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 ...
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 ...
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! ...
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 ...
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?
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
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 ...
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 ...
Some of you may remember earlier this year when we asked for ideas for a club that was celebrating their 25th anniversary. They've let us know how it turned out: Our investment club celebrated our 25th anniversary in June with a limo ride into Philly ...
Barry Ritholz shared a thought provoking article over the weekend: Curse of the Narrative: Everybody Loves a Good Story I thought this quote was especially interesting: He is right: None of those things has come to pass. Even worse, the fear traders have missed a ...
I'm an undergraduate student at UW-Madison and have been a Bivio member for three years. My investment group, the Badger Absolute Return Fund, had found a number of difficulties with existing investment software, and many of these difficulties were related to the time it takes ...
It appears that BRLI has a extremely high short ratio of 38%. This means that a lot people are selling this stock short because they believe that the stock price will tank. I don't know if there is something going on with this company to ...
This question was just asked to the list, and I thought I would give it its own topic. On Wed, Jul 31, 2013 at 12:15 PM, Ghazali Raheem < ghazr09@gmail.com > wrote: Where would I go to find a listing of local investment clubs in ...
Right after the Facebook (FB) IPO, we posted this summary of how bivio investment clubs had participated: bivio Retail Investors and Facebook (FB) At that time, approximately 6000 shares were purchased by approximately 3% of your clubs. As of yesterday, approximately 6% of your clubs ...
Coach is a popular holding by your investment clubs. Over 10% of you own shares. Their earnings came out this morning and the market is not happy with the decrease in earnings and the unexpected departure of several key executives. If you'd like to do ...