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WSJ.com - Extreme Tax Frustration
* 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 - ...
1 message
Stock Split not recorded
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 ...
4 messages
Do You Need Stock Ideas?
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 ...
1 message
Understanding Cash Flow-Recording Posted
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 ...
1 message
Custodial accounts
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"
2 messages
Challenge Club Meeting on Saturday
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 ...
1 message
Quest for positive returns
What happened to our green smiley face? We had one at one time, now it's gone. Thanks. South Shore Seniors Indiana
2 messages
quest for positive relative returns data
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
7 messages
disbanding--stock transfer
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 ...
2 messages
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