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First Step In Researching A Company
One of the first things you should do when you start to look at a new stock to invest in is to make sure you know what their business is. An easy place to find this is often on the Investor Relations page on their ...
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More New Tickers!
Your requests continue to arrive so we've added more new Ticker Research Pages. If your club owns or is interested in these companies, here's a place with lots of links you can use to check them out: CNI - Canadian National DHR - Danaher ECOL ...
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You Never Know Where a Catalyst Will Come From
At my investment club meeting last night, the Microsoft(NASD: MSFT) stock watcher laid out some scenarios he felt might be potential catalysts to Microsofts stock price. But, as he emailed this morning, you never know where catalysts might come from. Looks like everyone is happy ...
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There are Earnings and There are Earnings
This is a good article by Jeff Matthews about something it is important that all of you have an awareness of. If you are making projections of future stock price based on earnings growth, make sure you understand what earnings number you are using to ...
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New Ticker Research Page!
Our new Ticker Research page is available for your investment club to use to research and follow stocks. Ticker Research The list currently includes pages for all the stocks on the top 50 bivio investment club holdings list, all the stocks currently held by the ...
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More Tickers!
More requests and more new ticker research pages for: SIVB-Silicon Valley Bank NEOG- Neogen WFM-Whole Foods YHOO-Yahoo Ticker Research Enjoy! 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+ Click here to Subscribe ...
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Understanding Taxes
The IRS has a nice website with material for both teachers and students aimed at learning about taxes: Understanding Taxes If you have a young person in your life, it's a good place for them to get the basics of what they need to know ...
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FULL WITHDRAWAL
A Partner is making a full withdrawal. I've read and sent most of the pertinent info I've found on the Cafe to the Partners. A few Partners do not believe the info I've copied below and want to see it in an IRS Pub. I've ...
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Investor.gov
The SEC has a website focused on providing you, individual investors, with unbiased information about investing. You can find a brief video overview of it here: Welcome to Investor.gov There is a list of the topics they cover here: 10 Ways to Use Investor.gov If ...
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Ticker Research Page Updated With Your Requests
Your investment clubs asked for them so now you'll find research pages for: ABC-AmerisourceBergen BBY-Best Buy GSK-GlaxoSmithKline ZBRA-Zebra Tecnologies have just been added to our new Ticker Research page! Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! ...
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Partial Withdrawals
Dear Laurie, For the first time, my club wants to do a partial withdrawal. Can it be done with trasnfer of stock(s) or is it better to use cash only? Our partnership agreement allows stock transfer, but it there any disadvantage to the member receiving ...
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Scottrade Flexible Reinvestment program
Scottrade recently launched the Flexible Dividend Reinvestment program. Our club had a lengthy discussion on the pro's, con's and different strategies we could use with this option. If you are using this feature, what kind of strategy are you utilizing?
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FOREIGN EXCHANGE PURCHASE
A member has proposed buying 7-Eleven which is only available for purchase on the Japanese stock exchange. Fidelity has some mechanism for buy on foreign exchanges. Questions - any BIVIO implications? Any US Tax considerations? Thx Jay
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Investing Decisions - Survey Results
Some of you helped Ben Landau from the University of Wisconsin do some research by taking a short survey he put together and shared recently. There were some interesting results from it that he said I could share. For example: Ben is working on fine ...
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TIcker Research - Energy Companies
The link I posted Monday indicated that one of the areas with the largest potential for growth in the US economy was energy. If your investment club owns or is interested in looking into some energy companies, you might be interested in some of the ...
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