Thomas S. Caldwell, C.M.

  • Thomas S. Caldwell, C.M.

    Chairman

    January 6, 2021

    What do you think are most important factors affecting the stock market in 2021?

  • Thomas S. Caldwell, C.M.

    Chairman

    December 23, 2020

    A Public Service Announcement from our Chairman: Support small business and shop local.

  • Thomas S. Caldwell, C.M.

    Chairman

    December 16, 2020

    Maybe it’s time to return to U.S. politics. Let’s discuss the Senate race in Georgia.

  • Thomas S. Caldwell, C.M.

    Chairman

    December 9, 2020

    Let’s discuss banks. What were your thoughts of the Q4 bank earnings?

  • Thomas S. Caldwell, C.M.

    Chairman

    December 2, 2020

    You just finished reading a book on Winston Churchill by Erik Larson called The Splendid and the Vile. You had one great takeaway. What was it?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 25, 2020

    Governments have spent so much money during the pandemic, and now we need to prepare ourselves for higher taxes. What are your thoughts?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 18, 2020

    Do you believe corporate earnings are still relevant?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 11, 2020

    COVID-19 has been a major disruptor in 2020, the year that we all would like to forget. But now there is talk about a vaccine.

  • Thomas S. Caldwell, C.M.

    Chairman

    October 28, 2020

    Investors are inundated with negativity from every aspect, how can investors cope?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 21, 2020

    Let’s talk about inflation.

  • Thomas S. Caldwell, C.M.

    Chairman

    October 14, 2020

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

  • 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.

  • 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?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 16, 2020

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

  • Thomas S. Caldwell, C.M.

    Chairman

    September 9, 2020

    I’ve heard you say that the markets are a little bit tired. What does that mean?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 2, 2020

    This is a fascinating time we are living in. If you had to give the stock markets a personality, what personality would it be?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 26, 2020

    We are less than 70 days to the U.S. elections. What are your thoughts regarding how emotionally charged it is?

  • 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?

  • 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?

  • 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?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 29, 2020

    Which economic theme has been coming through lately?

  • 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?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 15, 2020

    You believe the markets represent value at this moment. What do you see that others don’t?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 8, 2020

    There has been a lot of discussion on “Group Think”, what are your thoughts about this?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 2, 2020

    We’re in a new world and our new normal is going to be very different. What should we look out for in this new normal?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 24, 2020

    People are focused on COVID-19 and forgetting about the big picture. What can you remind investors regarding their portfolios?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 17, 2020

    For years you have talked about quelling your emotions, and now we are in a pandemic these words are truer than ever.

  • Thomas S. Caldwell, C.M.

    Chairman

    June 11, 2020

    Looking into the future, do you think we will have inflation or deflation?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 3, 2020

    The markets seem to be unaffected with this pandemic. What are your thoughts on the markets going forward?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 27, 2020

    What do you think a post COVID-19 world will look like for investors?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 20, 2020

    What do you think is important for investors at the present time?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 13, 2020

    How do we make money in volatile markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 6, 2020

    One of the issues with investing right now is that many investors don’t understand the products. What would you say to them?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 29, 2020

    There is talk about slowly opening up our city, our province and our country from the COVID-19 stay at home quarantine. What are your thoughts on the post COVID-19 world?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 22, 2020

    Where do you see value in the markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 15, 2020

    There is a lot going on with social distancing and working from home. Where do we go from here?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 1, 2020

    What are the two key market drivers?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 11, 2020

    You often say, “In volatile times when investors are emotional, the job of the media is to create bargains for us”. Please explain.

  • Thomas S. Caldwell, C.M.

    Chairman

    March 3, 2020

    Back in December 2018 you wrote a piece that was published in the Globe and Mail Opinion called “Making sense of the current market volatility”. Seems like nothing has changed regarding volatility over the past year.

    Making sense of the current market volatility

  • Thomas S. Caldwell, C.M.

    Chairman

    February 25, 2020

    I’ve heard you say “Don’t get focused on indices”. What is your thought process?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 19, 2020

    You are passionate about sales and tell others to stretch their sales muscles. What do you mean by that?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 12, 2020

    Part of sales is being relevant in people’s lives. What do you do to be helpful to others?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 5, 2020

    You believe that we are over “news’d”, but that is actually good for investors. How so?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 28, 2020

    You passionately speak about the importance of spirit in our business. Would you elaborate?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 21, 2020

    Last week we spoke about goals. This week, let’s talk about value propositions. What can you do to help someone else?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 15, 2020

    We’re in the beginning of 2020. Everyone comes up with resolutions and goals. What’s the best way to keep them?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 6, 2020

    Let’s discuss networking. What do you do when you meet someone at an event and they give you their business card?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 2, 2020

    Even though we have discussed impeachment before, the story continues. Now that President Trump has been impeached, how will this impact markets and investors?

  • Thomas S. Caldwell, C.M.

    Chairman

    December 23, 2019

    In the olden days, when a stock reached $100+ the company would split the stock. These days, stocks are soaring past $300. Why are we no longer seeing stock splits?

  • 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.

  • 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?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 19, 2019

    You have been discussing teams lately. What is the importance of a team?

  • 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?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 30, 2019

    You have a theory about the underlying long-term force of supply and demand. What is it?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 23, 2019

    Let’s talk about last night’s Canadian election – about nothing.

  • Thomas S. Caldwell, C.M.

    Chairman

    October 16, 2019

    You were just quoted in the Globe and Mail, ROB section, regarding the “IPO market dries up as young companies look to private capital”. What is happening in the capital markets now?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 8, 2019

    Every conversation you hear these days is about impeachment. Let’s talk about impeachment.

  • Thomas S. Caldwell, C.M.

    Chairman

    October 2, 2019

    Let’s talk about inertia and success from a business point of view.

  • Thomas S. Caldwell, C.M.

    Chairman

    September 25, 2019

    Impeachment seems to be the “hot” word right now. What does this mean for markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 18, 2019

    There seems to be a lot of noise and negativity floating around in the news. What’s really happening here? What’s the big picture?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 11, 2019

    You just wrote a piece titled “Where are the bargains?” Please tell us about it.

    See full article:
    Where are the bargains?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 5, 2019

    You believe the market now, in September 2019, has an “upward bias”. Why?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 28, 2019

    We’re more than half way through 2019, where do you see the bargains?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 21, 2019

    Why do you see more companies go from a publicly traded company to a private one?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 14, 2019

    You are known as a value investor, meaning you are always looking for bargains. How do you find bargains?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 8, 2019

    We seem to have a lot of volatility this August 2019. What’s all of this turmoil pointing to in the future?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 23, 2019

    When investing in a private company, what do you look and hope for?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 16, 2019

    Every year you make a point of scheduling an hour a week with our interns. It’s important to nurture the next generation, but you get a lot out of it? What does it do for you?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 9, 2019

    There has been talk that these markets are reminiscent of 1987? What do you think?

  • Thomas S. Caldwell, C.M.

    Chairman

    July 2, 2019

    What do you think is the biggest misconception about the financial industry?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 18, 2019

    You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 11, 2019

    What do you say to investors when they ask why their portfolio is not mirroring the markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    June 4, 2019

    You always talk about Lombardi time. What exactly is it?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 28, 2019

    What are the top 3 things that influence markets and cause them to change?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 21, 2019

    In your Success Dictionary, under the word “invest”, you say “invest in yourself, your business and your career.” This is important and applies to everyone. Can you please elaborate?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 14, 2019

    Let’s talk about risk. People take on risk in their portfolios, their daily lives and their future. Why is risk important?

  • Thomas S. Caldwell, C.M.

    Chairman

    May 6, 2019

    What are the benefits of investing with an Investment Advisor, rather than through an app?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 30, 2019

    When you are at an event, what is the reoccurring question you’re asked regarding investing?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 23, 2019

    The financial crisis happened over 10 years ago. Are there lessons that we have learned from that experience?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 16, 2019

    You like the “wobble” factor in the markets. What does that mean?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 9, 2019

    What frustrates you most about the markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 2, 2019

    You have been in the industry for over 50 years, what still excites you the most about the industry and hasn’t changed since you began?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 26, 2019

    With so many news headlines on a daily basis, how do you make investment decisions?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 19, 2019

    Let’s discuss the value of advice. Is investment advice a commodity?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 12, 2019

    Do you make your investment decisions based upon the politics of the day?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 5, 2019

    You mentioned in your Volatility write up that 10% of investors are actually looking at corporate fundamentals. What is your investment discipline?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 26, 2019

    What is the key component in investment success? Information?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 19, 2019

    Choose one word of wisdom to help out entrepreneurs.

  • Thomas S. Caldwell, C.M.

    Chairman

    February 12, 2019

    What kept you up at night when you started your firm?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 5, 2019

    How do people quell their emotions with stock markets bouncing around so much and so quickly?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 29, 2019

    Where do you think the stock market is going from here?

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