WSJ.com: Economy

Wednesday, March 11, 2015

Investment Club Meeting on March 17, 2015

Ellen's Investment Club Agenda

Topic: Creating an Investment Portfolio


Tuesday, March 17, 2015, 7:30 – 9:30 P.M.
Room 318 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental (please pay Wendy)

1. Approve agenda
2. New Members Introduction
  • How did you hear about the club?
3. Administrative matters
  • September meeting date (tentatively Tuesday, September 29, 2015)
    • In September, the third Tuesday of the month falls on Rosh Hashanah, and the building will be closed; tentatively booked Tuesday, September 29
4. John Hood recommendations in G&M
  • Last-minute ETF picks for RRSP portfolios
  • When it makes sense to trade options
5. PDAC notes
6. Investment Q&As
7. Investopedia Group Portfolio Discussion
  • New member recommendations
  • Update
8. Member topics
9. Roundtable: Recent transactions
10. Next meeting: Tuesday, April 14, 2015
11. Adjourn

Club blog: http://ellens-degenerates.blogspot.ca
Club e-mail: ellensdegenerates@hotmail.com

Wednesday, February 4, 2015

Investment Club Meeting on February 10, 2015

Ellen's Investment Club Agenda

Guest Speaker: John C. Hood


Tuesday, February 10, 2015, 7:30 – 9:30 P.M.
Room 318 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental (please pay Wendy)

1. Approve agenda
2. New Members
  • Introductions
  • How did you hear about the club?
3. Guest Speaker: John C. Hood 
  • Three investment truths
  • Five biggest investment mistakes
  • Investment industry and ETFs outlook
4. Next meeting: Tuesday March 17, 2015
5. Adjourn

Club blog: http://ellens-degenerates.blogspot.ca
Club e-mail: ellensdegenerates@hotmail.com

Wednesday, January 7, 2015

Investment Club Meeting on January 13, 2015

Ellen's Investment Club Agenda

Topic: Creating an Investment Portfolio


Tuesday, January 13, 2015, 7:30 – 9:30 P.M.
Room 218 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental (please pay Wendy)

1. Approve agenda
2. Kickstart 2015 with member introductions
  • How did you hear about the club?
3. Investment Q&As
4. Club Investment Portfolio Simulation
  • Review sign up instructions and rules
  • Member recommendations
    • Why recommended (analysis)
    • Expected performance
    • When to sell
5. Strategy Lab
  • Dividend
  • Value
  • Growth
  • Index/ETF
6. Roundtable: Recent transactions 
7. Next meeting: Tuesday February 10, 2015
  • Guest speaker: John Hood
8. Adjourn

Club blog: http://ellens-degenerates.blogspot.ca
Club e-mail: ellensdegenerates@hotmail.com

Tuesday, December 9, 2014

Investment Club Meeting On December 16, 2014

Ellen's Investment Club Agenda

Topic: Creating an Investment Portfolio


Tuesday, December 16, 2014, 7:30 – 9:30 P.M.
Room 218 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental (please pay Wendy)

1. Pizza (Please confirm attendance on meeting invitation e-mail)
2. Approve agenda
3. New member introductions
  • How did you hear about the club?
4. Member Brokerage Survey results: Stephane Marcotte
5. Investment Q&As
6. Club Investment Portfolio Simulation
  • Portfolio rules
    • Allocation (stocks, fixed income, other)
    • Number of investments/stocks
    • Reason for recommendation (analysis)
    • When to sell
    • Review schedule, reallocation
    • Other
  • Member recommendations
    • Why recommended (analysis)
    • Expected performance
    • When to sell
7. Round Table: Recent transactions
8. Next meeting: Tuesday January 13, 2015
9. Adjourn

Club blog: http://ellens-degenerates.blogspot.ca/Club e-mail: ellensdegenerates@hotmail.com

Tuesday, November 11, 2014

Investment Club Meeting on November 18, 2014

Ellen's Investment Club Agenda

Topic: Stock Valuation


Tuesday, November 18, 2014, 7:30 – 9:30 P.M.
Room 302 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental (please pay Wendy)

1. Approve agenda
2. New member introductions
  • How did you hear about the club?
3. Follow-up from previous meeting(s)
  • BTSX 
  • Michael O’Higgins, “A Whole New Way To Beat The Market”
4. Possible future agenda items
  • Printouts of analysts reports
  • Which on-line brokerages are used by members
  • What people do in retirement
  • Charts and technical analysis
  • Club “portfolio”
  • Investment Q&As
5. Video: Fundamentals-Based Analysis of Stocks (technology permitting)
6. Round Table: How members analyze stocks
7. Round Table: Recent transactions
8. Next meeting: Tuesday December 16, 2014 (Pizza night – please confirm attendance on meeting invitation)
9. Adjourn



Club blog: http://ellens-degenerates.blogspot.ca/
Club e-mail: ellensdegenerates@hotmail.com


Monday, October 13, 2014

Investment Club Meeting on October 21, 2014

Ellen's Investment Club Agenda

Guest Speaker: Peter Hodson


Tuesday, October 21, 2014, 7:30 – 9:30 P.M.
Room 318 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental (please pay Wendy)

1. Approve agenda

  • New members

2. Presentation: Peter Hodson, publisher Canadian MoneySaver magazine and 5i Research

3. Next meeting: Tuesday November 18, 2014

4. Adjourn

Friday, September 5, 2014

Investment Club Meeting on September 16, 2014

Ellen's Investment Club Agenda

Guest Speaker: Ross Grant


Tuesday, September 16, 2014, 7:30 – 9:30 P.M.
Room 218 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental.

1. Approve agenda

2. New members

3. Presentation: Ross Grant

  • Ross Grant retired at 43 years of age following investment information in Canadian MoneySaver magazine. He wrote a letter to his daughters, published as an e-book, Destination: Early Financial Independence, to pass on his investing experience. His presentation outlines how he accomplished early financial independence.

4. Questions/discussion

5. Administrative matters
  • Announcements
    • Meeting schedule on blog
    • Money Show October 16-18, 2014
    • Prospectors & Developers Association of Canada (PDAC) Convention, March 1-4, 2015
  • Resources
    • Ellen’s UofT investing course: Investing for Beginners September 11 to November 13, 2014
    • Great Courses: Understanding Investments

6. Recent transactions (time permitting)

7. Future meetings:

  • Tuesday October 21, guest speaker: Peter Hodson, publisher, Canadian MoneySaver magazine and 5i Research
  • Tuesday, November 18: regular meeting
  • Tuesday, December 16: regular meeting (pizza)

8. Adjourn

Wednesday, August 13, 2014

Investment Club 2014-2015 Meeting Schedule

Ellen's Investment Club 2014-2015 Meeting Schedule at the MNJCC:

  • September 16th – Room 218
  • October 21st – Room 318
  • November 18th – Room 302
  • December 16th – Room 218
  • January 13th – Room 218
  • February 10th – Room 318
  • March 17th – Room 318
  • April 14th – Room 318
  • May 19th - Room 218
  • June 16th – Room 218

Tuesday, June 3, 2014

Investment Club Meeting on June 10, 2014

Ellen's Investment Club Agenda

Guest Speaker: Gordon Pape


Tuesday, June 10, 2014, 7:30 – 9:30 P.M.
Room 318 (Please confirm at the front desk)
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental.

1. Approve agenda

2. New members

3. Administrative matters
  • Announcements
    • No meeting in July or August
    • First meeting for 2014-15 tentatively Tuesday September 15

4. Presentation: Gordon Pape

5. Next meeting: Tuesday, September 15, 2014 (Tentative)

6. Adjourn

Sunday, May 11, 2014

Investment Club Meeting on May 20, 2014

Ellen's Investment Club Agenda

Guest Speaker via Videoconferencing: Eileen Reppenhagen
Investment Accounting Using Quicken


Tuesday, May 20, 2014, 7:30 – 9:30 P.M.
Room 318
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental.

1. Approve agenda

2. New members

3. Administrative matters
  • Speaker announcements
    • Gordon Pape (June 10, 2014)
    • Peter Hodson (October 21, 2014 - tentative)

4. Eileen Reppenhagen: Investment accounting using Quicken

5. Recent transaction (time permitting)

6. Next meeting Tuesday, June 10: Guest speaker Gordon Pape

7. Adjourn

Tuesday, April 8, 2014

Investment Club Meeting on April 15, 2014

Ellen's Investment Club

Agenda

Members’ Investment Strategies


Tuesday, April 15, 2014, 7:30 – 9:30 P.M.
Miles Nadal Jewish Community Centre, Room 218
750 Spadina Avenue (at Bloor)

Cost: $10.00 to cover the room rental.

1. Approve agenda

2. New members

3. Administrative matters
  • Speaker announcements
    • Eileen Reppenhagen (May 20, 2014)
    • Gordon Pape (June 10, 2014)
    • Peter Hodson (October 16, 2014 - tentative)
  • Resources
  • Other

4. Members’ Investment Strategies/Decision Rules/Criteria
  • Description of strategy/decision rules/criteria
  • How you learned/developed your strategy?
  • How successful has the strategy been for you?
  • Pros and cons of your strategy

5. Recent transactions

6. Other business

7. Next meeting Tuesday, May 20, 2014

8. Adjourn

Tuesday, March 4, 2014

Investment Club Meeting on March 11, 2014

Ellen's Investment Club

Agenda
Regular Session: 2013 Revisited (Continued)

Tuesday, March 11, 2014, 7:30 – 9:30 P.M.
Miles Nadal Jewish Community Centre, Room 318
750 Spadina Avenue (at Bloor)

Cost: $10.00 to cover the room rental.

1. Approve agenda

2. New members

3. Administrative matters
  • Announcements
  • Resources
  • Other

4. Worst 2013/other investment
  • How you found the investment
  • Reasons you bought the investment
  • Lessons learned from mistakes

5. Recent transactions

6. Next meeting Tuesday, April 15, 2014

7. Adjourn