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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
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
  • Podcasts
  • Thomas S. Caldwell, C.M.

    Chairman

    November 30, 2021

    We’re living in an era of chip and container shortages. Are we doomed??

  • Justin Elliott, CFA

    Portfolio Manager

    November 25, 2021

    How do you find investment opportunities in a period of potentially increased regulation?

  • Denis Taillefer, CFA

    Portfolio Manager

    November 23, 2021

    Why is the process of selling a stock more difficult than the process of buying a stock?

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

    President and CEO

    November 18, 2021

    Flying is new and foreign to people since COVID-19. How was your experience?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 22, 2021

    You have this great saying “When in doubt attack!”

  • Thomas S. Caldwell, C.M.

    Chairman

    September 15, 2021

    Meetings are important whether virtual or in person. When you leave a meeting, what are you going to do?

  • Justin Elliott, CFA

    Portfolio Manager

    September 2, 2021

    Let’s talk about free cash flow and optionality.

    The companies referenced are not a currently held investment and should not be considered as a recommendation to buy or sell.

  • Thomas S. Caldwell, C.M.

    Chairman

    September 1, 2021

    The markets are sawtoothing. What does that mean?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 26, 2021

    Let’s talk about jobs, as many organizations are having trouble hiring people.

  • Denis Taillefer, CFA

    Portfolio Manager

    August 26, 2021

    The transition to Electric Vehicles (EVs) seems to be gaining more traction. How can an investor play this long secular trend?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 25, 2021

    I know it’s too soon, but where do you see this election going?

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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

    Topics

    • travel
    • flying
    • Wholesalers
    • Top 50
    • Wealth Management
    • Jennifer Kuta
    • WP Canada
    • portfoliomanagement
    • portfoliomanager
    • caldwellinvestment
    • market
    • Investments
    • 2023
    • BLOOMBERG
    • COVID
    • University
    • vaccination
    • Omit Burnout
    • StockMarket
    • chipshortage
    • containershortage
    • supplychain
    • Competitive Advantage
    • Opportunity
    • England
    • Quantitative Investing
    • Artificial Intelligence
    • Extra Benefits
    • Current Book
    • Personal Growth
    • #Chairman
    • Russia
    • Supply Chain
    • Geopolitical
    • globalization
    • today
    • #Insights
    • Commentary
    • War
    • Ukraine
    • FINANCE
    • energy sector
    • CALDWELL INVESTMENT MANAGEMENT
    • INVESTMENT
    • environmental social and corporate governance
    • Meetings
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    • Trade Wars
    • Inflation
    • China
    • Risk
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    • Prospecting
    • Interest rates
    • U.S.
    • Motivation
    • Portfolio Management
    • Canada
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    • Discipline
    • COVID19
    • Goodreads
    • Analysis
    • Economy
    • Markets
    • Investment Success
    • Educating

    150 King Street West,

    Suite 1702, P.O. Box 47,

    Toronto, ON M5H 1J9

    Phone: 416-593-0353

    Phone: 1-800-256-2441

    funds@caldwellinvestment.com

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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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