WSJ.com: Economy

Wednesday, December 4, 2013

Investment Club Meeting on December 17, 2013

Ellen's Investment Club

Agenda
Globe and Mail Investor Information
Holiday Pizza Party

Tuesday, December 17, 2013, 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
Pizza
2
New Members/Guests
3
Guest speaker
  • Avrum Liederman, “Tax-Efficient Investing”
4
Next meeting: January 14, 2014
  • David Baskin, “How He Picks Stocks”
5
Adjourn

Wednesday, November 6, 2013

Investment Club Meeting on November 12, 2013

Ellen's Investment Club

Agenda
Regular Meeting

Tuesday, November 12, 2013, 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
Approve agenda
2
New Members/Guests
3
Administrative Matters
  • Resources
    • Toronto Public Library seminars
    • World MoneyShow videos
  • Other
    • Information sheet
    • Mission statement
4
Globe and Mail “Globe Investor”, “Strategy Lab”
5
Round table (What transactions have you made lately?)
6
Other items
7
Next meeting: December 17, 2013
  • Regular meeting
  •  Pizza night
8
Adjourn


Tuesday, October 8, 2013

Investment Club Meeting on October 15, 2013

Ellen's Investment Club

Agenda
Regular Meeting

Tuesday, October 15, 2013, 7:30 – 9:30 P.M.
Miles Nadal Jewish Community Centre, Room 304
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental.

1
Approve agenda
2
New Members/Guests
3
Administrative Matters
4
Planning meetings: members’ requests/topics
5
Round table (What transactions have you made lately?)
6
What Stocks are in the news?
7
General Discussion
8
Next meeting: November 12, 2013
9
Adjourn


Tuesday, September 10, 2013

Investment Club Meeting on September 17, 2013

Ellen's Investment Club

Agenda
Speaker: Bill Carrigan

Tuesday, September 17, 2013, 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
Approve agenda
2
New Members/Guests
3
Administrative Matters
  • Announcements
World Money Show October 24-26, 2013 (free registration at http://www.moneyshow.com/tradeshow/toronto/world_moneyShow/)
4
Guest: Bill Carrigan
  • Introductory questions and answers with Ellen Roseman
  • Questions and answers with members
5
Other business (time permitting)
6
Next meeting: Tuesday, October 15, 2013
7
Adjourn


Ellen's Investment Club 2013-2014 Schedule

Ellen's Investment Club

2013-2014 Schedule

Below is a list of Ellen's Investment Club meeting dates for Fall 2013 to Summer 2014. Please note for months November, January and March, our meeting is being held on the second Tuesday of the month instead of third.

September 17, 2013 RM 218 Third Tuesday
October 15, 2013 RM 304 Third Tuesday
November 12, 2013 RM 318 SECOND Tuesday
December 17, 2013 RM 218 Third Tuesday
January 14, 2014 RM 318 SECOND Tuesday
February 18, 2014 RM 318 Third Tuesday
March 11, 2014 RM 318  SECOND Tuesday
April 15, 2014 RM 218 Third Tuesday
May 20, 2014 RM 218 Third Tuesday
June 17, 2014 RM 218 Third Tuesday

Wednesday, June 5, 2013

Investment Club Meeting on June 18, 2013

Ellen's Investment Club

Agenda
Speaker: Warren MacKenzie
HighView Financial Group

Tuesday, June 18, 2013, 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
Approve agenda


2
New Members/Guests


3
Guest Speaker, Warren MacKenzie

Topic:  How to select advisors and manage your own investments, including calculating one's portfolio return


4
Administrative matters

a. Announcements
·         Treasurer
·         Reminder: no meeting in July or August
b. Other


5
Other business (time permitting)


7
Next meeting: Tuesday, September 17, 2013


8
Adjourn


Monday, May 13, 2013

Investment Club Meeting on May 21, 2013


Ellen's Investment Club

Guest Speaker: Mr. Michael Missaghie, Portfolio Manager for REITs
Sentry Investments

Tuesday, May 21, 2013
7:30pm - 9:30pm
Miles Nadal Jewish Community Centre, Room 218
750 Spadina Avenue (at Bloor)

Cost: $10.00 to cover the room rental.

1
New Members/Guests


2
Guest speaker: Mr. Michael Missaghie, Portfolio Manager for REITs


·         Sentry Investments


3
Next meeting is June 18, 2013


4
Adjourn


Wednesday, April 10, 2013

Investment Club Meeting on April 16, 2013


Ellen's Investment Club

Agenda
Tuesday, April 16, 2013
7:30pm - 9:30pm
Miles Nadal Jewish Community Centre, Room 102
750 Spadina Avenue (at Bloor)

Cost: $10.00 to cover the room rental.

1
Approve agenda


2
New Members/Guests


3
Treasurer's Report


4
Administrative matters

a.       Announcements
b.       Resources
c.       Other


5
Investment Plans


6
Round table (time permitting)


7
Next meeting: May 21, 2013: Speaker TBC


8
Adjourn



Monday, March 11, 2013

Investment Club Meeting on March 19, 2013


Ellen's Investment Club

Agenda
Tuesday, March 19, 2013
6:00pm - 8:30pm
Independent Investor Institute
5160 Yonge St. Suite 1870, Toronto

Cost: Free

Just a reminder our March session will be held at at the Independent Investor Institute, 5160 Yonge St. Suite 1870, Toronto and starts at 6:00pm.

Ziad Jasani will be our host and guest speaker and will lead a hands-on demonstration using the live terminals using stockcharts.com to show you how to apply technical analysis to apply technical indicators on charts as well. 

Seminar Topic: How to find low risk high reward trades to improve your portfolio's results:

Sub-Topcis:
  • Understanding how to evaluate Market & Sector risk (Risk Ladder)
  • How to identify when a stock is expensive vs. cheap (Market levels / Support & Resistance)
  • How to identify when a stock is trending vs. oscillating (Trendlines & Oscillators)
  • How to determine if the bulls or bears are in control (Candle stick behaviour & patterns)
  • Determining when a position in your portfolio is getting expensive or cheap (Relative performance)
  • How to use market scanners and filters to find attractive trading targets (Finviz, Larry's Daily Tool)
  • Using ETFs to build a risk adjusted portfolio (Relative performance - Using sector ETFs)
  • Calculating and Interpreting your Risk Reward Ratio before you make a trade (RRR)


Since the Institute is limited to 32 seats, the meeting has been added to its website as an event.  If you wish, you can register following the registration instructions which follow:

Registration Instructions:

  • Cut and paste the following URL to go to the schedule:
  • https://educatedtrader.com/cities/toronto/events/ellen-s-investment-share-club
  • Click on "Ellen's Investment Share Club" within the calendar
  • Then select "Single Registration"
  • Click the RED “Next” Button on the right of the screen
  • Fill out the short survey and then enter your details
  • An electronic ticket will be emailed out to everyone that completes the registration with details on location and timing.




Thank you.

Gordon



Tuesday, February 12, 2013

Investment Club Meeting on February 19, 2013


Ellen's Investment Club

Agenda
Tuesday, February 19, 2013
7:30pm - 9:30pm
Miles Nadal Community Centre
750 Spadina Avenue (at Bloor)

Cost: $10.00 to cover the room rental.

1
Approve agenda


2
New Members/Guests


3
Administrative matters

a)    Announcements
b)    Resources
4
Pim Rom-Coltoff: How to Read Financial Reports


5
Next meeting: March 19, 2013


6
Adjourn



MINUTES: Investment Club Meeting (January 15, 2013)


Ellen's Investment Club


Meeting Minutes
Tuesday, January 15, 2013, 7:30 - 9:30pm
7:30pm - 9:30pm
Miles Nadal Community Centre
750 Spadina Avenue (at Bloor)

1
Administrative matters

·         Resources

Toronto Public Library Reference Library


·          Ask an Expert: Investment Research (Feb 4/6-8pm, Feb 19/3-5pm) registration at 416-393-7209
·          Kurt Rosentreter, What comes first: reducing your debts or contributing to RRSP and TFSA, Feb 20/6:30-8pm) No registration required

Thackray’s 2013 Investor’s Guide is now available
2
Guest speaker: David Trahair, Author of Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever

·         David started his presentation by saying that the traditional method of building wealth doesn’t work anymore and the idea of net worth is misleading.  He suggested that cash flow is king, not cash.  You need to know where your cash is coming from and where it is going.  He suggested there are three types of cash flow: cash cows – sources of ongoing cash coming in such as interest from employment or fixed income; cash pigs – outflows of cash such as cars; and potential jackpots – assets that increase in value such as houses during the last decade – but there are no guarantees.  Each category is relative.  Credit card debt is a cash cow for banks but a cash pig for consumers.
·         He suggested that you are your most important source of cash flow so that you should take care of yourself (diet, exercise and sleep).
·         David suggested that the first priority should be to eliminate debt (student loans, mortgages, credit card balances, lines of credit, etc.) before considering investing.  His rationale is that with low interest rates for fixed income investments and low rates of return for equities and other investments, it makes more sense to pay down debt that carries a higher rate of interest than one can earn with investments.  He said it is important that you retire debt free.  Accordingly, you should only buy a house that you can afford in the work years you have remaining.  He cautioned that one should only buy an affordable house as extra space and costs deplete cash flow.
·         He described various cash flow sources such as pensions, CPP and OAS, and options for converting RRSPs at age 71.
·         There were extensive questions and answers.
3
Next Meeting

·         Tuesday, February 19, 2013
·         Pim Rom-Coltroff: How to read financial reports

Tuesday, January 8, 2013

Investment Club Meeting on January 15, 2013

Ellen's Investment Club
Happy New Year

Agenda
Tuesday, January 15, 2013, 7:30 – 9:30 P.M.
Room 318
Miles Nadal Jewish Community Centre
750 Spadina Avenue (at Bloor)
Cost: $10.00 to cover the room rental.

1
Approve agenda


2
New Members


3
Administrative Matters

a. Announcements
b. Resource
c. Other
4
Guest Speaker: David Trahair


5
Next meeting: February 19 (Pim Rom-Coltroff: How to read financial reports)


6
Adjourn