Podcasts Archives | Page 14 of 48 | Caldwell Investment Management Ltd.

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

August 18, 2020

Can you give us some insights into Decentralized Decision Making from this Q2 earnings season?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Thomas S. Caldwell, C.M.

Chairman

August 18, 2020

We’re in the middle of August. What is market sentiment?

Thomas S. Caldwell, C.M.

Chairman

August 18, 2020

The world is in crisis mode, with all of the governments pandemic spending. What does it mean for Canada to have their Finance Minister step down during these times?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

August 12, 2020

The global economy, including Canada, is deep in a recession; but stocks are rising. How does one make sense of this?

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

Thomas S. Caldwell, C.M.

Chairman

August 12, 2020

Let’s discuss the stock markets. Reality has just set in since it’s earning season. What does this mean going forward?

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

August 5, 2020

Can you give us some insights into Competitive Moats from this Q2 earnings season?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Thomas S. Caldwell, C.M.

Chairman

August 5, 2020

Interest rates are still low and have been for some time. Where do you see interest rates going?

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

President and CEO

July 29, 2020

Given the choice between a larger firm and an independent firm, what questions should investors be asking about where to put their money?

Thomas S. Caldwell, C.M.

Chairman

July 29, 2020

Which economic theme has been coming through lately?

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

July 22, 2020

Why invest in Canada?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Thomas S. Caldwell, C.M.

Chairman

July 22, 2020

You often refer to Vince Lombardi’s video The Second Effort and there is one line in particular that you quote, “We do not exist in the abstract”. How has this quote affected the way that you do business?

Jennifer Radman, CFA

Can you give us some insights into Decentralized Decision Making from this Q2 earnings season?

Thomas S. Caldwell, C.M.

We’re in the middle of August. What is market sentiment?

Thomas S. Caldwell, C.M.

The world is in crisis mode, with all of the governments pandemic spending. What does it mean for Canada to have their Finance Minister step down during these times?

William Chin, MBA

The global economy, including Canada, is deep in a recession; but stocks are rising. How does one make sense of this?

Thomas S. Caldwell, C.M.

Let’s discuss the stock markets. Reality has just set in since it’s earning season. What does this mean going forward?

Jennifer Radman, CFA

Can you give us some insights into Competitive Moats from this Q2 earnings season?

Thomas S. Caldwell, C.M.

Interest rates are still low and have been for some time. Where do you see interest rates going?

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

Given the choice between a larger firm and an independent firm, what questions should investors be asking about where to put their money?

Thomas S. Caldwell, C.M.

Which economic theme has been coming through lately?

Jennifer Radman, CFA

Why invest in Canada?

Thomas S. Caldwell, C.M.

You often refer to Vince Lombardi’s video The Second Effort and there is one line in particular that you quote, “We do not exist in the abstract”. How has this quote affected the way that you do business?

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