Communications
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Withdrawals
Our club is in NY. Most members are not very knowledgeable and rely on the advice of a small group. About half respond to buy and sell votes by email in between meetings. Recommendations by our research committee are followed most times. Research can also ...
1 message
withdrawal fees/language
Thanks for that info. On Monday 23/06/2014 at 8:04 pm, Jeanne Tieken wrote: Aside from all expenses incurred, our withdrawing member receive 95% if they voluntarily withdraw, but 100% if they die. On Mon, Jun 23, 2014 at 6:45 PM, Mary Moriarty < mmoriarty@crocker.com > ...
1 message
The ultimate tool for investing
I have been investing for the better part of four decades. A A lot has changed in that time. A My favorite thing that has changed is commissions. A Some of my first brokerage trades had commissions that were equal to 10% of the trade. ...
2 messages
Better Investing
Our club left Better Investing last year. We felt that for the same money and better value we could subscribe to Value Line. The SSG was difficult for us and was subjective and historical. With Value Line, although they do not have a club subscription, ...
22 messages
Size of Other Clubs
Our club, Tacoma Oddlot Ladies, started in 1996 with approximately 25 members. We now have 6 committed members and 14 stocks. Our valuation is $137,062.48. We have a unit value of $84.16. Linda Macdougall In a message dated 6/20/2014 1:30:13 P.M. Pacific Daylight Time, laurie@bivio.biz ...
1 message
Size of Other Clubs
My club is gong on its fourth year. We are curious about how many years other clubs have been in existence. How many members, number of stocks, what is your valuation. Thanks for sharing.
25 messages
Unit Value After a Withdrawal
Yes.A That is correct.A When a member withdraws, the number of units changes, but the unit value doesn't. The total valuation of your club would drop because there aren't as many units after the withdrawal. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook ...
3 messages
Cash Distributions
What does it mean when a company gives you a cash distribution instead of a dividend.
4 messages
Better Investing upgrades
We need to decide whether to renew our Better Investing (BI) membership in Aug. for our club. Better Investing: http://www.betterinvesting.org/ I'm considering whether recommending to our club on renewing and whether to include any upgrades. In particular the extra cost to use their online stock ...
14 messages
Better Investing upgrades
We subscribe to Investor advisory service as well as the small cap Informer. I think its important to decide on an investment strategies that are consistent and can be evaluated in a like manner. It is also important to continue your education and growth in ...
1 message
Better Investing upgrades
What does SS stand for? STOCK SELECTION GUIDE maybe? Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: "Roy Chastain via bivio.com" Date:06/19/2014 12:06 PM (GMT-05:00) To: club_cafe@bivio.com Subject: Re: [club_cafe] Better Investing upgrades For those who do not ...
1 message
Tax question
I am afraid we got involved in a LTD. Partnership before we knew they were a tax problem. The company is Kohlbert Kravis Roberts & Co. (KKR). Before the next tax season I want to get this straightened out. We bought 25 shares on 1-21-14. ...
2 messages
Tax Issues Related to the Buyout of Covidien (COV) by Medtronic (MDT)
Many of your investment clubs own either Covidien (COV) or Medtronic (MDT) or both.A Medtronic has announced that they plan to acquire Covidien and then change their place of incorporation to Ireland. The combination is still subject to shareholder approval so the date of the ...
1 message
It's Everyone's Lucky Day!
We have just released a new report that many of you have requested and that you will find useful in making sure the cost basis ofA all your stocks stays updated correctly.A You might also find it useful in making sell decisions when you own ...
7 messages
Value of one Unit on Valuation (NAV) Report
How does the cash account balance affect the Value of one unit on the Valuation Report? For instance, if our NAV is worth $15.00 per unit on June 1st and we have $500.00 in our cash account, does a large infusion of contributions on June ...
9 messages