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December Club Meeting Meeting Recording Posted
Hi Everyone, The recording from the December Club Meeting Meeting is now posted on the Clubmm site. www.bivio.com/clubmm Decembers educational topic was a discussion of the factors affecting the margin or profitability of a company. We ran through an overview of Apple's most recent earnings ...
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club_cafe: A Season of Lights
I know you do not all belong to Bivio Clubcafe so I'm forwarding this to you. It is a special tribute to being involved in investment clubs. To all of you, I say Thank You for being involved, for supporting me even when I make ...
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A Season of Lights
I used to teach Photoshop classes to a group of enthusiastic 5-8th graders when my son was in middle school. One of the special things about his school was the rich variety of cultures the students came from. My students liked to animate things and ...
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Club records
How long is it necessary to keep club records: IRS filings, club audits, treasurer reports and secretary reports, etc.? What is really a "must keep"?
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Investing Ideas and Great Stories
I hope everyone is enjoying the Manifest Investing 12 days of Christmas countdown. Each day, Mark Robertson is posting a fun to read and informative writeup about a stock which Manifest Investing has identified as having high quality and investment return potential. You can find ...
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Getting Ready For Tax Season
If you'd like an overview of what will be coming up during tax season, you can find the presentation and a recording of our recent webinar posted at www.bivio.com/club_cafe -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on ...
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Dashboard Diagnostics Recording Available
If you missed last nights Dashboard Diagnostics session the recording is now available for you to view. You can find a link to it at www.bivio.com/club_cafe -- 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
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club_cafe: Expenses
Thanks Laurie I want to stay on the mail list BUT I did not know I would be getting e-mails from people I have never heard of before. I will just continue to review a little bit and delete those I'm not interested in. Thanks ...
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Expenses
Hello - Each year our club collects $25 per member to cover administrative expenses of the club. I am wondering how to best report that in Bivio. The money is usually just put into our savings account and then transferred into our checking account to ...
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Dashboard Diagnostics Tonight!
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 ...
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club_cafe: Why Isn't My Stock Going Anywhere?-SYK
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 ...
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Why Isn't My Stock Going Anywhere?-SYK
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 ...
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REIT's
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 ...
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Fees vs. Payments
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 ...
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ADRs
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 ...
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