| Re: Projecting Microsoft (MSFT) First Quarter EarningsHi Laurie, I can't get the spreadsheet to calculate. Any ideas? Andy Laurie Frederiksen wrote: > Hi Everyone, > > Here's a fun activity. Let's see who can come the closest to > predicting what Microsoft will announce as Earnings Per Share when it > ... |
| RE: club_cafe: Voting on stocks ?Tommy, My club picks a sector and everyone does preliminary reviews of companies in that sector. I.E. perusing Valueline, Quicken one-click scorecard, and other screening tools are used. Then four or five members present the "best of the bunch" at the meeting and we use ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountPrior to the announced merger between TD Ameritrade and Schwab, I processed two withdrawals with stock transfers at TD Ameritrade, one was timely and correct; the other was delayed because the withdrawing partner did not want to comply with the partnership agreement that she helped ... |
| Re: [club_cafe] Death of memberUnless your partnership agreement calls for it, it really isn't appropriate to assign the capital gains tax to the withdrawal.A For one, you don't know what the capital gains tax willA be becauseA you don't know the rest of the income picture for the individual. ... |
| Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT September 10, 2022 In attendance (290 registered, 44 visitors) Members: Jack Finn, Brent Goll, Ira Haas, Stephen Roy, Liz Tobin and Sriram Madabhushi were all present. Esteemed visitor: Joe Farrell. Visitors: See ... |
| Re: club_cafe: ADVP/CMX MergerI just posted an explanation of this merger on the Treas List, which I am repeating below.. The merger between CMX and AVDP involved cash, so it is not a clean cut, easy-to-record transaction. AVDP shareholders must compute gain/loss using the total consideration received from ... |
| Re: [club_cafe] BAIDU (BIDU) 1 Year Price ProjectionLaurie, Thank you for the information. Good to know. I had just assumed it was one more indication that you can't trust reports from these companies. (Which may still be true.) Ro y Chastain "We make a living by what we get, we make a ... |
| Re: [club_cafe] Tax forms TimelineEach year the Congress makes changes to tax legislation on Congress' timeline. After Congress finalizes legislation, the IRS has to prepare forms and update instructions. Once complete, IRS releases the forms and Bivio has to code. Bivio will never release Tax package until mid February. ... |
| Re: How to handle late paymentsJohn-- How do you handle everyone on the BuyandHold instant deposit? I thought only one bank account can be connected via instant deposit? Thanks, Jennifer John Medio wrote: > we ran into this problem for a while, so we switched to a > floating valuation ... |
| Sierra Investment Club Operating ProceduresMembers must attend a minimum of six meetings per year. A member may not have more than three consecutive unexcused absences from meeting in a twelve-month period. Unexcused absences will be defined as making no contact with club as to ability to attend. A ten ... |
| Re: [club_cafe] Disbanding Club and Payout of MembersHi all, Just for my future need, is there a recommendation on keeping some money to cover the cost of the final tax report mailings? Also, what if you need to renew Bivio in order to do that report? Final question: does Bivio keep our ... |
| Re: club_cafe: Re: SignaturesDeidre, I absolutely agree with Bob. First, you need to clean house. You do that by proposing changes to your bylaws that require members to attend at least 75% of all meetings or face automatic withdrawal. Also add a participation clause. Once these changes have ... |
| Microsoft Word - HDIC Visitor Information_06Apr04.docTop Ten Things to know about the Happy Destiny Investment Club As of April 4, 2006 1. 2. 3. 4. Type of Business Method of Accounting. The Happy Destiny Investment Club (HDIC) is a general partnership. We are governed by the laws of the state ... |
| 2022.4.20 - TPC Minutes.docxThe Passive Club (TPC) Meeting Minutes for April 20, 2022 Meeting called to order at 11:01AM Meeting adjourned at 11:30 AM Officers Name Officers Name President Phil York Vice-President Manu Pasari Treasurer Helen Sorser Treasurer (bkp) Secretary Georgeline Mitchell Secretary (bkp) Member Name Present Member ... |
| Re: [club_cafe] Member access to k-1sI also lurk and read searching for constructive ideas for my clubs. I also love bivio, I have always found the information provided intuitive and informative. In the few instances that I have needed help because I messed something up, the staff has always been ... |