Our Investment club has 3 withdrawing members as of the end of December 2010. According to our partnership agreement, we have 90 days to pay the leaving members. The valuation used is to be the one on 12/31/2010 since our club valuation is done for ...
Hi Everyone, Are your club records correct? Has your club been filing club taxes correctly? Is your club ownership being tracked correctly? To get the answers to these questions and more it's important to regularly go through a club audit and have an independent group ...
Hi Everyone, February is tax month and we'll be doing lots of auditing and tax prep webinars so I've moved the Club Meeting Meeting webinar that had been scheduled for next Thursday, Feb. 3, to Thursday, March 3. If you've already registered for it, I ...
I'm posting this note with permission from Laurie. I am an instructor for InvestEd, and I've been working with clubs and their issues for 17 years. A growing number of instructors are putting together formal classes on CD and selling them to the community. I ...
Hi All- Do any of you have PowerPoints or handouts you have used in the past to recruit members. I am getting ready to have a meeting to talk about investment clubs with prospective members and I don't want to necessaruily re-invent the wheel if ...
Good morning everyone, I have updated all the Quest For Positive Relative Returns graphs through 1/1/2011 for clubs who requested them. You can find them through a link you will see on your club pages. If I have missed anyone or there are others who ...
How do I find out the cost basis on our club's CSCO? I thought the 30 shares we sold on 12/09/01 was the lot that we bought on 11/20/2000, but when I averaged the other 2 figures, the 3/16/2001 54 shares plus the 1/19/2011 47 ...
Hi All, I am curious if any of your clubs allow non-local members or if any of your clubs are online clubs. How do you handle the various transactions, voting, etc? Currently, our club only allows members who can actually attend a meeting in person. ...
Good Morning Everyone, The club who won the contest to predict Apple's first quarter earnings has given me permission to share how they developed their contest entry. Many people have asked me how to make up a spreadsheet like the one we used for this ...
I'm pleased to announce that the Port Ludlow Unified Share Holders just won the contest to predict Apple's first quarter 2011 earnings. They predicted $6.38 and the earnings came in at $6.43. Only $.05 off! The next closest entry was $.45 off. It took some ...
Hi Everyone, We have had quite a few people join this list recently and it appears as though there may be a little bit of misunderstanding on what they are subscribing to and how it works. I thought I'd try and clarify because an email ...
On 1/4/2011, MOT spun off shares of MMI on the basis of 1 MMI share for every 8 MOT shares held. Then MOT changed its symbol to MSI and had a reverse split on the basis on 1 share MSI for every 7 shares previously ...
Just a reminder that the Manifest Investing Challenge Club will meet online at 8:30PM ET Tuesday, Jan. 18 And, if you'd like to listen and discuss the Apple Earnings Conference call with others who have the same interests as yourself, join us online Tuesday at ...