Ellen's Investment Club

Ellen's Investment Club Agenda Members’ Investment Strategies Tuesday, April 15, 2014, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre, Room 218 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1. Approve agenda 2. New members 3. Administrative matters Speaker announcements Eileen Reppenhagen (May 20, 2014) Gordon Pape (June 10, 2014) Peter Hodson (October 16, 2014 - tentative) Resources Other 4. Members’ Investment Strategies/Decision Rules/Criteria Description of strategy/decision rules/criteria How you learned/developed your strategy? How successful has the strategy been for you? Pros and cons of your strategy 5. Recent transactions 6. Other business 7. Next meeting Tuesday, May 20, 2014 8. Adjourn

Ellen's Investment Club Agenda Regular Session: 2013 Revisited (Continued) Tuesday, March 11, 2014, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre, Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1. Approve agenda 2. New members 3. Administrative matters Announcements Resources Other 4. Worst 2013/other investment How you found the investment Reasons you bought the investment Lessons learned from mistakes 5. Recent transactions 6. Next meeting Tuesday, April 15, 2014 7. Adjourn

Ellen's Investment Club Agenda Regular Session: 2013 Revisited Tuesday, February 18, 2014, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre, Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1. Approve agenda 2. New members 3. Administrative matters Announcements Resources Other 4. Best 2013 investment How you found the investment Reasons you bought the investment 5. Worst 2013 investment How you found the investment Reasons you bought the investment 6. Recent transactions 7. Other business 8. Next meeting March 11, 2014 (NOTE: SECOND TUESDAY) 9. Adjourn

Ellen's Investment Club Agenda Happy New Year Guest Speaker: David Baskin Tuesday, January 14, 2014, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre, Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1 Approve agenda 2 New Members/Guests 3 Guest speaker David Baskin, “How to Pick Stocks” 4 Next meeting: February 18, 2014 Regular Meeting 5 Adjourn

Ellen's Investment Club Agenda Globe and Mail Investor Information Holiday Pizza Party Tuesday, December 17, 2013, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre, Room 218 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1 Pizza 2 New Members/Guests 3 Guest speaker Avrum Liederman, “Tax-Efficient Investing” 4 Next meeting: January 14, 2014 David Baskin, “How He Picks Stocks” 5 Adjourn

Ellen's Investment Club Agenda Regular Meeting Tuesday, November 12, 2013, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre, Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1 Approve agenda 2 New Members/Guests 3 Administrative Matters Resources Toronto Public Library seminars World MoneyShow videos Other Information sheet Mission statement 4 Globe and Mail “Globe Investor”, “Strategy Lab” 5 Round table (What transactions have you made lately?) 6 Other items 7 Next meeting: December 17, 2013 Regular meeting   Pizza night 8 Adjourn

Ellen's Investment Club Agenda Regular Meeting Tuesday, October 15, 2013, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre, Room 304 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1 Approve agenda 2 New Members/Guests 3 Administrative Matters Chair and treasurer's room deposit fee waiver World Money Show October 24-26, 2013 Resources November issue of MoneySense S&P Dow Jones Indices Versus Active Funds (SPIVA) Canada Scorecard (distributed via mailing list) Other: Club information sheet ( download via Dropbox ) 4 Planning meetings: members’ requests/topics 5 Round table (What transactions have you made lately?) 6 What Stocks are in the news? 7 General Discussion 8 Next meeting: November 12, 2013 9 Adjourn