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is it possible to re-enter transactions when you delete items that have been entered by bivio on the accounts transaction ledger?
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Groundhog Favorites for 2013
The favorite selections from this year's band of groundhogs include Qualcomm (QCOM), Apple (AAPL), Coach (COH), Bio-Reference Labs (BRLI) and FactSet Research (FDS). 21 shopping ideas ... http://expectingalpha.com/2013/02/07/contest-picks-heavy-hogs-2013/ Mark Robertson Manifest Investing
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Looking For Study Ideas?
Take a look and see if any study candidates jump at you from our 20 selections striving to beat the S&P 500 during 2013 along with 20 more (a few duplicates) from Eddy Elfenbein: http://expectingalpha.com/2013/02/06/crossing-wall-walking-main-update/ Mark Robertson Manifest Investing
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Taxes for Clubs with members in multiple states
Since our club founding in 2010, all of our members have been residents of Massachusetts - at tax time we have simply filed federal and Massachusetts state tax forms. This year, we have a new member who's primary address is in Florida. How do we ...
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This Week's VL Update Stocks & Groundhog VII
Recent favorites include Schlumberger (SLB) and National Oilwell Varco (NOV). http://expectingalpha.com/2013/02/04/value-line-low-total-return-screen-282013/ If you or your club would like to enter our 7 th annual (2013) stockpicking contest known as the Groundhog Challenge VII, send 5-20 stocks (tickers) to manifest@manifestinvesting.com . More info and last year's ...
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Screening Results: Some Stocks To Study
The guacamole dip can wait, the Super Bowl is not until Sunday. With all old-AFL teams eliminated, the Super Bowl stock market indicator is working in our favor. Here's a short list of study candidates ... we're featuring Qualcomm (QCOM) at Manifest Investing this month. ...
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What's Your Wallet? (COH)
As Laurie suggested, here's a look at Coach (COH) following the fundamental downgrade by Value Line. 1. The low total return forecast for COH dropped from 15% to 10% during this week's update. 2. Morningstar and S&P (and the analyst consensus) seem to dissent - ...
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Audit Presentation Recording Posted
Hi all, The recording about how to audit your investment club records is now posted. You can find it and a link to the audit form here: https://www.bivio.com/site-help/bp/Audit_Presentation_Help We strongly recommend that you do an audit so that your investment club accounting will be in ...
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Value Line Low Total Return Screen (2/1/2013)
This week's update might be worth a closer look at Rue21 (RUE). We'll also be taking a closer look at Coach (COH), Aeropostale (ARO) and Kohl's (KSS) with a slight weakening of fundamentals, at least according to Value Line. http://expectingalpha.com/2013/01/28/value-line-low-total-return-screen-212013/ Mark Robertson Manifest Investing
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2012 Taxes
When will the program be available? Thanks
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McDonald's (MCD) vs. Chipotle (CMG)
Years ago, I'd spend Thursday nights with BOTH of my grandmothers watching Verne Gagne, The Crusher and All-Star Wrestling. Go ahead. Try and explain it. No matter -- the living room rumbles were rare. Tonight's cage match includes McDonald's (MCD) and Chipotle (CMG) ... Panera ...
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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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