NOTE: To change the image on this slide, select the picture and delete it. Then click the Pictures icon in the placeholder to insert your own image. MEETING #3 – PORTFOLIO REVIEW OCTOBER 30, 2015 ic.stgeorges.bc.ca

Today’s Agenda Portfolio Overview Stocks we’ve held Stocks we own Proposal system Item 1 Transaction Procedure Stock Contest demonstration Why hold these stocks? Minutes Team Item 2 Final Reminder s Consent forms Item 3

Portfolio Overview  Portfolio history:  Began with $50,000 cash assets  Owned stocks such as Saputo, Sandstorm Gold, Methanex, Enerplus, Bombardier, Big Rock Brewery, Husky, Riocan, and much more…  Most successful to date:  Methanex (500.3%)  Sandstorm Gold (123%)  Mosaid Technologies (109.4%) Image Here

Portfolio Comparison

Our Portfolio  Sold off majority of our holdings at the end of 2 years ago, $40,000 in cash  Made many buys last year to diversify portfolio  We hold 6 companies:  Loblaw, Alimentation Couche-Tard  Rogers Communications, Avigilon  Cameco  Chartwell Retirement Residents  Aligns with value investing philosophy  Diversifies risk by investing in a larger variety of sectors  Quarterly dividends

Stock Contest Demonstration

Transaction Procedure 1.Industry research 2.Company research 3.Collaboration w/ analysts + head analyst 4.Decide on a company to propose as a team 5.Submit written proposal summary to President for approval 6.Create a proposal presentation: what, why, who, # of shares 7.Club vote (during meeting or online) 8.Announcement of club decision

Reminders  Consent forms   First thing on the page  Required for club membership!  Minutes team is open for application  or talk to Jimmy in  Join the stock contest 

And Remember… “An investment in knowledge… pays the best interest.” - Benjamin Franklin