Podcasts Archives | Page 20 of 48 | Caldwell Investment Management Ltd.

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

President and CEO

December 11, 2019

The Caldwell U.S. Dividend Advantage Fund merged with the Clearpoint Global Dividend Fund. Please tell us about the merger.
Thomas S. Caldwell, C.M.

Chairman

December 11, 2019

Please tell us about the correlation between low interest rates and their fuel for higher stock prices.
Thomas S. Caldwell, C.M.

Chairman

December 4, 2019

You talk about “Sales Muscles”, if you don’t use them, you lose them. Tell us about it.
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

December 4, 2019

The Caldwell U.S. Dividend Advantage Fund made changes in October 2019. One of the changes was fees. Tell us about the fee changes.
William Chin, MBA

Portfolio Manager & Chief Technical Analyst

November 26, 2019

What do you think of the impeachment hearings? How can we position our investments in light of this?

Funds William manages:

Caldwell Balanced Fund

Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
Thomas S. Caldwell, C.M.

Chairman

November 26, 2019

Let talk about investing. People’s needs are broader and deeper than just discount trading and fees. What are your clients’ needs vs talking about fees?
Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

November 19, 2019

I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?
Thomas S. Caldwell, C.M.

Chairman

November 19, 2019

You have been discussing teams lately. What is the importance of a team?
William Chin, MBA

Portfolio Manager & Chief Technical Analyst

November 13, 2019

The Bank of Canada is the only central bank in the industrial world that has been refusing to lower its key interest rate. I am worried about our economy. If the Canadian economy weakens, will my stock holdings go down in value?

Funds William manages:

Caldwell Balanced Fund

Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
Thomas S. Caldwell, C.M.

Chairman

November 13, 2019

You use the phrase “the big con”, what do you mean by that?
Thomas S. Caldwell, C.M.

Chairman

November 5, 2019

Would you please explain the relationship between low interest rates and stock prices?

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