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Ottawa Share Club -Tuesday April 21 meeting announcement

posted Apr 2, 2015, 6:03 AM by Investor Tips   [ updated Apr 2, 2015, 6:03 AM ]

The Ottawa Share Club in its 18th year is a nonprofit organization dedicated to the sharing of financial knowledge.  It is not an investment club.

Agenda:

  • Round table / discussion – Fixed Income Investing - Eric

  • Main Speaker – Peter Maclean



Round table / discussion: What type of fixed income investment have you held? Help us discover the varied types; their pros and cons.


Main Speaker:

Peter Maclean is a "Do It Yourself" (DIY) Investor and new ShareClub participant with no formal training in the investment industry. Peter is currently transitioning his portfolio in preparation for his retirement in the next 3-5 years. Like a number of us, he has trouble freeing up the time from his day job to focus on investment issues, but has stated that he is ”addicted to reading and analyzing investment material.

Topic: An introduction to Preferred Shares

This presentation will describe the hybrid nature of preferred shares in comparison to common stocks and bonds. Some basic categories of preferred shares will be described including Perpetuals, Retractibles, Floating Rates, Fixed Resets, Fixed-Floaters, Pair(s), and Split Shares. A discussion of the returns of Premium and Discount purchases will be explored through a set of examples. Some online internet resources including prefblog.com, prefinfo.com and a few recent public brokerage reports on preferred shares will be presented.

Take this opportunity to ask the expert!  Bring a friend; bring your questions and opinions and join us for refreshments.  Remember, what you learn at this meeting may not only be of benefit to you, but it may be of benefit to a family member or close friend.


There is a $5 door fee.  We look forward to seeing you on Tuesday April 21th, 2015.