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Stock Screen: Study Candidates
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
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Cost Basis between 1099-B and Bivio Taxes
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 ...
9 messages
Anyone using Quicken Home & Business for personal finance?
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 ...
12 messages
IRS revised list of PBA (Principal Business Activity) Codes
I was reading the instructions for the 2012 Form 1065 and noticed under the "What's New" section that the IRS has a revised list of PBA codes. Code 523910, the code printed on our Form 1065, no longer exists. Code 523900 (Other Financial Investment Activities ...
2 messages
Cisco Systems (CSCO): Watch. Wonder. Wait.
Cisco Systems (CSCO) shareholders and stockwatchers: http://expectingalpha.com/2013/03/24/cisco-systems-csco-watch-wonder-wait/ Mark Robertson Manifest Investing
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Schedlue D differs from 1099/8949
Laurie, For SEIIC, our 1099 and 8949 entries differ from the bivio produced Schedule D Part 2 Line 9 by $14, Is this a concern? Thanks, Marty Eckerle
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Triple Play Screening Results (3/19/2013)
Good morning, investors Some screening results: High return forecast with potential for P/E expansion and margin enhancement. Vera Bradley (VRA), Kohl's (KSS), United Health (UNH), Coach (COH) http://expectingalpha.com/2013/03/19/triple-play-screen-3192013/ Mark Robertson http://www.manifestinvesting.com Blog at http://expectingalpha.com
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Paper Stock Certificates
Do any of you have any of these? Looks like they might become just another nostalgic collectors item soon. End Looming For Paper Certificates 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+ ...
3 messages
Paper Stock Certificates
Me too to Bob BigRigg's post. Fail. On Thu, Mar 14, 2013 at 10:11 AM, Laurie Frederiksen wrote: Do any of you have any of these? Looks like they might become just another nostalgic collectors item soon. End Looming For Paper Certificates Laurie Frederiksen Invest ...
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Amended 1099's
It appears we are getting to the point in the year where some of you are receiving amended 1099 forms. Many times these show that an amount previously classified as a dividend is now being classified as a "non-dividend distribution" Usually this is a Return ...
3 messages
amended brokerage statements
We use Schwab for our brokerage. They issued an amended statement. How long will it take Bivio to update the 1065, so we can file an original 1065 instead of a 1065 and an amended. We need to have member ownerships correct as we have ...
4 messages
Scottrade Options Account Question
Has anyone used the Scottrade options account optionsfirst.com along with BIVIO account sync? If not what broker do you use with account sync? Thanks, Ira Haas Yankee Chapter Model Club
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New Option For Preparing State Tax Returns
Is your investment club in Arizona, Georgia, Indiana, Iowa, Kansas, Maryland, Massachusetts, Minnesota, Missouri, or Wisconsin? . If so, we are pleased to announce a new, cost effective option you can take advantage of to have your investment club state tax returns prepared. Ira Smilovitz ...
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change of ss# after filing
A member just notifited me after I'd filed our return that his social security number was incorrect. Must the club file an amended return?
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This Week's Update Stocks (AVAV,UNH,AET,QSII)
Take off that Dow All-Time High party hat and get back to work. Weekly study stocks: $ AVAV $ UNH $ AET $ QSII http://expectingalpha.com/2013/03/11/value-line-low-total-return-screen-3152013/ Mark Robertson Manifest Investing Blog: http://expectingalpha.com
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