Investment Club

On Tuesday November 11^th we continued our discussion and investigation of “stocks for turbulent times” for our portfolio. This review was started at the May meeting of the Invesment Club.

The next meeting of the Probus Investment Club will be on Tuesday January 13, 2026.

All of our meetings are on Zoom, so you can visit us from the comfort of your home. To join the Zoom meeting:

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For more information or to confirm your attendance, contact Tim Sulisz at probusinvestmentclub@gmail.com.

Investment Club Meeting on November 11^th, 2025

At the meeting of the Investment Club on Tuesday November 11^th at 2:00 p.m., the group spent theit time reviewing 4 videos on changes to the Canadian economy and investment environment affecting seniors:

CPP & OAS Just Changed: What Every Canadian Senior Must Know Now! (11.5 minutes)

The Hidden TFSA Strategy Most Canadians Miss in Retirement (7.5 minutes)

Carney recommends 5 ‘nation-building projects’ for approval, including LNG expansion (9.1 minutes)

What are the main takeaways from Carney’s first budget? (17.5 minutes)

To see the presentation from that meeting, Click Here

Investment Club Meeting on October 14^th, 2025

At the last Investment Club meeting on October 14^th, we continued reviewing “income stocks for turbulent times” for our portfolio using Zoom. During the first part of last month’s meeting, we discussed China-America Trade Policy and its Impact on Canada.

To see the presentation from that meeting, Click Here

Investment Club Meeting on September 9^th, 2025

At the meeting of the Investment Club on Tuesday September 9^th we reviewed the results of Trump’s Tariff Policies and continued with our investigation and discussion of “stocks for turbulent times” for our portfolio. To see the results of that meeting:

Click Here

Investment Club Meeting on May 13^th, 2025

At the meeting of the Investment Club on Tuesday May 8^th we completed our discussion and investigation of “must have dividend starter stocks” and started on “stocks for turbulent times” for our portfolio.

Investment Club Meeting on April 8^th, 2025

At the April meeting of the Investment Club on Tuesday April 8^th we continued our discussion and investigation of “must have dividend starter stocks” for our portfolio.

Investment Club Meeting on March 11^th, 2025

At the meeting of the Investment Club on March 11^th, we disussed “must have dividend stocks” for our portfolio from Motley Fool. In the first part of the meeting, there was an extensive discussion of the changes to the investment environment under the tarriffs introduced by President Trump. Mark showed a video on this subject. To see a copy of the presentation at the Mark Meeting, click on the Download button.

Investment Club Meeting on February 11^th, 2025

At our last meeting on February 14th, we continued our discussion of alternative investment options of silver and other precious metals. A copy of the presentation given at that meeting and videos about silver and other precious metals that were used in the discussion at the meeting are available using the link below:

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Investment Club Meeting on January 14^th, 2025

In the last meeting on January 14^th, 2025, we discussed investing in Gold.

To see the presentation given at the January 2025 Investment Club meeting:

Click Here

Videos about Gold that were used in the discussion at that meeting are available. These are:

• Why Gold Is Seeing Record High Demand
• How To Buy GOLD In Canada — Tax FREE!
• Buying Gold & Silver In Canada

Please click here to see the playlist on YouTube. 

Investment Club Meeting on November 12^th, 2024

The last Investment Club meeting was on Nov. 12^th at 2:00 p.m.  when we discussed the impact of the Nov. 5^th U.S. Presidental election on the investment climate.

To see the presentation given at the November 2024 Investment Club meeting:

Click Here

Videos on this impact are available. These are:

• What A U.S. Economy Under Trump Will Look Like
• Why Economists Hate Trump’s Tariff Plan
• Bitcoin crypto euphoria over Trump win
• Canada’s Future Under Trump Explained

Investment Club Meeting on October 8^th, 2024

The last Investment Club meeting was on Oct. 8, 2024 at 2:00 p.m. when we continue investigating REITs by using the tools in the Financial Literacy course developed for the Investment Club. Please click here to see the playlist of 17 short videos on YouTube, including the 4 videos on REITs shown at the September 10^th meeting.

To see the updated PDF presentation of the meeting reviewing the SmartCentres, CT, Artis, and Granite REITs, click here.

Investment Club Meeting on Sept 10^th, 2024

Our last Investment Club meeting focused on real estate investment trusts. A REIT is a company that owns, and in most cases operates, income-producing real estate. REITs in Canada are an approximately $80 Billion market cap industry. From their creation in 1993, Canadian REITs have grown and provided millions of Canadians with stable income from a pool of real estate investments. REITs typically offer higher dividends than stocks and offer certain tax advantages.

We started the last meeting by reviewing three videos on REITs and then applied some of the useful Investment concepts that we have learned so far by reviewing the 3 largest REITs in Canada: Canadian Apartment Properties, RioCan, and Choice Properties. To see the updated PDF presentation of the meeting that shows the results of our review:

Click Here

.Investment Club Meeting on May 14^th, 2024

The Investment Club met on May 14^th at 2:00 p.m. and continued to focus on useful Investment concepts, and a review of the four smallest Canadian Banks such as Equitable Bank, Canadian Western Bank; Laurentian Bank; and Versa Bank that offer higher risk and potentially higher reward.

To see the presentation given at the May Investment Club meeting:

Click Here

This meeting produced the final part of a Financial Literacy course given to the Investment Club. Please click here to see the playlist on YouTube.

Investment Club Meeting on April 9^th, 2024

The April meeting of the Investment Club was on April 9^th, 2024 and continued to look at Investment Principles and Canadian Banks. These included Payout Ratio to Assess Risks of a Cut; What are Stocks and How do They Work?; Beta; Enterprise Value; Dollar Cost Averaging Investing; and Drip Investing. These videos have been added to a YouTube Playlist called Financial Literacy. This playlist now has a total of 11 videos and can be watched in the order presented. To see this playlist:

Click Here

The next three largest banks in Canada (Scotiabank, CIBC, and National Bank) were reviewed with the group deciding that Scotiabank and CIBC were a “buy”.

Investment Club Meeting on March 12^th, 2024

The Probus Investment Club meeting on March 12^th showed some videos on the Fundamentals of Investing and then reviewed the 3 largest Canadian Banks as investment opportunities. The PowerPoint presentation used at the meeting is below:

The names of the videos of the six basic tools used by investors in the presentation have a link embedded into them. All that you have to do is to click on that name to watch the 5 ½ minute video for the tool.

A summary of the results of our investigation into the 3 largest Canadian banks is also included in the PDF presentation.

Investment Club Meeting on February 13^th, 2024

Our last meeting of the Investment Club was on Feb. 13^th at 2:00 p.m. and was a continuation of Warren Buffett’s investing philosophy. The meeting focus on the Top 5 Warren Buffett Stock Buys in Q3 2022: New Money that looks At Recent Additions To His Portfolio In Q3 2022.

Below are the three videos that we watched at the beginning of the meeting.

Warren Buffet –Investment Genius

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Learn How Warren Buffett Became a Billionaire with These Investing Tips

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How to Invest Like Warren Buffett

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See the presentation shared with the members of the Investment Club below:

Investment Club Meeting on January 9^th, 2024

Our Investment Club meeting on January 9^th at 2:00 p.m. was on Warren Buffett’s Top 5 Largest Holdings for 2023 as identified by Simply Wall Street.

The meeting started with viewing and discussing two videos on Warren Buffet:

The group then reviewed Warren Buffett’s Top 5 Stock Holdings for 2023. The conclusions that the group came to about adding each of these stocks to our practice portfolio were:

Apple – Hold, should investigate Microsoft
Bank of America – Hold, like to look at some of its competitors. Are Canadian banks better positioned that US. banks going forward?
 Chevron – Hold, Is Oil production a dying business? Have we reached Peak Oil? Look at alternatives like renewable energy or battery producers.
Coco-Cola – Hold, is the company at risk due to changing tastes, e.g. competitors such as non-alcoholic beer, company seems to be growing slower than competitors
American Express – Buy, like that the Company is growing, increasing earnings and revenues, dividend is low. Like to compare the company to Visa and MasterCard.

Warren Buffett’s portfolio consists of stocks of public companies which he owns via his holding company Berkshire Hathaway (BRK.A – class A common stock, and BRK.B – class B common stock). Warren Buffett is a Chairman, CEO and biggest shareholder of Berkshire Hathaway Inc.

Warren Buffett’s personal portfolio consists of his ~16% stake in Berkshire Hathaway (worth more than $118 billion) and shareholdings in two banks: JP Morgan, and Wells Fargo. To learn more about the detailed contents of his portfolio:

Click Here

Investment Club Meeting on November 14^th, 2023

The Investment Club had its first meeting to try out a new online format using Zoom on November 14^th, 2023 at 2:00 p.m. This allowed the meeting to take advantage of the Financial tools available on the Internet.

At that meeting, we looked at 3 videos:

• What is Artificial Intelligence (AI)?
• AI Explained: Why is it different this time?
• How to Invest in AI for Beginners

We also had a demonstration of using GPT Chat with Bing to conduct some relevant searches about Artificial Intelligence.

I also mentioned that I would provide access to another video – How Powerful will AI be in 2030. To see these four videos:

Click Here

At the end of the meeting, we looked at a collection of 9 companies that were the heaviest users of AI (ones that will facilitate the adoption of AI or will have their business significantly optimized), called Top 9 US AI Stocks for 2022.

Previous Meetings of the Investment Club

Summaries of our meetings from September 15, 2020, to the final one on September 13, 2022, are available in Blogs called Investment Club News.

There also are a variety of files of interest to investors in the Club Posts section, and recordings of presentations given to the Investment Club in the Videos section.

Benefits of Belonging to an Investment Club

The main benefit of belonging to the Investment Club is that it provides many opportunities to learn more about investing. These opportunities include listening to a variety of speakers online from the Investment Community on topics of interest to the group. Other presentations may be given by members.

In the past, topics of presentations have included Advisory Services, fundamental principles of investing, stock-picking, estate planning, and discussions of the investment environment.

The other opportunity to learn is to learn through doing. First there is the opportunity to learn more by researching an idea and selecting a video for the group to watch. There is also an option of preparing a presentation for other members or by investigating a stock for the meeting.

Secondly, the Investment Club had a portfolio of stocks suggested by members in the past. Club members participated in making investment decisions and managing a phantom portfolio of over $600,000. The performance of these stocks was tracked on a monthly basis and the portfolio adjusted at each meeting. This discussion provided an opportunity for our members to tap into the insights and general knowledge of the Investment Club’s members as well as benefit from any research done by these members.

As an example, see the Club Posts section that shows average price/earnings ratios for certain companies in the article called Value stocks are cheap.

Finally, there is a social aspect to the meetings in getting together and discussing their ideas.

Upcoming Meetings

Upcoming meetings will be held on the second Tuesday of the month at 2:00 p.m.

Our Members

The Investment Club was open to everyone in the Probus. There were 33 members in the Investment Club with about 15 to 20 members attending a meeting. Almost all of the members are retired so that some of their investments are a part of their post retirement income. The members included those who were anxious to learn more about investing, those who were actively managing their own portfolios, and those who have acted as investment advisors and provide expert insights.