Reorganization of a company
How do I record all the changes to a stock when a company reorganizes? June Lewis Kickin Cash Club
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Do You Like Doing Your Taxes?
Are you in the 1/3? One Third of Americans Like (Or Love) Doing Their Taxes Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on twitter! Follow Us on Google+ Click here to Subscribe to the Club Cafe email ...
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Quest For Positive Relative Returns
Your Quest for Positive Relative Returns graphs have been updated through the start of the year. We are now in the process of updating them through May 1. If your investment club graph hasn't been updated yet, let me know and we'll move you up ...
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Investing in What You Know
Here's an interesting picture. Looks like many of the products many of us use in our households come from one of 10 companies. Common Household Product Matrix from "My Journey to Millions" This makes me think of my interview Senior year in college with Oldsmobile. ...
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New EIN Rules
Your investment club has an EIN number that is issued by the IRS. It identifies your club and is used on your tax forms and to open any financial accounts you have. You've probably applied for it, put it where needed and forgotten about it. ...
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Great Quote
Would you say this applies to you as an investor? Three grand essentials to happiness in this life are something to do, something to love, and something to hope for." -- Joseph Addison, British essayist, poet, playwright and politician Laurie Frederiksen Invest with your friends! ...
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Debt tends to be a balance sheet item that scares away many investors who are members of investment clubs. But it is not always so simple. This is an interesting article by Trefis about the debt recently taken on by Apple to buy back shares. ...
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Comparing Stocks
A club recently asked about tools to use for comparing stocks, so I was looking at what was available on . I thought you might be interested in what I found. Lynn Ostrem highlighted this site during her presentation on stock screening last year: ...
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Realized Gains and Losses
When you sell a stock, you will have a capital gain or loss that you will be reporting on your taxes. With the new cost basis reporting law, you will need to make sure that the amount of these gains and losses agrees with what ...
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Ex-Dividend Dates
Have you ever been confused about what an ex-dividend date was and why it was important? Here's a nice summary that describes it all for you. Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on twitter! Follow ...
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Out Of Office Responses
Hi Everyone, Just a reminder that if you have put an "Out of office" message on the email account that you use for this list that it goes to everyone on the list. Since the list is made for discussions, this gets very annoying to ...
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Quote of the Day and A List of Ideas for Your Club To Talk About
A man named Phillip Fisher once said, ""The stock market is filled with individuals who know the price of everything, but the value of nothing." - Phillip Fisher Phillip Fisher wrote a famous book about investing called "Common Stocks and Uncommon Profits". You can learn ...
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A marathon is a fitting metaphor for a lot of hard things we do in our lives. A marathon runner trains by getting up every morning without fail and putting one foot in front of the other, day after day after day. That is what ...
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We would like to know how to find stocks that have really good dividends that aren't really expensive. I have tried to look on various web sites and can't seem to find what I am looking for. I don't have a lot of time so ...
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These are all examples of Commodity ETF's. They aren't ETF's of stock, they are ETF's that hold the underlying commodity of Silver or Gold. That means they bring along tax issues that stock ETF's don't. Hopefully your club doesn't own any of them. If you ...
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