Ellen's Investment Club

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

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

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 Chair and treasurer's room deposit fee waiver World Money Show October 24-26, 2013 Resources November issue of MoneySense S&P Dow Jones Indices Versus Active Funds (SPIVA) Canada Scorecard (distributed via mailing list) Other: Club information sheet ( download via Dropbox ) 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

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 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

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

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

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

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 behav

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

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,

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