Podcasts Archives | Page 6 of 48 | Caldwell Investment Management Ltd.

Thomas S. Caldwell, C.M.

Chairman

May 5, 2021

Let’s discuss ideas for young entrepreneurs. You look for something beyond brilliant ideas.

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

President and CEO

April 29, 2021

You said you were speaking to a young woman in her twenties and her thought is that after COVID, we’ll be experiencing the roaring 20’s. What is her thought process?

Thomas S. Caldwell, C.M.

Chairman

April 28, 2021

Copper is in the news at a 10 year high. Why the demand?

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

President and CEO

April 22, 2021

You recently placed full page ads in both national newspapers on April 14th and 15th, 2021. Why was this important to you?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

April 21, 2021

It seems that commodities are flying high. Is this something that people should pursue?

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

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

April 16, 2021

Many have daughters who will be graduating from university this summer. Do you have any advice for these young women?

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

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

April 15, 2021

There is talk that index funds are low in management fees and computers can help manage portfolios, resulting in lower fees. What do you say to that?

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

Thomas S. Caldwell, C.M.

Chairman

April 14, 2021

What are your thoughts on the oil and gas industry?

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

President and CEO

April 9, 2021

“Stocks are a one sided romance”, would you tell us what that means?

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

President and CEO

April 8, 2021

I heard you speaking about Money Ball and the markets recently. Would you elaborate?

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Thomas S. Caldwell, C.M.

Chairman

April 7, 2021