Debt tends to be a balance sheet item that scares away many investors who are members of investment clubs. But it is not always so simple. This is an interesting article by Trefis about the debt recently taken on by Apple to buy back shares. ...
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Realized Gains and Losses
When you sell a stock, you will have a capital gain or loss that you will be reporting on your taxes. With the new cost basis reporting law, you will need to make sure that the amount of these gains and losses agrees with what ...
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Ex-Dividend Dates
Have you ever been confused about what an ex-dividend date was and why it was important? Here's a nice summary that describes it all for you. Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on twitter! Follow ...
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Out Of Office Responses
Hi Everyone, Just a reminder that if you have put an "Out of office" message on the email account that you use for this list that it goes to everyone on the list. Since the list is made for discussions, this gets very annoying to ...
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Quote of the Day and A List of Ideas for Your Club To Talk About
A man named Phillip Fisher once said, ""The stock market is filled with individuals who know the price of everything, but the value of nothing." - Phillip Fisher Phillip Fisher wrote a famous book about investing called "Common Stocks and Uncommon Profits". You can learn ...
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We would like to know how to find stocks that have really good dividends that aren't really expensive. I have tried to look on various web sites and can't seem to find what I am looking for. I don't have a lot of time so ...
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Automatic Dividend Reinvesting
Those of you doing automatic dividend reinvesting may have found dealing with the new cost basis reporting issues created lots of extra work for your club treasurer this year. Not that there was really anything new, you always should have been keeping your records accurately ...
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These are all examples of Commodity ETF's. They aren't ETF's of stock, they are ETF's that hold the underlying commodity of Silver or Gold. That means they bring along tax issues that stock ETF's don't. Hopefully your club doesn't own any of them. If you ...
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State Tax Filing Questions
For NJ and NY state tax returns - do either of the returns require a copy of either the federal tax return or the other state return (i.e. copy of NJ included with NY return and vice versa) to be filed with it? Thanks, Nick
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April COOL_Club newbie webinar on using the OIC Virtual Trading System
Greetings COOL_Clubbers, We had a very nice open house last night with some great feedback and suggestions for future COOL_club sessions. One of the common themes that came up several times is how much people appreciated having the Options Industry Council's free Virtual Trading System ...
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Stock Screen: Study Candidates
Some study candidates (based on a screen for strong fundamental and technical indicators) including Sea Drill (SDRL), Aerovironment (AVAV), Expeditors (EXPD), several oil & gas field related companies ... Mark Robertson Manifest Investing
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Cost Basis between 1099-B and Bivio Taxes
I have a few questions related to cost basis. The first is in reference to the section of the 1099-B form that reports Short-term transactions for which basis IS NOT REPORTED to the IRS. The cost basis on the Fidelity form is not the same ...
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Anyone using Quicken Home & Business for personal finance?
Hi all, I've been using Quicken to record my investment transactions for awhile now. It's not very intuitive, but I use it for my personal and business finance, as well. I'm looking for some help with entering my sales of call and put options. Does ...
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IRS revised list of PBA (Principal Business Activity) Codes
I was reading the instructions for the 2012 Form 1065 and noticed under the "What's New" section that the IRS has a revised list of PBA codes. Code 523910, the code printed on our Form 1065, no longer exists. Code 523900 (Other Financial Investment Activities ...
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Cisco Systems (CSCO): Watch. Wonder. Wait.
Cisco Systems (CSCO) shareholders and stockwatchers: Mark Robertson Manifest Investing
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