Each month, my investment club is reading and discussing a chapter from the book: The 5 Rules For Successful Stock Investing The book is written by Pat Dorsey, who was the Director of Equity Research for Morningstar.com It's easy to read and it gives a ...
If you are predicting growth in stock prices using earnings reports, it is interesting to learn about the quality of the information provided in those reports.A A survey of 400 CFO's was done recently: The Misrepresentation of Earnings The results are very interesting.A Their sentiment ...
Just as an aside, many libraries will borrow a particular book from wherever it might be. It's called interlibrary loans depending on library system have borrowed books from university libraries, etc, world catalog lists every book and the closest library w a particular holding Be ...
Ask your brokerage company how they will handle the bankruptcy. It helps if they show it on the year-end 1099-B statement. Sometimes they will show it as a sale for a penny. If they don't report it they should remove it from your portfolio and ...
Laurie, Our club took a gamble and invested in a company that went bankrupt and is no longer being traded (Sabine Oil & Gas, SOGC). I recieved a letter from a US Circuit Court that we cannot sell our defunct shares. How do we report ...
Hi All, Thanks for the feedback on the question and answer sheets posted for the educational activity here: 5 Rules For Successful Stock Investing I've changed the format of the sheets and you should find them much easier to read and use now. Laurie Frederiksen ...
If any of you are cooks,A you may have a spice cabinet like mine. It is full of spices I have purchased with the thought of the wonderful meals I can make from them.A I cook a lot, so I have justified the purchase of ...
Hello. I'm sure this has been asked, but I can't find the answer. How do we handle the transactions when you have C shares of mutual funds convert to A shares? How do we input the changes? Thanks!!
Companies go to great lengths to avoid paying taxes.A Sometimes, as apparently is the case with the proposed buyout of EMC by Dell, shareholders aren't so lucky. If you own shares of EMC,A it looks like you may take a tax hit on this one: ...
We understand that there is a tax benefit by transferring some of our most appreciated stock to withdrawing members. We have cash to repurchase that stock. Are there implications in doing this that we need to be aware of? Sandy
My understanding is that a patnership usually dissolves when a partner leaves. How do we ensure that we can survive as a partnership when a partner leaves? We are a CT club.
Does anyone have a template they've used for monthly stock reports (on stocks already owned) they'd be willing to share? We are working on a standard format so our partners have similar items to research on a regular basis.
Does anyone have any ppt or word templates to utilize in showcasing how your investment club is doing? If you can share it would be greatly appreciated.
I have recently returned to handling the treasurer duties for the club and am trying to enter member fees, but they have been disabled. How do I enter a member fee that should not buy units and the funds should go into the bank account ...