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 ...
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.
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 ...
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 ...
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 ...
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 ...
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. ...
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 ...
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 ...
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 ...
That is sooo awesome. Thank you, Laurie. In a message dated 6/12/2014 8:35:39 A.M. Pacific Daylight Time, laurie@bivio.biz writes: 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 of ...
Our club has an insurance policy to cover any fraud or theft by the officers. It is getting very expensive given the increasing size of our portfolio. Do other clubs carry this kind of insurance and what insurance companies do you use? Linda This email ...
This is a good idea.A Skype now offers group video calling for free for up to 10 people. As Peg notes, that might give you another option to get together for a discussion if you all can't get together in person. Here's more information about ...