Ellen's Investment Club

Ellen's Investment Club Agenda Guest Speaker: John C. Hood Tuesday, February 10, 2015, 7:30 – 9:30 P.M. Room 318 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Approve agenda 2. New Members Introductions How did you hear about the club? 3. Guest Speaker: John C. Hood  Three investment truths Five biggest investment mistakes Investment industry and ETFs outlook 4. Next meeting: Tuesday March 17, 2015 5. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club Agenda Topic: Creating an Investment Portfolio Tuesday, January 13, 2015, 7:30 – 9:30 P.M. Room 218 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Approve agenda 2. Kickstart 2015 with member introductions How did you hear about the club? 3. Investment Q&As 4. Club Investment Portfolio Simulation Review sign up instructions and rules Member recommendations Why recommended (analysis) Expected performance When to sell 5. Strategy Lab Dividend Value Growth Index/ETF 6. Roundtable: Recent transactions  7. Next meeting: Tuesday February 10, 2015 Guest speaker: John Hood 8. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club Agenda Topic: Creating an Investment Portfolio Tuesday, December 16, 2014, 7:30 – 9:30 P.M. Room 218 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Pizza (Please confirm attendance on meeting invitation e-mail) 2. Approve agenda 3. New member introductions How did you hear about the club? 4. Member Brokerage Survey results: Stephane Marcotte 5. Investment Q&As 6. Club Investment Portfolio Simulation Portfolio rules Allocation (stocks, fixed income, other) Number of investments/stocks Reason for recommendation (analysis) When to sell Review schedule, reallocation Other Member recommendations Why recommended (analysis) Expected performance When to sell 7. Round Table: Recent transactions 8. Next meeting: Tuesday January 13, 2015 9. Adjourn Club blog: http://ellens-degenerates.blogspot.ca/ Cl...

Ellen's Investment Club Agenda Topic: Stock Valuation Tuesday, November 18, 2014, 7:30 – 9:30 P.M. Room 302 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Approve agenda 2. New member introductions How did you hear about the club? 3. Follow-up from previous meeting(s) BTSX  Michael O’Higgins, “A Whole New Way To Beat The Market” 4. Possible future agenda items Printouts of analysts reports Which on-line brokerages are used by members What people do in retirement Charts and technical analysis Club “portfolio” Investment Q&As 5. Video: Fundamentals-Based Analysis of Stocks (technology permitting) 6. Round Table: How members analyze stocks 7. Round Table: Recent transactions 8. Next meeting: Tuesday December 16, 2014 (Pizza night – please confirm attendance on meeting invitation) 9. Adjourn Club blog: http:/...

Ellen's Investment Club Agenda Guest Speaker: Peter Hodson Tuesday, October 21, 2014, 7:30 – 9:30 P.M. Room 318 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental (please pay Wendy) 1. Approve agenda New members 2. Presentation: Peter Hodson, publisher Canadian MoneySaver magazine and 5i Research 3. Next meeting: Tuesday November 18, 2014 4. Adjourn

Ellen's Investment Club Agenda Guest Speaker: Ross Grant Tuesday, September 16, 2014, 7:30 – 9:30 P.M. Room 218 (Please confirm at the front desk) Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental. 1. Approve agenda 2. New members 3. Presentation: Ross Grant Ross Grant retired at 43 years of age following investment information in Canadian MoneySaver magazine. He wrote a letter to his daughters, published as an e-book, Destination: Early Financial Independence, to pass on his investing experience. His presentation outlines how he accomplished early financial independence. 4. Questions/discussion 5. Administrative matters Announcements Meeting schedule on blog Money Show October 16-18, 2014 Prospectors & Developers Association of Canada (PDAC) Convention, March 1-4, 2015 Resources Ellen’s UofT investing course: Investing for Beginners September 11 to November 13, 2014 Great Courses: Und...

Ellen's Investment Club 2014-2015 Meeting Schedule at the MNJCC: September 16th – Room 218 October 21st – Room 318 November 18th – Room 302 December 16th – Room 218 January 13th – Room 218 February 10th – Room 318 March 17th – Room 318 April 14th – Room 318 May 19th - Room 218 June 16th – Room 218