Ellen's Investment Club

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, DECEMBER 19, WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Tuesday, December 21, 2021, 7:00 – 9:30 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve agenda 3. $100,000 aggressive growth portfolio: ideas 4. Ellen Roseman: Investing resources: books, newsletters, podcasts, courses 5. Investing newsletters: member experience 6. Recent transactions 7. Watchlist stocks Start Engine website: https://www.startengine.com 8. Future meetings: January 18, 2022 – TBD February 15, 2022 - TBD 9. 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

   Ellen's Investment Club  (Toronto Central Investment Share Club) Guest speaker: Fraser Stark PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Tuesday, November 16, 2021, 7:00 – 9:30 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve agenda 3. Guest speaker: Fraser Stark, President, Longevity Retirement Platform, Purpose Investments, Inc.  re Longevity Pension Fund 4. Club administration update 5. Recent transactions 6. Watchlist stocks 7. Future meetings: December 21, 2021 - TBD January 18, 2022 - TBD 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

  Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Meeting PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Tuesday, October 19, 2021, 7:00 – 9:30 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve agenda 3. Ellen Roseman video interview with Andrew Hallam (author of Millionaire Teacher) about his new book, Balance: How to Invest and Spend for Happiness, Health, and Wealth – available January 2022 4. Book review: Ellen Roseman 5. Member stock analyses Club form  Examples from paid subscriptions What would members like to know? Key information for analyses Source (where/how did you learn about the stock?) Reasons you like the stock Expectations Why and when will you sell the stock  Purchase plan 6. Recent transactions 7. Watchlist stocks 8.  Club administration Meeting invitation and videoconference link Organizer(s)

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Meeting PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Tuesday, September 21, 2021, 7:00 – 9:30 P.M. By Tele-Conference 1. Member introductions 2. Approve agenda 3. Contest update 4. Announcements Toronto MoneyShow PDAC 5. What did members do last year when the markets tanked due to the global pandemic? 6. What do members want to learn/take away from meetings? 7. Meeting topics 8. Possible projects such as Future FAANG stocks 40 Year TFSA Investing strategies for someone without time and expertise 9. Club administration 10. Meeting format 11. Recent transactions 12. Watchlist stocks 13. Upcoming 2021 meetings: October 19, November 16, December 21 14. Adjourn Addendum (.pdf) We have included a list of discussion points for the agenda items above. Members can download from the link above Clu

  Ellen's Investment Club  (Toronto Central Investment Share Club) Webinar: Bruce Campbell, StoneCastle Investment Management PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK PLEASE NOTE: THE CLUB DOES NOT MEET IN JULY OR AUGUST Tuesday, June 15, 2021, 7:00 – 9:30 P.M. By Tele-Conference 1. Member introductions 2. Approve agenda 3. Guest Speaker: Bruce Campbell, StoneCastle Investment Management 4. Discussion/takeaways: Bruce Campbell presentation 5. Contest update 6. Watchlist stocks 7. Recent transactions 8. Future meetings: September 21, 2021 9. 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

Ellen's Investment Club  (Toronto Central Investment Share Club) Webinar: Guest Speaker Tom Bradley, Steadyhand IF YOU WISH TO PARTICIPATE PLEASE BE SURE TO  RESPOND TO THE MEETING INVITATION  SO THAT WE CAN SEND YOU THE MEETING LINK Tuesday, May 18, 2021, 7:00 – 9:30 P.M. By Tele-Conference 1. Member introductions 2. Approve agenda 3. Guest Speaker: Tom Bradley, Steadyhand 4. Watchlist stocks 5. Recent transactions 6. Future meetings: June 15, 2021 Guest Speaker: Bruce Campbell, StoneCastle Investment Management 9. 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

  Ellen's Investment Club  (Toronto Central Investment Share Club) Webinar IF YOU WISH TO PARTICIPATE PLEASE BE SURE TO  RESPOND TO THE MEETING INVITATION  SO THAT WE CAN SEND YOU THE MEETING LINK Tuesday, April 20, 2021, 7:00 – 9:30 P.M. By Tele-Conference 1. Member introductions 2. Approve agenda 3. 2021-2022 meetings 4. Club administration 5. Virtual MoneyShow Orlando, June 10-12, 2021 6. What do members think about? Rotation to value stocks Defensive stocks Cryptocurrencies Small/microcap stocks Watchlist stocks 7. Recent transactions 8. Future meetings: May 18, 2021 Guest Speaker: Tom Bradley, Steadyhand 9. 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

Ellen's Investment Club  (Toronto Central Investment Share Club) Webinar IF YOU WISH TO PARTICIPATE PLEASE BE SURE TO  RESPOND TO THE MEETING INVITATION  SO THAT WE CAN SEND YOU THE MEETING LINK Tuesday, March 16, 2021, 7:00 – 9:30 P.M. By Tele-Conference 1. Member introductions 2. Approve agenda Guest speaker: Fred Pye Bitcoin and cryptocurrencies 3. Virtual MoneyShow: March 16-18, 2021 4. Recent transactions (time permitting) 5. Future meetings: April 20, 2021 6. 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

   Ellen's Investment Club  (Toronto Central Investment Share Club) Webinar IF YOU WISH TO PARTICIPATE PLEASE BE SURE TO  RESPOND TO THE MEETING INVITATION  SO THAT WE CAN SEND YOU THE MEETING LINK Tuesday, February 16, 2021, 7:00 – 9:30 P.M. By Tele-Conference 1. Member introductions 2. Approve agenda Guest speaker: Robert McWhirter Hydrogen fuel cells and microcaps 3. Stock contest update 4. Recent transactions (time permitting) 5. Future meetings: March 16, 2021 6. 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

  Ellen's Investment Club  (Toronto Central Investment Share Club) Webinar IF YOU WISH TO PARTICIPATE PLEASE BE SURE TO  RESPOND TO THE MEETING INVITATION  SO THAT WE CAN SEND YOU THE MEETING LINK Tuesday, January 19, 2021, 7:00 – 9:30 P.M. By Tele-Conference 1. Member introductions 2. Approve agenda 3. Discussion: New Year investing resolutions 4. National Investment Club 5. Tesla contest 6. Investment data sources 7. Trenton Kwan: Behavioural Biases in Investing 8. Gordon Kumagai Multi-bagger stocks ARK and Emerge ARK ETFs 9. Recent transactions  10. Top watchlist stocks 11. Future meetings: February 16, 2021 Guest speaker: TBC 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