Ellen's Investment Club (Toronto Central Investment Share Club) Regular Session October 22, 2024, 7:00 – 9:00 P.M By videoconference 1. Member introduction 2. Approve agenda We have been offered a speaker from a well-known Canadian economic research firm, Rosenberg Research & Associates, established in January 2020. Founder David Rosenberg is a fixture on social media and mainstream media with a reputation as being bearish ahead of the crowd. You can follow him on X.com (@EconguyRosie) He also has a YouTube channel under the name, Rosenberg Research. You can read his bio and see what he’s doing at https://www.rosenbergresearch.com . “Dave’s Menu of Products,” it says, “are tailored to the active investor.” When I got an email with a free trial offer, I decided to sign up. The firm’s flagship publication, Early Morning with Dave, arrives weekdays at 7:41 am. His son Jacob, who works with him, said his dad starts writing it at 4:10 a.m. each day. The Oct. 17 edi...
Ellen's Investment Club (Toronto Central Investment Share Club) Guest Speaker: Ales Eisner March 18, 2025, 7:00 – 9:00 P.M By videoconference We have a guest speaker, a self-taught investor, to kick off the meeting at 7 pm. Ales Eisner is an early retiree, having left his IT job at age 48. He keeps busy with leisure pursuits and writing about investing at his website, https://canadianmoneytalk.ca , as well as acting as a mentor for people who need money advice. He’s not a certified financial planner, so he charges a reasonable fee of $50 an hour to work with them. My background is in IT. I achieved financial independence in my early 40’s, and stopped working in IT at 46. I have a net worth of over six million Canadian dollars, and live off the proceeds of my portfolio more than comfortably. I would like to help you achieve the same time freedom and financial independence that I have. You can find him doing videos on social media at https://canadianmoneytalk.ca/contact , (YouT...
Ellen's Investment Club (Toronto Central Investment Share Club) Guest Speaker: Ryan Modesto, CFA, CEO, 5i Research September 24, 2024, 7:00 – 9:00 P.M By videoconference 1. Member introduction (10 minutes) 2. Guest Speaker : Ryan Modesto, CFA, Chief Executive Officer at 5i Research, portfolio manager for the i2i Long/Short US Equity Fund. Ryan will give the same presentation he did at the MoneyShow Toronto on Sept. 14. It’s called The Anatomy of Big Market Winners and the Investor That Can Hold Them . At the end, he will provide a list of potential stock market winners that 5i Research owns. (45 minutes plus 10-15 minutes for Q&A) 3. A discussion of the club’s Fantasy Portfolio, by Tom Loftus. How well has it done compared to the benchmarks? Which stocks have done very well and which stocks have lagged behind? Do we have any suggestions about dropping some stocks and adding others to the portfolio? (30 to 45 minutes) Message from Tom last week by email: The Fantasy Portfo...
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