Ellen's Investment Club

  Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas Inc. Tuesday, June 20, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Guest Speaker: Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas Inc.   Kim Bolton will speak about the ecosystem of artificial intelligence (AI) companies, so we can find publicly traded companies that are AI leaders and likely to grow more quickly 4. Club Survey implementation 5. Recent Market Events  Discussion on profitable listings reaching recent 52-wk highs or lows & reasons for such  performance 6. Ellen's Investment Club Stock Contest 7. What members are buying, selling, or watching? What's the best or/and worst move you made recently Would you do anything differently, why/why not? 8. Next meeting: Tuesday Sept. 19, 2023 7-9 p.m. 9. Adjourn Club contact: EllensDegenera...

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, May 16, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Recent Market events Discussion on profitable listings reaching recent 52-wk highs or lows & reasons for such performance 4. Member Presentations Wendy Kwong: How to identify sector trends & stocks in the market by using Barchart Tom Loftus: Retirement Savings Calculators Presentation 5. Where to find online education and stock picking suggestions for do-it-yourself Canadian investors?  Ellen Roseman has selected a few good sources 6. Ellen's Investment Club Stock Contest 7. What members are buying, selling, or watching? What's the best or/and worst move you made recently? Would you do anything differently, why/why not? 8. Next meeting:  20 June 2023 9. Adjourn Club contact: EllensDegenerates@hotmail.com Club Blogger site: https://ellensinvestment.blogspot.com Club Go...

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Jean-Paul Bureaud, Executive Director of FAIR Canada Tuesday, April 18, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Jean-Paul Bureaud, executive director of FAIR Canada (Canadian Foundation for Advancement of Investor Rights) Discussion on FAIR Canada’s mission to help retail investors, including the challenges with our existing complaint handling system, and new insights from FAIR’s recent research on retail investors Highlights from two recent publications: “Getting your money back: An investor’s guide to navigating Canada’s complaint system” and “FAIR Canada investor survey report,” https://faircanada.ca/publications/ 4. Recent Market events Discussion on profitable listings reaching recent 52-wk highs or lows & reasons for such performance 5. Member Presentations Patrick Dooley: Alimentation Couche-tard (TSE:ATD) and possibly Dollarama ...

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, March 21, 2023, 7:00 – 9:00 P.M. By videoconference 1. Member introductions 2. Approve Agenda 3. Member Presentations Top Net Income Earners on the TSX (Wendy Kwong) Identifying Top Net Income Earners in each sector on TSX Identifying Top Net Income Earners with potential growth vs Top Net Income Earners with strong dividend payout Why it's important to have both. Why profitable companies are important in growing a portfolio Why diversifying is important to limit risk in an ever-changing market.  Brookfield Corp. (BN on TSX)  (Walter Fernandes)  Brief review of why Patrick Dooley owns Apple, Dollarama, and Aritzia (Patrick Dooley) Apple , a device manufacturer with a strong moat (AAPL on Nasdaq) Dollarama , everything under $5 at these stores (DOL on TSX) Aritzia , clothing retailer  (ATZ on TSX) TradingView.com , Track all markets (David Pyette) TFI International Inc...

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 ...