| Subject | Date Asked | Expert |
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| Stock certificates in joint names (both deceased) | 10/28/2009 | tbaarr |
Q: ... hI, I could not read your blog address or would have went there to ask question, but if you ...
A: the blog address is tbaarr.blogspot.com I suggest you contact the shareholder services for each ...
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| Profit on stock trading | 10/11/2009 | Jay Kay |
Q: I am James. I am trying to find out how much percentage gain is considered a very successful trade. ...
A: This is a question for which there is no general answer. What you ask depends on such factors as ...
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| Trailing stops | 9/15/2009 | tbaarr |
Q: I am new to trading and have only had an Etrade account for a short while. I have a small portfolio ...
A: i have no idea what a trailing stop is but if your intent is to ride an in profit position up and ...
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| selling stocks and capital gains | 9/15/2009 | Jay Kay |
Q: Is there a rule that prescribes how a sale of stock is applied against current holdings to determine ...
A: In order to have the sale apply to a particular purchase (or purchases), you instruct your brokerage ...
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| Stock fluctuations | 9/14/2009 | Jay Kay |
Q: I am a completely amateur in stock market. It's not to long that i have started buying and selling ...
A: Your way of stating the possible circumstances is not an exact parallel. It would be better to say ...
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| acquisitions | 9/12/2009 | Tad Borek |
Q: I was surprised the other day when Cadbury’s stocks went up so much after they refused the offer ...
A: Loretta, this isn't specific to Kraft/Cadbury but in general Company A can only buy Company B if ...
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| stick or steal? | 9/9/2009 | Tad Borek |
Q: Have a hundred or so shares of Varian, Inc. stock and just found out they're being bought out by ...
A: this is a good topic - if you own stocks long enough eventually you have one that's taken out. I ...
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| Old Capital Stock | 8/18/2009 | tbaarr |
Q: My grandmother recently passed away and left some old Capital Stock.It is called General Rest Home, ...
A: you ned to google he company and see if you can get an address and a phone number for their share ...
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| how many credit cards are good | 8/17/2009 | tbaarr |
Q: "hi i am coming to US, i don't know any thing about credit cared, But i want to know how many ...
A: 1. yes in america you can pay most bills with a credit card and py that bill in full each month. 2. ...
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| how many credit cards are good | 8/17/2009 | tbaarr |
Q: "hi i am coming to US, i don't know any thing about credit cared, But i want to know how many ...
A: like i said a discover card from wal mart a discover card from sears a visa from bank of america ...
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| how many credit cards are good | 8/16/2009 | tbaarr |
Q: "hi i am coming to US, i don't know any thing about credit cared, But i want to know how many ...
A: the purpose of the reoccuring bills paid with a credit card is that these bills have to be paid with ...
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| How many credit cards are good to keep. | 8/16/2009 | Tad Borek |
Q: i am coming to US, i don't know any thing about credit cared, But i want to know how many credit ...
A: MK, for most people, one or two credit cards is enough. And really you only need a second if you ...
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| Margin | 8/15/2009 | Tad Borek |
Q: Can you buy stock on margin when dealing with a private stockbroker?
A: Frankie, I'm not sure what you mean by a "private stockbroker" (are you from outside the US?). In ...
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| Capital Gains Tax | 7/28/2009 | tbaarr |
Q: I had recently sold a stock that I had for less than 1-yr. I used the proceeds of that to buy ...
A: Yes you have to pay tax..stocks are not real estate..different rules.. you open a position you close ...
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| Investing 101 | 7/20/2009 | Tad Borek |
Q: I've always had an interest in investing because I think its important to plan for the future. This ...
A: Sorry for a slow reply, been on some travel. I'll comment first on Social Security then get on to ...
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| Investing 101 | 7/20/2009 | tbaarr |
Q: I've always had an interest in investing because I think its important to plan for the future. This ...
A: taking a college course cant hurt to get started you just take 2000-5000 depending on the broker ...
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| Investing 101 | 7/20/2009 | Jay Kay |
Q: I've always had an interest in investing because I think its important to plan for the future. This ...
A: I'll answer the second question first. By all means possible, enhance your understanding of how ...
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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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