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Wednesday, May 13, 2015

Investment Club Meeting on May 19, 2015

Ellen's Investment Club Agenda

Topic: Creating an Investment Portfolio


Tuesday, May 19, 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

1. Approve agenda
2. New Members Introduction
  • How did you hear about the club?
3. Administrative matters
  • Club Management
    • Chair
    • Executive Committee
    • (Social) Break
4. Peter Keyser: Presentation on biotechnology sector
5. Club Investment Portfolio Simulation
  • New member recommendations
  • Update
6. Member topics
7. Roundtable: Recent transactions
8. Next meeting: Tuesday June 16, 2015
  • Guest speaker: Aman Raina
9. Adjourn

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

Tuesday, April 7, 2015

Investment Club Meeting on April 14, 2015

Ellen's Investment Club Agenda

Topic: Creating an Investment Portfolio


Tuesday, April 14, 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
  • Club Management
    • Chair
    • Executive Committee
4. Club Investment Portfolio Simulation
  • New member recommendations
  • Update
5. Investment Q&As
  • Which stock picking research tools do members use?
6. Member topics
7. Roundtable: Recent transactions
8. Next meeting: Tuesday May 19, 2015
9. Adjourn

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

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