WSJ.com: Economy

Thursday, December 8, 2016

Investment Club Meeting on December 20, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Pizza Night


Tuesday, December 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. Pizza – PLEASE CONFIRM ATTENDANCE ON MEETING INVITATION
3. Investment advisors
  • Member experience
  • On-line advisors
4. Member discussion
  • Questions
  • Topics
5. Recent transactions
6. Next meeting: Tuesday, January 17, 2017
  • Guest speakers: Matthew Castel, Peter Mantas, Logos LP
7. Adjourn

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

Wednesday, November 9, 2016

Investment Club Meeting on November 15, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Guest Speaker: David Prince, Harbinger Capital


Tuesday, November 15, 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: David Prince, Harbinger Capital
3. Member discussions (time permitting)
4. Next meeting: Tuesday December 20, 2016
  • Pizza night
5. Adjourn


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

Tuesday, October 11, 2016

Investment Club Meeting on October 18, 2016

Ellen's Investment Club (Toronto Central Investment Share Club)

Regular Session


Tuesday, October 18, 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. Member raised questions
  • Dark Pools
  • Other Topics
  • Questions
3. Recent transactions
4. Next meeting: Tuesday November 15, 2016
  • Guest speaker: David Prince, Harbinger Capital 
5. Adjourn


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

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