A club recently asked about tools to use for comparing stocks, so I was looking at what was available on www.finviz.com . I thought you might be interested in what I found. Lynn Ostrem highlighted this site during her presentation on stock screening last year: ...
Would you say this applies to you as an investor? Three grand essentials to happiness in this life are something to do, something to love, and something to hope for." -- Joseph Addison, British essayist, poet, playwright and politician Laurie Frederiksen Invest with your friends! ...
Debt tends to be a balance sheet item that scares away many investors who are members of investment clubs. But it is not always so simple. This is an interesting article by Trefis about the debt recently taken on by Apple to buy back shares. ...
When you sell a stock, you will have a capital gain or loss that you will be reporting on your taxes. With the new cost basis reporting law, you will need to make sure that the amount of these gains and losses agrees with what ...
Have you ever been confused about what an ex-dividend date was and why it was important? Here's a nice summary that describes it all for you. http://www.dividend.com/dividend-education/everything-investors-need-to-know-about-ex-dividend-dates/ 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 ...
Hi Everyone, Just a reminder that if you have put an "Out of office" message on the email account that you use for this list that it goes to everyone on the list. Since the list is made for discussions, this gets very annoying to ...
A man named Phillip Fisher once said, ""The stock market is filled with individuals who know the price of everything, but the value of nothing." - Phillip Fisher Phillip Fisher wrote a famous book about investing called "Common Stocks and Uncommon Profits". You can learn ...
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 ...
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 ...
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 ...
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
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 ...
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
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 ...
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 ...