% +1257.7% 173
 bobsjan20105%picks - -1.8% +43.9% -
 bobsPROFIT - +2.3% +68.3% -
 bobsRareMetals+ETFs - -1.8% -6.9% -
 bobsRChip2011 - +10.4% +209.1% -
 bobsroa - +2.3% +68.7% -
 bobsredchip - +3.1% +87.3% -
 bobsoilexploreMLPs - -0.8% +43.3% -
 bobsmidwestbanks - +0.8% +102.9% -
 bobslargecapETFs - -1.7% +37.4% -
 $10 winners - -1.1% +74.7% -
 bobsMEDS - +0.9% +110.4% -
 bobsmicroETFs - +1.4% +55.8% -
 bobsMEDS2 - -3.0% +88.0% -
 China Stocks and ADRs -0.6% +1.6% - 523
 Coal Stocks -1.0% -5.1% - 642
 Copper Stocks -1.4% -8.1% - 416
 Energy Storage and Bat... -1.6% -0.0% - 780
 Dry Bulk Shipping Stoc... -1.7% -5.9% - 1180
 Hotel REITs -2.6% -6.6% - 221
 Gold and Silver Stocks -2.6% -1.9% - 1174
 PAR Capital Management -0.9% +0.7% +113.2% 19
 U.S. Global Investors -1.4% -4.3% -16.7% 80
 Scepter Holdings -2.0% -6.5% +137.1% 158
 Orrell Capital Managem... -3.0% -2.2% -36.8% 64
 weesie -0.3% -2.1% +2808.5% 27
 bobsbets - -0.3% +1257.7% 173
 street - -2.8% +129.2% 43

Leave a Message for bobsbets
Log in or register to leave a message.
Left by street ( track member | ignore member ) - February 25, 11:14PM


also calculate MDT intrinsic value 57-67(I am in). What do you think? Too bad mkt is frothy...No value buys like good ol days 2009
Conversation
Left by street ( track member | ignore member ) - February 25, 10:30PM


Follow-up on KV.A. Could not come up with objective metrics. Could not track down a reliable book value among other things. Also mkt cap is 50 times net tangible assets...spooks me. PEB..my fair value est. is 66. Mkt cap x2.5 net tangible assets..(full disclosure...I am in) ...Please do your own DD...as always say..everyone is responsible for their own money. Good luck!
Conversation
Left by street ( track member | ignore member ) - February 17, 11:16PM


Thanks for hat tip on KV.A. It was not on my radar. I like the long term macro-trend for generic drug cos. and KV.A looks beaten dow. Just wondering why a co that has been around since 1942 is still a small cap..I have been pos on MYL and WPI, but recently sold WPI after long run up. Will do a deep dive into KV.A and let you know if I am sold on it. Let me know if you have any pos views on it?
Conversation
Left by budd25 ( track member | ignore member ) - September 29, 11:31AM


Thanks for the info!! It's great of you to respond to people when you have such a following. I really appreciate it.
Conversation
Left by budd25 ( track member | ignore member ) - September 22, 04:23PM


I like your portfolios. Can you tell me what you know about CSBF? Ever since you added it on 9/18, the stock has gone up over 100%!! I've watched this stock for a while and never seen such growth. You must set the trend. :)
Conversation
Left by 55mph ( track member | ignore member ) - July 07, 06:39PM


thanks for the response, i'm already tracking those two. i've been buying some Nov call options of the precious metal names 'on weakness' over the past week. i especially like KGC.
Conversation
Left by 55mph ( track member | ignore member ) - July 03, 10:47AM


bob, if i was to pick three bio tech names in the area of swine flue, which ones would you suggest. thanks
Conversation
Left by Jim04106 ( track member | ignore member ) - May 02, 11:20AM


Thinking about purchasing Paragon shipping.Any advice?Jim@teamsterslocal340.org
Conversation
Left by street ( track member | ignore member ) - April 03, 11:26PM


Thanks for your comments. BACKGROUND: From a macro-economic view point "everyone" has flocked to gold as a hedge against inflation and inevitable devaluation of the $ and $ denominated assets that is likely to occur in the future as a result of quantitative easing(simply put Fed printing money.) But the thinking that gold is now the harbour is several years late!! and therefore fallacious. I have written about it in a previous rant and have recently shorted GLD. Reason: gold is at multi-year highs. see GLD, RGLD. The overall mkt by going up is saying the bottom is here and forecasting an economic rebound 2H 09 or 2010. Once that happens, everyone who hedged by buying Gold will exit their positions and gold.gold stks- prices will come down. Therefore, given this macroeconomic environment..I am disinclined to take the risk that comes with buying an asset near the peak(gold has far more room to drop...than it is likely to rise..With regard to BAA; 1. it is a stk based entirely on "potential". Zero production!! My DD has left me v.nervous about BAA as a long term holding. 2. With no revenue + weak balance sheet, in a cash intense mining operation = going back to the credit markets for additional cash. In the current tight environment, borrowing is likely to be on extremely unfavorable terms. =DILUTION 3. Given basic thesis on gold, sophisticated investors who have bid up other gold producers/ETFs would have bid up BAA if there were a serious buy. Nope, they havent. Stk is languishing. 4. The management is giving presentations(pitches) all around the world. Why?? desperate for cash inflows?? or original investors want to secure their initial investment as new investors come on board(think 1st round financiers in venture capital, bringing in other investors to mitigate their initial investment. 4. Geo-political risk. Stuff happens in the Congo that BAA cannot control. If unrest/civil war were to supervene around their mines...all that equipment/investments/personnel would be lost. All this is evident ... BAA the stk languishing while other GLD stks soar... My opinion... consider BAA only as an extremely speculative trade with a tight stop loss...at MOST a small position...if they pan out, even small positions will be v. profitable...as Banro reports costs of production that trail current mkt pricing for mined gold...Unfortunately, this spread is going to narrow once gold prices start to drop.. Traders in BAA are only playing the greater fool hypothesis...counting on people who are considering gold & searching for undervalued gold related assets...bidding up the stk...the cognoscenti have gone into other gold stks and voted their lack of confidence in BAA. (pls excuse any typos or rambling sentences..long day/tired. Good luck!)
Conversation
Left by street ( track member | ignore member ) - March 06, 04:20PM


1. In general...very bullish on biotechs that are into diagnostics. 2. NGEN has great IP, BUT 3. Management has ZERO credibility with me. The French deal was questionable, dilutive and led to huge declines in stk price. I posted about it as soon as it came out. And 4. The co for all its wonderful IP is struggling financially(terrible balance sheet). These pointers may help you make a decision. However you decide, remember this is an extremely speculative buy due to poor management performance(my humble view)
Conversation
Left by rspeep ( track member | ignore member ) - March 03, 08:43PM


what's with MTR ?
Conversation
Page 1

 

  
  bobsbets - tickerspy Profile
Email: private
Member Since 04/02/08
Philosophy
Tracked by 173 members
Ignored by 1 member
Leader GBBK(0.0%), QPDC(305.9%), GMBXF(141.6%) more

Conversations
streetThanks. I used to o...
budd25Thanks for the info!...
55mphI wanted to get back...
Jim04106Jim, I am generally ...
Show all

Recent Comments
Is this company going to survive?

KCAP  

As you are likely aware, last week several law firms filed complaints that allege that KCAP violated Generally Accepted Accounting Principles more...

Pick up shares of ARCC at a 7% discount

[ALD]  NRF  PSEC  ARCC  PCAP  

If you like ARCC, a company currently paying a 12% dividend, you can pick it up cheaper by buying ALD and waiting for the exchange. more...

What's not to like about NRF?

GE  AAPL  NRF  GOOG  

Thanks for the comments. I'm often baffled by what the market does sometimes, in that stocks with very poor stats often are the leaders while more...




Home | About | Register | My tickerspy | Logout Web site design by LightMix
© 2007-2013 Indie Research, LLC. All rights reserved.  

 

---
The information herein is provided by various sources including individual contributors not associated with Indie Research and is not guaranteed by us and does not purport to be a complete or error-free statement or summary of the available data. As such, we do not warrant, endorse or guarantee the completeness, accuracy, integrity or timelines of the information. You must evaluate, and bear all risks associated with, the use of any information provided hereunder, including any reliance on the accuracy, completeness, safety or usefulness of such information. This information is not intended to be used as the primary basis of investment decisions. It should not be construed as financial or other advice or as an offer to sell or the solicitation of an offer to buy any security in any state where such an offer or solicitation would be illegal. Any information expressed herein on this date is subject to change without notice. Any opinions or assertions contained in this information do not represent the opinions or beliefs of Indie Research, LCC or one or more of its employees, may have a position in any of the securities discussed herein. Use of the tickerspy.com, signifies your agreement to the Terms of Use.

Institutional Holdings Disclaimer

Pro portfolios track the top 15 quarterly holdings of more than 1,400 institutions. Comments in Pro portfolios show the institution's change in shares held for each company quarter over quarter.

Pro portfolio performance is based on institutions' top 15 holdings as disclosed in quarter-end filings with the SEC. Pro performance does not take into account additional holdings beyond the top 15 nor does it include positions that are not required to be disclosed by the SEC. As such, Pro portfolio performance should be considered an approximation and not a precise record of how an institution has performed over time.

tickerspy is not affiliated with any of the Pro investors profiled on our web site. The performance data and graph are estimates and do not represent an advertisement or endorsement by either tickerspy or the Pro investors.

THE INFORMATION PROVIDED TO YOU HEREUNDER IS PROVIDED "AS IS" AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, INDIE RESEARCH, LLC AND IT LICENSORS, BUSINESS ASSOCIATES AND SUPPLIERS DISCLAIM ALL WARRANTIES WITH RESPECT TO THE SAME, EXPRESS, IMPLIED AND STATUTORY, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, COMPLETENESS AND NON-INFRINGEMENT. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, NEITHER INDIE RESEARCH, LLC NOR ITS OFFICERS, MEMBERS, DIRECTORS, PARTNERS, AFFILIATES, BUSINESS ASSOCIATES, LICNESORS OR SUPPLIERS WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION DAMAGAES FOR LOST PROFITS OR REVENUES, GOODWILL, WORK STOPPAGE, SECURITY BREACHES, VIRUSES, COMPUTER FAILURE OR MALFUNCTION, USE, DATA OR OTHER INTANGIBLE LOSSES OR COMMERCIAL DAMAGES, EVEN IF ANY OF SUCH PARTIES ADVISED OF THE POSSIBILITY OF SUCH LOSSES, ARISING UNDER OR IN CONNECTION WITH THE INFORMATION PROVIDED HEREIN OR ANY OTHER SUBJECT MATTER HEREOF.


Market Data Powered by Interactive Data
Terms and Conditions

Click to close X

To leave a note for yourself, fill in the message area and click "Leave a Message." To reply to the last message left on your profile, fill in the message area and click "Reply to Most Recent Message."
Click to close X

Primary portfolio