WSJ.com: Economy

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


Tuesday, October 8, 2013

Investment Club Meeting on October 15, 2013

Ellen's Investment Club

Agenda
Regular Meeting

Tuesday, October 15, 2013, 7:30 – 9:30 P.M.
Miles Nadal Jewish Community Centre, Room 304
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental.

1
Approve agenda
2
New Members/Guests
3
Administrative Matters
4
Planning meetings: members’ requests/topics
5
Round table (What transactions have you made lately?)
6
What Stocks are in the news?
7
General Discussion
8
Next meeting: November 12, 2013
9
Adjourn


Tuesday, September 10, 2013

Investment Club Meeting on September 17, 2013

Ellen's Investment Club

Agenda
Speaker: Bill Carrigan

Tuesday, September 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
Approve agenda
2
New Members/Guests
3
Administrative Matters
  • Announcements
World Money Show October 24-26, 2013 (free registration at http://www.moneyshow.com/tradeshow/toronto/world_moneyShow/)
4
Guest: Bill Carrigan
  • Introductory questions and answers with Ellen Roseman
  • Questions and answers with members
5
Other business (time permitting)
6
Next meeting: Tuesday, October 15, 2013
7
Adjourn


Ellen's Investment Club 2013-2014 Schedule

Ellen's Investment Club

2013-2014 Schedule

Below is a list of Ellen's Investment Club meeting dates for Fall 2013 to Summer 2014. Please note for months November, January and March, our meeting is being held on the second Tuesday of the month instead of third.

September 17, 2013 RM 218 Third Tuesday
October 15, 2013 RM 304 Third Tuesday
November 12, 2013 RM 318 SECOND Tuesday
December 17, 2013 RM 218 Third Tuesday
January 14, 2014 RM 318 SECOND Tuesday
February 18, 2014 RM 318 Third Tuesday
March 11, 2014 RM 318  SECOND Tuesday
April 15, 2014 RM 218 Third Tuesday
May 20, 2014 RM 218 Third Tuesday
June 17, 2014 RM 218 Third Tuesday

Wednesday, June 5, 2013

Investment Club Meeting on June 18, 2013

Ellen's Investment Club

Agenda
Speaker: Warren MacKenzie
HighView Financial Group

Tuesday, June 18, 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
Approve agenda


2
New Members/Guests


3
Guest Speaker, Warren MacKenzie

Topic:  How to select advisors and manage your own investments, including calculating one's portfolio return


4
Administrative matters

a. Announcements
·         Treasurer
·         Reminder: no meeting in July or August
b. Other


5
Other business (time permitting)


7
Next meeting: Tuesday, September 17, 2013


8
Adjourn