We meet Monday to discuss the Macro Outllook and 2 sector themes this week: energy savings/renewables and 5G.

Art Baron will present Ansys (ANSS) . Ansys is an engineering simulation software company that enables its customers to test products by simulating multiple concepts before the manufacturing or design process is complete….thus saving energy prior to production.

Jim Phillips will present American Tower (AMT) as a play on 5G. American Tower owns and leases roughly 170,000 cell towers throughout the U.S., Asia, Latin America, Europe, and the Middle East. 

Everyone is encouraged to participate if they have particular insight to the companies we are discussing. Often members discuss stocks they own personally and wish added input.
Jim Phillips

September 9th is next meeting. Tentative discussion topics are Coresite Realty (COR) and Thermo Fisher (TMO).

Host: Jim Phillips

30 King’s Hwy South, 1st floor Training Room.  Host: John Hess

David Piersol will discuss Ventas (VTR), a healthcare REIT, and Doug Campbell will cover Constellation Brands (STZ)

https://dariendma.org/wp-content/uploads/STZ-constellation-and-canopy-growth.pdf

https://drive.google.com/file/d/0B7vOKR0_CGBdaXJRT1NtbHZROC1fQjBSOEt4elA3b3RQeWpJ/view

DMA Investment Discussion Group

• Overall market conditions – Jim Phillips
• Citibank – Dave Piersol
• Microsoft – Gary Banks

30 King’s Hwy South, 1st floor Conference Room.  Host: John Hess

A very merry time was had by all: Bunny, our long-time accompanist, entertained our Gentlemen Songsters singing group at her home in Darien, as she played songs on her magnificent organ, gave accordion lessons to Dave and then provided us with a holiday feast that will live in our memories for a very long time. Great fun! Tom

January 7th at 9am. We will discuss Alibaba (BABA) led by Sunil Saksena and GE led by Woody Spurgeon

We will meet at John Hess’s office at 30 King’s Hwy South, 1st Floor.

Interested in investing? Then join the DMA Investment Club.

Except in the case of holidays, the group generally meets on the first Monday of each month, commencing at 10:00 am.

Leader: Jim Phillips

Sometimes there is a scrap of lumber laying around that you are sure there MUST be a good use for.   Here the Woodworkers took scraps of contrasting wood, joined, glued, planed, sanded and finished them to make attractive cheese boards.

Several pieces of furniture donated to the Boy Scout Tag Sale were in need of repair.  The problems included broken legs and a split top.  In the condition they were in, they would bring only a low price – or possibly have to be junked.

The DMA Woodworkers were able to repair a doll’s barn, table, secretary and hope chest to usable condition.  They should bring a good price for a good cause.