Investment Club Meeting on January 17, 2017

By -
Ellen's Investment Club (Toronto Central Investment Share Club)

Guest speakers, Matthew Castel and Peter Mantas, Logos LP, will not be available for January meeting


Tuesday, January 17, 2017, 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. New Members Introduction
  • How did you hear about the club?
2. Strategy Lab update
3. Tax changes
4. Investment statements
5. Member discussion
  • Questions
  • Topics
6. Recent transactions
7. Next meeting: Tuesday, February 21, 2017
  • Guest speakers: Randy Cass, Nest Wealth, Robo investing questions
8. Adjourn

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

Comments

  1. Ellen Degenerates Share ClubJanuary 27, 2017 at 12:05 PM

    Here are the action items coming out of the January meeting:

    - Gordon requested feedback from the group about the nature of the meeting agendas. There was hearty discussion on this front and the group came to agreement that it would interesting to pilot a meeting agenda that would engage members in sharing their own experiences and holdings.

    - Bryan agreed to put together a template of speaking points to guide sector discussions and engage members in sharing their own experiences and holdings.

    - Gordon plans to introduce the topic at the end of the February meeting (after the guest speaker) so members have an opportunity to weigh in on this approach and provide feedback on Bryan's template of speaking points to guide sector discussions. If there is member consensus that this approach would be of value then Gordon will ask members to be prepared to pilot it at the March meeting.

    ReplyDelete

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