Investment Club Meeting on March 17, 2015

By -
Ellen's Investment Club Agenda

Topic: Creating an Investment Portfolio


Tuesday, March 17, 2015, 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
2. New Members Introduction
  • How did you hear about the club?
3. Administrative matters
  • September meeting date (tentatively Tuesday, September 29, 2015)
    • In September, the third Tuesday of the month falls on Rosh Hashanah, and the building will be closed; tentatively booked Tuesday, September 29
4. John Hood recommendations in G&M
  • Last-minute ETF picks for RRSP portfolios
  • When it makes sense to trade options
5. PDAC notes
6. Investment Q&As
7. Investopedia Group Portfolio Discussion
  • New member recommendations
  • Update
8. Member topics
9. Roundtable: Recent transactions
10. Next meeting: Tuesday, April 14, 2015
11. Adjourn

Club blog: http://ellens-degenerates.blogspot.ca
Club e-mail: ellensdegenerates@hotmail.com

Comments

Post a Comment

Popular posts from this blog

Investment Club Meeting on October 22, 2024 (Webinar)

By -
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...
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...
Read more

Investment Club Meeting on June 18, 2024 (Webinar)

By -
Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Kanwal Sarai, Simply Investing Tuesday, June 18, 2024, 7:00 – 9:00 P.M. By videoconference 1. Member introduction 2. Approve Agenda 3. Our guest speaker is Kanwal Sarai, an Ottawa-based dividend investor who runs an online service called Simply Investing, https://www.simplyinvesting.com . He has a platform that applies his investing approach to more than 6,000 stocks every day and shows you the best stocks to invest in and which ones to avoid. 4. Here are the 10 rules he uses to filter out the best quality stocks that are also priced at a low level. To geta 10 out of 10 grade on his Simply Investing platform, a stock must pass the following 10 criteria: Company must have EPS (earnings per share) growth of 8% or more The EPS must have increased at least 8 times in the last 20 years Company must have dividend growth of 8% or more The payout ratio must be 75% or less Company debt must b...
Read more