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Top Ten Club Holdings
Can you expand your listing to Top 15 or Top 20?

Would it be possible to add a tally of current buys and sells? "Group wisdom" is great to point us to stocks we really hadn't yet considered. Thanks!


Hi Jeanne,

If you select the "more" link at the bottom of the Ticker display of the top 10 stocks shown on our homepage, you will actually see a list of the top 50 stocks held by bivio clubs.



I have asked our programmers in the past for a list of the current buys and sells. If other members of this list are interested in this information, please let us know. The more feedback we get, the more likely they are to spend the time needed to provide the information for you.

Laurie Frederiksen
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www.bivio.com

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On Sat, Sep 6, 2014 at 8:05 AM, Jeanne Tieken <jeannetieken@gmail.com> wrote:
Can you expand your listing to Top 15 or Top 20?

Would it be possible to add a tally of current buys and sells? "Group wisdom" is great to point us to stocks we really hadn't yet considered. Thanks!



Having a list of buys and sells of Bivio clubs would be a very useful and educational feature.


From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Monday, September 8, 2014 9:23 AM
Subject: Re: [club_cafe] Top Ten Club Holdings

Hi Jeanne,

If you select the "more" link at the bottom of the Ticker display of the top 10 stocks shown on our homepage, you will actually see a list of the top 50 stocks held by bivio clubs. 



I have asked our programmers in the past for a list of the current buys and sells.  If other members of this list are interested in this information,  please let us know.  The more feedback we get, the more likely they are to spend the time needed to provide the information for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+


Click here to
Subscribe to the Club Cafe email list.  Click here to  Unsubscribe







On Sat, Sep 6, 2014 at 8:05 AM, Jeanne Tieken <jeannetieken@gmail.com> wrote:
Can you expand your listing to Top 15 or Top 20? 

Would it be possible to add a tally of current buys and sells?    "Group wisdom" is great to point us to stocks we really hadn't  yet considered.  Thanks! 





Yes, I saw the "more" list, but I don't know how to
interpret it. , but the "TOP TEN" list says APPL is 49%, but
The "more" list says APPL is 17%. 17% of WHAT?

I don't see a definition anywhere.....

On Mon, Sep 8, 2014 at 8:42 AM, Stuart Weissman via bivio.com <user*15236200001@bivio.com> wrote:
Having a list of buys and sells of Bivio clubs would be a very useful and educational feature.


From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Monday, September 8, 2014 9:23 AM
Subject: Re: [club_cafe] Top Ten Club Holdings

Hi Jeanne,

If you select the "more" link at the bottom of the Ticker display of the top 10 stocks shown on our homepage, you will actually see a list of the top 50 stocks held by bivio clubs.



I have asked our programmers in the past for a list of the current buys and sells. If other members of this list are interested in this information, please let us know. The more feedback we get, the more likely they are to spend the time needed to provide the information for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+


Click here to
Subscribe to the Club Cafe email list. Click here to Unsubscribe







On Sat, Sep 6, 2014 at 8:05 AM, Jeanne Tieken <jeannetieken@gmail.com> wrote:
Can you expand your listing to Top 15 or Top 20?

Would it be possible to add a tally of current buys and sells? "Group wisdom" is great to point us to stocks we really hadn't yet considered. Thanks!






The top 10 list is how many Bivio clubs own the stock.  When you click on the "more" list it shows the percentage of the value of the stock in the clubs. So the value of Apple in total of all Bivio clubs is 15.1%. It is an Index of the Bivio clubs.

John Rice
ABODI Investment Club


On Monday, September 8, 2014 9:10 AM, Jeanne E Tieken <jeannetieken@gmail.com> wrote:


Yes, I saw the "more" list, but I don't know how to
interpret it. , but the "TOP TEN" list says APPL is 49%, but
The "more" list says APPL is 17%.  17% of WHAT?

I don't see a definition anywhere.....



Just noticed that out of the 50 top stocks on the list my club only owns 6 of them out of our 27 stock holdings.  I guess that we are "thinking out of the box" investors.

John Rice
ABODI Investment Club


On Monday, September 8, 2014 9:29 AM, John Rice <rice.j1969@att.net> wrote:


The top 10 list is how many Bivio clubs own the stock.  When you click on the "more" list it shows the percentage of the value of the stock in the clubs. So the value of Apple in total of all Bivio clubs is 15.1%. It is an Index of the Bivio clubs.

John Rice
ABODI Investment Club


On Monday, September 8, 2014 9:10 AM, Jeanne E Tieken <jeannetieken@gmail.com> wrote:


Yes, I saw the "more" list, but I don't know how to
interpret it. , but the "TOP TEN" list says APPL is 49%, but
The "more" list says APPL is 17%.  17% of WHAT?

I don't see a definition anywhere.....





Here is a further description of the Club Index:

https://www.bivio.com/site-help/bp/Club_Index_Help



Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+


Click here to
Subscribe to the Club Cafe email list. Click here to Unsubscribe




On Mon, Sep 8, 2014 at 12:29 PM, John Rice wrote:
The top 10 list is how many Bivio clubs own the stock. When you click on the "more" list it shows the percentage of the value of the stock in the clubs. So the value of Apple in total of all Bivio clubs is 15.1%. It is an Index of the Bivio clubs.

John Rice
ABODI Investment Club


I requested a recent buy/sell list last year.

Sent from my iPhone

On Sep 8, 2014, at 8:23 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi Jeanne,

If you select the "more" link at the bottom of the Ticker display of the top 10 stocks shown on our homepage, you will actually see a list of the top 50 stocks held by bivio clubs. 

<9-8-2014 9-19-23 AM.png>

I have asked our programmers in the past for a list of the current buys and sells.  If other members of this list are interested in this information,  please let us know.  The more feedback we get, the more likely they are to spend the time needed to provide the information for you.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+


Click here to
Subscribe to the Club Cafe email list.  Click here to  Unsubscribe





On Sat, Sep 6, 2014 at 8:05 AM, Jeanne Tieken <jeannetieken@gmail.com> wrote:
Can you expand your listing to Top 15 or Top 20? 

Would it be possible to add a tally of current buys and sells?    "Group wisdom" is great to point us to stocks we really hadn't  yet considered.  Thanks! 



I'd like to ask what others believe they will learn from what various clubs buy and sell. Following what other clubs do sounds like you just follow the herd. I would much rather know what stocks other clubs are researching and how they found those stocks. Finding candidates has always been harder for me than evaluating buy and sell.

Mark Eckman

To: club_cafe@bivio.com
Subject: Re: [club_cafe] Top Ten Club Holdings

Would it be possible to add a tally of current buys and sells?    "Group wisdom" is great to point us to stocks we really hadn't  yet considered.  Thanks! 

Mark,
 
I agree with what you are saying.  However, researching requires each club to contribute whereas buys/sells can be gotten by Bivio only, even though the list is not as complete.
 
Bob Mann
On September 8, 2014 at 9:08 PM Mark Eckman <mark2459@gmail.com> wrote:

I'd like to ask what others believe they will learn from what various clubs buy and sell.  Following what other clubs do sounds like you just follow the herd.  I would much rather know what stocks other clubs are researching and how they found those stocks.  Finding candidates has always been harder for me than evaluating buy and sell.

 

Mark Eckman

 

To: club_cafe@bivio.com
Subject: Re: [club_cafe] Top Ten Club Holdings

 

Would it be possible to add a tally of current buys and sells?    "Group wisdom" is great to point us to stocks we really hadn't  yet considered.  Thanks! 

 

 

 


 
You might find some interest in companies listed on the TIcker Research page.

Ticker Research

They are, for the most part, companies that clubs have requested we include on that page.

Of course, there may be a variety of reasons they wanted the information available, but it seems to me that in general they are companies that clubs either own or are considering.

I have no idea whether any of them are good investments. But there are certainly a variety of interesting businesses listed there.

This Club Cafe discussion list would certainly be a good one for people to ask for input about stocks their club is considering.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+


Click here to
Subscribe to the Club Cafe email list. Click here to Unsubscribe





I would be interested to read why a club has bought SSYS since they have never returned a profit.  Yes, their price rises (and falls) and their product is intriguing, but no SSG would ever place it in the 'BUY' range because its P/E is negative. Yet I see that a number of clubs have purchased shares.
 
Mike Jones
Wall$treet Wannabees




From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Tuesday, September 9, 2014 10:46 AM
Subject: Re: [club_cafe] Top Ten Club Holdings

You might find some interest in companies listed on the TIcker Research page. 

Ticker Research

They are, for the most part, companies that clubs have requested we include on that page. 

Of course, there may be a variety of reasons they wanted the information available, but it seems to me that in general they are companies that clubs either own or are considering.

I have no idea whether any of them are good investments.  But there are certainly a variety of interesting businesses listed there.

This Club Cafe discussion list would certainly be a good one for people to ask for input about stocks their club is considering.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+


Click here to
Subscribe to the Club Cafe email list.  Click here to  Unsubscribe








In my club, the month after I host the meeting I am responsible for researching new stocks for consideration at the next meeting.  I have tried two methods:

1.) Look at the the stocks highlighted in Investors' Business Daily.  I found them usually too speculative to pass an SSG analysis but one can dream.  They seem attractive to active traders and not so attractive to buy-hold investors.

2.) Using ValueLine's timeliness index, identify sectors rated 1 and then screen companies within that sector that are rated 1 or 2 for timeliness.  With online data, I can screen quite a few companies by just accepting ToolKit's judgement on the first pass.  Any companies that are not decidedly awful can then be fine tuned.   This has worked well for us and we have considered industries we may have overlooked and companies which are less well-known.  Of course, we have to be reminded that an industry that is timely today might not be in six months so portfolio management is important.
 

Mike Jones
Wall$treet Wannabees
Bloomington, MN


From: Mark Eckman <mark2459@gmail.com>
To: club_cafe@bivio.com
Sent: Monday, September 8, 2014 8:08 PM
Subject: RE: [club_cafe] Top Ten Club Holdings

I'd like to ask what others believe they will learn from what various clubs buy and sell.  Following what other clubs do sounds like you just follow the herd.  I would much rather know what stocks other clubs are researching and how they found those stocks.  Finding candidates has always been harder for me than evaluating buy and sell.
 
Mark Eckman
 
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Top Ten Club Holdings


 
Would it be possible to add a tally of current buys and sells?    "Group wisdom" is great to point us to stocks we really hadn't  yet considered.  Thanks! 
 
 
 


My club's two best performers have not ever appeared on a Top 10 list.  I have completed SSGs for many on the list of stocks commonly held by investment clubs and can't for the life of me understand why anyone bought some of them.  

The only answer that makes sense when looking at a list of Most Owned is that they were purchased when the price was much lower.  When looking at recent Top 10 Buys, a current SSG often suggests that some clubs are either wildly optimistic or do not follow the guidelines suggested by BI, like establishing reasonable growth targets or requiring actual profitability,
 
Mike Jones
Wall$treet Wannabees
Bloomington, MN


From: John Rice <rice.j1969@att.net>
To: "club_cafe@bivio.com" <club_cafe@bivio.com>
Sent: Monday, September 8, 2014 11:38 AM
Subject: Re: [club_cafe] Re: Top Ten Club Holdings

Just noticed that out of the 50 top stocks on the list my club only owns 6 of them out of our 27 stock holdings.  I guess that we are "thinking out of the box" investors.

John Rice
ABODI Investment Club


On Monday, September 8, 2014 9:29 AM, John Rice <rice.j1969@att.net> wrote:


The top 10 list is how many Bivio clubs own the stock.  When you click on the "more" list it shows the percentage of the value of the stock in the clubs. So the value of Apple in total of all Bivio clubs is 15.1%. It is an Index of the Bivio clubs.

John Rice
ABODI Investment Club