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withdrawal fees/language
Thanks for that info. On Monday 23/06/2014 at 8:04 pm, Jeanne Tieken wrote: Aside from all expenses incurred, our withdrawing member receive 95% if they voluntarily withdraw, but 100% if they die. On Mon, Jun 23, 2014 at 6:45 PM, Mary Moriarty < mmoriarty@crocker.com > ...
1 message
withdrawal fees/language
How do these withdrawal fees compare to other clubs? "The withdrawing partner will incur all expenses of this liquidation and receive 95% of the proceeds."
13 messages
long standing clubs
Hello and congratulations to all of you who have been in longstanding clubs. My question is: How regularly do you meet? and what do you do when no one shows for several meetings in a row? On Friday 20/06/2014 at 11:39 am, Susan Maciolek wrote: ...
12 messages
The ultimate tool for investing
I have been investing for the better part of four decades. A A lot has changed in that time. A My favorite thing that has changed is commissions. A Some of my first brokerage trades had commissions that were equal to 10% of the trade. ...
2 messages
Size of Other Clubs
Our club, Tacoma Oddlot Ladies, started in 1996 with approximately 25 members. We now have 6 committed members and 14 stocks. Our valuation is $137,062.48. We have a unit value of $84.16. Linda Macdougall In a message dated 6/20/2014 1:30:13 P.M. Pacific Daylight Time, laurie@bivio.biz ...
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Unit Value After a Withdrawal
Yes.A That is correct.A When a member withdraws, the number of units changes, but the unit value doesn't. The total valuation of your club would drop because there aren't as many units after the withdrawal. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook ...
3 messages
Cash Distributions
What does it mean when a company gives you a cash distribution instead of a dividend.
4 messages
Size of Other Clubs
My club is gong on its fourth year. We are curious about how many years other clubs have been in existence. How many members, number of stocks, what is your valuation. Thanks for sharing.
25 messages
Better Investing
Our club left Better Investing last year. We felt that for the same money and better value we could subscribe to Value Line. The SSG was difficult for us and was subjective and historical. With Value Line, although they do not have a club subscription, ...
22 messages
Better Investing upgrades
We subscribe to Investor advisory service as well as the small cap Informer. I think its important to decide on an investment strategies that are consistent and can be evaluated in a like manner. It is also important to continue your education and growth in ...
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Better Investing upgrades
What does SS stand for? STOCK SELECTION GUIDE maybe? Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: "Roy Chastain via bivio.com" Date:06/19/2014 12:06 PM (GMT-05:00) To: club_cafe@bivio.com Subject: Re: [club_cafe] Better Investing upgrades For those who do not ...
1 message
Better Investing upgrades
We need to decide whether to renew our Better Investing (BI) membership in Aug. for our club. Better Investing: http://www.betterinvesting.org/ I'm considering whether recommending to our club on renewing and whether to include any upgrades. In particular the extra cost to use their online stock ...
14 messages
Tax question
I am afraid we got involved in a LTD. Partnership before we knew they were a tax problem. The company is Kohlbert Kravis Roberts & Co. (KKR). Before the next tax season I want to get this straightened out. We bought 25 shares on 1-21-14. ...
2 messages
Tax Issues Related to the Buyout of Covidien (COV) by Medtronic (MDT)
Many of your investment clubs own either Covidien (COV) or Medtronic (MDT) or both.A Medtronic has announced that they plan to acquire Covidien and then change their place of incorporation to Ireland. The combination is still subject to shareholder approval so the date of the ...
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Thanks
Thank you so much for this report. The Greenbills Investment Club is excited about it and appreciates it very much Diane Ellison
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