Just a reminder that Dashboard Diagnostics is tonight. It's always a great presentation and a lively group. You're guaranteed to come away with lots of new ideas for managing and improving your own club portfolio. You can register now at www.bivio.com/club_cafe Don't forget! It's free ...
Thanks, Laurie. Great analysis and thought process of Stryker (SYK). This methodology can certainly be applied to other company studies. Butch Lang In a message dated 12/14/2010 12:51:37 P.M. Central Standard Time, laurie@bivio.biz writes: I noticed this morning that Stryker, SYK, issued an 8-K report ...
I noticed this morning that Stryker, SYK, issued an 8-K report on Dec. 6. 8-K reports are issued when a company knows of an event that may have a material impact on their earnings. In this case, one of the items noted was an upcoming ...
On Sun, Dec 12, 2010 at 6:44 AM, Leo Cardillo <cardillo@bellatlantic.net> wrote: > Our Club is about to purchase shares in American Capital Agency (AGNC), a > REIT firm. > > Before we do, I want to be sure that Bivio can handle this specific ...
The club I belong to has been having members pay in additional funds to cover club expenses such as the Bivio subscription. We would split the cost among all members and the amounts taken in totaled the exact amount of the subscription. These expense contributions ...
We're considering acquiring our first ADR stock. Does Bivio treat ADRs the same as US stocks or are there special tax reporting considerations for the ADRs? I read an earlier post about brokers sometimes charging an ADR service fee that apparently must be manually entered ...
Please explain why Ford (F), General Electric (GE) and Home Depot (HD) are not in the price database that Bivio uses. I understand that unlisted stocks include thinly traded or some foreign securities. But I feel large companies such as GE, Ford and Home Depot ...
Don't forget! If you have friends whose clubs are not using bivio for their club accounting, this is a good time of year for you to remind them that if they did, they would not have to pay extra for a tax printer to do ...
Our club has decided to make a donation to the local veterans organization. This seems easy enough to handle in Bivio software. We simply need to add a deductible expense. This then shows up as a Charitable Contribution in the Member Tax Allocation Report. My ...
I know that the valuation report provides a unit value and that it can be run to obtain that value for any day in the past. Would it be possible to create a report that could easily provide the high - low unit values for ...
I withdrew a member, then discovered dividends that had not been posted prior to withdrawal. now i want to delete and perform the withdrawal again, with correct numbers. Bivio will not let me delete the withdrawal. what next? deannie
It's time for another in our successful Club Meeting Meeting series! Join us this Thursday, December 2, at 8:30PM ET Question: Once you own a stock, how do you decide how long to keep it? Answer: You should follow its earnings reports and regularly re-evaluate ...
Don't forget, we'd love to have you as friends for our new Facebook page. If you "like" both the bivio and the Manifest Investing facebook pages by the end of the day Monday November 29, you will be entered in a drawing to win a ...
Isn't Thanksgiving a great holiday? It's a day in the middle of the week when all you need to do is to share a nice meal with people you care about and think about all the good things you have in your life to be ...
When we make projections about the future success of a company, we rely heavily on data from their past. It is important to be aware if that data changes. Green Mountain Coffee Roasters (GMCR) announced in September that they had found a 7.6 million dollar ...