After reading all the responses to Kimberly Hazen, I would like to know whether the clubs using Schwab also have investor checking or just write checks through the brokerage account. When we write checks, we have to call in to get the check images. Check ...
We use TDAmeritrade and it has been great. No problems writing checks, depositing electronically or transferring stocks when a person leaves the club. In a message dated 6/27/2011 7:25:51 P.M. Pacific Daylight Time, dcscoville10@gmail.com writes: Note: BAWBEESE INVESTMENT CLUB uses TD AMERITRADE, VERY HELPFUL On ...
* Please note, the sender's email address has not been verified. This is a good summary of some of the issues involved with owning investments in things such as MLP's and commodity ETF's. Laurie Frederiksen Click the following to access the sent link: WSJ.com - ...
Please share the answer with everyone. Thanks. Sent from my iPhone. On Jun 20, 2011, at 6:30 PM, Laurie Frederiksen < laurie@bivio.biz > wrote: Paul, Email us at support@bivio.com so we can discuss your account specifically. There is a question about the number of shares ...
In this months Dashboard DIagnostics session Mark Robertson from Manifest Investing will review a different type of "club dashboard". He'll discuss the stocks in the Manifest 40. These are the stocks most widely followed on Manifest Investing Dashboards. So how are they doing? It's a ...
The recording of the June Club Meeting Meeting is now posted at www.bivio.com/clubmm Some comments from the attendees: " Just a comment. Excellent presentation on Cash Flow. Easy to understand and grasp. Thanks" "Superb presentation on cash flow especially the analysis on SYY.showing the decline ...
Our club is allowing a member to have a custodial account. Is this the correct wording for the custodial account "John W. Doe, custodian for Jane E. Doe"
Hi Everyone, Just a reminder that this months Challenge club meeting will be held this Saturday (June 19) at 10 AM ET. It's online, it's free and everyone is invited. There's a lot to discuss. CSCO, ABAT, HOGS, AFL, QSII What are your thoughts? We'll ...
Laurie, I'm looking at our club's graph for Diamonds in the Rough. In the data below the graph the data only goes from 1/1/08 to 5/1/10. How can I get to the data after 5/1/10? Thanks much, Marlene Fondrick Diamonds in the Rough
I've gone through all the disbanding steps and printed withdrawal reports, but for some reason, bivio has adjusted cost basis amounts for the transferred stocks for one member, but the other members' adjusted cost basis are zero. I can't figure out why the disparity between ...
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 ...
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 ...
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 ...
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 ...