Fact Sheet

08-Jul-08

BobsAdvice


I am an amateur investor who has been blogging on Stock Picks Bob's Advice (http://bobsadviceforstocks.tripod.com/bobsadviceforstocks) since 2003. I ... more

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Real Name:
Robert Freedland
Location:
Wisconsin, USA
Inception:
12-Jun-07
Ann. Return:
-8.36%
Valuation:
$
Capitalization Bias:
Mid-Cap
Long/Short:
Long/Short

Investor Type

Approach:
Risk Profile:
Holding Period:
Focus:
Latest blog post

Latest Blog Post

Copart (CPRT) "Weekend Trading Portfolio Analysis" (06-Jul-08)
                                                                                                                  ...... View Blog

BobsAdvice S&P 500
Return Since Inception -8.95
Month to Date Return -3.33 -2.16
Last 3 Months Return 1.10 -3.23
Last 12 Months Return -10.85 -14.86
Annualized Return -8.36 -0.23
Alpha 0.09
Beta 1.17

Latest Trades

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Risk

Annualized Std. Deviation Sharpe Ratio Maximum Drawdown
 21.73%
 19.97%
   

 -0.61

 -1.05

 -8.38%

 -7.03%
Benchmark BobsAdvice
Member S&P 500      
Holdings Summary

BobsAdvice's Latest Commentary

Updated CPRT rationale. 06-Jul-08
Updated CPRT rationale. 29-Jun-08
Updated MORN rationale. 25-Jun-08
Posted a response to a question for BobsAdvice. 22-Jun-08
Updated GHM rationale. 01-Jun-08
More
08-Nov-07

Talk to BobsAdvice

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Previous questions

tdmine asked (08-Jul-08)
I recently bought stocks (ticker NEON). However i heard the company is about to be delisted. what ha... More
yaktipper asked (21-Jun-08)
Bob,
I checked out the Prosper.com loan website after reading about it on your blog. That sou... More
Don_Bartell asked (11-May-08)
Hi Bob, Hey, have you looked at BIDZ lately? Navellier now gives it a triple AAA, his highest rating... More
Don_Bartell asked (18-Apr-08)
Darn, Bob, after taking this hit on VIVO, I'm going to have to sell one of my Chateaux to cover my l... More
Don_Bartell asked (09-Apr-08)
Hi Bob, you have to see my Rationale on my purchase of VIVO this morning :) It could still work! Don
eastofeden asked (02-Mar-08)
Bob, Thanks for your input. I did talk to Perry regarding transaction costs. From our conversatio... More
johnbougearel asked (25-Jan-08)
Bob,

Word of thanks again on morningstar 5 yr restated. The quarterly earnings tab is al... More
johnbougearel asked (23-Jan-08)
Bob, that morningstar 5 year financial data that you pointed out on TG's site is very useful, is the... More
RikkiTahta asked (11-Jan-08)
Hi Bob - just left you a comment on UEIC - surprised you're totally out of it ? I think the drop mi... More
Gear asked (25-Dec-07)
Bob..having you been researching alternative energy stocks..?
asked (09-Nov-07)
Congrats on The Wall Street Transcript interview.
Don_Bartell asked (08-Nov-07)
Yo, Bob, I just read your interview with The Wall Street Transcript. Kudos!!! Don
nyguyev asked (12-Oct-07)
Great performance, Bob. Even through the August swoon no less.... Seems like we're awfully frothy r... More
More ]
Holdings Summary

Watchlist Ideas

DLB Buy: 49.21 Sell: 65.00  -18.41%

DLB Watchlist idea
A great company with terrific fundamentals. I recently wrot...  More

0
AZZ Buy: 32.53 Sell: 55.00  35.01%

AZZ Watchlist idea
Company is doing well....strong quarter, raised guidance, gr...  More

0
ATU Buy: 34.70 Sell: 55.00  -6.49%

ATU Watchlist idea
From my blog, Stock Picks Bob's Advice: http://bobsadvicefor...  More

0
View all
Holdings Summary

Holding Summary

Top 5 Holdings
CVD
Long
GHM
Long
CPRT
Long
MORN
Long
VIVO
Long
Total 100.00%
Holdings 5
View detail
 
Industry Breakdown
Industrials
Long
Health Care
Long
Consumer Services
Long
 
Geographic Breakdown
United States