MEETING ANNOUNCEMENT

(posted on the behalf of the Ottawa ShareClub - click here for more details)

When: Tue May 14, 2013 7pm – 9:30pm Eastern Time - Montreal

Where: Ottawa Citizen Conference Centre - 1101 Baxter Road, Ottawa

Do you want to become a more confident investor in these difficult economic times?

Are you looking to expand your investment knowledge and invest in new and exciting ways?

At our meeting, you will connect with people who have similar interests and are willing to share their investment experiences.  I am sure you will be able to walk away with improved investment abilities. Take a look at our upcoming May 14 summary agenda.

ROUNDTABLE DISCUSSION

Dave will lead a participatory discussion -

Technical analysis is a method of analyzing stocks to forecast the direction of prices by studying past market data, primarily price and volume.

What has been your experience using Technical analysis, both good and bad? If you don’t use it, why not?

A secondary topic for TUESDAY's round table discussion -

Have you checked your stock portfolio to find that some of your stocks are down 10%, 15%, 20% or more? Did you develop a trading plan that limited your downside? Would stop losses have provided downside protection if only you had established them?” STOP LOSSES” are one of the tools that should be in your trading kit. 

Do you agree or disagree? What are the pros and cons?

Investopedia defines a 'Stop-Loss Order' as;

An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit an investor's loss on a security position. Also known as a "stop order" or "stop-market order".

For example setting a stop-loss order for 10% below the price you paid for the stock will limit your loss to 10%. This strategy allows investors to determine their loss limit in advance, preventing emotional decision-making.

MAIN TOPIC

Matthew Cleveland will present -

Using technical analysis to help you make better investment decisions.

If you have any questions, do not hesitate to contact me by email OttawaShareClub@gmail.com or Sherwin Waldman at 613 422-1389.    Invite a friend.  Looking forward to see you Tuesday  May 14, 7.00 pm at Ottawa Citizen Building.

Andre Albert

Ottawa Share Club

Communications Coordinator

613-741-2828

MEETING ANNOUNCEMENT

(posted on the behalf of the Ottawa ShareClub - click here for more details)

When: Tue Apr 16, 2013 7pm – 9:30pm Eastern Time - Montreal

Where: Ottawa Citizen Conference Centre - 1101 Baxter Road, Ottawa

Do you want to become a more confident investor in these difficult economic times?

Are you looking to expand your investment knowledge and invest in new and exciting ways?

At our meeting, you will connect with people who have similar interests and are willing to share their investment experiences.  I am sure you will be able to walk away with improved investment abilities. Take a look at our April 16 summary agenda.

ROUNDTABLE DISCUSSION

Gord will lead a participatory discussion on -

"How do you decide the time to sell or buy an investment."

MAIN TOPIC

Gene's  presentation "DIY Portfolio Management - A Journey to investment literacy"   includes -

  - How to build a sizeable portfolio through maniacal budgeting and planning;

  - Lessons learned from the journey to DIY investing.

If you have any questions, do not hesitate to contact me by email OttawaShareClub@gmail.com or Sherwin Waldman at 613 422-1389.    Invite a friend.  Looking forward to see you Tuesday  April 16, 7.00 pm at Ottawa Citizen Building.

Andre Albert

Ottawa Share Club

Communications Coordinator

613-741-2828

MEETING ANNOUNCEMENT

(posted on the behalf of the Ottawa ShareClub - click here for more club details)

When: Thu Mar 21, 2013 7pm – 9:30pm Eastern Time - Montreal

Where: Ottawa Citizen Conference Centre - 1101 Baxter Road, Ottawa

Do you want to become a more confident investor in these difficult economic times?

Are you looking to expand your investment knowledge and invest in new and exciting ways?

At our meeting, you will connect with people who have similar interests and are willing to share their investment experiences.  I am sure you will be able to walk away with improved investment abilities. Take a look at our March 21 summary agenda.

ROUNDTABLE DISCUSSION

Are you concerned that either you or your parent will run out of money in retirement because of inflation?

MAIN TOPIC

Dividend Reinvestment Plans (DRIP)- Take advantage of the 8th wonder of the world: Compounding (per Albert Einstein)

Presentation will include:

If you have any questions, do not hesitate to contact me by email OttawaShareClub@gmail.com or Sherwin Waldman at 613 422-1389.    Invite a friend.  Looking forward to see you Thursday  March 21, 7.00 pm at Ottawa Citizen Building.

Andre Albert

Ottawa Share Club

Communications Coordinator

613-741-2828

I thought this was a great article on a misconception about how RRSPs are mainly beneficial if your income at withdrawal time is lower than at the time you contributed. Not so!

You can find the article in the further reading section on this page: RRSP Myth – Retirement Income Has To Be Lower For RRSP Benefit

A few other articles added as well throughout.

The next Ottawa ShareClub meeting agenda is shown below. For more ShareClub information click here.

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Do you want to become a more confident investor in these difficult economic times?

Are you looking to expand your investment knowledge and invest in new and exciting ways?

At our meeting, you will connect with people who have similar interests and are willing to share their investment experiences.  I am sure you will be able to walk away with improved investment abilities. Take a look at our February 12 summary agenda.

ROUNDTABLE DISCUSSION

A participatory group discussion dealing with some of the key components of a financial plan and the rationality of having one!

MAIN TOPIC

What is active trading and what are some of the strategies available to investors.

Jason Scott, Business Development Manager at TD Waterhouse Canada Inc., will focus on trading strategies including position, swing, day and momentum trading. His presentation includes an overview of processes for making buy and sell decisions. 

If you have any questions, do not hesitate to contact me by email OttawaShareClub@gmail.com or at 613-741-2828.    Invite a friend. Looking forward to see you Tuesday February 12, 7.00 pm at Ottawa Citizen Building.

Andre Albert

Ottawa Share Club

Communications Coordinator

613-741-2828

When

Tue Feb 12, 2013 7pm – 9:30pm

Where

Ottawa Citizen Conference Centre - 1101 Baxter Road, Ottawa

I added a section under Strategies for RESPs. The best part about RESPs are the grants you can receive just for contributing to these plans. It's like a guaranteed return.

The next best part is that the money can grow tax free, and then is taxed in the hands of the 'child' when withdrawn. Said child will be in a low income tax bracket and therefore be required to pay little tax.

Read more on the RESP page here: RESPs

The next meeting is Tuesday January 15th, 7:00 pm at the Ottawa Citizen Building.

Agenda:

1. Introduction

2. Round Table on “Investing Globally”

What are your experiences and opinions of investing globally? 

3. Main Topic: “Valuing a Stock: A Do-It-Yourself Approach” 

by Robert MacKenzie, PhD, CFP, CIM, Contributing Editor, Canadian MoneySaver

Should we have an idea of what a stock is worth before buying it? You bet! This seminar will outline the valuation methods exemplified in Bruce Greenwald, et. al.'s book, Value Investing (Wiley, 2001). Determining the normal capital structure, net asset value (NAV), and earnings power value of a company provide a good indication of how it will perform in future. Find out why this type of analysis is not beyond the capability of a motivated advanced amateur to undertake.  

Robert MacKenzie has presented this seminar at the Toronto World Money Show in October. You can check Robert’s Bio and his many Moneysaver articles at https://www.canadianmoneysaver.ca/authors/robert-mackenzie (member login is required to view articles)

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To view the meeting poster in PDF format, click the link below. (If you do not see the link, please click here first)

Additional Ottawa ShareClub information can be found here.

I was sent this book a few months ago and was asked to review it. I'm sure glad I did. 

The books topics mesh very nicely with the thoughts and ideas I discuss here at my website. 

The book is called "No Hype - The Straight Goods on Investing Your Money" by Gail Bebee. You can read more about it here: Reading