Cincinnati Model Investment Club - bivio
Cincinnati Model Investment Club (CinMIC) Agenda for Sat. Apr 18, 2020 / 9:45 – 11:45AMOnline Only9:45 Call to Order: Rich Alden, Presiding Partner, greeting, attendance, proxies, note guests present and on web. RECORD9:50 Minutes Minutes for Mar 21, 2020 meeting posted to bivio on Mar 27, 2020. Corrections or additions?9:55 Financial Report- Current financial report, current cash balance $3,837.53, withdrawal balance is $1,887.08; file for audit. - Reimbursement for mailing10:00 Announcements- “What Are These Mutual Funds in My Investment Account” – special online presentation by Jackie Cummings Koski and the OKI Tri-State Chapter, Thu, April 25, 2020, 8:30-9:30p- Classes and webinars: see BetterInvesting Magazine ONLINE section opposite CONTENTS. Other investing educational sessions: Register on the BI web site for “Ticker Talk” and Stock-Up”. - “The Roundtable” and “Turn Out Tuesday” occurs each month sponsored by BI Mid-Michigan Chapter. Register with both by contacting: nkavula1@.- CinMIC portfolios on Manifest Investing: CinMIC Portfolio, Pounce List: Pounce List Companies, Pre-screened stocks: Stocks to Study10:05 Old Business- Presentation schedule – revised, see below10:10 New Business- Change of meeting date since BINC is cancelled – 5/9 vs. 5/16?, library rooms are closed10:15 Group Stock Study- Nelson, Harrison, Rich: Review AAPL, TSCO and LRCX for possible sell11:00 Portfolio Review- Marty’s analysis of CinMIC’s portfolio11:15 Review & Reflection- Discussion of the impact COVID-19 is having on members’ portfolio11:30 Buy/Hold/ Sell – HARD STOPReports need to be done approximately ONE week before Saturday meeting, discuss Buy/Hold/SellStockSymbolWatcherWatcher: Buy/Hold/SellSSG: Buy/Hold/Sell# of Shares% of PortfolioYear EndApple AAPLJackieHOLDHOLD407.7SepBookingBKNGRichHOLDBUY76.7DecC. H. Robinson CHRWCherylHOLDHOLD1507.5DecCBRE GroupCBREDeneHOLDHOLD1704.9DecCharles SchwabSCHWCraigHOLDBUY2606.1DecDanaherDHRHarrisonHOLDHOLD11011.5DecFastenalFASTRichHOLDHOLD4009.6DecHome DepotHDNelsonHOLDBUY456.1DecIlluminaILMNDeneBUY 10shBUY153.1DecInsperityNSPMarySELLBUY601.6DecLKQ Corp LKQMicheleHOLDHOLD4005.4DecLam ResearchLRCXBillHOLDHOLD101.8JunSignature BankSBNYCraigHOLDBUY754.1DecStarbucksSBUXGerry804.0SepTractor SupplyTSCOGreggHOLDBUY1458.9DecUlta BeautyULTAKateHOLDHOLD354.9JanVisaVHarrisonHOLDBUY101.1DecVanguard Healthcare ETFVHTNelsonBUY---202.5---Pounce/Watch ListStockSymbolWatcherPresentedRecommendation/RemarksFuture meetings: Mid-Month Portfolio/Stock Committee: May 2, 2020, webinar; Regular meeting: May 9 or 16, 2020, onlineStock Study: Jackie; Education: MaryNew members may alter this scheduleNote: The Stock Study and Education schedule is in the process of revision ................
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