WSJ.com: Economy

Wednesday, March 15, 2017

Investment Club Meeting on March 21, 2017

Ellen's Investment Club (Toronto Central Investment Share Club)

Guest speaker: Matthew Castel, Peter Mantas, Logos LP


Tuesday, March 21, 2017, 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. New Members Introduction
  • How did you hear about the club?
2. Guest speaker: Matthew Castel, Peter Mantas, Logos LP
3. Sector presentations agenda topic
4. Next meeting: Sector presentation/discussion
  • Tuesday, April 18, 2017
5. Adjourn


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

Wednesday, February 15, 2017

Investment Club Meeting on February 21, 2017

Ellen's Investment Club (Toronto Central Investment Share Club)

Guest speaker: Randy Cass, Nest Wealth


Tuesday, February 21, 2017, 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. New Members Introduction
  • How did you hear about the club?
2. Guest speaker: Randy Cass, Nest Wealth
  • Robo investing
3. Sector presentations agenda topic
4. Next meeting: Tuesday, March 21, 2017
  • Guest speakers: Matthew Castel, Peter Mantas, Logos LP
5. Adjourn


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

Thursday, January 12, 2017

Investment Club Meeting on January 17, 2017

Ellen's Investment Club (Toronto Central Investment Share Club)

Guest speakers, Matthew Castel and Peter Mantas, Logos LP, will not be available for January meeting


Tuesday, January 17, 2017, 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. New Members Introduction
  • How did you hear about the club?
2. Strategy Lab update
3. Tax changes
4. Investment statements
5. Member discussion
  • Questions
  • Topics
6. Recent transactions
7. Next meeting: Tuesday, February 21, 2017
  • Guest speakers: Randy Cass, Nest Wealth, Robo investing questions
8. Adjourn

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

Thursday, December 8, 2016

Investment Club Meeting on December 20, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Pizza Night


Tuesday, December 20, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Pizza – PLEASE CONFIRM ATTENDANCE ON MEETING INVITATION
3. Investment advisors
  • Member experience
  • On-line advisors
4. Member discussion
  • Questions
  • Topics
5. Recent transactions
6. Next meeting: Tuesday, January 17, 2017
  • Guest speakers: Matthew Castel, Peter Mantas, Logos LP
7. Adjourn

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

Wednesday, November 9, 2016

Investment Club Meeting on November 15, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Guest Speaker: David Prince, Harbinger Capital


Tuesday, November 15, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Guest Speaker: David Prince, Harbinger Capital
3. Member discussions (time permitting)
4. Next meeting: Tuesday December 20, 2016
  • Pizza night
5. Adjourn


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

Tuesday, October 11, 2016

Investment Club Meeting on October 18, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Regular Session


Tuesday, October 18, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Member raised questions
  • Dark Pools
  • Other Topics
  • Questions
3. Recent transactions
4. Next meeting: Tuesday November 15, 2016
  • Guest speaker: David Prince, Harbinger Capital 
5. Adjourn


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

Wednesday, September 14, 2016

Investment Club Meeting on September 20, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Guest Speaker: John Stephenson


Tuesday, September 20, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Guest Speaker: John Stephenson
3. Recent transactions (time permitting)
4. Next meeting: Tuesday October 18, 2016
5. Adjourn


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

Thursday, June 16, 2016

Investment Club Meeting on June 21, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Regular Meeting


Tuesday, June 21, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Club Administration – looking for volunteers
  • Chair
  • Vice-chair
  • Treasurer – collect/record room fees, room contract, expenses
  • Web/e-mail administrator
  • Guest speakers (Linda)
  • Minutes recorder
3. Selling
  • What are your decision criteria and process to sell?
  • Which was your best selling decision? Why?
  • Which was your worst selling decision? Why?
  • What was your key selling lesson learned?
4. Other business raised by members
5. Recent transactions (time permitting)
6. FYI: Future topics
  • Member’s top six holdings and top watchlist stock
7. Next meeting, date to be confirmed: Tuesday September 20, 2016
8. Adjourn


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

Tuesday, May 10, 2016

Investment Club Meeting on May 17, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Guest Speaker: Norman Levine


Tuesday, May 17, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Guest speaker: Norman Levine, Portfolio Manager and Managing Director at Portfolio Management Corporation
3. Other business raised by members
4. Recent transactions (time permitting)
5. FYI: Future topics
  • Member’s top six holdings and top watchlist stock
  • Club administration
6. Next meeting: Tuesday June 21, 2016.
7. Adjourn

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

Tuesday, April 12, 2016

Investment Club Meeting on April 19, 2016

Ellen's Investment Club (Toronto Central Investment Club)

Guest Speaker: Dan Bortolotti


Tuesday, April 19, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Guest speaker: Dan Bortolotti, CFP, CIM, canadiancouchpotato.com, PWL Capital
3. Recent transactions (time permitting)
4. FYI: Future topics
  • Member’s top six holdings and top watchlist stock
5. Next meeting: Tuesday May 17, 2016.
  • Guest speaker: Norman Levine, Managing Director, Portfolio Management Corporation
6. Adjourn

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

Monday, March 7, 2016

Investment Club Meeting on March 15, 2016

Ellen's Investment Club (Toronto Central Investment Club)

Regular Meeting


Tuesday March 15, 2016, 7:30 – 9:30 P.M.
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Room 318

Cost: $10.00 to cover the room rental

1. New Members Introduction
  • How did you hear about the club?
2. Jason Heath
  • Video presentation
  • Discussion
3. Robin Speziale - Market Masters
  • Member reviews
  • Discussion
4. Break

5. Members’ top six holdings and top watchlist stock
  • Reasons for buying
  • Performance summary
6. Recent transactions
7. FYI: Future topics

8. Next meeting: Tuesday April 19, 2016
  • Dan Bortolotti, CFP, CIM, canadiancouchpotato.com, PWL Capital
9. Adjourn

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

Tuesday, February 9, 2016

Investment Club Meeting on February 16, 2016

Ellen's Investment Club (Toronto Central Investment Club)

Guest Speaker: Richard Morrison


Tuesday February 16, 2016, 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. New Members Introduction
  • How did you hear about the club?
2. Guest speaker: Richard Morrison, CIM
  •  Contributor to Canadian MoneySaver
    • “How To Play The Oil Price Recovery” (January 2016 issue)
  • Former investment columnist at the Financial Post
3. Book offer
  • Lessons From The Successful Investor by Robin Speziale in exchange for feedback to author
4. Next meeting: Tuesday March 15, 2016
  • Jason Heath, fee-only financial planner who writes a column in the Financial Post
5. Adjourn


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