WSJ.com: Economy

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

Thursday, February 6, 2014

Investment Club Meeting on February 18, 2014

Ellen's Investment Club

Agenda
Regular Session: 2013 Revisited

Tuesday, February 18, 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. Best 2013 investment
  • How you found the investment
  • Reasons you bought the investment

5. Worst 2013 investment
  • How you found the investment
  • Reasons you bought the investment

6. Recent transactions

7. Other business

8. Next meeting
  • March 11, 2014 (NOTE: SECOND TUESDAY)

9. Adjourn

Tuesday, January 7, 2014

Investment Club Meeting on January 14, 2014

Ellen's Investment Club

Agenda
Happy New Year
Guest Speaker: David Baskin

Tuesday, January 14, 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/Guests
3
Guest speaker
  • David Baskin, “How to Pick Stocks”
4
Next meeting: February 18, 2014
  • Regular Meeting
5
Adjourn

Wednesday, December 4, 2013

Investment Club Meeting on December 17, 2013

Ellen's Investment Club

Agenda
Globe and Mail Investor Information
Holiday Pizza Party

Tuesday, December 17, 2013, 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
Pizza
2
New Members/Guests
3
Guest speaker
  • Avrum Liederman, “Tax-Efficient Investing”
4
Next meeting: January 14, 2014
  • David Baskin, “How He Picks Stocks”
5
Adjourn

Wednesday, November 6, 2013

Investment Club Meeting on November 12, 2013

Ellen's Investment Club

Agenda
Regular Meeting

Tuesday, November 12, 2013, 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/Guests
3
Administrative Matters
  • Resources
    • Toronto Public Library seminars
    • World MoneyShow videos
  • Other
    • Information sheet
    • Mission statement
4
Globe and Mail “Globe Investor”, “Strategy Lab”
5
Round table (What transactions have you made lately?)
6
Other items
7
Next meeting: December 17, 2013
  • Regular meeting
  •  Pizza night
8
Adjourn