Ellen's Investment Club

Ellen's Investment Club Agenda Topic: Creating an Investment Portfolio Tuesday, December 16, 2014, 7:30 – 9:30 P.M. Room 218 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Pizza (Please confirm attendance on meeting invitation e-mail) 2. Approve agenda 3. New member introductions How did you hear about the club? 4. Member Brokerage Survey results: Stephane Marcotte 5. Investment Q&As 6. Club Investment Portfolio Simulation Portfolio rules Allocation (stocks, fixed income, other) Number of investments/stocks Reason for recommendation (analysis) When to sell Review schedule, reallocation Other Member recommendations Why recommended (analysis) Expected performance When to sell 7. Round Table: Recent transactions 8. Next meeting: Tuesday January 13, 2015 9. Adjourn Club blog: http://ellens-degenerates.blogspot.ca/ Cl...

Ellen's Investment Club Agenda Topic: Stock Valuation Tuesday, November 18, 2014, 7:30 – 9:30 P.M. Room 302 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Approve agenda 2. New member introductions How did you hear about the club? 3. Follow-up from previous meeting(s) BTSX  Michael O’Higgins, “A Whole New Way To Beat The Market” 4. Possible future agenda items Printouts of analysts reports Which on-line brokerages are used by members What people do in retirement Charts and technical analysis Club “portfolio” Investment Q&As 5. Video: Fundamentals-Based Analysis of Stocks (technology permitting) 6. Round Table: How members analyze stocks 7. Round Table: Recent transactions 8. Next meeting: Tuesday December 16, 2014 (Pizza night – please confirm attendance on meeting invitation) 9. Adjourn Club blog: http:/...

Ellen's Investment Club Agenda Guest Speaker: Peter Hodson Tuesday, October 21, 2014, 7:30 – 9:30 P.M. Room 318 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Approve agenda New members 2. Presentation: Peter Hodson, publisher Canadian MoneySaver magazine and 5i Research 3. Next meeting: Tuesday November 18, 2014 4. Adjourn

Ellen's Investment Club Agenda Guest Speaker: Ross Grant Tuesday, September 16, 2014, 7:30 – 9:30 P.M. Room 218 (Please confirm at the front desk) 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. Presentation: Ross Grant Ross Grant retired at 43 years of age following investment information in Canadian MoneySaver magazine. He wrote a letter to his daughters, published as an e-book, Destination: Early Financial Independence, to pass on his investing experience. His presentation outlines how he accomplished early financial independence. 4. Questions/discussion 5. Administrative matters Announcements Meeting schedule on blog Money Show October 16-18, 2014 Prospectors & Developers Association of Canada (PDAC) Convention, March 1-4, 2015 Resources Ellen’s UofT investing course: Investing for Beginners September 11 to November 13, 2014 Great Courses: Und...

Ellen's Investment Club 2014-2015 Meeting Schedule at the MNJCC: September 16th – Room 218 October 21st – Room 318 November 18th – Room 302 December 16th – Room 218 January 13th – Room 218 February 10th – Room 318 March 17th – Room 318 April 14th – Room 318 May 19th - Room 218 June 16th – Room 218

Ellen's Investment Club Agenda Guest Speaker: Gordon Pape Tuesday, June 10, 2014, 7:30 – 9:30 P.M. Room 318 (Please confirm at the front desk) 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 Announcements No meeting in July or August First meeting for 2014-15 tentatively Tuesday September 15 4. Presentation: Gordon Pape 5. Next meeting: Tuesday, September 15, 2014 (Tentative) 6. Adjourn

Ellen's Investment Club Agenda Guest Speaker via Videoconferencing: Eileen Reppenhagen Investment Accounting Using Quicken Tuesday, May 20, 2014, 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 Speaker announcements Gordon Pape (June 10, 2014) Peter Hodson (October 21, 2014 - tentative) 4. Eileen Reppenhagen: Investment accounting using Quicken Members are encouraged to bring mobile devices (tablets, smart phones) and earphones to enhance the videoconference experience For more information on Eileen Reppenhagen, go to: http://taxdetective.blogspot.ca/2012/09/historical-backgrounder-on-investment.html http://taxdetective.blogspot.ca/2012/05/27-reasons-to-count.html http://www.canadianmoneysaver.ca/events https://www.youtube.com/user/canadianmoneysaver https://www.youtube.com/user/TaxDetective 5. Re...

Ellen's Investment Club Agenda Members’ Investment Strategies Tuesday, April 15, 2014, 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 3. Administrative matters Speaker announcements Eileen Reppenhagen (May 20, 2014) Gordon Pape (June 10, 2014) Peter Hodson (October 16, 2014 - tentative) Resources Other 4. Members’ Investment Strategies/Decision Rules/Criteria Description of strategy/decision rules/criteria How you learned/developed your strategy? How successful has the strategy been for you? Pros and cons of your strategy 5. Recent transactions 6. Other business 7. Next meeting Tuesday, May 20, 2014 8. Adjourn

Ellen's Investment Club Agenda Regular Session: 2013 Revisited (Continued) Tuesday, March 11, 2014, 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 3. Administrative matters Announcements Resources Other 4. Worst 2013/other investment How you found the investment Reasons you bought the investment Lessons learned from mistakes 5. Recent transactions 6. Next meeting Tuesday, April 15, 2014 7. Adjourn

Ellen's Investment Club Agenda Regular Session: 2013 Revisited Tuesday, February 18, 2014, 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 3. Administrative matters Announcements Resources Other 4. Best 2013 investment How you found the investment Reasons you bought the investment 5. Worst 2013 investment How you found the investment Reasons you bought the investment 6. Recent transactions 7. Other business 8. Next meeting March 11, 2014 (NOTE: SECOND TUESDAY) 9. Adjourn

Ellen's Investment Club Agenda Happy New Year Guest Speaker: David Baskin Tuesday, January 14, 2014, 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 Guest speaker David Baskin, “How to Pick Stocks” 4 Next meeting: February 18, 2014 Regular Meeting 5 Adjourn