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Dividends
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 ...
16 messages
SLV, GLD, SGOL
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 ...
1 message
Automatic Dividend Reinvesting
Those of you doing automatic dividend reinvesting may have found dealing with the new cost basis reporting issues created lots of extra work for your club treasurer this year. Not that there was really anything new, you always should have been keeping your records accurately ...
16 messages
State Tax Filing Questions
For NJ and NY state tax returns - do either of the returns require a copy of either the federal tax return or the other state return (i.e. copy of NJ included with NY return and vice versa) to be filed with it? Thanks, Nick
2 messages
April COOL_Club newbie webinar on using the OIC Virtual Trading System
Greetings COOL_Clubbers, We had a very nice open house last night with some great feedback and suggestions for future COOL_club sessions. One of the common themes that came up several times is how much people appreciated having the Options Industry Council's free Virtual Trading System ...
1 message
Stock Screen: Study Candidates
Some study candidates (based on a screen for strong fundamental and technical indicators) including Sea Drill (SDRL), Aerovironment (AVAV), Expeditors (EXPD), several oil & gas field related companies ... http://expectingalpha.com/2013/03/27/fusion-screen-3262013/ Mark Robertson Manifest Investing
1 message
Cisco Systems (CSCO): Watch. Wonder. Wait.
Cisco Systems (CSCO) shareholders and stockwatchers: http://expectingalpha.com/2013/03/24/cisco-systems-csco-watch-wonder-wait/ Mark Robertson Manifest Investing
1 message
IRS revised list of PBA (Principal Business Activity) Codes
I was reading the instructions for the 2012 Form 1065 and noticed under the "What's New" section that the IRS has a revised list of PBA codes. Code 523910, the code printed on our Form 1065, no longer exists. Code 523900 (Other Financial Investment Activities ...
2 messages
Anyone using Quicken Home & Business for personal finance?
Hi all, I've been using Quicken to record my investment transactions for awhile now. It's not very intuitive, but I use it for my personal and business finance, as well. I'm looking for some help with entering my sales of call and put options. Does ...
12 messages
Schedlue D differs from 1099/8949
Laurie, For SEIIC, our 1099 and 8949 entries differ from the bivio produced Schedule D Part 2 Line 9 by $14, Is this a concern? Thanks, Marty Eckerle
2 messages
Cost Basis between 1099-B and Bivio Taxes
I have a few questions related to cost basis. The first is in reference to the section of the 1099-B form that reports Short-term transactions for which basis IS NOT REPORTED to the IRS. The cost basis on the Fidelity form is not the same ...
9 messages
Triple Play Screening Results (3/19/2013)
Good morning, investors ... Some screening results: High return forecast with potential for P/E expansion and margin enhancement. Vera Bradley (VRA), Kohl's (KSS), United Health (UNH), Coach (COH) ... http://expectingalpha.com/2013/03/19/triple-play-screen-3192013/ Mark Robertson http://www.manifestinvesting.com Blog at http://expectingalpha.com
1 message
Paper Stock Certificates
Me too to Bob BigRigg's post. Fail. On Thu, Mar 14, 2013 at 10:11 AM, Laurie Frederiksen wrote: Do any of you have any of these? Looks like they might become just another nostalgic collectors item soon. End Looming For Paper Certificates Laurie Frederiksen Invest ...
1 message
Paper Stock Certificates
Do any of you have any of these? Looks like they might become just another nostalgic collectors item soon. End Looming For Paper Certificates Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ ...
3 messages
Scottrade Options Account Question
Has anyone used the Scottrade options account optionsfirst.com along with BIVIO account sync? If not what broker do you use with account sync? Thanks, Ira Haas Yankee Chapter Model Club
3 messages