Good morning everyone, Hope you are planning to join us online this Thursday at 8:30PM for the Trefis webinar. Here's one of the benefits they offer. Every day, you'll receive an in depth analysis of a company in your email. Every week, you'll receive a ...
Does anyone have suggestions on graphs for tracking the returns of your stock portfolio, perhaps for 6-month time periods. I'm looking for something that can give a quick snapshot look at how our portfolio is doing. I can enter the valuation data each month. Excel ...
Despite its french name, Du Pont is an American corporation. There are no tax issues associated with it. Ira Smilovitz In a message dated 11/13/2011 11:09:53 P.M. Eastern Standard Time, abutler911@gmail.com writes: Hi All - My club is considering purchasing the following company - Ticker ...
Hi All - My club is considering purchasing the following company - Ticker - DD DU PONT (E.I.) DE NEMOURS & COMPANY I just wanted to check and make sure there are no hidden tax implications with this purchase. Any information would be much appreciated. ...
I have been a member of the Model club of the Washington DC region, MicNOVA for 3 yrs. The stockwatcher files are a mess, with lots of old files that are unneeded, but not yet ready to be trashed. The members are not organizing/deleting their ...
Hi Everyone, It's a day to celebrate the number 1 We need 1 more person to "Like" our Facebook page and we'll have 400 friends! If you aren't a friend yet, we hope you'll become one. Just go to our page, www.facebook.com/bivio and click on ...
Good morning everyone, As you know, you are required to have an EIN number for your investment clubs. This is your IRS business identification number, similar in many ways to your Social Security number. Just so you are aware, there are bogus emails out recently ...
Someone shared the quote in the subject line in a comment to a blog post recently and it really struck home with me. I think it's important to stop every now and then to look back and assess how much has actually been accomplished in ...
As of today's closing price of $18.31, bivio investment clubs own approximately $2 million worth of CISCO stock. They report their quarterly earnings tomorrow. Here's a Trefis analysis and graphical display you can use to determine how the business results they discuss in their earnings ...
We are a relatively new club and our by-laws require an annual report. I know of several topics that should be covered but I was wondering if other clubs accomplished an annual report and what they included in the report. I would appreciate any input ...
Last nights Club Meeting Meeting presentation about the new Cost Basis Reporting rules is now posted at www.bivio.com/clubmm I would encourage everyone to review it. It is important that you review and possibly adjust the cost basis method that has been set by default for ...
Where I can view the filters uses to screen email communications coming into BIVIO for distribution to our club members? For a while we used to have our brokerage firm send daily portfolio updates to our members via email to our BIVIO club name. That ...
The new Manifest Investing newsletter is available for everyone to view. It includes some ideas about some of those consumer discretionary stocks we all relate to and like to invest in. You can find the newsletter at this link: Manifest Investing Weekly Newsletter And, if ...
Laurie, I received the bulletin about the new rules - brokers having to report gains. Thanks for keeping us informed. Our club uses Firstrade.com which is not on the AccountSync list of brokers. Every month, after the statement comes out, I enter the information into ...
At today's price, bivio investment clubs in total have in the neighborhood of a quarter of a million dollars invested in Netflix (NFLX). What do you think? Is your investment club discussing Netflix (NFLX)? Does your club own it? Is it priced for disaster? This ...