Thomas S. Caldwell, C.M.
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Thomas S. Caldwell, C.M.
Chairman
January 6, 2021What do you think are most important factors affecting the stock market in 2021?
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Thomas S. Caldwell, C.M.
Chairman
December 23, 2020A Public Service Announcement from our Chairman: Support small business and shop local.
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Thomas S. Caldwell, C.M.
Chairman
December 16, 2020Maybe it’s time to return to U.S. politics. Let’s discuss the Senate race in Georgia.
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Thomas S. Caldwell, C.M.
Chairman
December 9, 2020Let’s discuss banks. What were your thoughts of the Q4 bank earnings?
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Thomas S. Caldwell, C.M.
Chairman
December 2, 2020You 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?
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Thomas S. Caldwell, C.M.
Chairman
November 25, 2020Governments have spent so much money during the pandemic, and now we need to prepare ourselves for higher taxes. What are your thoughts?
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Thomas S. Caldwell, C.M.
Chairman
November 18, 2020Do you believe corporate earnings are still relevant?
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Thomas S. Caldwell, C.M.
Chairman
November 11, 2020COVID-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.
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Thomas S. Caldwell, C.M.
Chairman
October 28, 2020Investors are inundated with negativity from every aspect, how can investors cope?
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Thomas S. Caldwell, C.M.
Chairman
October 21, 2020Let’s talk about inflation.
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Thomas S. Caldwell, C.M.
Chairman
October 14, 2020What do you look for before you invest in a company’s stock?
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Thomas S. Caldwell, C.M.
Chairman
October 7, 2020We recently watched the first Presidential Debate. Any comments?
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Thomas S. Caldwell, C.M.
Chairman
September 30, 2020You often use this phrase: “Bull markets climb a wall of fear”. Sounds like there is a lot happening in the markets these days.
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Thomas S. Caldwell, C.M.
Chairman
September 23, 2020The 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?
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Thomas S. Caldwell, C.M.
Chairman
September 16, 2020Every country has enormous amounts of debt. What does this mean for citizens and taxes?
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Thomas S. Caldwell, C.M.
Chairman
September 9, 2020I’ve heard you say that the markets are a little bit tired. What does that mean?
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Thomas S. Caldwell, C.M.
Chairman
September 2, 2020This is a fascinating time we are living in. If you had to give the stock markets a personality, what personality would it be?
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Thomas S. Caldwell, C.M.
Chairman
August 26, 2020We are less than 70 days to the U.S. elections. What are your thoughts regarding how emotionally charged it is?
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Thomas S. Caldwell, C.M.
Chairman
August 18, 2020We’re in the middle of August. What is market sentiment?
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Thomas S. Caldwell, C.M.
Chairman
August 18, 2020The 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?
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Thomas S. Caldwell, C.M.
Chairman
August 12, 2020Let’s discuss the stock markets. Reality has just set in since it’s earning season. What does this mean going forward?
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Thomas S. Caldwell, C.M.
Chairman
August 5, 2020Interest rates are still low and have been for some time. Where do you see interest rates going?
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Thomas S. Caldwell, C.M.
Chairman
July 29, 2020Which economic theme has been coming through lately?
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Thomas S. Caldwell, C.M.
Chairman
July 22, 2020You 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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Thomas S. Caldwell, C.M.
Chairman
July 15, 2020You believe the markets represent value at this moment. What do you see that others don’t?
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Thomas S. Caldwell, C.M.
Chairman
July 8, 2020There has been a lot of discussion on “Group Think”, what are your thoughts about this?
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Thomas S. Caldwell, C.M.
Chairman
July 2, 2020We’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?
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Thomas S. Caldwell, C.M.
Chairman
June 24, 2020People are focused on COVID-19 and forgetting about the big picture. What can you remind investors regarding their portfolios?
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Thomas S. Caldwell, C.M.
Chairman
June 17, 2020For years you have talked about quelling your emotions, and now we are in a pandemic these words are truer than ever.
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Thomas S. Caldwell, C.M.
Chairman
June 11, 2020Looking into the future, do you think we will have inflation or deflation?
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Thomas S. Caldwell, C.M.
Chairman
June 3, 2020The markets seem to be unaffected with this pandemic. What are your thoughts on the markets going forward?
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Thomas S. Caldwell, C.M.
Chairman
May 27, 2020What do you think a post COVID-19 world will look like for investors?
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Thomas S. Caldwell, C.M.
Chairman
May 20, 2020What do you think is important for investors at the present time?
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Thomas S. Caldwell, C.M.
Chairman
May 13, 2020How do we make money in volatile markets?
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Thomas S. Caldwell, C.M.
Chairman
May 6, 2020One of the issues with investing right now is that many investors don’t understand the products. What would you say to them?
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Thomas S. Caldwell, C.M.
Chairman
April 29, 2020There 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?
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Thomas S. Caldwell, C.M.
Chairman
April 22, 2020Where do you see value in the markets?
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Thomas S. Caldwell, C.M.
Chairman
April 15, 2020There is a lot going on with social distancing and working from home. Where do we go from here?
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Thomas S. Caldwell, C.M.
Chairman
April 1, 2020What are the two key market drivers?
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Thomas S. Caldwell, C.M.
Chairman
March 11, 2020You often say, “In volatile times when investors are emotional, the job of the media is to create bargains for us”. Please explain.
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Thomas S. Caldwell, C.M.
Chairman
March 3, 2020Back 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.
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Thomas S. Caldwell, C.M.
Chairman
February 25, 2020I’ve heard you say “Don’t get focused on indices”. What is your thought process?
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Thomas S. Caldwell, C.M.
Chairman
February 19, 2020You are passionate about sales and tell others to stretch their sales muscles. What do you mean by that?
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Thomas S. Caldwell, C.M.
Chairman
February 12, 2020Part of sales is being relevant in people’s lives. What do you do to be helpful to others?
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Thomas S. Caldwell, C.M.
Chairman
February 5, 2020You believe that we are over “news’d”, but that is actually good for investors. How so?
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Thomas S. Caldwell, C.M.
Chairman
January 28, 2020You passionately speak about the importance of spirit in our business. Would you elaborate?
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Thomas S. Caldwell, C.M.
Chairman
January 21, 2020Last week we spoke about goals. This week, let’s talk about value propositions. What can you do to help someone else?
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Thomas S. Caldwell, C.M.
Chairman
January 15, 2020We’re in the beginning of 2020. Everyone comes up with resolutions and goals. What’s the best way to keep them?
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Thomas S. Caldwell, C.M.
Chairman
January 6, 2020Let’s discuss networking. What do you do when you meet someone at an event and they give you their business card?
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Thomas S. Caldwell, C.M.
Chairman
January 2, 2020Even though we have discussed impeachment before, the story continues. Now that President Trump has been impeached, how will this impact markets and investors?
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Thomas S. Caldwell, C.M.
Chairman
December 23, 2019In 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?
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Thomas S. Caldwell, C.M.
Chairman
December 11, 2019Please tell us about the correlation between low interest rates and their fuel for higher stock prices.
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Thomas S. Caldwell, C.M.
Chairman
December 4, 2019You talk about “Sales Muscles”, if you don’t use them, you lose them. Tell us about it.
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Thomas S. Caldwell, C.M.
Chairman
November 26, 2019Let 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?
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Thomas S. Caldwell, C.M.
Chairman
November 19, 2019You have been discussing teams lately. What is the importance of a team?
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Thomas S. Caldwell, C.M.
Chairman
November 13, 2019You use the phrase “the big con”, what do you mean by that?
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Thomas S. Caldwell, C.M.
Chairman
November 5, 2019Would you please explain the relationship between low interest rates and stock prices?
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Thomas S. Caldwell, C.M.
Chairman
October 30, 2019You have a theory about the underlying long-term force of supply and demand. What is it?
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Thomas S. Caldwell, C.M.
Chairman
October 23, 2019Let’s talk about last night’s Canadian election – about nothing.
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Thomas S. Caldwell, C.M.
Chairman
October 16, 2019You 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?
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Thomas S. Caldwell, C.M.
Chairman
October 8, 2019Every conversation you hear these days is about impeachment. Let’s talk about impeachment.
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Thomas S. Caldwell, C.M.
Chairman
October 2, 2019Let’s talk about inertia and success from a business point of view.
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Thomas S. Caldwell, C.M.
Chairman
September 25, 2019Impeachment seems to be the “hot” word right now. What does this mean for markets?
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Thomas S. Caldwell, C.M.
Chairman
September 18, 2019There seems to be a lot of noise and negativity floating around in the news. What’s really happening here? What’s the big picture?
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Thomas S. Caldwell, C.M.
Chairman
September 11, 2019You just wrote a piece titled “Where are the bargains?” Please tell us about it.
See full article:
Where are the bargains?
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Thomas S. Caldwell, C.M.
Chairman
September 5, 2019You believe the market now, in September 2019, has an “upward bias”. Why?
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Thomas S. Caldwell, C.M.
Chairman
August 28, 2019We’re more than half way through 2019, where do you see the bargains?
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Thomas S. Caldwell, C.M.
Chairman
August 21, 2019Why do you see more companies go from a publicly traded company to a private one?
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Thomas S. Caldwell, C.M.
Chairman
August 14, 2019You are known as a value investor, meaning you are always looking for bargains. How do you find bargains?
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Thomas S. Caldwell, C.M.
Chairman
August 8, 2019We seem to have a lot of volatility this August 2019. What’s all of this turmoil pointing to in the future?
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Thomas S. Caldwell, C.M.
Chairman
July 23, 2019When investing in a private company, what do you look and hope for?
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Thomas S. Caldwell, C.M.
Chairman
July 16, 2019Every 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?
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Thomas S. Caldwell, C.M.
Chairman
July 9, 2019There has been talk that these markets are reminiscent of 1987? What do you think?
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Thomas S. Caldwell, C.M.
Chairman
July 2, 2019What do you think is the biggest misconception about the financial industry?
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Thomas S. Caldwell, C.M.
Chairman
June 18, 2019You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns?
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Thomas S. Caldwell, C.M.
Chairman
June 11, 2019What do you say to investors when they ask why their portfolio is not mirroring the markets?
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Thomas S. Caldwell, C.M.
Chairman
June 4, 2019You always talk about Lombardi time. What exactly is it?
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Thomas S. Caldwell, C.M.
Chairman
May 28, 2019What are the top 3 things that influence markets and cause them to change?
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Thomas S. Caldwell, C.M.
Chairman
May 21, 2019In 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?
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Thomas S. Caldwell, C.M.
Chairman
May 14, 2019Let’s talk about risk. People take on risk in their portfolios, their daily lives and their future. Why is risk important?
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Thomas S. Caldwell, C.M.
Chairman
May 6, 2019What are the benefits of investing with an Investment Advisor, rather than through an app?
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Thomas S. Caldwell, C.M.
Chairman
April 30, 2019When you are at an event, what is the reoccurring question you’re asked regarding investing?
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Thomas S. Caldwell, C.M.
Chairman
April 23, 2019The financial crisis happened over 10 years ago. Are there lessons that we have learned from that experience?
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Thomas S. Caldwell, C.M.
Chairman
April 16, 2019You like the “wobble” factor in the markets. What does that mean?
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Thomas S. Caldwell, C.M.
Chairman
April 9, 2019What frustrates you most about the markets?
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Thomas S. Caldwell, C.M.
Chairman
April 2, 2019You 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?
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Thomas S. Caldwell, C.M.
Chairman
March 26, 2019With so many news headlines on a daily basis, how do you make investment decisions?
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Thomas S. Caldwell, C.M.
Chairman
March 19, 2019Let’s discuss the value of advice. Is investment advice a commodity?
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Thomas S. Caldwell, C.M.
Chairman
March 12, 2019Do you make your investment decisions based upon the politics of the day?
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Thomas S. Caldwell, C.M.
Chairman
March 5, 2019You mentioned in your Volatility write up that 10% of investors are actually looking at corporate fundamentals. What is your investment discipline?
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Thomas S. Caldwell, C.M.
Chairman
February 26, 2019What is the key component in investment success? Information?
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Thomas S. Caldwell, C.M.
Chairman
February 19, 2019Choose one word of wisdom to help out entrepreneurs.
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Thomas S. Caldwell, C.M.
Chairman
February 12, 2019What kept you up at night when you started your firm?
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Thomas S. Caldwell, C.M.
Chairman
February 5, 2019How do people quell their emotions with stock markets bouncing around so much and so quickly?
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Thomas S. Caldwell, C.M.
Chairman
January 29, 2019Where do you think the stock market is going from here?