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 ...
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. ...
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 ...
We have just released a new report that many of you have requested and that you will find useful in making sure the cost basis ofA all your stocks stays updated correctly.A You might also find it useful in making sell decisions when you own ...
How does the cash account balance affect the Value of one unit on the Valuation Report? For instance, if our NAV is worth $15.00 per unit on June 1st and we have $500.00 in our cash account, does a large infusion of contributions on June ...
That is sooo awesome. Thank you, Laurie. In a message dated 6/12/2014 8:35:39 A.M. Pacific Daylight Time, laurie@bivio.biz writes: We have just released a new report that many of you have requested and that you will find useful in making sure the cost basis of ...
Our club has an insurance policy to cover any fraud or theft by the officers. It is getting very expensive given the increasing size of our portfolio. Do other clubs carry this kind of insurance and what insurance companies do you use? Linda This email ...
This is a good idea.A Skype now offers group video calling for free for up to 10 people. As Peg notes, that might give you another option to get together for a discussion if you all can't get together in person. Here's more information about ...
Just wondered what other clubs do when attendance starts to decline and we often end up not having a quorum? We have allowed absentees to send in a report on their stock but that seems to give them license to be absent without guilt. We ...
i apologize for my rant below. i will reframe my previously answered question again, Is there anything legally(SEC/IRS) wrong to have investment club general partnership agreement to reflect unequal profit sharing? or perhaps it may legally correct and morally wrong? example, treasurer may take additional ...
Am trying to run a valuation for a Monday meeting. Have submitted a stock split but the share price has not adjusted. How do I adjust the stock price or when will the database be updated? Thanks
I'm in the process of helping a new investment club get started. We've started to investigate brokerage account requirements (TDA and Scottrade, so far) and some of the answers I'm getting from brokers are not what I anticipated. In particular I have the following questions ...
There is consistently confusion between these two things. All of the brokerages I've dealt with in clubs allow you to use Electronic Bill pay from from a members bank account to send a check to your club brokerage account. To set this up, ask your ...
There is no right answer. People in the club have different tax situations and different needs. If the club has realized losses or wants to get rid of a losing stock I would go with selling the earliest shares so the gain offsets the loss. ...