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Caldwell Investment Management Ltd.
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Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
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  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
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  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    October 21, 2020

    You hear Tesla stock is very overvalued, but many investors are worried about missing out. What can you tell them?

    Funds William manages:
    Caldwell Balanced Fund
    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

  • Thomas S. Caldwell, C.M.

    Chairman

    October 21, 2020

    Let’s talk about inflation.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    October 14, 2020

    We are seeing inflation with stocks, housing and art but not with other sectors. What has precipitated this?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 14, 2020

    What do you look for before you invest in a company’s stock?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    October 7, 2020

    Bring out your crystal ball. Who do you think will win the U.S. Election and what will happen to the stock market?

    Funds William manages:
    Caldwell Balanced Fund
    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

  • Thomas S. Caldwell, C.M.

    Chairman

    October 7, 2020

    We recently watched the first Presidential Debate. Any comments?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 30, 2020

    You often use this phrase: “Bull markets climb a wall of fear”. Sounds like there is a lot happening in the markets these days.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    September 30, 2020

    Markets have done extraordinarily well since governments began printing money, more so than individuals. Why?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 23, 2020

    The best time to plant a tree was years ago. The second best time is now. How can you use that phrase to help investors during COVID?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    September 23, 2020

    How would you answer the question: “Why is government debt bad?”

  • Thomas S. Caldwell, C.M.

    Chairman

    September 16, 2020

    Every country has enormous amounts of debt. What does this mean for citizens and taxes?

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    Choose Your Updates

    Partners in ProspectingSomething Good for the MonthWilliam's WeeklyChatting the ChartsTell Me Something Good - All Blog Updates1 Minute Podcast with Jennifer Radman

    Speakers

    • Brendan T.N. Caldwell, B.Sc., M.A., CFA
    • Denis Taillefer, CFA
    • Jennifer Radman, CFA
    • Justin Elliott, CFA
    • Morgan Pampe, MFIN, CFA
    • Thomas S. Caldwell, C.M.
    • William Chin, MBA

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    Disclaimer

    All audios recorded in Toronto, Canada on date specified. All comments presented are those of respective speakers. The comments provided in these audios are general in nature based on information available at the time of recording and should not be considered as comprehensive investment advice or an offer to buy and/or sell securities. Market conditions may change and Caldwell Investment Management Ltd. accepts no responsibility for individual investment decisions arising from reliance on the information presented.

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