Rivercity Partnership

May Meeting Minutes – Tom O’hara’s house

Jul 8, 2002

 

 

Present -                 Schaffers, Hills, and O’Hara.

 

Treasurers Report

1.                All members current on dues.

2.                Audit of books still in progress with completion expected by next meeting.

3.                Ameritrade balance 309.42

4.                Checking balance 370.52

5.                Schaffers paid for SSG software.

6.                Klanderuds and Hansens Paid in full.

7.                Proposal to pay Schultz and Gurney was approved.  Transfer 16 shares of Lowes to Schultz (~$714) and 11 shares of Coke to Gurney (~$620).  Club will retain 19 shares each of LOW and KO.  Pay roundout remainder in cash.

 

                          

 

Old Business -           Gundersons need to return original SSG

                           software to President.

 

                           Brittney Gunderson needs to sign amended

                           bylaws.

                          

 

New Business –

1.                President needs to update the list of signatories on the Ameritrade account.

2.                Deferred until next month.

·        Tricon (restaurant industry)

·        Donnelly Corp (mirror industry)

·        Coors (beverage industry)

3.                We will have a laptop and projector at next months meeting.  We will complete SSG updates on as many of the stocks in our portfolio as possible.  Connie will bring current Value Line’s.  This will be done both for training purposes and to give us an updated look at our portfolio.  If you know how, please save any SSG’s you have on our portfolio stocks to diskette and bring to the meeting.  Updates are quicker than Entering 10 years worth of data.

4.                Approved the purchase of 8 shares of Cardinal Health at market price (once funds transfer to Ameritrade is complete).

5.                Next meeting at the Hills.  Tuesday, Jul 30th.

7720 S. 70th

593-0689