Jiggity JIG,
Heard back from my guy - end of year is normally busy - more so this year.
He pulled reports on everything we have.
Please look over the reports. Most of the portfolio looks v. good.
Valuations are typically 10 to 20% above the current share price. There are
notable exceptions.
WFC - has been beaten down by their mistakes and is significantly
undervalued. I recommend we keep 100% of WFC.
Avnet looks to be stagnant - I recommend we transfer 100%.
We have some new companies, e.g. REGI and NVIDIA - keep 100.
Keep 100% of RPM and Apple.
Play w/ share counts to move toward even lots (e.g. 500 shares v. 527
shares) where convenient.
I'm helping out at Chocolate Celeste today and tomorrow - off line most of
the time - you can call me.
C,
J
---------- Forwarded message ---------
From: James Ellingson <jamese.phd(a)gmail.com>
Date: Tue, Dec 15, 2020 at 9:34 AM
Subject: Fwd: INVEST EMNT CLUB
To: James Ellingson <beergovernor(a)gmail.com>, Louise Stich <
lstich103(a)gmail.com>
Transferring this to my other email.
James Ellingson, Ph.D. Adjunct Professor, U of M
JamesE.PhD(a)gmail.com JETT PD
5219 Elliot Ave South,
Minneapolis, MN 55417 . 651 645 0753
---------- Forwarded message ---------*The Minneapolis St. Paul Business
Journal ranked Focus Financial the 16th largest Wealth Management Firm in
the Twin Cities!*
Securities offered through Royal Alliance Associates Inc., member
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Please Note: We are not able to accept buy or sell instructions by email
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James Ellingson cell 651 645 0753
Great Lakes Brewing News, Mpls, MN 55417
James(a)BrewingNews.com BeerGovernor(a)gmail.com
Here’s the Zoom link for tomorrow”s JIG meeting. I will send out the Treasurer’s Report later. I did reconfirm with E*Trade the process to transfer Al’s stock’s/cash from the JIG account to his account.
Betsy
Betsy Kremser is inviting you to a scheduled Zoom meeting.
Topic: JIG Meeting
Time: Dec 15, 2020 04:45 PM Central Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/83322060694?pwd=OWl1MUlkcWtKSnlkWUVVZCtzMnE0Zz09
Meeting ID: 833 2206 0694
Passcode: 154813
One tap mobile
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