Model Club Agenda s1
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Cincinnati Model Investment Club (CinMIC) Agenda for Sat. June 18th, 2016 Home of Craig and Cabrini Jacobsen--9440 Meadow Trail, Loveland, OH 45140 Visitors welcome. View our portfolio at: https://www.manifestinvesting.com/dashboards/public/WCVQHMT6G7 9:45 – 11:45AM with lunch following Start recording
9:45 Call to Order: By Craig Jacobsen, Presiding Partner, greeting, and attendance (actual and web-based), proxies, guests. Harrison to Cliff; Gerry to Mary.
9:47 Recording Report: May minutes, additions or corrections?
9:49 Financial Report: Betsy Eller, Financial Report
9:51 Announcements: BI On-Line Events and Webinars, check BI Chapter website under Events, E-Chat and magazine BINC 2017 in Cincinnati.
9:51 Old Business: Cliff--financial audit
9:55 New Business:. BI Magazine featured stocks, Investors Advisory Service and Provident Investment Management. Marty--midmonth meeting report 10:05 Education: Craig Jacobsen--"My Stupid Move on Home Depot" 10:20 Education: Kate Lester--Digital currency & Bitcoin
10:45 Stock Study: Rochelle Bankhead--Michael Kors (KORS)
11:10 Portfolio Updates: Please report via e-mail ONE week before Sat. meeting to allow for more time during the meeting. Be sure to include SSG with Reports and recommendations of BUY, HOLD or SELL. If necessary, update your SSG with the new earnings and report any meaningful news and changes of judgment to your SSGs and any details. 11:25 Buy/Sell Decisions:
Stock FYE Watcher Watcher Recommends SSG Says Cost Basis--from Bivio Next Earnings : AAPL 09/15 Jackie Hold Buy $110.48 June 23-29 BIIB 12/31 Harrison Hold Buy $270.80 CHRW 12/31 Larry Hold Buy $57.51 July 27-31 CASY 4/30 Cliff Hold Hold $86.96 CERN 12/31 Gerry Hold (why?) Buy $54.41 CTSH 12/31 Mike Hold Hold $47.89 Aug 4-10 DHR 12/31 Harrison Hold Hold $45.07 FFIV 9/30 Scott Hold (possible buyout) Hold $108.59 FAST 12/31 Rich Hold Hold $41.80 July 9-13 GILD 12/31 Kate Hold Buy $113.53 July 30 LKQ 12/31 Frank Hold Hold $26.70 July 29-Aug 3 NVO 12/31 Ian Hold Hold $35.14 PII 12/31 Dene Buy 10 Buy $111.72 TBA SBNY 12/31 Craig Hold Buy 140.913 May 13 SLB 12/31 Mary Hold Hold $75.81 July 16 SWKS 9/30 Gerry Hold Hold $84.95 July 22-27 TROW 12/31 Ian Hold Hold $80.49 July 23
Future meetings: July Education: Michele Grinoch July Stock Study: Craig Jacobsen Aug Education: Harrison Baumbaugh Aug Stock Study: Marty Eckerle Sept Education: Jackie Koski Sept Stock Study: Scott Wallick
Craig & Cabrini Jacobsen 9440 Meadow Trail Loveland, OH 45140 513-505-3708 or 513-453-2917
From the intersection of I-275 and I-71 travel north on I-71 Exit at Fields-Ertl Rd, turning left at bottom of exit ramp Immediately turn right onto Fields-Ertl Rd Travel on Fields-Ertl Rd passing J C Penny, Meijer and Sam’s Turn left onto Columbia Rd/Lebanon Rd at the flashing red light Travel about ½ mile to next traffic light Turn right at light onto Columbia Trail Once on Columbia Trail, take the second left onto Meadow Trail Once at the fourth house on the right, you will have arrived at your destination Or you can just use your GPS