Ellen's Investment Club

Ellen's Investment Club Agenda Topic: Creating an Investment Portfolio Tuesday, April 14, 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 Introduction How did you hear about the club? 3. Administrative matters Club Management Chair Executive Committee 4. Club Investment Portfolio Simulation New member recommendations Update 5. Investment Q&As Which stock picking research tools do members use? 6. Member topics 7. Roundtable: Recent transactions 8. Next meeting: Tuesday May 19, 2015 9. 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, March 17, 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 Introduction How did you hear about the club? 3. Administrative matters September meeting date (tentatively Tuesday, September 29, 2015) In September, the third Tuesday of the month falls on Rosh Hashanah, and the building will be closed; tentatively booked Tuesday, September 29 4. John Hood recommendations in G&M Last-minute ETF picks for RRSP portfolios When it makes sense to trade options 5. PDAC notes 6. Investment Q&As 7. Investopedia Group Portfolio Discussion New member recommendations Update 8. Member topics 9. Roundtable: Recent transactions 10. Next meeting: Tuesday, April 14, 2015 11....

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