Investment Club Meeting on March 21, 2023 (Webinar)

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

Regular Session

Tuesday, March 21, 2023, 7:00 – 9:00 P.M.
By videoconference

1. Member introductions
2. Approve Agenda
3. Member Presentations
  • Top Net Income Earners on the TSX (Wendy Kwong)
    • Identifying Top Net Income Earners in each sector on TSX
    • Identifying Top Net Income Earners with potential growth vs Top Net Income Earners with strong dividend payout
    • Why it's important to have both. Why profitable companies are important in growing a portfolio
    • Why diversifying is important to limit risk in an ever-changing market. 
  • Brookfield Corp. (BN on TSX)  (Walter Fernandes) 
  • Brief review of why Patrick Dooley owns Apple, Dollarama, and Aritzia (Patrick Dooley)
    • Apple, a device manufacturer with a strong moat (AAPL on Nasdaq)
    • Dollarama, everything under $5 at these stores (DOL on TSX)
    • Aritzia, clothing retailer  (ATZ on TSX)
  • TradingView.com, Track all markets (David Pyette)
    • TFI International Inc. (TFII on TSX), trucking and logistics (Susan Brunner)
    4. Silicon Valley Bank (SIVB on Nasdaq) collapse and the after effects
    5. Ellen’s Investment Club going forward
    • Welcome Cathy Mauro and Wendy Kwong to the Club Agenda committee
    • Globe and Mail Investing Club Portfolio
      • Is there any member interest in starting an Ellen’s Club Competition?
    6. Next meeting: April 18, 2023
    • April Speaker– Jean-Paul Bureaud, executive director of FAIR Canada (Canadian Foundation for Advancement of Investor Rights)
    • He will talk about two recent publications:
      • Getting your money back: An investor’s guide to navigating Canada’s complaint system 
      • FAIR Canada investor survey report
    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

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