January 17 Meeting Minutes

By -
Ellen's Investment Club Meeting Minutes

January 17, 2012
Miles Nadal Community Centre
Room 302
7:30 p.m. – 9:30 p.m.
Meeting facilitator: Mary Renner-Dray

Attendees: Ann O’Neill, Deena Stein, Gordon Kumagai, Luke Zhang, Meena Jethalal, Morris Stein, Shirley Hall, Katrina Blom, Bob Seon

Welcome new members: Frank Sbrocchi, Marc Seeman

All enjoyed the selection of pizzas, sodas and water (Thanks Moe and Deena for bringing the water)

I. Sign in / Treasury Report
Current balance in Treaury is $370.75. Group decided to leave as status quo and continue paying $10 fee.

II. Survey Summary
Mary reviewed the results of membership survey completed in December (survey results can be found on our blog: http://ellens-degenerates.blogspot.com/). Comments from survey included suggestions on having meetings at homes as opposed to MNCC – as this was a 50/50 split group agreed to continue as is.

III. Sharing of members stock activity
Participants had some interesting companies to review such as Suncor, Caterpillar, BMO, RIM, CNQ, LLL, CP, Zipcar, Starbucks, ARTIS.UN. Group decided to list these and review their progress at our next meeting. Mary has created an excel spreadsheet which can be accessed through the Ellensdegenerates document site.

IV. Stock Report
Mary provided information on Saputo – summary can be accessed on Ellensdegenerates document site.

V. Reviewed 2012 Canadian Dividend Aristocrats List
Ellen Roseman sent us a link to a newsletter Boomer & Echo if you would like to access this info

Meena recommended the book “Seasonal Market Trends” and she offered to use this information to categorize the list of Dividend Aristocrats by season. She will have this available for our next meeting in March.

VI. Next meeting topics:
Luke offered to research information on social networking trends and IPOs such as Facebook. We’ll look forward to an interesting discussion on this.

As well, members will come prepared to discuss their stock buying/selling activity using the Stock Review form as a guideline for discussions.

THANKS TO EVERYONE FOR A VERY INFORMATIVE AND FUN MEETING!!!!

Comments

Post a Comment

Popular posts from this blog

Investment Club Meeting on June 20, 2023 (Webinar)

By -
  Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas Inc. Tuesday, June 20, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker: Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas Inc.   Kim Bolton will speak about the ecosystem of artificial intelligence (AI) companies, so we can find publicly traded companies that are AI leaders and likely to grow more quickly 4. Club Survey implementation 5. Recent Market Events  Discussion on profitable listings reaching recent 52-wk highs or lows & reasons for such  performance 6. Ellen's Investment Club Stock Contest 7. What members are buying, selling, or watching? What's the best or/and worst move you made recently Would you do anything differently, why/why not? 8. Next meeting: Tuesday Sept. 19, 2023 7-9 p.m. 9. Adjourn Club contact: EllensDegenerates@hotmail.com Club B
Read more

Investment Club Meeting on October 17, 2023 (Webinar)

By -
Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, October 17, 2023, 7:00 – 9:00 P.M. By videoconference 1. New member introduction We are expecting about half a dozen students from Ellen’s current Investing for Beginners course at U of T. So let’s have everyone introduce themselves, describe the state of their investing skills and give their reasons for joining this club. 2. Approve Agenda 3. Current member introduction Since our club consists of many beginners and a number of very experienced people, let’s ask the “old timers” to say what they have learned about investing after years of buying securities, either with an advisor or on their own. 4. Recent market events Discussion of profitable listings reaching recent 52-week highs or lows and the reasons for such  performance. 5. Ellen's Investment Club Stock Contest Updated chart by Tom Loftus We’ll also look at the Globe and Mail’s stock contest, in which Report on Business readers are
Read more

Investment Club Meeting on April 16, 2024 (Webinar)

By -
   Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: David Trahair, CPA, CA Tuesday, April 16, 2024, 7:00 – 9:00 P.M. By videoconference 1. Member introduction 2. Approve Agenda 3. Our guest speaker is  David Trahair , CPA, CA, David is a personal finance writer, trainer and e-Learning content developer. He is also an author of  six books on personal financial issues , including three national bestsellers. He was a columnist for CPA Magazine from 2014 to 2018 and spoke to a meeting of our club about a decade ago. I was checking out David’s site recently and saw a course that I thought would be helpful for investing novices and more experienced investors as well. It normally takes 3.5 hours and costs $275 for public attendees, but David will give us a shorter version in 45 minutes and answer our questions. His online course is called  The Complete Guide to All Your Investing Options .  Here’s how he describes it: “This course will show you all the diffe
Read more