Ellen's Investment Club

  Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, DECEMBER 18 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Mark Halpern, Wealthinsurance.com Strategic Philanthropy For Investors Tuesday, December 20, 2022, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker, Mark Halpern, CEO of Wealthinsurance.com, Certified Financial Planner, Trust & Estate Practitioner, Master Financial Advisory-Philanthropy Strategic Philanthropy For Investors: Get Higher Returns & Lower Taxes Mark will share strategies and supporting case studies that illustrate how he helps clients maximize investment returns while minimizing taxes. He will explain how Accidental Philanthropists™ are created when people are given the opportunity to leave money to charity and family instead of the tax ...

Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, NOVEMBER 13 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Regular Session Tuesday, November 15, 2022, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Steve Marcille: NVIDIA (NVDA)  Lam Research (LRCX) Some insights into chip technology Prospects for the gaming sector 4. Ellen Roseman Pros and cons of buying stock ETFs that also use covered call options as part of their strategy. Is this helpful during a stock market downturn? 5. Patrick Dooley Couple favourite stocks he owns Couple stocks he’s considering buying 6. Walter Fernandes United Health 7. Recent transactions 8. Watchlist stocks 9. Future meetings: December 20, 2022 10. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment....

   Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, OCTOBER 16 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Guest Speaker: Ryan Modesto, CFA, 5i Research Tuesday, October 18, 2022, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker: Ryan Modesto, CFA, 5i Research Topic: Five Key Investing Metrics and the Stocks that Possess Them Description: Ryan Modesto will talk about the current state of the US markets, some of the investment factors that they focus on at the i2i Long/Short US Equity Fund, and why. He will then give an overview of some stocks that have each of these metrics and why it is important to those companies. 4. Admin Club management 5. Recent transactions 6. Watchlist stocks 7. Future meetings: November 15, 2022 8. Adjourn Club contact: E...

  Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, SEPTEMBER 18 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Regular Meeting Tuesday, September 20, 2022, 7:30 – 9:30 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Admin Club management 4.  Discussion: What did members learn about investing since January 1, 2022? Ben Carlson, “Ben’s 4 Common Sense Rules of Investing” https://awealthofcommonsense.com/2022/08/bens-4-common-sense-rules-of-investing/ 5. Discussion: How are members preparing for next bull market? Reference: Peter Hodson article, “Five strategies to help set up your investments for when the market rebounds” https://financialpost.com/investing/five-strategies-to-help-set-up-your-investments-for-when-the-market-rebounds 6. Recent transactions 7. Watchlist stocks 8. Future me...

Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, JUNE 19 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Guest speaker: David Baskin Tuesday, June 21, 2022, 7:00 – 9:00 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve Agenda 3. Guest speaker: David Baskin, Chairman and President, Baskin Wealth Management The Market Going Forward ( Download ) 4. Members discussion: current investing environment 5. Recent transactions 6. Watchlist stocks 7. Future meetings: September 20, 2022 – TBD October 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) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, May 15, WILL BE SENT THE  GOTOMEETING  (NOT GOOGLE) MEETING LINK Regular Session Tuesday, May 17, 2022, 7:00 – 9:00 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve Agenda 3. Members’ topics for discussion 4. Discussion: Should club focus on investing or broader financial matters? 5. Discussion: What are experts that members follow, saying about current market? 6. Administration Reminders:  club meets third Tuesday of month, September to June agenda is sent week prior to meeting, usually on Tuesday if you attend, please respond yes to meeting invitation at bottom of email Organizing club meetings - volunteers 7. Sector rotation Do members rotate sectors? From which sector to which sector? 8. Recent transactions 9. Watchlist stocks 10....

  Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, APRIL 17, WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Guest Speaker: Trevor Cummings, VP, ETF Distribution, TD Asset Management Tuesday, April 19, 2022, 7:00 – 9:00 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve Agenda 3. Guest speaker: Trevor Cummings, vice-president, ETF Distribution, TD Asset Management 4. Discussion:  How are members dealing with volatility?  Are members seeing opportunities in stock price dips? 5. Recent transactions 6. Watchlist stocks 7. Future meetings:  May 17, 2022 – TBD June 21, 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 foru...

Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, March 13, WILL BE SENT THE GOTOMEETING  (NOT GOOGLE) MEETING LINK Guest Speaker: Mike Heroux Tuesday, March 15, 2022, 7:00 – 9:00 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve Agenda 3. Guest speaker: Mike Heroux, Founder of DividendStocksRock.com 4. Recent transactions 5. Watchlist stocks 6. Future meetings:  April 19, 2022 – TBD May 17, 2022 – TBD 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://groups.google.com/d/forum/ellensinvestment

Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, February 13, WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Regular Session Tuesday, February 15, 2022, 7:00 – 9:00 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve Agenda 3. Member suggestions for future discussion or guest speaker 4. Member discussion: How to choose stocks from lists MEMBERS ARE ASKED TO PLEASE CHOOSE ONE TO THREE STOCKS FROM THESE LISTS AND PRESENT THEIR REASONS FOR THEIR SELECTION(S) IBD’s digital version of its weekly print newspaper: B1 , B4 , and B5  for the IBD50 list MoneyShow: The 100 Best Stock Ideas for the Coming Year 30 best performing TSX stocks, FP Investor / Colin McClelland / Sep 14, 2021 Dividend Aristocrats 5. Recent transactions 6. Watchlist stocks 7. Future meetings:  March 15, 2022 – TBD Ap...

  Ellen's Investment Club  (Toronto Central Investment Share Club) Happy New Year everyone! PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 1:00AM MONDAY, JANUARY 17, 2022, WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Special Guest Speaker: Ed Olkovich Tuesday, January 18, 2022, 7:00 – 9:00 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve Agenda 3. Guest speaker: Ed Olkovich Topic: The Secrets to Successful Estate Planning Website: MrWills.com 4. Recent transactions 5. Watchlist stocks 6. Future meetings:  February 15, 2022 – TBD March 15, 2022 – TBD 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://groups.google.com/d/forum/ellensinvestment