Catamaran (CTRX) Purchase by Optum
If you owned shares in CTRX as of July 23,A you will find they are now gone from your brokerage account. Catamaran was purchased by Optum for $61.50 per share.A You can read the details here: Optum Purchase of CTRX In your bivio records, this ...
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Club records
Our club is 19 years old and we have accumulated a large mass of paperwork in those years. When and what do you throw away or keep?
2 messages
Ticker Research At Your Fingertips
Good Morning Everyone, Our Ticker Research pages: Ticker Research Pages have been very popular with club members looking for a single source of links to information about their investments. We're proud to announce that to make them even more helpful, we've now integrated links to ...
3 messages
Inv. question
Not without additional info manually entered. Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Deep Shikha <> Date:07/23/2015 6:06 PM (GMT-05:00) To: Cc: Subject: [club_cafe] Inv. question I am sure it has been discussed before, but I was ...
5 messages
Your Iinvestment Philosophy in 10 words or less
I came across this wonderful article by Jason Zweig of the Wall Street Journal and thought I would share it. Really thought provoking. I especially like the one from Chris Davis, but he missed the BI principals: Invest regularly, re-invest earnings, invest in growth ...
13 messages
Inv. question
I am sure it has been discussed before, but I was wondering if bivio software can handle REIT investments. Deep Shikha
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Ebay and Paypal
Hi, Our club owns 100 shares of eBay (and now, 100 shares of Paypal). It seems that the spinoff transaction did not get imported from our brokerage account (at Scottrade). So, how do I enter the spinoff manually? Thanks!
4 messages
operating procedures- voting etc
Hello all- I'm in the process of setting up our club and we are trying to set up our operating procedures. We used the Bivio boilerplate operating agreement, with just a few small tweaks, and I'd like to do the same for our operating procedures. ...
3 messages
buying XLF
Our club was thinking of buying the etf, XLF. Does anyone know if this poses an accounting problem in Bivio or any tax complications. Geetha Bala Luckshmy Investment Club.
7 messages
club_cafe: take my e-mail off your list
thanks, I'm sure I'll be back with my tail between my legs soon enough J. Michael Banks, CPA Tax Consultant Culp Elliott & Carpenter, PLLC 4401 Barclay Downs Drive, Suite 200 Charlotte, NC 28209 Telephone: (704)372-6322 Direct Dial: (704)973-5329 Fax: (704)551-5700 ************************* IRS ...
3 messages
Market Prices Differ in Precision
Our club's broker account is with TDAmeritrade. We use a Bivio NAV on the last day of the month for our official valuation because it usually matches our month-end brokerage statement. I have found that in the case of one of our holdings, LKQ, TDAmeritrade ...
4 messages
And The Winner Is....
Thank you to everyone who participated in our Facebook contest.A It was a lot of fun hearing your stories and seeing your pictures. The winner of the free subscription (by a nose) was the University Club Womens Investment Club from Toledo Ohio! Congratulations to them ...
1 message
Automatic reorganization for MNST and ACT
Two of our stocks underwent reorganization this past month. Monster Beverage has traded products with Coco-cola and Actavis is now Allergan (started out as Watson!). Both seem to have traded stock with no commission charged so far. Monster listed this as a 1:1 exchange, Actavis ...
2 messages
New Members
Having a new member fill in a W-9 form so you are sure you have their tax reporting information is a very good suggestion. In the sample operating procedures that we provide,A there is a section which might give you ideas of requirements for new ...
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How does a club document who the beneficiary is for a deceased member?
As the new treasurer of a club with several members in their 80's, I bought this up as new business at our last meeting. Most of them suggested that the executor of the Will would tell me what to do! Myself and a few others ...
19 messages