WSJ.com: Economy

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

Wednesday, January 13, 2016

Investment Club Meeting on January 19, 2016

Ellen's Investment Club (Toronto Central Investment Club)


Agenda 

Happy New Year


Tuesday, January 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. Member topics/questions
3. Strategy Lab update
4. Recent Transactions
5. Next meeting: Tuesday, February 16, 2016
6. Adjourn


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

Friday, December 11, 2015

Investment Club Meeting on December 15, 2015

Ellen's Investment Club (Toronto Central Investment Club)


Agenda 

Pizza Night


Tuesday, December 15, 2015, 7:30 – 9:30 P.M.
Miles Nadal Jewish Community Centre
Please note CHANGE: Dance Studio not Room 318
750 Spadina Avenue (at Bloor)

Cost: $10.00 to cover the room rental

PLEASE NOTE:

  • WE HAVE BEEN ASKED TO ASSEMBLE IN THE JACOBS LOUNGE AND CENTRE STAFF WILL TAKE US TO THE DANCE STUDIO WHICH IS LOCATED DOWNSTAIRS
  • PLEASE RSVP IF YOU WILL BE ATTENDING TO HELP US ORDER PIZZA IN SUFFICIENT QUANTITY

1. New Members Introduction
  • How did you hear about the club?
2. Member topics/questions
3. Recent transactions
4. Next meeting: Tuesday, January 19, 2016
5. Adjourn


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

Monday, November 9, 2015

Investment Club Meeting on November 17, 2015

Ellen's Investment Club (Toronto Central Investment Club)

Agenda 

Guest Speaker: Tom Connolly


Tuesday, November 17, 2015, 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: Tom Connolly
3. Next meeting: Tuesday, December 15, 2015
4. Adjourn


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

Tuesday, September 22, 2015

Investment Club Meeting on September 29, 2015

Ellen's Investment Club (Toronto Central Investment Club)

Agenda 

Topic: How To Improve Investment Decisions


Tuesday, September 29, 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

1. New Members Introduction
  • How did you hear about the club?
2. Approve agenda
  • Member additions
3. Administrative matters
  • Club Management
    • Chair
    • Executive Committee
  • Guest speakers
4. Patrick - Exempt Markets
5. Resources
  • Ban Daily Stock Market Reports
  • Why Buy-and-Hold Is Dangerous in Retirement
  • Strategy Lab Update
  • World Money Show
6. Break (15 minutes)
7. Summer transactions
8. Next meeting: Tuesday, October 20, 2015
9. Adjourn


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

Sunday, June 14, 2015

Investment Club Meeting on June 16, 2015

Ellen's Investment Club (Toronto Central Investment Club)

Agenda 

Topic: How To Improve Investment Decisions


Tuesday, June 16, 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

1. Approve agenda
2. New Members Introduction
  • How did you hear about the club?
3. Guest Speaker: Aman Raina
  • Web site: http://www.sageinvestors.ca/modules
  • He’ll present the behavioural and emotional side of how we make investment decisions and how biases we inherit and learned can cloud our investment decisions and how we can manage these behaviours. His presentation will focus on highlighting the following behavioural aspects:
    • Herding/Groupthink
    • Optimism Biases
    • Influence of Experts
    • Confirmation Biases
    • Recency Biases
    • Geographical Biases
4. Club Investment Portfolio Simulation
  • Book award to member with recommendation achieving greatest gain
5. Administrative matters
  • Club Management
    • Chair
    • Executive Committee
    • (Social) Break

6. Next meeting: Tuesday September 29, 2015
7. Adjourn

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

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