GE is the third most widely held stock by bivio investment clubs.A One club recently asked about documents they had received from their broker that asked if they wanted to exchange some of their shares of GE stock for Synchrony (SYF) shares.A This has come ...
Re: South Shore Seniors Investment Club. Laurie, we've got a major difference between figures shown on these two accounts on our 10/02/2015 sale of 35 shares of CAT. A It seems that Bivio assumes that the sale was FIFO.A CAT was purchased in several small ...
I just saw this ad on the IBD website.A It cracked me up: a€‹ Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A Subscribe A to the ...
During this earnings season,A I've been watching some of the prices of stocks I own react both positively and negatively in what seems to be somewhat irrational ways to the earnings announcements. A This article hit home with its reminders of the role that human ...
Hi All, Looking for some feedback if you have a minute: 1.A How many of you maintain a Watch List? 2.A If you do, how do you determine what stocks go on it? 3.A For the stocks on it,A what do you watch?A Price, fundamentals ...
Each month, my investment club is reading and discussing a chapter from the book: The 5 Rules For Successful Stock Investing The book is written by Pat Dorsey, who was the Director of Equity Research for Morningstar.com It's easy to read and it gives a ...
If you are predicting growth in stock prices using earnings reports, it is interesting to learn about the quality of the information provided in those reports.A A survey of 400 CFO's was done recently: The Misrepresentation of Earnings The results are very interesting.A Their sentiment ...
Just as an aside, many libraries will borrow a particular book from wherever it might be. It's called interlibrary loans depending on library system have borrowed books from university libraries, etc, world catalog lists every book and the closest library w a particular holding Be ...
Ask your brokerage company how they will handle the bankruptcy. It helps if they show it on the year-end 1099-B statement. Sometimes they will show it as a sale for a penny. If they don't report it they should remove it from your portfolio and ...
Laurie, Our club took a gamble and invested in a company that went bankrupt and is no longer being traded (Sabine Oil & Gas, SOGC). I recieved a letter from a US Circuit Court that we cannot sell our defunct shares. How do we report ...
Hi All, Thanks for the feedback on the question and answer sheets posted for the educational activity here: 5 Rules For Successful Stock Investing I've changed the format of the sheets and you should find them much easier to read and use now. Laurie Frederiksen ...
If any of you are cooks,A you may have a spice cabinet like mine. It is full of spices I have purchased with the thought of the wonderful meals I can make from them.A I cook a lot, so I have justified the purchase of ...
Hello. I'm sure this has been asked, but I can't find the answer. How do we handle the transactions when you have C shares of mutual funds convert to A shares? How do we input the changes? Thanks!!
Companies go to great lengths to avoid paying taxes.A Sometimes, as apparently is the case with the proposed buyout of EMC by Dell, shareholders aren't so lucky. If you own shares of EMC,A it looks like you may take a tax hit on this one: ...