My personal financial advisor indicated that he was interested in joining our club. He checked with his company's compliance officer and got the information on what he can or cannot do. Are there any rules/regulations that our club need to be aware of if he ...
Here's something you might find interesting. A club had asked me whether Arlington investments (AI) is a REIT and subject to the accounting complications they bring. The club had done its homework and checked the AI investor relations pages. They found this statement there: "The ...
We've added lots of new Ticker Research pages based on requests from your investment clubs. From old favorites like Xerox and Union Pacific to new businesses like NetEase and VitaminShoppe. Anyone interested in studying: ACM AECOM Technology Corp AMT American Tower Corp BA Boeing BEN ...
Hi, We've had this problem in the past with stocks that we owned a long time ago and have recently re-acquired. When I do a valuation, I'm not getting updated prices for SONC. Please advise. Thank You. David Sacks Old Bay Investors
My club use to do quite well with our Performance Benchmarks. For the past year we are doing terrible and it is getting worse. Our stocks are doing good and we are making money so why are our benchmarks tanking? Is it because we have ...
Our partnership contains the following statement relative to the valuation of a full withdrawal - "In making payments, the value of the partnership as set forth in the valuation statement prepared at the first meeting following the meeting at which written notice is received from ...
It had not been fixed on the August statement. Diane Original Message From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Shunmugam Baskar Sent: Saturday, September 14, 2013 10:23 AM To: dial@quidnunc.net Subject: Re: The Mystery of the the Missing Cents Hello, Did the TDA fix the issue, ...
On our new Ticker Research Pages we put a link to the company investor relations page at the top of the list of links. There is a reason for this. The company website should be a high priority visit if you are considering investing in ...
Lindsay Corp. has a short float of 21.99%. I have been trying to find out why but have not found out the reason yet. Is there anyone who is following this stock have the answer? Thanks, Terry
I know there are those of you who are interested in more examples of why we recommend you pay withdrawals with appreciated stock rather than cash. I've attached a writeup I did today for a club that had questions about this. You might find it ...
We just had an interesting request from an investment club asking if they could have a daily email showing their portfolio holdings. We don't currently have a way to provide that for your club, but it did get me thinking. I thought perhaps some of ...
Hi Everyone, One of my clubs owns Neogen (NEOG) It's a great little Michigan company with a fascinating business. Wall Street thinks so also. They just came out with a great quarterly earnings announcement. I just looked and it's currently trading at a 44 P/E ...
Investing is a long term journey into uncharted territory for most of us. Like other long term journeys, Investing can lead to experiences with failures. Failures can be disheartening. Your Investment club can lose focus on your long term goals and members can become discouraged. ...
I just found a reference to this and thought those of you who are history buffs, investing buffs or just curious about the history of financial regulation of the stock markets might also find this site interesting: Securities and Exchange Commission Historical Society The site ...
Johnson &Johnson (NYSE: JNJ) is one of the most popular holdings of bivio investment clubs. Here is an excellent overview of the current state of their business by Trefis. It discusses the factors that might influence its stock price the most: Johnson & Johnson's Medical ...