Do you know 1. Why you might not want to pay for investment club dinners with a club check? 2. The best way to handle contributions that members make in advance? 3. How to account for a bounced check? 4. What you need to determine ...
KYN is an interesting investment a club asked us about this morning. It's a corporation that invests in MLPs. Since it's a corporation, any income comes to you as corporate distributions, not the partnership distributions that cause problems with your investment club accounting.when you purchase ...
When you hold stock it is important to have an understanding of wash sales. If you have a wash sale, you must postpone the recognition of a loss until you completely divest yourself of the security. If you purchase or repurchase it or something "Substantially ...
Join us for the June Dashboard Diagnostics session at a special time, Saturday, June 7 at 11:00 AM ET. Mark Robertson from Manifest Investing will be reviewing the portfolio of a delightful bivio club from New Jersey and New York. They've been around since 1994 ...
Proctor and Gamble is one of the most popular stocks held by your investment clubs. Trefis has just done an interesting analysis of them. P&G Worth $70 As It Slows Emerging Markets Expansion Their stock price has dropped recently due to pressures on their margins ...
I hear loons out my window every day, a haunting sound. On Memorial Day it makes me think of hearing Taps at all the Memorial Day ceremonies I've participated in. As a child, it was part of a day of parades, flags and barbeques. As ...
Just a reminder that tonights webinar "An Orientation To Investment Club Record Keeping", is the first in our three part treasurer training series. Not only is it good information to know if you are an investment club treasurer, it is a good overview of how ...
Stock prices are affected by expectations of the buyers in the market. One of the places those expectations come from is guidance about future results issued by companies themselves. Guidance is not required. If companies are going to provide expectations for things like future sales ...
Here is an interesting piece of information you won't find anywhere else. Approximately 3% of your investment clubs bought Facebook (FB) on Friday for a weighted average price of $40.25 per share. In total, apparently 20-25% of FB shares went to retail investors. Of the ...
Direct investment programs were great when commissions were much larger than the $10 or so most pay today. Direct investment programs used within a club environment can create some undesirable problems. First is the delay between making an investment decision and when that buy/sell is ...
Are any of your clubs considering a purchase of Facebook? Here are some interesting graphics that put their market cap in perspective: http://spectrum.ieee.org/static/the-facebook-ipo-in-perspective 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 Click here to Subscribe to ...
http://www.economist.com/blogs/schumpeter/2012/05/facebooks-flotation-0 It talks about the GM problem. It also links to this interesting infographic: http://www.wordstream.com/articles/facebook-vs-google-display-network The infographic is hard to read, but it contains a lot of interesting information if you put the puzzle pieces together. Cheers, Rob
Our friends at Trefis have an interesting analysis and model of Facebook valuation that you can use to help you decide what it is worth. They consider an $82 Billion valuation for Facebook to be more appropriate than the $100+ Valuation expected. If you feel ...
Join us online tonight at 8:30PM ET and help us to manage this virtual club portfolio: http://www.manifestinvesting.com/dashboards/public/challenge-club The discussion is sure to give you some ideas for managing your own investment club portfolio. It's free and everyone is invited. You can just listen or you ...
Wanted to get some thoughts from any club that uses a direct investment program instead of an online brokerage account. We currently use TD Ameritrade and have been pleased with them, but are thinking of checking into a cheaper alternative. Our club is very small ...