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Sunday, December 9, 2012

Investment Club Meeting on December 18, 2012

Ellen's Investment Club

Agenda
Tuesday, December 18, 2012
7:30pm - 9:30pm
Miles Nadal Community Centre
720 Spadina Avenue (at Bloor)
Room 102

Cost: $10.00 to cover the room rental.
 
Investment Fundamentals
Pizza Night

1
Approve agenda


2
New members


3
Administrative Matters

a. Announcements
b. Resources
c. Other

4
Understanding investment fees and commissions (Jonah Kagan)


5
Stock review (Sheila Whyte)


6
Investment plan (Gordon Kumagai)


7

8  
MoneySense Value and Growth analysis (time permitting)
Adjourn


Next meeting: January 15, 2013





Investment Club Meeting on November 20, 2012

Ellen's Investment Club

Agenda
Tuesday, November 20, 2012
7:30pm - 9:30pm
Miles Nadal Community Centre
720 Spadina Avenue (at Bloor)

Cost: $10.00 to cover the room rental.

1
Approve agenda


·         Chair reminded members of various investor meetings and presentations in the next week as well two in 2013 (Kurt Rosentreter, Toronto Public Library, What comes first: reducing your debts or contributing to RRSP and TFSA. Wed Feb 20, 2013 | 6:30 pm - 8:00 pm, and PDAC (Prospectors & Developers Association of Canada) Conference March 3-6, 2013, Metro Toronto Convention Centre)
·         Chair noted some investing resources (Toronto Public Library speakers, World Money Show presentations and videos, and articles on when to take CPP)

2
Presentation: How to DRIP: Ronnie Saragosa, Jennifer Brisebois, Toronto DRIP Club


Our guests described their own experiences in beginning investing and lessons they learned from using DRIPs.  Topics included such matters as the different ways small investors can begin DRIPs and the role of brokerages and transfer agents, practical matters such as what to expect when one goes to a bank for attestation, options for transferring stock to registered accounts, and reporting and tax requirements for Canadian and US DRIPS.  There was an extensive question and answer session.

3
Next Meeting


·         Tuesday, December 18, 2012

·         Agenda:
1.      Stock analysis
2.      Book review
3.      Tutorial: Investment Plans


4
Adjourn

Wednesday, November 28, 2012

Investment Club Meeting on November 20, 2012

Ellen's Investment Club

Agenda
Tuesday, November 20, 2012
7:30pm - 9:30pm
Miles Nadal Community Centre
720 Spadina Avenue (at Bloor)
Room 318

Cost: $10.00 to cover the room rental.

1
Approve agenda


2
New members


3
Administrative Matters

a. Announcements
b. Resources
c. Other

4
Presentation: How to DRIP: Ronnie Saragosa, Toronto DRIP Club


5
Round Table Q & As (time permitting)


6
Next meeting date and agenda recommendations


7
Adjourn

Monday, October 8, 2012

Investment Club Meeting on October 16, 2012

TUESDAY, OCTOBER 16, 2012
7:30 – 9:30 P.M. ROOM# ask at front desk
MILES NADAL COMMUNITY CENTRE
720 SPADINA AVE. (AT BLOOR)

Cost: $10.00 to cover the room rental.


  1. Approve agenda
  2. Introduction to new committee members
  3. Treasury report
  4. Administrative matters
    • Announcements
    • Investing Resources
    • Honorariums for guest speakers
  5. Topics and speakers for future meetings
  6. Round table stock reviews/updates
  7. Next meeting date and agenda recommendations
  8. Adjourn

Tuesday, September 11, 2012

Investment Club Meeting on September 24, 2012


MONDAY, SEPTEMBER 24, 2012
7:30 – 9:30 P.M.ROOM #104
MILES NADAL COMMUNITY CENTRE
720 SPADINA AVE. (AT BLOOR)

Cost: $10.00 to cover the room rental.

Our September session will be held on Monday, September 24 instead of Tuesday due to Yom Kippur.
  1. Administration: (7:30 - 7:45)
    • Introduction to new committee members
    • Treasury report
  2. Financial Check In: ( 7:45 - 8:30)
    • Summer review
    • Past Stock Pics
  3. Sector Overview: Social Media (8:30 - 9:00)
  4. Next meeting agenda recommendations (9:00 - 9:10)
  5. Open Forum (9:10 - 9:30)

Hi Share Club Members,

I hope you have had a wonderful summer and eager to get back to the Ellen Degenerates Share Club meetings.  The first meeting will be on MONDAY, SEPT 24 instead of Tues due to the Jewish New Year holiday.  In October we will get back to our normal meeting date which is the 3rd Tuesday of each month.

 

We have had a number of inquiries to our request for Volunteers for the Co-Chair and Treasurer positions and are very pleased to announce your new committee.

 

Co-Chairs:   Luke Zhang     

                     Gord Kumagai

 

Treasurer:   Shirley Hall

 

Good luck to all.  I hope to be able to attend some meetings and contribute as a member of the share club.   Look forward to seeing everyone on Monday Sept 24.

 

Mary Renner-Dray

Co-Chair

Thursday, June 7, 2012

Ryerson University Continuing Education Financial Workshop on June 19, 2012

Ellen is doing a free seminar at the Ryerson University on Financial Basics on June 19, 2012.

If you have any friends or family members who would want to work on budgeting skills, learn how to track spending, understand how credit products are marketed, manage debt, compare different saving and investing options, choose a financial adviser, and avoid common financial frauds, feel free to attend this workshop.

You of course will be attending to our pizza party at the same night :)


Pizza Party on June 19, 2012

TUESDAY, JUNE 19, 2012
7:30 – 9:30 P.M.
ROOM #201
MILES NADAL COMMUNITY CENTRE
720 SPADINA AVE. (AT BLOOR)

Cost: $10.00 to cover the room rental.


We are wrapping up before the summer break. Come and join us for a pizza dinner and talk about how your investments performed so far in 2012. Please RSVP so we can ensure adequate food and beverage for this event.
  1. Administration: - (7:30 - 7:40)
    • Treasury report
    • Club meeting hours
    • Survey
  2. Past Stock Pics: handout
  3. Sheila Whyte: Book Review - (7:45 - 8:00)
    • “The Wealthy Barber Returns”, by David Chilton
  4. Review of Ziad’s presentation on May 15 - (8:00 - 8:15)
  5. Round Table Stock Reviews: Members to share recommendations of stocks they have reviewed - (8:15 - 9:00)
  6. Next meeting agenda recommendations - (9:00 - 9:10)
  7. Open Forum / Recommendations for Guest Speakers 2011/12 sessions - (9:10 - 9:30)

Thursday, May 10, 2012

REMINDER: TUESDAY, MAY 15 - GUEST SPEAKER - ZIAD JASANI (LARRY BERMAN'S PARTNER)

SPECIAL GUEST SPEAKER

ZIAD JASANI
Managing Director, Partner
Independent Investor Institute
http://www.educatedtrader.com/

TOPIC: TRADING IN TODAY’S MARKET – ANALYZING CHARTS
  • Review tools used in analyzing stocks
  • Technical and macro fundamental analysis
  • Analyzing charts to make entry and exit decisions
  • Will analyze stocks chosen by members of the audience
WHEN: Tuesday, May 15, 201
                   7:30 p.m. – 9:00 p.m.
WHERE: Miles Nadal Jewish Community Centre
                     750 Spadina Ave (at Bloor St and Spadina)
2nd Floor Boardroom
COST: $10 to cover the cost of room booking

Tuesday, April 24, 2012

 

SPECIAL GUEST SPEAKER

ZIAD JASANI
Managing Director, Partner
Independent Investor Institute
http://www.educatedtrader.com/
                  
TOPIC:  TRADING IN TODAY’S MARKET – ANALYZING CHARTS

ü Review tools used in analyzing stocks
ü Technical and macro fundamental analysis
ü Analyzing charts to make entry and exit decisions
ü Will analyze stocks chosen by members of the audience
WHEN:        Tuesday, May 15, 2012
                            7:30 p.m. – 9:00 p.m.
WHERE:           Miles Nadal Jewish Community Centre
                              750 Spadina Ave (at Bloor St and Spadina)
                              2nd Floor Boardroom
COST               $10 to cover the cost of room booking

Friday, April 20, 2012

Meeting Minutes Tuesday April 17, 2012 Speaker David Stanley

This special guest speaker session
 was brought to you by
 ELLEN DEGENERATES SHARE CLUB

DAVID STANLEY
Meeting Minutes: DIVIDEND INVESTING
Tuesday, April 17, 2012
“Courage and Patience are the most important attributes of Successful Individual Investors”
- David Stanley
Key discussion:
  • Constructing a Canadian dividend portfolio
  • Over a 10 yr period a sample dividend reinvestment portfolio outperformed the TSX Comp by 75%
  • The top 3 highest yielding TSX sectors have been Telecom, Utilities, and Real Estate
  • For compounding to work use DRIPS
  • Beating the TSX involves building a portfolio of blue chip, high-yielding stocks at reasonable price

Research Links:




Tuesday, April 17, 2012

Trading Basics Workshop Toronto From Larry Berman

Let us know if anyone is interested in attending Larry Berman's seminar:


Introducing My 2-Day 
Trading Basics Workshop Toronto
  • Workshop Date: April 25th & 26th
  • Venue: 5110 Yonge St.- North York Memorial Hall (Map)
  • Download CurriculumCLICK HERE
  • Register Here: www.EducatedTrader.com 
  • We look forward to seeing those of you already registered!



  • $995 (plus taxes) for the full 2-Day Workshop
  • Bring a guest for only $290 (plus taxes)
  • Repeat the workshop as many times as you like for an administration fee of only $95/day



  • I will teach you how to analyze markets and use technical analysis tools to help identify low risk/high reward trades. 
  • Walk away with insights on how professionals manage their portfolios and how you can apply professional tools and techniques to improve results in your own portfolio. 
  • Learn techniques to screen for low risk/high reward entry and exit points for positions to help you improve your trading execution skills.
  • Practice applying the concepts and theory you learned from Day 1 with my expertise by your side. 
  • I will help you engrain the right behaviours and correct use of technical analysis tools to make better decisions. 
  • Practice identifying and evaluating low risk/high reward trades with myself and my team. 
  • Learn how to build and manage a portfolio of financial assets geared towards protecting your wealth and then growing it. 
  • You will walk away from Day 2 with the confidence to trade smarter and more profitably.
  • For more details on the workshop CLICK HERE  

Tuesday, April 3, 2012

Special Guest Speaker David Stanley April 17, 2012@7:00pm - 9:00pm

SPECIAL GUEST SPEAKER 
Hosted by ELLEN DEGENERATES SHARE CLUB


DAVID STANLEY 

Topic: DIVIDEND INVESTING


When and Where: Anyone can attend

Tuesday, April 17, 2012 7:00 p.m. – 9:00 p.m. 

Miles Nadal Jewish Community Centre 750 Spadina Ave (at Bloor St), 3rd Floor, Room R318

RSVP: mdray@sympatico.ca 

Cost: $10 to cover the room rental


David Stanley’s Profile:

  • Retired Professor at University of Guelph Co-founder and organizer for Guelph Share Club 
  • Contributing writer for Canadian Money Saver magazine 
  • Author of articles on dividend investing 
  • Creator of Beating the TSX blue chip portfolio approach


Why you would benefit from attending:

  • Research shows over half of investment gains in equities over the long term come from dividends, rather than from price increase in stock values 
  • Eligible Canadian dividends have favourable tax treatment 
  • Dividends provide regular cash 

Why would someone be interested in DRIPs (dividend reinvestment investment plans)?

  • Dividends are automatically reinvested in additional stock shares 
  • Automatic reinvestment of dividends for more shares increases investment gains through additional compounding 
  • Delays taxes from current year in which dividends are received until stocks are sold in future, so that delayed taxes can be invested and earn additional dividends and stock price increases while stocks are held 
  • DRIPs avoid commission costs for buying additional shares
  • Small number of additional shares including partial shares can be bought with DRIPs, whereas buying them through a broker or online brokerage requires larger volumes of shares

Friday, March 30, 2012

Ellen's Investment Club March 27, 2012 Meeting Minutes


ELLENS DEGENERATES SHARE CLUB MINUTES

March 27, 2012
Miles Nadal Community Centre
Room 102
7:30 p.m. – 9:30 p.m.
Meeting facilitator: Mary Renner-Dray

We revisited our members' past stock picks from January 17, 2012. As of March 27, 2012:

  • Lululemon (TSE:LLL): +20%
  • Starbucks: (NASDAQ:SBUX): +16.28%
  • Saputo: (TSE:SAP): +11.61%

We reviewed Constellation Software (TSE:CSU) and Qualcomm (NASDAQ:QCOM) respectively as we discussed how the Technology sector fits into the sector rotation and stock market trends.

We also looked at cyclical buying opportunities based the book “Seasonal Market Trends” 

During our round table stock review,  Inter Pipeline Fund (TSE:IPL.UN) was recommended. More information can be found stockchase.com.  Fund Manager Michael Decter of Redwood Diversified has followed this stock with positive outlook.

Just a reminder technical support is available during Open Forum for members who have troubles getting Club emails or invites.

Next month we will have David Stanley, co-founder of Guelph Share Club and contributing writer for Canadian Money Saver to come and speak to us about dividend invest. Please stay tuned for exact date and time.

THANKS TO EVERYONE FOR A GREAT  MEETING!!!!

Friday, March 16, 2012

Ellen Degenerates Share Club Meeting Tuesday, March 27, 2012

AGENDA
ELLEN DEGENERATES SHARE CLUB

TUESDAY, MARCH 27
7:30 – 9:30 P.M.
ROOM #102
MILES NADAL COMMUNITY CENTRE
720 SPADINA AVE. (AT BLOOR)

THEME: TECHNICAL / SOCIAL COMMUNICATION STOCKS


We’re looking for 2 volunteers to present a detailed analysis of a technical or social communication stocks you currently own or are researching to buy.

If anyone is attending Larry Berman’s seminar let me know if you can provide a brief summary or highlight of the seminar(s).

Please email mdray@sympatico.ca to be put on the agenda.  Thanks.


  1. Administration: 7:30 – 7:35
    • Treasury Report
    • Past Pics: handout
  2. Technical Stock Analysis: 7:35 – 8:15
    • Qualcomm (Mary)
    • Volunteer #2
    • Volunteer #3
  3. Cyclical buying opportunities (Meena): 8:15 – 8:30
  4. Larry Berman’s Seminar Summary and Highlights: 8:30 – 8:40
  5. Round Table Stock Reviews: 8:40 – 9:00
  6. Open Forum: 9:00 – 9:30
    • Guest Speaker recommendation (Gordon)
    • Google communication tool tutorial (Luke)

Thursday, March 1, 2012

We had over 30 people attend the presentation by Gail Bebee "Ten Common Investor Ills and How to Cure Them".   Below is her summary sheet and you can always check out her website at www.gailbebee.com


Ten Common Investor Ills and How to Cure Them


1    Not having a financial plan 
Ask your financial advisor to prepare a plan, hire certified financial planner or do-it-yourself
2    Too much debt
Stop spending! Find money in budget and set up a schedule to pay off debt ASAP especially outstanding credit card balances
3    Missing out on free money from the government   
Consider Tax Free Savings Accounts and Registered Education Savings Plan
4    Not paying yourself first
Set up automatic payday transfer from bank account to savings account. Or join workplace savings plan.
5    Accepting your financial advisor’s recommendations without question
Choose your financial advisor carefully and independently assess his/her recommendations before making a decision
6    Not kicking the tires before you buy a mutual fund
Before buying a mutual fund, review fund company information and do your own research using independent sources
7    ignoring the impact of income tax on your returns
Know how your profits are taxed and invest accordingly
8    Unrealistic expectations on return rates
Get real about investment return rates and plan accordingly
9    Taking the ostrich approach to planning for retirement 
Start planning for your retirement now
10  No emergency fund
Set aside at least 3 months expenses in liquid investments