Very interesting, Laurie, especially to see AAPL being the #1 Buy as well as the #1 Sell stock. This is a very helpful list for the novices among us to help evaluate our stock positions.
Any chance you can give us a ranking by # of shares bought and sold to eliminate the share price as a factor in the $$ list?
Steve Foster
Circle of Friends
Santa Rosa, CA
On Wednesday, May 4, 2016 1:17 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Wonder what other bivio investment clubs are buying and selling? Here are the top Buy and Sell lists from April:
Buys
By number of clubs:
By total dollars:
1
AAPL
SDS
2
GE
IMPV
3
GNTX
SYMC
4
UA
SWKS
5
GILD
AAPL
6
CSCO
CYBR
7
SWKS
GILD
8
DIS
DIS
9
SBUX, V
TSLA
10
FB
SBUX
Sells
By number of clubs:
By total dollars:
1
AAPL
SDS
2
QCOM
AAPL
3
GILD
IMPV
4
DIS,INTC
SYMC
5
CBI,WFC
CYBR
6
CMG,CTSH,FB,SYK
GILD
7
FAST, ORCL,SWKS,TROW, TSLA,UAC
DIS
8
AL,BX,COP,COST,GE,JNJ, KO,NFLX,SBUX, SLB,YHOO
TSLA
9
INTC
10
FAST
Laurie Frederiksen Invest with your friends! www.bivio.com
When I see 7 or 8 of the top BUYs are also top SELLs, I question the decision processes of the average club. Surely, unless you are selling in order to pay off withdrawing members or locking in gains, selling a stock everyone is buying doesn't seem right.
Mike Jones
Wall$treet Wannabees
From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Wednesday, May 4, 2016 3:17 PM Subject: [club_cafe] What's Hot and What's Not
Wonder what other bivio investment clubs are buying and selling? Here are the top Buy and Sell lists from April:
Buys
By number of clubs:
By total dollars:
1
AAPL
SDS
2
GE
IMPV
3
GNTX
SYMC
4
UA
SWKS
5
GILD
AAPL
6
CSCO
CYBR
7
SWKS
GILD
8
DIS
DIS
9
SBUX, V
TSLA
10
FB
SBUX
Sells
By number of clubs:
By total dollars:
1
AAPL
SDS
2
QCOM
AAPL
3
GILD
IMPV
4
DIS,INTC
SYMC
5
CBI,WFC
CYBR
6
CMG,CTSH,FB,SYK
GILD
7
FAST, ORCL,SWKS,TROW, TSLA,UAC
DIS
8
AL,BX,COP,COST,GE,JNJ, KO,NFLX,SBUX, SLB,YHOO
TSLA
9
INTC
10
FAST
Laurie Frederiksen Invest with your friends! www.bivio.com
Or is it "buying a stock that everyone else is selling
doesn't seem right?"
For every buyer there has to be a seller so you can question
the decision processes of 50% of the people involved in the
trade.
Jack Ranby
Mike Jones on 05/05/2016
When I see 7 or 8 of the top BUYs are also top SELLs, I
question the decision processes of the average club. Surely,
unless you are selling in order to pay off withdrawing
members or locking in gains, selling a stock everyone is
buying doesn't seem right.
Mike Jones
Wall$treet Wannabees
Laurie Frederiksen on
I'm glad you are finding this interesting. We do have clubs that do a lot of trading which is why you are seeing stocks on both the Buy and Sell lists.
We are planning to look at the data on a "Net" Buy/Sell basis to help to screen out some of the above.
I'm not sure I understand the request for a ranking by number of shares bought/sold. I don't see why a purchase of 100 shares of Apple can be compared to a purchase of, for example, 100 shares of Disney. The comparison seems to me to be between dollars invested in one versus the other, not the number of shares purchased.
If I'm missing something, feel free to elaborate.
Laurie Frederiksen Invest with your friends! www.bivio.com
Another reason to sell is because a position has grown faster than the rest of the portfolio. As a result, the club may feel it has an "over-sized" exposure to the stock and so decide to sell some. Just because they sell does not mean they have sold out of the stock, only that they have sold some.
I think you have to be careful imputing too much into a list like this. It is interesting but never gives you all of the story on why a club has either sold or bought. In the end, each club must do their own due diligence and understand why they should buy or sell a stock.
When I see 7 or 8 of the top BUYs are also top SELLs, I question the decision processes of the average club. Surely, unless you are selling in order to pay off withdrawing members or locking in gains, selling a stock everyone is buying doesn't seem right.
Mike Jones
Wall$treet Wannabees
From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Wednesday, May 4, 2016 3:17 PM Subject: [club_cafe] What's Hot and What's Not
Wonder what other bivio investment clubs are buying and selling? Here are the top Buy and Sell lists from April:
Buys
By number of clubs:
By total dollars:
1
AAPL
SDS
2
GE
IMPV
3
GNTX
SYMC
4
UA
SWKS
5
GILD
AAPL
6
CSCO
CYBR
7
SWKS
GILD
8
DIS
DIS
9
SBUX, V
TSLA
10
FB
SBUX
Sells
By number of clubs:
By total dollars:
1
AAPL
SDS
2
QCOM
AAPL
3
GILD
IMPV
4
DIS,INTC
SYMC
5
CBI,WFC
CYBR
6
CMG,CTSH,FB,SYK
GILD
7
FAST, ORCL,SWKS,TROW, TSLA,UAC
DIS
8
AL,BX,COP,COST,GE,JNJ, KO,NFLX,SBUX, SLB,YHOO
TSLA
9
INTC
10
FAST
Laurie Frederiksen Invest with your friends! www.bivio.com
Laurie, I was thinking that if a club buys or sells a high value stock like Berkshire-Hathaway, it may skew the results. Lets say one club buys 10 shares during the month and the $ value is over $50,000 and that amount ranks it #1 on the $$ list as opposed to 10 clubs each buying 100 shares of Alcoa and the $ value of $10,000+ does not even make it to the top 10 list. Wouldn't we want to know that Alcoa was a more popular choice than Berkshire?
Steve Foster
Circle of Friends
On Thursday, May 5, 2016 10:04 AM, Paul Madison <madispa@gmail.com> wrote:
Another reason to sell is because a position has grown faster than the rest of the portfolio. As a result, the club may feel it has an "over-sized" exposure to the stock and so decide to sell some. Just because they sell does not mean they have sold out of the stock, only that they have sold some.
I think you have to be careful imputing too much into a list like this. It is interesting but never gives you all of the story on why a club has either sold or bought. In the end, each club must do their own due diligence and understand why they should buy or sell a stock.
When I see 7 or 8 of the top BUYs are also top SELLs, I question the decision processes of the average club. Surely, unless you are selling in order to pay off withdrawing members or locking in gains, selling a stock everyone is buying doesn't seem right.
Mike Jones
Wall$treet Wannabees
From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Wednesday, May 4, 2016 3:17 PM Subject: [club_cafe] What's Hot and What's Not
Wonder what other bivio investment clubs are buying and selling? Here are the top Buy and Sell lists from April:
Buys
By number of clubs:
By total dollars:
1
AAPL
SDS
2
GE
IMPV
3
GNTX
SYMC
4
UA
SWKS
5
GILD
AAPL
6
CSCO
CYBR
7
SWKS
GILD
8
DIS
DIS
9
SBUX, V
TSLA
10
FB
SBUX
Sells
By number of clubs:
By total dollars:
1
AAPL
SDS
2
QCOM
AAPL
3
GILD
IMPV
4
DIS,INTC
SYMC
5
CBI,WFC
CYBR
6
CMG,CTSH,FB,SYK
GILD
7
FAST, ORCL,SWKS,TROW, TSLA,UAC
DIS
8
AL,BX,COP,COST,GE,JNJ, KO,NFLX,SBUX, SLB,YHOO
TSLA
9
INTC
10
FAST
Laurie Frederiksen Invest with your friends! www.bivio.com
From: "Laurie Frederiksen" <laurie@bivio.biz> To: "The Club Cafe" <club_cafe@bivio.com> Sent: Friday, May 6, 2016 8:48:58 AM Subject: Re: [club_cafe] What's Hot and What's Not
Yes. The plan is to publish information monthly.
We do appreciate requests for reports you'd find interesting. Thanks for sharing your thoughts.
We're also trying to come up with a good catchy name for the lists. Anyone have any thoughts on that?
Laurie Frederiksen Invest with your friends! www.bivio.com