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About Tad Borek
(Top Expert on this page)

Expertise
I am a San Francisco-based investment adviser and attorney.

Experience
I opened my investment advisory practice, Borek Financial Management, in 1999, and have been a licensed attorney since 1993.

I received my B.S from Cornell University, and a J.D. from George Washington University Law School.
   

You are here:  Experts > Money > Online Brokerage/Banking > General Stock Investment Strategies

SubjectDate AskedExpert

Making the Most of the Dow10/14/2008tbaarr
  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 ...
how to change stock in a non ira to an ira9/30/2008Tad 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 ...
yhoo9/23/2008tbaarr
  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 ...
What happens to stocks held by broker9/18/2008tbaarr
  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 ...
Wamu and Stocks.9/16/2008Tad 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 ...
dividend question9/12/2008Jay 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 ...
stocks9/8/2008tbaarr
  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 .... ...
low book value investing8/30/2008tbaarr
  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 ...
investment8/29/2008tbaarr
  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 ...
When or, how to buy?8/28/2008Tad Borek
  Q: Let's say you see every indication that a large company will be closing part of it's facility and ...
  A: Dave, if I understand correctly you believe a large company is going to relocate some of its ...
% drop on value stocks8/2/2008Tad Borek
  Q: I remember hearing about a formula to consider when deciding to sell value stocks. The advice was ...
  A: A sell rule based on "stock dropped X%" is entirely specific to the trading system or strategy, so I ...
Coca Cola Stock7/15/2008Tad Borek
  Q: In the 80's my high school accounting class was learning about stock and our teacher helped us ...
  A: That's a tough one. I'm going to guess that the way your teacher had you purchase stock was through ...
Selling Stock7/8/2008Jay Kay
  Q: I have purchased stocks from a particular company on several different occasions and at different ...
  A: There are various factors to consider here. The difference between long term and short term can be ...
preferreds7/8/2008Jay Kay
  Q: Jay We are retired - age 67 - with a good sized portfolio but very small pension and social security ...
  A: The safety of each preferred issue (along with its possible exposure to calls - which you did not ...
crude oil futures6/17/2008Tad Borek
  Q: One of the concerns I have, about the high cost of gasoline, is its relationship to the cost of ...
  A: The Economist had a good piece on this in the May 29 issue, you may be able to get it online for ...
Borden Stocks6/12/2008Tad Borek
  Q: After my dad passed away, I found some stock certificates from Borden Dairy. Where do I go to find ...
  A: I believe Borden Dairy became a privately held company in the 1990's. If so, your father should have ...
Stocks6/11/2008Tad Borek
  Q: I am new to the stock market. I know at some point I will sell some stock. What percentage does the ...
  A: Joey, I'll give an overview and point you to some info from the IRS that describes it in gory ...
streaming quotes designation6/9/2008tbaarr
  Q: I recently opened a account with Scottrade. They have a service which gives live prices "streaming ...
  A: The specialist that controls the stock also controls the price and the shares available. YA it ...
tax on stock merging6/7/2008Tad Borek
  Q: I desperately need your help! I forgot to file a merge in my 2006 return. In 2006 Company B ...
  A: By way of background...those figures on your 1099B, the gross proceeds from sales, are reported to ...
streaming quotes designation6/7/2008tbaarr
  Q: I recently opened a account with Scottrade. They have a service which gives live prices "streaming ...
  A: The size means shares of stock availabe. 1X1 means forevery share wanted for buy or sell there is a ...
beggining investor5/29/2008Jay Kay
  Q: I'll start first by explaining my situation. I'm 23 and I recently moved roughly $10,000 into an ...
  A: The stock market is always looking ahead. What a stock did yesterday, or a year ago, is history, ...
$ vs Re5/22/2008Tad Borek
  Q: I'm from India.Does the value of the Rupee go up each time the Dollar depreciates,and ...
  A: Yes, that's true by definition..."dollar depreciates" would mean "rupee appreciates." But that's ...
Prosper.com5/21/2008tbaarr
  Q: Last August I started investing in Prosper.com. It's a website where people can pool money together ...
  A: I looked at the website and it looks rather nice. 9% is not a great return but its not bad ...
Stock Price5/20/2008Jay Kay
  Q: I recently began my stock market career with the purchase of penny stock from a relatively new solar ...
  A: If it were possible to pinpoint the factors that cause a stock's price to rise in advance of such a ...
stock reapair strategy5/16/2008tbaarr
  Q: My name is jason howard. I have bought cpl hundred shares of morgan stanley last october,and now its ...
  A: sir I have been doing trading for over 25 years but you can ask your broker who is interested in ...
stock reapair strategy5/16/2008tbaarr
  Q: My name is jason howard. I have bought cpl hundred shares of morgan stanley last october,and now its ...
  A: so you have say 200 shares of morgan stanley valued at 47 a share ie 9400 worth now looking at the ...
Investment questions5/13/2008tbaarr
  Q: My husband and I own a small business. We also have 3 small children that are our 1st priority. ...
  A: what i do is track certain stocks and only play those stocks I play them both long and short term. ...
SEP and 401(k)5/7/2008Tad Borek
  Q: I have a full time job that offers 401k plan. I also have 1099 income. I'm planning on setting up ...
  A: Magdalena, There's a general concept with retirement plans called the "separate employer" principle; ...
(Same question, but public)5/6/2008tbaarr
  Q: My wife and I have more cash in CDs and money market accounts at Countrywide Bank than the FDIC ...
  A: sounds like you have the same prob that people at lincoln savings had in 1986 when the last ...
LLC Stock Certificates5/5/2008Tad Borek
  Q: I had a quick question, if you know the answer or could tell me how to find it I would appreciate ...
  A: Holly, I don't think seals are required with LLCs, but you need to confirm that by researching the ...
Stock Split5/5/2008tbaarr
  Q: I was looking into a stock, and was wondering if I'm doing the right calculations. I wanted to make ...
  A: IT really does not matter the current price vs the old price after a split. In my experience, the ...
Stock Split5/5/2008Tad Borek
  Q: I was looking into a stock, and was wondering if I'm doing the right calculations. I wanted to make ...
  A: The answer depends on what you're using for a data source. Two examples: If you're looking it up in ...
Stocks5/4/2008Tad Borek
  Q: Can you please explain to me how stocks work? I know it is a broad question, but I expect a broad ...
  A: OK, I'll take a stab at a broad answer: Stocks are ownership stakes in "publicly held" companies. ...
Investools5/4/2008Jay Kay
  Q: I recently went to a seminar about the stock market. I'm a huge beginner in the stock market and ...
  A: What follows is both more and less than an answer to your question about locating an affordable ...
U S Airways Group4/23/2008Tad Borek
  Q: I'm administering my mother's will, she has a TDAmeritrade account that contains 500 of UAWGQ that ...
  A: Thomas, the "Q" at the end of the ticker is an indicator the company was in bankruptcy. If it was ...
Reviewing Private Investments Financials4/18/2008Tad Borek
  Q: I own shares in a Private Nevada Corp which I believe is not providing accurate financial ...
  A: This is actually a pretty complicated legal question. The answer varies depending on the state, the ...
stockbroker-investment advisor difference4/18/2008Tad Borek
  Q: I am a finance grad BBA trying to decide what to do. What is the difference between being a ...
  A: That's a good question. It's impossible to summarize all the applicable securities law in a quick ...
Required guidance in understanding trading, stocks4/18/2008tbaarr
  Q: Can you suggest me some material(books) which will be helpful for beginners(mechanical engineer) for ...
  A: All I learned is from asking other people. The stock market is simple. You typically want to buy ...
How to Invest4/15/2008tbaarr
  Q: I am a 60 year old female and no nothing about investing but need, and I mean need to do something ...
  A: you might try a good utility stock like my prefered stock dpl ITS cheap at 27 bucks a share and it ...
American motors corp4/12/2008Tad Borek
  Q: When i was born I was given 1 share of AMC in 1975. In 1987 AMC was bought out by Chrysler. the NY ...
  A: If as you've indicated AMC was bought by Chrysler at $4.00/share, meaning it was a cash merger (not ...

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