| Subject | Date Asked | Expert |
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| Looking for Delta stock | 5/26/2009 | Tad Borek |
Q: My Mother who is 92 years old and having difficultly remembering things,has said in the past,she ...
A: Dave, that's a tough one to track down. My best suggestion is to check with the unclaimed-property ...
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| bankruptcy | 5/10/2009 | Tad Borek |
Q: if a company emerges from bankrupcy will i still own my shares?
A: Dan, in nearly all bankruptcies the original stock is canceled as part of the final bankruptcy ...
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| economy in general | 5/1/2009 | tbaarr |
Q: In the market in general, what sector do you believe will have the biggest upswing next in this ...
A: I dont play sectors.I play the same stocks that I have played for years. when ibm hits 99-100 I buy ...
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| chart information | 4/20/2009 | tbaarr |
Q: Iam looking for info on a NASDAQ stock going back to Feb 1999, I need 2 different sources for the ...
A: http://finance.yahoo.com/q/bc?s=CNIC&t=5y this is the 5 year graph for this stocks as for any more ...
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| stock research | 4/14/2009 | tbaarr |
Q: I am familar with stock screens. They give you a list of stocks based on a set criteria. My ...
A: i make my own screens based on my own research that may have followed up on someones recomendation. ...
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| gains on stock | 3/31/2009 | Tad Borek |
Q: Say I have shares of company A that I've had for years with an original net price of $1000. ...
A: Rod, sorry for a slow reply - tax season. You need to confirm this for each merger/acquisition ...
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| Selling stock as a custodian | 3/30/2009 | Tad Borek |
Q: My children have shares of stock of which I am the custodian. Where I hate being in the position of ...
A: This question can get complicated but I'll try to point you in the right direction. Generally the ...
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| ONLINE BANKING | 3/19/2009 | tbaarr |
Q: I registered with PayPal, Liberty Reserve, but what I found in all these online banks was that my ...
A: I treat online banks like online brokerages..I dont waste my time...If I can not walk into a ...
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| Wash Sales | 2/18/2009 | Tad Borek |
Q: I am trying to make sure I understand the wash sale rule correctly as the examples available always ...
A: Ron, this sounds like a tax exam question! Did you really do these purchases? Regardless here's how ...
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| WAMU Shares Held By Mellon | 2/16/2009 | Tad Borek |
Q: I have (had) shares in WAMU and participated in the divident reinvestment program. I have been ...
A: Jack, the IRS allows you to recognize a loss on your tax return in a year that you sell stock at a ...
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| hello | 2/12/2009 | Tad Borek |
Q: I want to be a stockbroker, but realize they also do things like IRA's and such. However, my main ...
A: misskitty, if you're interested in things like stock trading, commodities and hedging techniques ...
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| General Stock Question | 2/4/2009 | tbaarr |
Q: Hey there! I have some stock in Disney that I recently found upon moving that were gifted to me by ...
A: I may be wrong but I dont think there has been any splits since before 1996 .... Their clearing ...
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| Young Investor | 1/9/2009 | tbaarr |
Q: I have been searching for investment for the past 2 weeks, i got a little abuut how the game is but ...
A: stock or mutual funds etc are a simple buy sell procedure you open a stock account you look for ...
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| when to sell | 1/6/2009 | Jay Kay |
Q: I would like to know when you would consider the right time to sell a stock that increases in ...
A: Many approaches have been offered to solving this very familiar problem, but probably none will seem ...
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| stock and mergers | 1/5/2009 | tbaarr |
Q: why is it that people, well some of my friends maintain that if a small company gets bought out by a ...
A: The stock value may go up if the larger company stock is expensive and the buyout offer favors the ...
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| Company buyout to 401k and stocks | 12/3/2008 | Tad Borek |
Q: I have 401k and stocks in financial company that is being purchased by another. I have received ...
A: So this is the unusual case where Company B is a) your former employer b) the company being acquired ...
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| Company buyout to 401k and stocks | 12/2/2008 | Tad Borek |
Q: I have 401k and stocks in financial company that is being purchased by another. I have received ...
A: Tammy, it's hard to tell without knowing the specifics but in general, when Company A acquires ...
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| proshares ETF SSO | 11/25/2008 | Tad Borek |
Q: If The ETF SSO (which is the ProShares Ultra S&P500 which seeks daily investment results, before ...
A: Brad, there are two questions here, I'll answer your main one first and then answer one you didn't ...
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| Stocks | 11/21/2008 | Tad Borek |
Q: What happens to the stock that one owns if a company goes into bankruptcy? Example GM Ford
A: Don, it's like clockwork - I always get bankruptcy questions here when the possible bankruptcy of a ...
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| Stock issued by old employer | 11/21/2008 | Tad Borek |
Q: I have in my possession an employee stock ownership plan certificate that says I have 49.561 shares ...
A: Jeanette, this is a tough one. If this is just a record of an ESOP, rather than a stock certificate, ...
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| Stock price | 11/20/2008 | Tad Borek |
Q: Could you please tell me your thoughts on how price is determined for any stock in a given market. ...
A: Sorry Jim, I hadn't looked at these sites in awhile - used to be easier to find things there. Here ...
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| GM stock | 11/20/2008 | Tad Borek |
Q: What happens to my GM stock if they file bankruptcy?
A: Michael, each bankruptcy is different but in the typical Chapter 11 reorganization (which is more ...
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| dividend ex dates | 11/19/2008 | tbaarr |
Q: I recently purchased a stock with an Ex Date of Sept 30. I purchased on Sept 26 and it appeared in ...
A: Sept 26 was a friday ...stock purchases take 3 business days to settle ....... Its my opinion that ...
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| Stock price | 11/17/2008 | tbaarr |
Q: Could you please tell me your thoughts on how price is determined for any stock in a given market. ...
A: A stock price is determined by the strength of the company and the belief of the specialist in how ...
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| Stock price | 11/17/2008 | Tad Borek |
Q: Could you please tell me your thoughts on how price is determined for any stock in a given market. ...
A: Jim, great question, it's a fascinating topic especially at times like this when the markets ...
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| step up in basis for marital deduction trust | 11/14/2008 | Tad Borek |
Q: From a marital deduction trust set up in the early 60's, the stocks are inherited in 2006 at the ...
A: VO, this is a question to ask a tax/estate attorney in your home state. The answer depends in part ...
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| stock trading for a minor | 11/4/2008 | tbaarr |
Q: I am 17 years old, and I want to start trading stocks. Is there a law that prohibits minors from ...
A: If you are under 18 you cant be held liable for any contract you sign...reason is you are not an ...
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| long & short term capital gains & losses | 11/1/2008 | Jay Kay |
Q: I own one stock and held it more than a year and sold it in 2008 and realized 30k long term gain. I ...
A: If I understand the circumstances correctly, you have two separate transactions to report for 2008: ...
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| where does the money go ? | 10/28/2008 | tbaarr |
Q: If I buy shares of stock for $20 a share and I sell it at a later date for $12 a share. Where or to ...
A: To the person who was smart enough to sell to you at 20 a share its like buying a laptop at wal ...
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| Purchase of Preferred Stocks | 10/27/2008 | Tad Borek |
Q: As a retired investor seeking income I have been thinking of purchasing preferred stocks. I can keep ...
A: Mel, that's a really good question. Preferred stocks and similar securities can work well as part of ...
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| Lost stock | 10/23/2008 | tbaarr |
Q: How can I find out about my stock. I invested in Walt Disney and have lost my paperwork. I have not ...
A: contact their shareholder services their main building team disney is at 3000 west alameda in ...
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| Making the Most of the Dow | 10/14/2008 | tbaarr |
Q: Emotion and herd instinct seem to often rule the stock market, as appears to have happened in the ...
A: In my opinion the oex and other index options are like playing poker. so lets answer the question ...
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| how to change stock in a non ira to an ira | 9/30/2008 | Tad Borek |
Q: I have a few shares of alcoa stock... I would like to take my ira allowable contribution using my ...
A: Dorothea, IRA contributions need to be in cash, so you'll either need to sell that stock or find ...
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| yhoo | 9/23/2008 | tbaarr |
Q: do u think it is time to sell yhoo??
A: Do you have a profit ....... if yes why not sell..... a profit is a good thing....... if not then i ...
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| What happens to stocks held by broker | 9/18/2008 | tbaarr |
Q: With all the current financial mess, I was wondering what happens to the stocks people bought and ...
A: first did you call up your brokers office and ask. Now when my coales sabol accounts were aquired by ...
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| Wamu and Stocks. | 9/16/2008 | Tad Borek |
Q: I have my stocks in an IRA account at Wamu Investments Inc. My stocks are a combination of Mutual ...
A: Bankruptcy of an IRA custodian should not result in losses for IRA owners, but you should read a bit ...
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| dividend question | 9/12/2008 | Jay Kay |
Q: I have a question about stock dividends. For my birthday I received a share (1) of IBM stock, mostly ...
A: While I admittedly am not familiar the details of IBM's dividend reinvestment policy, it is likely ...
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| stocks | 9/8/2008 | tbaarr |
Q: i have 25 shares of stock given 2 me in early 70's. how do i find out value, worth, splits, if any ...
A: What is the company name....Are the still in business...If a goggle search shows the company .... ...
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| low book value investing | 8/30/2008 | tbaarr |
Q: There’s a question that’s been bugging me about stocks trading at less than book value… I can ...
A: the main reason that the stocks are not bought, Is that the so called book value is a stated value ...
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| investment | 8/29/2008 | tbaarr |
Q: please let me know how to record from investment statement : Prior transactions settling/canceled, ...
A: OK YOUR QUESTION IS VERY disjointed. Am I correct you want to know how to record your buy and sell ...
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