A Chinese firm which lists its stock on our stock exchanges has to comply with our rules. One of them is a requirement that the company be audited by an auditor registered with the Public Company Accounting Oversight Board, or PCAOB. The PCAOB exercises its ...
Hi, I have a member in my club who contributed 200 dollars to join back in Feb. 2012. This member stated yesterday that he wanted to withdrawal his account in full. We had cash to pay this amount owed to him in our brokerage account ...
When full withdrawals with stock are entered into bivio on an account with broker sync, are the stock lot transfers automatically sent to the brokerage for execution? Or is the question of lots just covered in the withdrawal reports? We have done this before, but ...
I really appreciate all the nice feedback about our new COOL_Club. We are considering doing a COOL schedule for the COOL_Club. Often schedule time is an issue across the different time zones. To accommodate this we are thinking that we would have a different start ...
This is a "cool" idea. I have not learned enough about options to try yet. I am traveling on the first nite of CC and have England folk for a month after that so must play "catch up' with the recordings. Thanks for leading the ...
It's one thing to read about trading options. It's another thing to try doing them yourself. If you're intrigued with what you've heard about options but you haven't been able to get up the courage to take any action, you might be interested in attending ...
This was the topic of a senate hearing held on Wednesday. The hearing consisted of testimony from 4 experts, amongst them, Ilan Moscovitz from the Motley Fool. A webcast of the testimony as well as the written statements is available here: Examining the IPO Process. ...
Were you ever curious about what is meant by a "Sell Side" Analyst? Why are they different from a "Buy Side" Analyst? It kind of sounds like one type recommends stocks to sell and the other recommends stocks to buy. That is partially true, but ...
It isn't the expenses that are responsible for the different ownership amounts (at least not directly), but rather the value of one unit at the time each member made a contribution to the club. Members who contribute funds at a time when the unit value ...
Our VP has contributed over $4 more than our Secretary. However, our Secretary owns 19% of the partnership while the VP only owns 18.3%. The VP contributed more during a period of high expenses (start up costs such as name registration, acctg. software subscription, public ...
For any of you who are interested, you are invited to attend this Trefis Webinar today. Tuesday June 5th 4:15PM EDT If you've ever reported on a stock in your club meetings by running through the latest headlines, Trefis provides you with the tools you'll ...
The Manifest Investing Challenge club is meeting online, Tuesday evening June 26 at 8:30PM ET. Here is a link to the current portfolio: http://www.manifestinvesting.com/dashboards/public/challenge-club Does your investment club own any of these stocks? Are you deciding whether to purchase or sell any of them from ...
Hi, Would someone be so kind as to walk me through the steps I need to take in order to accurately record the Bivio subscription expense in Bivio? Basically, our membership came due and I paid for the membership out of my pocket and now ...
Many of your investment clubs own McDonalds. In fact it is the 8th most popular stock owned by bivio clubs. This is an interesting perspective on their recent price swing from Trefis. McDonalds Headed to 98 Showing Growth Despite the EU Crisis As Trefis points ...
Covered Options-A Tool For The Fundamental Investor Wednesday, June 27, 8:30PM ET Do you own stocks that you are holding for future capital appreciation? Would you like to learn more about some simple, conservative options trading strategies that can help you to generate some additional ...