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
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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
+16465588656,,83322060694#,,,,,,0#,,154813# US (New York)
+13017158592,,83322060694#,,,,,,0#,,154813# US (Washington D.C)
Dial by your location
+1 646 558 8656 US (New York)
+1 301 715 8592 US (Washington D.C)
+1 312 626 6799 US (Chicago)
+1 669 900 9128 US (San Jose)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
Meeting ID: 833 2206 0694
Passcode: 154813
Find your local number: https://us02web.zoom.us/u/kcY7V7eME5
JIG meets via Zoom on Tuesday at 4:45 pm. Maryellen needs to be finished by 6:00. I will send the Treasurer’s Report by separate email.
Betsy
Betsy Kremser is inviting you to a scheduled Zoom meeting.
Topic: JIG Zoom Meeting
Time: Nov 17, 2020 04:45 PM Central Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/82064450765?pwd=Smhob3U1dERoT2pTMGVIMExiYlRFQT09
Meeting ID: 820 6445 0765
Passcode: 451581
One tap mobile
+13126266799,,82064450765#,,,,,,0#,,451581# US (Chicago)
+16465588656,,82064450765#,,,,,,0#,,451581# US (New York)
Dial by your location
+1 312 626 6799 US (Chicago)
+1 646 558 8656 US (New York)
+1 301 715 8592 US (Washington D.C)
+1 346 248 7799 US (Houston)
+1 669 900 9128 US (San Jose)
+1 253 215 8782 US (Tacoma)
Meeting ID: 820 6445 0765
Passcode: 451581
Find your local number: https://us02web.zoom.us/u/kdGKm6iE4R
Betsy Kremser is inviting you to a scheduled Zoom meeting.
Topic: October JIG Meeting @ 4:45 PM
Time: Oct 20, 2020 04:30 PM Central Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/84011930562?pwd=dyt5MUQ1M01uOGVIZm15aXora2t3QT09
Meeting ID: 840 1193 0562
Passcode: 363894
One tap mobile
+13017158592,,84011930562#,,,,,,0#,,363894# US (Germantown)
+13126266799,,84011930562#,,,,,,0#,,363894# US (Chicago)
Dial by your location
+1 301 715 8592 US (Germantown)
+1 312 626 6799 US (Chicago)
+1 646 558 8656 US (New York)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 669 900 9128 US (San Jose)
Meeting ID: 840 1193 0562
Passcode: 363894
Find your local number: https://us02web.zoom.us/u/kd39mpHVTi
Hi!
I’ll be sending out a Zoom meeting link for our Tuesday JIG meeting. Maryellen has a time issue, so I’m wondering if we can start our meeting at 4:45 pm rather than at 5:00 pm? If not, we’ll start at 5:00. Let me know!
Thanks!
Betsy
Sent from my iPhone
Hi, Al!
I did, and forwarded it on to the other JIG members. Sorry for not getting back to you. You caught me as I was getting ready for a fundraiser that I hosted at my house for the St. Croix River Assn., so am behind in many things.
I’m sure it will take us a while to figure things out. We’ll start discussion at our next JIG meeting in October.
Betsy
Sent from my iPhone
>> On Sep 26, 2020, at 3:17 PM, charles Brantingham <albham99(a)gmail.com> wrote:
>
> Hi Betsy,
>
> Did you receive my letter of resignation from JIG?
>
> Alan
>
> Sent from Mail for Windows 10
