Ellen's Investment Club

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Tim McElvaine, CEO, McElvaine Investment Management Ltd. Tuesday, Feb. 21, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest speaker: Tim McElvaine, CEO of McElvaine Investment Management Ltd., Victoria, BC Portfolio manager of the McElvaine Value Fund Tim is a Canadian value investor and portfolio manager. He used to work with the late Peter Cundill at Mackenzie Funds. I’ve invited him as a guest speaker to my investing class in the past. Since 1996, the McElvaine Value Fund has a strategy of looking for a 60% discount on a quality stock. The investment approach is categorized as a small cap value blend. The portfolio has about 15 holdings with a market capitalization of between $500 million and $10 billion I think value investing is quite timely now that many large tech stocks have slipped from growth into value territory in 2022. This is where you ...

Ellen's Investment Club  (Toronto Central Investment Share Club) Please note: Online meeting URL is sent via Google Calendar invitation directly. You do not need to RSVP Tuesday, January 17, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Stock presentations by four club members, with discussion: Fairfax India Holdings Corp. (FIH-U on TSX) by Dave Pyette  Trades in U.S. dollars https://ca.finance.yahoo.com/quote/FIH-U.TO/   WSP Global (WSP on TSX) by Walter Fernandes (engineering company) https://www.morningstar.ca/ca/report/stocks/performance.aspx?t=0P0000830N&lang=en-CA https://finance.yahoo.com/quote/WSP.TO?p=WSP.TO&.tsrc=fin-srch   Stantec (STN on TSX and STN on NYSE) by Tom Loftus (another engineering company) https://finance.yahoo.com/quote/STN.TO?p=STN.TO&.tsrc=fin-srch https://finance.yahoo.com/news/look-intrinsic-value-stantec-inc-143235814.html   Constellation Software (CSU on TSX), by Ellen Roseman ht...

  Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, DECEMBER 18 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Mark Halpern, Wealthinsurance.com Strategic Philanthropy For Investors Tuesday, December 20, 2022, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker, Mark Halpern, CEO of Wealthinsurance.com, Certified Financial Planner, Trust & Estate Practitioner, Master Financial Advisory-Philanthropy Strategic Philanthropy For Investors: Get Higher Returns & Lower Taxes Mark will share strategies and supporting case studies that illustrate how he helps clients maximize investment returns while minimizing taxes. He will explain how Accidental Philanthropists™ are created when people are given the opportunity to leave money to charity and family instead of the tax ...

Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, NOVEMBER 13 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Regular Session Tuesday, November 15, 2022, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Steve Marcille: NVIDIA (NVDA)  Lam Research (LRCX) Some insights into chip technology Prospects for the gaming sector 4. Ellen Roseman Pros and cons of buying stock ETFs that also use covered call options as part of their strategy. Is this helpful during a stock market downturn? 5. Patrick Dooley Couple favourite stocks he owns Couple stocks he’s considering buying 6. Walter Fernandes United Health 7. Recent transactions 8. Watchlist stocks 9. Future meetings: December 20, 2022 10. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment....

   Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, OCTOBER 16 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Guest Speaker: Ryan Modesto, CFA, 5i Research Tuesday, October 18, 2022, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker: Ryan Modesto, CFA, 5i Research Topic: Five Key Investing Metrics and the Stocks that Possess Them Description: Ryan Modesto will talk about the current state of the US markets, some of the investment factors that they focus on at the i2i Long/Short US Equity Fund, and why. He will then give an overview of some stocks that have each of these metrics and why it is important to those companies. 4. Admin Club management 5. Recent transactions 6. Watchlist stocks 7. Future meetings: November 15, 2022 8. Adjourn Club contact: E...

  Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE,  ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, SEPTEMBER 18 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Regular Meeting Tuesday, September 20, 2022, 7:30 – 9:30 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Admin Club management 4.  Discussion: What did members learn about investing since January 1, 2022? Ben Carlson, “Ben’s 4 Common Sense Rules of Investing” https://awealthofcommonsense.com/2022/08/bens-4-common-sense-rules-of-investing/ 5. Discussion: How are members preparing for next bull market? Reference: Peter Hodson article, “Five strategies to help set up your investments for when the market rebounds” https://financialpost.com/investing/five-strategies-to-help-set-up-your-investments-for-when-the-market-rebounds 6. Recent transactions 7. Watchlist stocks 8. Future me...

Ellen's Investment Club  (Toronto Central Investment Share Club) PLEASE NOTE: IF YOU WISH TO PARTICIPATE BY TELE-CONFERENCE, ONLY THOSE RESPONDING “YES” TO THE MEETING INVITATION BY 12:00 MIDNIGHT SUNDAY, JUNE 19 WILL BE SENT THE GOTOMEETING (NOT GOOGLE) MEETING LINK Guest speaker: David Baskin Tuesday, June 21, 2022, 7:00 – 9:00 P.M. By GOTOMEETING Tele-Conference App 1. Member introductions 2. Approve Agenda 3. Guest speaker: David Baskin, Chairman and President, Baskin Wealth Management The Market Going Forward ( Download ) 4. Members discussion: current investing environment 5. Recent transactions 6. Watchlist stocks 7. Future meetings: September 20, 2022 – TBD October 18, 2022 - TBD 8. 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