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Apple Valuation
You may be. Our SSG projects 10% growth (probably a lot less than AAPL will achieve), uses the average of the lowest 5 of 10 PE ratios (rather than the average of the last 5), and TTM EPS of 35.11. We have a buy up ...
11 messages
Fictitious Name Registration
I am curious about the avenues clubs have pursued for registration of fictitious name of their partnership. This is a requirement in Pennsylvania (PA Dept of State). Two notifications are required, both rather expensive when published in local newspapers "legal notice" section. Has any club ...
2 messages
Club Meeting - March 8
Was the above event taped for later viewing? I heard about it after the fact and would have liked to have attended. Is there a way to get the slides or text after the fact? Thank you, Judy Remiszewski jremisz3@gmail.com
1 message
club locations
Are there any bivio clubs in the Orlando Florida area. I know someone interested in joining. Thanks for your response
1 message
Wisconsin taxes
In a message dated 3/7/2012 7:49:16 P.M. Eastern Standard Time, sgrahamcook@gmail.com writes: I am still in the trial period, but my club has committed to transferring our books (done by hand by me for the last 16 years) to online accounting through Bivio. I have ...
1 message
Partial Withdrawals
We have not address clearly partial withdrawals our by-laws for our club. After seventeen years we have a couple members who would like to make partial withdrawals, Can some one help us with the wording to admend our by-laws. And do you feel a fee ...
3 messages
Account sync
It's part of the commission. Account sync handles all this directly. Ira Smilovitz In a message dated 3/7/2012 11:46:27 A.M. Eastern Standard Time, mkfotos@verizon.net writes: How to record sec fee for selling a stock ? Can I add this small fee to the commission or ...
1 message
Account sync
How to record sec fee for selling a stock ? Can I add this small fee to the commission or this needs to be recorded separately. Will this effect account sync with brokerage transactions? Thank you, Maskey
1 message
The Impact of Currency Exchange Rates
When you invest in foreign stocks and even in US companies with foreign subsidiaries, the value of your investment is impacted, not only by business results but also by changes in foreign currency exchange rates. Do you really know what it means when you hear ...
1 message
penny stock
OK, we admit we bought a penny stock. every now and then we get bored i guess and this was one of those moments. our purchase was apparently the kiss of death and RBCC., Rainbow Coral Corporation is plummeting as I write. we didn't buy ...
3 messages
Apple Valuation
I find it interesting to see Apple being held by more clubs this week than last week. My SSG shows it to be deep into the "hold" range. Am I alone in this valuation?
2 messages
partnership part of partnership correction
There is no easy way. That's why ownership of MLPs is so strongly discouraged. Ira Smilovitz In a message dated 3/5/2012 11:01:45 P.M. Eastern Standard Time, rhschnur@aol.com writes: If bivio puts broker information directly into the tax form, how do you put the information supplied ...
1 message
partnership part of partnership correction
The cash distributions from KMP should be entered as a return of capital dividend. You then have to make all of the other adjustments to get the information from the KMP K-1 onto the correct lines of your club's Schedule K/K-1 as well as adjusting ...
4 messages
Minnesota State Partnership Tax Return
You can our Lucky Ladies club to that list for wanting a Minnesota return! Thanks, Pam On Sun, Mar 4, 2012 at 9:40 PM, Marlene Fondrick wrote: Add us on to having Bivio develop a MN tax partnership form. Anything to make it easier. Marlene ...
3 messages
Minnesota State Partnership Tax Return
Is bivio going to, or does it have the State of Minnesota Partnership Tax form for Investment Clubs? It is a simple two page form that reports all zeros as the answers to the questions.
4 messages