Ellen's Investment Club

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

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 incl

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

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. Approve agenda Introduction to new committee members Treasury report Administrative matters Announcements Investing Resources Honorariums for guest speakers Topics and speakers for future meetings Round table stock reviews/updates Next meeting date and agenda recommendations Adjourn

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. Administration: (7:30 - 7:45) Introduction to new committee members Treasury report Financial Check In: ( 7:45 - 8:30) Summer review Past Stock Pics Sector Overview: Social Media (8:30 - 9:00) Next meeting agenda recommendations (9:00 - 9:10) 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

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 :)

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. Administration: - (7:30 - 7:40) Treasury report Club meeting hours Survey Past Stock Pics: handout Sheila Whyte: Book Review - (7:45 - 8:00) “The Wealthy Barber Returns”, by David Chilton Review of Ziad’s presentation on May 15 - (8:00 - 8:15) Round Table Stock Reviews: Members to share recommendations of stocks they have reviewed - (8:15 - 9:00) Next meeting agenda recommendations - (9:00 - 9:10) Open Forum / Recommendations for Guest Speakers 2011/12 sessions - (9:10 - 9:30)

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

  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)                               2 nd Floor Boardroom COST                $10 to cover the cost of room booking

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: TMX Money Indices and Constituents Global and Mail: S&P/TSX 60 Capped

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 ) D ow n load  Curriculum :  CLICK 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 Day 1 Overview : 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 pos

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 plan

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. Nex

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

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