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How to Amend Partnership Agreement or By-laws
Our club is looking to change our partnership agreement and/or by-laws. I was wondering if anyone has a sample amendment that they could share. We are looking to change things like the number of members, meeting frequency, minimum dues, etc. Any assistance you could provide ...
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Analysis of Universal Electronics (UEIC)
Anybody seen the remote? The countdown to the Super Bowl has started. Tick tock. We featured UEIC nine months ago and the stock has a +2.2% relative return vs. the Wilshire 5000 since then. Here's an update and full analysis on the company: http://expectingalpha.com/2013/01/23/seen-the-remote-universal-electronics-ueic/ Good ...
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Help Us Celebrate!
We'll have a special guest club for Dashboard Diagnostics tonight. Mark Robertson from Manifest Investing will be reviewing the portfolio of the Sterling Investment Club from Pennsylvania. They are celebrating their 25th Anniversary as a club. Their excellent returns show the value of hanging in ...
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Some Study Candidates from This Week's VL Update
http://expectingalpha.com/2013/01/21/value-line-low-total-return-screen-1252013/ Included: Universal Electronics (UEIC), Pepsi (PEP)
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Upcoming 2013 Chicago Investor Expo
Attend the upcoming Chicago Investor Expo! Chicago Investor Expo 2013 Friday and Saturday, March 1-2, 2013 Renaissance Chicago O'Hare Suites Hotel 8500 W. Bryn Mawr Avenue Chicago, IL More than 25 educational sessions, along with sponsors and an exhibit hall. Topics include personal finance, stocks, ...
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Audit Party Weekend is This Weekend!
Join us for Audit Party Weekend this weekend and learn how to make sure your investment club accounting is in good shape to use to prepare your investment club taxes! Register now at www.bivio.com/club_cafe Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
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How to Unsubscribe from The Club Cafe List
If you'd like to unsubscribe from this list, please do NOT send an email to the list. Just click on this link: https://www.bivio.com/club_cafe/leave-club-cafe You can always find the link at the bottom of my signature block. Laurie Frederiksen Invest with your friends! www.bivio.com Become our ...
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7 Easy Steps to Becoming a New Person
Have you ever thought that you'd like to have a different userID than the one you currently use to login to bivio? Did you know you may be able to change this? Here's how. 1. Login to your club 2. Go to Administration>Roster 3. Click ...
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7 Easy Steps to Becoming a New Person
Have you ever thought that you'd like to have a different userID than the one you currently use to login to bivio? Did you know you may be able to change this? Here's how. 1. Login to your club 2. Go to Administration>Roster 3. Click ...
1 message
Member Performance - Why Does Starting Value affect Result?
I thought I understood internal rate of return, but I am unable to explain the following results. Can anyone help? Using the performance tools in bivio, I have obtained the following results: A. The Club's portfolio performance for 2012 is 23.5%. B. For seven members ...
10 messages
Challenge Club Meeting Tonight!
The Challenge Club (online virtual investment club) is meeting tonight at 8:30PM ET. You can register now to attend at www.bivio.com/club_cafe The annual report for 2012 is posted here: http://expectingalpha.com/2013/01/17/challenge-club-january-2013/ Results were very good . Join us online tonight and you might find some good ...
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Here's a Fun Question
We have a club that is celebrating a 25th year anniversary. They asked if we had any suggestions for ideas that would make their meeting a fun celebration. I told them I'd ask you guys. Anybody got any ideas you can share with them? I ...
9 messages
Change of Address
Quick question regarding address change for taxes. Originally we had members in two different states and files state returns in each state respectively. Now, all of our members live in the same state. Is there a process where I can change the address of where ...
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A Few Moments With ... Novo Nordisk and Tips of Icebergs
The following post from our Expecting Alpha (positive relative returns) blog is shared for a few reasons. First, to reinforce that we take requests and suggestions for tickers and topics. Second, to give a brief demonstration of what-we-do at Manifest Investing. Third, to invite you ...
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Tracking Investment Notes
It's good to keep track of the judgments you used to make your investing decisions and to revisit them whenever new data is available. This might happen when quarterly and annual earnings come out or when some significant news item comes out about a company. ...
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