Hi all, we had a great club meeting last night, amid all the market turmoil there was some spirited debate going on. Then in "any other business" at the end of the night, one member announced he was leaving the club because he felt he ...
Sometimes life is disappointing. You work hard and try to do the right thing and sometimes something unexpected and damaging that is out of your control happens and wipes out or undermines your progress. So you have to decide, do you go forward or change ...
The valuation report is an important report for your club to use to communicate the value of the club's assets to everyone. It is, however, a terrible report to look at to use for any sort of decision making about investing. Particularly seductive to us ...
Hi Laurie! I have been enjoying the Club Cafe conversations, but would like to request you take my name off the Club Cafe Email list - I am receiving so many emails and I share this email address with my family that the sheer volume ...
One of the most powerful yet difficult aspects of picking stocks as a group is being able to have a discussion and then make a decision when people may disagree. If handled the right way, this dissension can actually lead to better decision making because ...
Hi Everyone, Does anybody listen to NPR radio? If so, you're familiar with membership drives. I'd like to have a Club Cafe membership drive. I've made a commitment to keep sharing information about doing your accounting or running your club on a regular basis and ...
My club members would like me to provide each month what they feel is a fairly simple report: - How much have we invested (in total for all years) - What do we have to show for it Now, simplistically, what we've invested is our ...
The question has come up at our latest meeting. Why is the tax basis so much more than the total paid in? I read the help, but I want to be able to explain it to the group in simple terms. Thanks, amz46@yahool.com
HI ALL, We wanted to invite BI members who have been looking for a club but, have been unable to find a local one to join our national on-line stock club. We are looking for new members. We currently have 8 members and are looking ...
I'm very interested in the topic of how you get yourself motivated to do something like learning to invest. I frequently talk with friends and family members who are worried about their financial future. They wonder if they're doing enough but are so overwhelmed by ...
If I generate Balance Sheet Report for 2010, I get a line that shows: Unallocated Earnings - (Losses) 0.68 What's happening? Do I have an error somewhere? (If I generate it for 2009 it shows: Unallocated Earnings - (Losses) 0.00 Thanks Jay
A stock study for the April meeting of the Challenge Club on Chipotle Mexican Grill (CMG) has been posted to the Challenge Club public files area. It's an interesting overview of divergent opinions and includes a look at momentum and ownership considerations. Mark Robertson
Our club will transfer one block of stock and enough cash to equal her shares on March 31. We own a company and there are 3 blocks of stock. There is an initial purchase followed by a split where the basis is zero. The third ...
Rip, Ira, Laurie, et al. During our group study of Lifeway Foods (LWAY), Charles Bard noted a balance sheet entry that I'm not familiar with and wondered if you could shed any light. Checks Written in Excess of Bank Balances = $342,976 Is that what ...
Thank you to everyone who responded to the valuation dates survey. I thought there was a really nice response. I have posted the information received here: www.bivio.com/valuationdates As you can see, there is a variety of valuation dates being used and a variety of reasons ...