Apple was a topic of discussion at one of my recent club meetings. We happened to meet on a day when the stock price had recently fallen from highs around 630 to 580 This concerned some club members, but others thought perhaps this meant there ...
It's earnings season. I know a lot of your clubs are interested in many of the companies that are reporting. To aid in your analysis of their latest results, here's a list from Trefis that shows you their current valuation estimates and links to their ...
I have often felt I get really good perspectives about a company by listening to their quarterly earnings conference calls. This is something everyone can now do. You just sign up in the Investor Relations section at company websites. If you can't make it when ...
Occasionally - perhaps every 4 - 6 weeks - I am asked to provide a price for Intel for a specific date. We have an INTC position and as far as I can tell the symbol is correctly listed with the holding. I always get ...
Whenever I access Bivio, I typically receive a "Security Warning" for every new page I open. It is annoying. What do I have to do to shut off this feature without putting my computer at risk? Thanks, Nick
You're invited to join bivio club member and long time investor Paul Madison online this Sunday evening at 8PM ET for an InvestEd webinar. He'll be discussing a topic many investment clubs find a difficult decision to make. When is it time to sell your ...
One of the best things about being part of this community is that you have a connection to people who are actually part of many of the industries you invest in. They can provide insight that can help you become a more informed investor. Sunday ...
Just a reminder that the Manifest Investing Virtual Challenge Club meeting is tonight, online at 8:30 PM ET. It's free and everyone is invited. It's a great opportunity to listen and get stock ideas or join in the discussions about possible changes to the club ...
If you owned GM stock before it went through bankruptcy, you received shares in what became known as Motors Liquidation Company (MLTQQ). It finally stopped trading on pink sheets in 2011. This means that you probably have a loss which you should take on your ...
Just a reminder that the due date for filing your investment club tax returns this year is tomorrow, April 17. You get an extra day this year due to a Federal holiday today. If you need to also file state returns, make sure to double ...
Reorg fees should be entered as a negative return of capital, not an expense. Ira Smilovitz In a message dated 4/14/2012 3:33:04 P.M. Eastern Daylight Time, lscham8531@yahoo.com writes: Hi Laurie, I checked acc't sync from TDA to Bivio 1.A return of Capital of $186.86 2.A ...
We rarely have more than 1% in cash. Occasionally, we will have more if we can't agree on an investment one month. If we don't have a new investment in mind, we add to whichever current holding has the best prospects and isn't overweight in ...
We owned 120 shares of MHS. We now have 97 shares of ESRX and our cash balance increased by $3,456. I noticed that this transaction was not automatically imported to our Bivio account. Therefore I entered two transactions: (1) Merger of ESRX resulting in 97 ...
At this time of year, you've got to love any article which begins: "No taxation without obfuscation. It's the American way." http://management.fortune.cnn.com/2012/04/11/your-taxing-irs-faq/ Enjoy! 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 ...
Quite a few of you owned Medco (MHS), and have been asking us how to account for their recent merger with Express Scripts. This was a cash plus stock merger, so it may have brought you taxable gains which you will need to recognize in ...