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Showing posts from 2018

Investment Club Meeting on December 18, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Meeting / Holiday Party Tuesday, December 18, 2018, 7:30 – 9:30 P.M. Conference Room 218 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. New member introductions 2. Approve agenda 3. Pizza 4. Announcements PDAC March 3-6, 2019, Metro Convention Centre 5.  Joint meeting with Ryerson Life Institute Triple E Investment Club. Guest speaker on taxes and investing 6. Discussion: How can club help members become better investors? 7. Discussion: Club “portfolio” 8. Break 9. Recent transactions 10. Future meetings: January 15 11. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

Investment Club Meeting on November 20, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest speaker: Alex Avery Tuesday, November 20, 2018, 7:30 – 9:30 P.M. Conference Room 318 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. New member introductions 2. Approve agenda 3. Guest speaker: Alex Avery Topic: REITs, other ways of investing in real estate securities, how these investments help diversify a portfolio, and exempt market REITs  Author of The Wealthy Renter: How to Choose Housing That Will Make You Rich Questions and answers/discussion 4. Break 5. D iscussion: Recent transactions (time permitting) 6. Future meetings December 08 – pizza night/regular meeting 7. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://gro...

Investment Club Meeting on October 16, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest speaker: Steve Hawkins, CEO, Horizons ETFs Tuesday, October 16, 2018, 7:30 – 9:30 P.M. Conference Room 318 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. New member introductions 2. Approve agenda 3. Guest speaker: Steve Hawkins, CEO, Horizons ETFs Investing in marijuana 4. Break 5. Guest speaker questions and answers/discussion 6. Members’ discussion: Recent transactions (time permitting) 7. Future meetings November 20 – topic/speaker to be determined 8. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.com Club Google Group forum: https://groups.google.com/d/forum/ellensinvestment

Investment Club Meeting on September 04, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, September 4, 2018, 7:30 – 9:30 P.M. Conference Room 218 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with annual membership. 1. New member introductions 2. Approve agenda 3. Members’ suggestions for future meetings, guest speakers E.g. options 4. Members’ discussion: How much importance do members place on earnings? Earnings, earnings growth, earnings revisions Article - “Where a top stock picker places his bets” 5. Members’ discussion: One stock to hold “forever” Reasons for holding 6. Members’ discussion: Recent transactions 7. Other Business 8. Future meetings October 16 – topic/speaker to be determined 9. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Google mailing list: ellensinvestment@googlegroups.co...

Investment Club Meeting on May 15, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Ellen Roseman Tuesday, May 15, 2018, 7:30 – 9:30 P.M. Conference Room 218 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. Ryerson Investment Club member introductions 2. Approve agenda 3. Guest Speaker: Ellen Roseman: Investing for/in retirement 4. Future of club Pre-pay option Merge with North York Club Terminate club 5. No June meeting – too few members indicated they would attend 6. Other Business 7. Future meetings September 18 – to be confirmed 8. Adjourn Club blog: https://ellensinvestment.blogspot.com Club e-mail: ellensinvestment@googlegroups.com Club Google Group Forum: https://groups.google.com/d/forum/ellensinvestment

Investment Club Meeting on April 17, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, April 17, 2018, 7:30 – 9:30 P.M. Conference Room 318 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. New member introductions How did you hear about the club? 2. Approve agenda 3. Future of club Pre-pay option Budget status Merge with North York Club Terminate club 4. Joint May meeting with Ryerson club 5. June meeting 6. Guelph group projects results 7. Stock screening criteria checklist " Use this checklist before making any investment ", George Athanassakos Members’ criteria 8. Recent transactions 9. Other Business 10. Future meetings Ellen Roseman: Investing for/in retirement, May 15 meeting 11. Adjourn Club blog: https://ellensinvestment.blogspot.com Club e-mail: ellensinvestment@googlegroups.com Club Google Group Forum: https://group...

Investment Club Meeting on March 20, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Robin Speziale Tuesday, March 20, 2018, 7:30 – 9:30 P.M. Conference Room 318 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. New member introductions How did you hear about the club? 2. Approve agenda 3. Guest speaker: Robin Speziale, author of Capital Compounders 4. Member discussion (time permitting) 5. Recent transactions (time permitting) 6. Other Business 7. Future meetings Ellen Roseman: Investing for/in retirement, May meeting 8. Adjourn Club blog: https://ellensinvestment.blogspot.com Club e-mail: ellensinvestment@googlegroups.com Club Google Group Forum: https://groups.google.com/d/forum/ellensinvestment

Investment Club Meeting on February 20, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Topic: How members prepare for volatility and possible correction Tuesday, February 20, 2018, 7:30 – 9:30 P.M. Dance Studio (please check at front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. New member introductions How did you hear about the club? 2. Approve agenda 3. How are members dealing with market volatility and/or preparing for possible market correction? Member strategies Lessons from 2008/09? Do nothing? Increase cash?  Change sectors? Change diversification? 4. Recent transactions 5. Other Business 6. Next meeting: March 20 Guest speaker: Robin Speziale 7. Future meetings Ellen Roseman: Investing for/in retirement, May meeting 8. Adjourn Club blog: https://ellensinvestment.blogspot.com Club e-mail: ellensinvestment@googlegroups.com Club Googl...

Investment Club Meeting on January 16, 2018

Ellen's Investment Club  (Toronto Central Investment Share Club) Happy New Year Guest Speaker: Jeff Waite, Questrade Tuesday, January 16, 2018, 7:30 – 9:30 P.M. Room 318 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. New member introductions How did you hear about the club? 2. Do members want a June meeting? 3. Guest speaker: Jeff Waite of Questrade He will be doing a demo and answering questions People can ask about specific features offered at this discount brokerage site, how to screen stocks and how to execute trades effectively 4. Recent transactions (time permitting) 5. Other Business 6. Next meeting: February 20 7. Future meetings Robin Speziale, March meeting Ellen Roseman: Investing for/in retirement, May meeting 8. Adjourn Club blog: https://ellensinvestment.blogspot.com Club e-mail: ellensinvestment@googlegroups.com Club Goo...