WSJ.com: Economy

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