Hello, I am doing a presentation for a business class on Yahoo's stock price, which has been flat for the last 2 years. Here are my 3 recommendations to increase their stock price: Develope new applications, start paying dividends & sell its stake in Alibaba ...
A recurring question comes up on these investment club forums as to what to do about members who have not made regular monthly payments. One factor which adds to the confusion is that the standard partnership agreement for investment clubs does not address the issue ...
Last nights Dashboard Diagnostics session reviewed the holdings of a club in Pennsylvania. One of their holdings was the ETF, GLD. Though it's called an ETF, which sounds harmless, this is actually what is known as a "Grantor Trust". Unless you would really like to ...
Also keep in mind that for some club member the long-term capital gain tax rate may be zero. No tax benefit comes from realizing a capital loss to offset a tax-free capital gain. (Yes, in the example given both the loss and the gain were ...
We often hear about the "Rule of 5" when it comes to investing. This is the concept that, for each 5 stocks you invest in, one will do better than you predicted, one will do worse and the rest will do just about what you ...
Hi everyone, If you'd like to see how you might do a monthly portfolio review for your club or even for yourself, I encourage you to attend the Manifest Investing Dashboard Diagnostics that will be held this week on Wednesday, September 22 at 9PM EDT. ...
So well said, Lynn! I agree. Keep up the good work, Bivio! What I get out of Bivio support is well worth a few deletes. Marlene Fondrick Treasurer Diamonds in the Rough -- Sent from my Palm Pre On Sep 19, 2010 11:35 AM, Leo ...
mklema2@cox.net wrote: > >This happened to my son in law from "London," and when I called him he was home and totally unaware, and had to change his email address. Hopefully someone will call Kathy and let her know. Mary K. Carole Jansen <cljansen@verizon.net> wrote: ...
Good Morning Everyone, I am working on more material for the bivio Library page and for webinars in the coming months. I have quite a few ideas for topics but your input would be very valuable to help prioritize things. If you have a few ...
Warner Chilcott has issued a special dividend of $8.50 per share. bivio autosync treated the entire proceeds as a dividend. Based on the guidance posted by the company, treasurers will need to adjust this entry next year when they receive the 1099 before running the ...
Are you the organizer or officer of an investment club? Have you ever felt burdened by trying to decide what should be on the agenda for your monthly meeting? Let us provide you with some ideas. We're pleased to announce the start of a monthly ...
Hi Everyone, It's hard to believe but the second Wednesday of September is here and that means it's time for the Monthly Manifest Investing Challenge Club meeting at 8PM EDT. You can register to join at www.bivio.com/club_cafe All are invited to attend. Hope to see ...
There was talk earlier this summer about the problems of clubs investing in REITs due to tax filing. I believe it was said that the club will have to report to every state that the REIT does business in. If I personally, outside of the ...
Hello, We plan to dissolve one of the Investment Clubs I am part of by end of this year. I could not find any instructions on the bivio.com website on a set-up of set of steps to follow to close a club. I reckon that ...