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Investment Club Meeting on May 27, 2025 (Webinar)

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Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker Session May 27, 2025, 7:00 – 9:00 P.M By videoconference 1) Are you investing primarily in individual stocks? Most club members seem to use a strategy of buying and holding shares as long as they continue to see the metrics they’re looking for – rising revenues, higher net profit and earnings per share (EPS), annual dividend growth, reasonable debt levels and enough free cash flow to stay afloat in bad times. But despite the eye-popping numbers that hot companies post quarterly, and despite explosive excitement among  business journalists, we have to remember that great stocks often stumble. Not everything going on behind the scenes is reported in the media. Secrets may be kept for years, such as TD Bank’s hiccups in its major expansion to the United States and not training staff well enough in avoiding money launderers – resulting in a $3 billion (U.S.) fine after pleading guilty to multiple charge...
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Investment Club Meeting on April 22, 2025 (Webinar)

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Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session April 22, 2025, 7:00 – 9:00 P.M By videoconference 1) We originally scheduled a timely guest speaker to kick off the meeting. Ben Kaplan, a Toronto journalist, is a founder and editor of KIND magazine, which is distributed in Canada’s legal weed shops.  He’s also the author of a new book called Catch A Fire:  The Blaze and Bust of the Canadian Cannabis Industry (published  by Dundurn Press in January 2025). Here are a couple of links with some reviews: https://www.dundurn.com/books_/t22117/a9781459754652-catch-a-fire https://www.amazon.ca/Catch-Fire-Canadian-Cannabis-Industry/dp/1459754654 Please note: You can now buy a KIndle ebook version at $9.99 from Amazon.ca. That’s a great price for a 300-page book with a very detailed history of the past six and a half years since former PM Justin Trudeau’s legalization of marijuana in October 2018.  Acting as a cannabis historian, “Ben Kap...
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Investment Club Meeting on March 18, 2025 (Webinar)

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Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Ales Eisner March 18, 2025, 7:00 – 9:00 P.M By videoconference We have a guest speaker, a self-taught investor, to kick off the meeting at 7 pm. Ales Eisner is an early retiree, having left his IT job at age 48. He keeps busy with leisure pursuits and writing about investing at his website, https://canadianmoneytalk.ca , as well as acting as a mentor for people who need money advice. He’s not a certified financial planner, so he charges a reasonable fee of $50 an hour to work with them. My background is in IT. I achieved financial independence in my early 40’s, and stopped working in IT at 46. I have a net worth of over six million Canadian dollars, and live off the proceeds of my portfolio more than comfortably. I would like to help you achieve the same time freedom and financial independence that I have. You can find him doing videos on social media at https://canadianmoneytalk.ca/contact , (YouT...
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Investment Club Meeting on January 21, 2025 (Webinar)

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Guest Speaker Session Insurance for Investors: Growing and Safeguarding Your Wealth January 21, 2025, 7:00 – 9:00 P.M By videoconference In our next  meeting, we will talk about insurance. Please don’t yawn. The insurance  industry  has been dominating the news lately, because  of extreme weather episodes that have destroyed all the homes in residential communities, such as  Pacific Palisades in Los Angeles. In Ontario, insurers are facing challenges from auto thieves who steal cars from homeowners’ garages and driveways. Criminals don’t need keys to break into vehicles. Instead, they buy devices to communicate by electronic signals with the car owner’s wireless key fob. There’s also an increase in violent carjackings, where armed robbers attack drivers and passengers to gain control of the car and drive it away before the police give chase.  Some motorists use tracking devices to follow their cars down to the waterfront where thieves are putting the vehicl...
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Investment Club Meeting on December 17, 2024 (Webinar)

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Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session December 17, 2024, 7:00 – 9:00 P.M By videoconference 1) The Globe and Mail's Report on Business published an article by Dan Hallett, vice-president of research at Highview Financial Group, on Sept. 5. He was raising a concern that probably applies to many of our investing club members.  The headline is "Aging DIY investors must plan for succession." Here’s a link: https://www.theglobeandmail.com/gift/df41b4d21dc8e30953dba041b19a5fdd36b3f6c0eecbb54437f85d9413326212/MI2KLSWP2RC4XATRMWDDXJY7Z4/ Last week, Steadyhand Investment Funds did a blog post on the same topic, with the headline, "DIY Investing? How to ensure your family isn't left holding the bag." Here's a link: https://www.steadyhand.com/personal_investing/2024/11/14/diy-investing-how-to-ensure-your-family-isnt-left-holding-the/ Dan Hallett suggests that DIY investors in their 60s, 70s and 80s should consider movi...
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Investment Club Meeting on October 22, 2024 (Webinar)

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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...
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Investment Club Meeting on September 24, 2024 (Webinar)

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Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Ryan Modesto, CFA, CEO, 5i Research September 24, 2024, 7:00 – 9:00 P.M By videoconference 1. Member introduction (10 minutes) 2. Guest Speaker : Ryan Modesto, CFA, Chief Executive Officer at 5i Research, portfolio manager for the i2i Long/Short US Equity Fund. Ryan will give the same presentation he did at the MoneyShow Toronto on Sept. 14. It’s called The Anatomy of Big Market Winners and the Investor That Can Hold Them . At the end, he will provide a list of potential stock market winners that 5i Research owns. (45 minutes plus 10-15 minutes for Q&A) 3. A discussion of the club’s Fantasy Portfolio, by Tom Loftus. How well has it done compared to the benchmarks? Which stocks have done very well and which stocks have lagged behind? Do we have any suggestions about dropping some stocks and adding others to the portfolio? (30 to 45 minutes) Message from Tom last week by email: The Fantasy Portfo...
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