Tuesday, January 19, 2010

Link to new Stock Review form

The link below is for our revised stock review form.

Link to article on retirement

To all members,

Cathy Patterson (Investor's Group)passed along this link to an online article concerning retirement.
It's nothing really new, but offers a fresh overall perspective on retirement for those of us who aren't there yet.
Personally, I see retirement as a big wave approaching as I sit on the beach, from where I sit it looks pretty good, but as it comes closer I start to think, 'It seems bigger than I thought'. Can I swim? Do I have a life jacket?
Now is a good time to review my retirement plans.
I have tried in vain to get my children to start planning for retirement (funny, I had the same excuses when I was there age), to them it is but a ripple in the sea.


Tonights meeting room

Third floor, room 301, See you all tonight...

Wednesday, January 13, 2010


Dear member,

A joint meeting has been set up by Gail B.(NY-1 Club) and Ellen R.(Ellen's Degenerates) to have Vincent, Sales Associate, Claymore Investments educate people on ETF's.

Details of the event are:

Date..Thur.Jan 28@ 7.30 pm, till 9.15 approx
Location..3900 Yonge St. condo party room
Subway...1 block south York Mills station
Parking....some for guests
Light refreshments served

We have access to 15 seats, on a first come first served basis.
Please reply to either myself or Luke before or at our next meeting (Janaury 19th).
As Condo security requires the list of names for those attending we will need to confirm your attendance 5 days prior to the event.

Thank you,

AGENDA - January 19, 2010



January 19, 2010

7:30 - 9:30 p.m.

Miles Nadal Jewish Community Centre

750 Spadina Ave (southwest corner of Spadina & Bloor)

1. Administration:

A) Sign in and payment ($10)

B) Membership survey

2. Welcome New Members

3. Sector Review - By entire group

A) Manulife financial Corp [MFC]

B) Sun Life Financial Inc [SLF]

{REMINDER: Bring your own research data, we will review and fill out our form together but members should be prepared)

4. Article Summary:

A) ‘Sell Rating‘ - Eckhard

B) ‘Seasonal changes in portfolios of institutional investors’ - Eckhard

C) ‘Charting a course with Cautious Optimism’ - Gordon

5. Investopedia Tutorial – Short Selling – Luke

6. Other business

A) Next Meetings Agenda - February 16th

B) What I invested in last month - Open to members to talk about what they have done since the last meeting