The word about bivio continues to spread! We were pleased to be mentioned in an article about investment clubs in the current issue of Black Enterprise magazine. Here's a link to the magazine. You can find us on page 30 in the right-hand column. http://www.onlinedigitalpubs.com/publication/?i=144415&p=36 ...
I recommend you review this information before the meeting. It may take more than an hour to complete but there are things we can do before the meeting like verify your club contributions are correct. Attached is the PowerPoint & Notes and the Audit Form ...
As you are doing audits or even monthly reconciliations, one of the most useful ways to look at your bivio data is not found on the Reports page. Did you know that if you go to Accounting>Accounts, Accounting>Members or Accounting>Investments, you can click on the ...
Here's a quick look at some of the study-worthy companies in Issue 13: http://expectingalpha.com/2013/02/11/value-line-low-total-return-screen-2152013/ We noted that the 3-5 year low price forecast for Microsoft (MSFT) dipped from $40 to $30, putting a bit of a dent in the long-term forecast. For more on Microsoft, ...
http://expectingalpha.com/2013/02/09/apple-aapl/ Morningstar and S&P recently reduced their fair value estimates (first cousin of reducing long-term return forecasts in our jargon). Mark Robertson Manifest Investing
The favorite selections from this year's band of groundhogs include Qualcomm (QCOM), Apple (AAPL), Coach (COH), Bio-Reference Labs (BRLI) and FactSet Research (FDS). 21 shopping ideas ... http://expectingalpha.com/2013/02/07/contest-picks-heavy-hogs-2013/ Mark Robertson Manifest Investing
Take a look and see if any study candidates jump at you from our 20 selections striving to beat the S&P 500 during 2013 along with 20 more (a few duplicates) from Eddy Elfenbein: http://expectingalpha.com/2013/02/06/crossing-wall-walking-main-update/ Mark Robertson Manifest Investing
Since our club founding in 2010, all of our members have been residents of Massachusetts - at tax time we have simply filed federal and Massachusetts state tax forms. This year, we have a new member who's primary address is in Florida. How do we ...
Recent favorites include Schlumberger (SLB) and National Oilwell Varco (NOV). http://expectingalpha.com/2013/02/04/value-line-low-total-return-screen-282013/ If you or your club would like to enter our 7 th annual (2013) stockpicking contest known as the Groundhog Challenge VII, send 5-20 stocks (tickers) to manifest@manifestinvesting.com . More info and last year's ...
The guacamole dip can wait, the Super Bowl is not until Sunday. With all old-AFL teams eliminated, the Super Bowl stock market indicator is working in our favor. Here's a short list of study candidates ... we're featuring Qualcomm (QCOM) at Manifest Investing this month. ...
As Laurie suggested, here's a look at Coach (COH) following the fundamental downgrade by Value Line. 1. The low total return forecast for COH dropped from 15% to 10% during this week's update. 2. Morningstar and S&P (and the analyst consensus) seem to dissent - ...
Hi all, The recording about how to audit your investment club records is now posted. You can find it and a link to the audit form here: https://www.bivio.com/site-help/bp/Audit_Presentation_Help We strongly recommend that you do an audit so that your investment club accounting will be in ...
This week's update might be worth a closer look at Rue21 (RUE). We'll also be taking a closer look at Coach (COH), Aeropostale (ARO) and Kohl's (KSS) with a slight weakening of fundamentals, at least according to Value Line. http://expectingalpha.com/2013/01/28/value-line-low-total-return-screen-212013/ Mark Robertson Manifest Investing