Last week, I wrote a post listing the 16 positions whose Cake Take soared from an “F” in October and an “A” in November.  The Cake Take is our stock rating and is calculated not based on what people think about a particular stock, mutual fund, or ETF but what investors are really doing- buying, selling, or holding.  When the Take changes from an “F” to an “A” it means that good investors are buying.  Our research has found that when positions make this sudden movement, that the basket of stocks outperforms the market in the month following.

I promised in that last post that I would also reveal the positions that did the mirror opposite- falling from an “A” rated position in October to an “F” in November.  These stocks, as you smart folk have surmised, have collectively underperformed the markets in the next month.  Without further ado, here are the 13 positions that we will be watching closely:

“A” To “F” on Cake for November, 2008 (www.cakefinancial.com)

1. AFAM- Almost Family, Inc.
2. BX- Blackstone
3. CVI- CVR Energy
4. FISMX- Fidelity International Small Cap
5. FTHRX- Fidelity Intermediate Bond
6. FTRFX- Federated Total Return
7. IBN- ICIC Bank
8. SSRI- Silver Standard Resources
9. SWHC- Smith & Wesson
10. TRN- Trinity Industries
11. UUP- Powershares DB Dollar Bullish
12. UWM- Proshares Ultra Russell 2000
13. VEU- Vanguard FTSE Al-World

Let’s see next month if this basket of “F”‘ers lives down to its expectations.

We’ve long been a fan of Revision3, the leader in Internet TV and home of famous shows like Diggnation, Wine Library TV and Internet Superstar.  And now our very own production, The Slice, has made its way to Revision3 Beta, a new site prowling for the next generation of Internet television.  We’re proud to be a part of the Revision3 Beta family and honored to be a top pick.

For those of you who don’t yet know, The Slice, hosted by Steven Carpenter and Sven J., is the official show
of Cake Financial. It focuses on the past week’s top news in the world of business and finance based on the real trading activity of the Cake
Financial community.

Watch the latest episode of the Slice here.

Here’s a little secret you should definitely know about: 

There’s a section of Cake called Hidden Gems that conveniently reveals top-performing stocks from the portfolios of Cake’s top-ranking members. 

Yes, you did just read "top-performing" - and these are indeed stocks that have achieved double-digit positive performance in the past 30-days.

Steve & Sven discovered some more Hidden Gems this week - and they have ideas about what’s going on with these stocks.  Watch The Slice for all the details.

The Slice is back this week - and full of Steve and Sven’s widely-acclaimed analysis of the weekly trends* happening on Cake.  That is, the trends of Cake’s top performers:  the Elite-ranked (top 1%) and Platinum-ranked (2%- 10%).

Popular Buys:

• Part of the "bullish on India" bit: IBN

• And the company that nobody has really heard of, but has a huge market cap: PBR

And Sells:

• Who’s laughing now: AMZN

• Cashing out: V

Can’t get enough?  For more insights and "hidden gems", you gotta check out the new Market Insights page (where you can also conveniently watch The Slice, too).

—-

* While Steve and Sven do indeed have lots of interesting things to say, please accept their observations as simply brilliant commentary, not as recommendations.

The Cake network of investors is growing and, with that, there’s lots of insights that we can glean from all of these portfolios and trades.  To make it easier to find meaning in all this juicy data, we’ve just given the Cake platform a major boost of new features and functionality. 

Here’s a summary of the new products now available on Cake:

Market Insights Page – the new, slick hub for summarizing the recent activity of Cake members.

Click the “Market Insights” tab and you’ll find:

•    Top Buy and Top Sell in the past 2 trading days
•    Cake Take Extremes: The strongest Selling “take” and Buying “take”
•    The most widely held positions and the “hidden gems” held by Elite and Platinum-ranked members
•    Most recent Cake Talk posts
•    And… The latest episode of The Slice, our weekly wrap-up video show

New and Improved Profile Page – making it easier than ever to see how investors are doing, and what they’re doing.

Highlights of the new Profile page include:

•    Holdings by portfolio %, sorting by Gain/Loss, and by Asset Class
•    Recent Trades, with the buy/sell price
•    A list of members in your network
•    Talk posts you’ve written
•    And, the new Investing Stories feature – time to brag about your investments!

Expanded Brokerage Support - bringing our coverage to 18 brokerages and including all major financial institutions.  Link your brokerage accounts to your Cake profile and you’ll instantly see your complete portfolio performance in the past month, year, and over time.

And there’s more! Visit cakefinancial.com to see Cake’s network of investors in action.  Got feedback?  Please let us know – email service@cakefinancial.com. 

They’re both featured on our weekly wrap up of Cake activity: The Slice, Episode 17 - now available hot off the it’s-100-degrees-at-Cake press!

Alongside stories of ATVI and WFR, you’ll hear discussion about how Cake’s members (read: Cakesters) are making moves to get into gaming (hello Guitar Hero).  I try to evolve our "Rich Swede, poor Swede" into a "Nice Swede" segment, but you’ll have to watch to see whether or not it worked.

A special congrats to today’s "Top Performers in the last 30 days" - you made it into this week’s Slice!

Enjoy.

The good people of Cake are back with another tantalizing episode of The Slice. 

Don ‘t miss Steve and Sven– and a special guest– as they wrap about the Most Active Positions among Cake’s Elite & Platinum members. 

A few highlights from the week:

• GEN ELECTRIC CO (GE)
• NetSuite Inc. (N)
• SunPower Corporation (SPWR).  SPWR was also just written about on Barron’s Online Tech Trader - these Cake Elites & Platinums must really be on to something…

Steve is back from his Mexico vacation - and, coincidentally, this week’s Slice (Episode 15) features talk of bargain shopping south of the border: Cake’s top performer’s are buying PCU and AMX. 

He also offers our resident Swede both love and disaster — a must see!

Tune in to hear the whole funny, yet factual, May 2 weekly wrap-up.

The Slice weekly wrap-up from last week is now available for your viewing pleasure.

Check out Sven and guest host, Jeff White, as they talk about bargain hunting, Apple vs. Citigroup, and the richest Swede in the world.  They of course also discuss what Cake’s best investors were buying last week:

GE, ETFC, NOEC

… And what those best investors were selling last week:

RZ

Enjoy!

… The Slice arrives! 

Thanks to the market analysis of Steve and Sven, you can now cruise into the weekend feeling full of delicious insights about E*Trade, Visa, Clearwire, and other Cake Financial happenings.
 

Our bonus segments are perfect for cocktail conversation:  Starting off with Rich Swede/ poor swede stories of corruption (ooh la la), and ending with the new Who takes the Cake? - highlighting our favorite (sic) advisor, Jim Cramer.

Lindsay, we miss you this week.

Have a good weekend!