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Field Trips
Good morning everyone, I got a question today about field trip ideas for an investment club. I'm curious whether any of your clubs have gone on a field trip? If so, where did you go and what did you do? Doing something a little bit ...
7 messages
Field Trips _ attn: Laurie Frederiksen
Ladies Investment 10 of Lubbock (TX) made a field trip to the local Tractor Supply store--this isaa stock that we own. We had lunch prior to the visit for some social time and then went to the store and had a very good interview with ...
2 messages
Field Trips
This is a great Idea for a club field trip also. One of my clubs owned Chipotle earlier this year. We did really well with it and we did briefly consider driving several hours to see what one of their restaurants was like. We even ...
1 message
Quest for Positive Relative Returns Graphs Updated
Relative returns graphs for all clubs participating in the Quest for Positive Relative Returns have now been updated through May 1, 2011. You'll find the links to your updated graphs on your club pages. I've also put together a composite graph that you can use ...
19 messages
backing up files
Is there any need to back up any files with thumb drive or other form of backup? if i had a computer crash, couldn't i pull up all necessary information thru the bivio, or bank, or online brokerage accounts? i have paper files of each ...
5 messages
Member withdrawal and club closure
I need to reflect the withdrawal of two club members that occurred some time ago and to close the club. How do I go about doing that
1 message
Cash Flow and Sysco
Cash flow information can give you clues to future earnings than you won't get from an income statement or earnngs per share number. Research has shown that discrepancies between cash flow information and income statement accrual based information can provide meaningful insight into future stock ...
1 message
Closing out the club books
Our club is in the process of disbanding and I would like to close the books in June. I have your guidance sheet "Disbanding a Partnership" which has been a great help. Thank you. I have one question however, after checking to see if all ...
2 messages
Deleting old club emails
Is there any way to delete multiple old club emails at once?? We have pages of old stuff that is just taking up space. Thanks, Diane at Quicksilver
2 messages
Quest for Positive Relative Returns Graphs Updated
Laurie, Thanks for your extra efforts. I like the info and how it is presented. Our online club is not yet one year old but once we hit that one year anniversary we will be requesting to be included with the Positive Relative Return Graph ...
1 message
Custodial Accounts
Our club wants to allow custodial accounts. Is there anything that we should be aware of? This is the wording I'm thinking about adding to our Partnership Agreement: Custodial accounts are permitted as long as the parent/guardian is a member in good standing. Custodial accounts ...
4 messages
Hope
That's what it's all about. Hope is what moves us forward in life. Hope is what pushes us to move out of our comfort zones and grow as investors. We received a wonderful comment from one of the people that attended the Dashboard Diagnostics session ...
1 message
2011 Taxes for Disbanded Club
I am wondering when the 2011 tax forms will be available from Bivio so we can file our final federal return. Our club stopped investing activity a couple of months ago. Howard Fabry, Treasurer Univestors, LLC
4 messages
Do You Want To Break The Rules?
Laurie can you give me idea when I will get my refund? Miss you guys In a message dated 5/24/2011 7:31:50 A.M. Pacific Daylight Time, laurie@bivio.biz writes: If you've ever felt constrained by some of the "rules" you've been given about choosing investments, you should ...
1 message
Do You Want To Break The Rules?
If you've ever felt constrained by some of the "rules" you've been given about choosing investments, you should find tonights Dashboard Diagnostics session very interesting. It's good to have guidelines to use when you're beginning to learn to invest, but, as you gain experience, it's ...
1 message