Wow! Thanks. I will dig further. Jenny Sue Sent from my Verizon Wireless 4G LTE DROID Laurie Frederiksen <> wrote: Dear Jenny-Sue, The cost basis numbers in bivio have been entered according to the information provided by the company for allocating cost basis and are ...
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Our club previously owned 196 shares of Newscorp Corporation (NWSA) stock. We sold 96 shares before the spinoff of Twenty-First Century Fox, Inc. (FOXA) in July 2013. Now, TD Ameritrade shows us with 100 shares of FOXA at a cost of $15.008 and 25 of ...
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Multi-State club members
Hi, we are a club looking to start based in Dallas, TX. We have many members in other states (NY, NJ, PA, CA, etc). How do I go about understanding how the taxes would work for our members? Does this pose a problem? Thanks.
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ETrade Notice of Canadian Backup Withholding
Our club received this notice today from ETrade. "IMMEDIATE ACTION REQUIRED Your account may be subject to back-up withholding tax of 25% on taxable dividend payments if you do not certify your business and/or trust accounts under the Canada Revenue Agency (CRA) regulations." I downloaded ...
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Slides From Small Cap Presentation
The slides from last nights Manifest Investing presentation on the 2013 Forbes Small Cap List are now available here: 2013 Forbes Small Cap List - Manifest Investing Analysis The recording will be available next week. We'll let you know when it is. Laurie Frederiksen Invest ...
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Emergency meetings
Our club is considering including language in our by laws about emergency meetings. Any thoughts/ideas?
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Small Cap Ticker Research
If you'd like to do some further research into the companies Manifest Investing will be following from this year's Forbes Top 100 Small Cap list: Forbes Best Small Companies - 2013 - Manifest Investing Dashboard We've added Ticker Research Pages for all of them: Del ...
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Finding Small Companies to Invest In
This Thursday, October 24 at 8:30PM ET, Mark Robertson from Manifest Investing will be doing a special Dashboard Diagnostics Session. He'll be taking a look at some of the companies on the recently released Forbes Best 100 Small Companies list. He'll also be reviewing how ...
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Salt Lake City Clubs
Does anyone know of clubs in the Salt Lake City area looking for members?
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Do You Have a Gmail Address?
Gmail recently made some changes to their email program. If you're using Gmail for your email program, emails from bivio or from your club may be hidden in one of the new Gmail "tabs". If you aren't getting them in your Inbox, look for them ...
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Bivio # of "units"
Can someone provide an description of how the number of units are figured for us on Bivio? Also, our club allows members to pay as much as they want each month ($25/mo minimum) so we're wondering how that affects others in the club. One member ...
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Thinking About Money
I just ran across this blog by Seth Godin and thought it was a great list of things to remember when we're thinking about money: 16 Insights About Money Since I think investment club members are probably more savvy about their finances than many others, ...
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Looking for Investment Ideas that Might Help You Improve Your Relative Return?
Is your investment club having a hard time beating the market these days? Investments in smaller, faster growing companies can sometimes be the trick to giving you that edge you're looking for. Where to find them? You're in luck. It's the time of year when ...
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Windstream Holdings, Inc. (WIN)
Our club discussed this company last night at our meeting, Windstream Holdings, Inc. (WIN). I am wondering if any of you have experience with it? Is it one of those where we want to avoid it because of the club tax ramifications that may come ...
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Lots of New Ticker Reserch Pages
Per your most recent requests, here are our newest Ticker Research Pages: A Agilent ABX Barrick Gold ADP Automatic Data Processing BBBY Bed Bath & Beyond BMY Briston-Meyers Squibb CHD Church & Dwight DUK Duke Energy ESRX Express Scripts Holding Company FEIC FEI Company FTR ...
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