Thomas S. Caldwell, C.M.

Thomas S. Caldwell, C.M.

Chairman

March 15, 2022

“Don’t get faked out!” is a term you use. How will that term help investors with volatility?
Thomas S. Caldwell, C.M.

Chairman

March 1, 2022

I have often heard you say “We are attitude adjusters”. What does that mean?
Thomas S. Caldwell, C.M.

Chairman

December 14, 2021

The energy industry was thought of as dead and the world focused on ESG. Where is energy now?
Thomas S. Caldwell, C.M.

Chairman

November 30, 2021

We’re living in an era of chip and container shortages. Are we doomed??
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?
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.
Thomas S. Caldwell, C.M.

Chairman

August 25, 2021

I know it’s too soon, but where do you see this election going?
Thomas S. Caldwell, C.M.

Chairman

August 18, 2021

We’re in election mode again. What are your thoughts?
Thomas S. Caldwell, C.M.

Chairman

August 17, 2021

You were in Afghanistan in 2009 with the Canadian Forces. What is going through your mind with the events that just occurred this weekend?
Thomas S. Caldwell, C.M.

Chairman

July 21, 2021

Tell us about the best talk, you never heard.
Thomas S. Caldwell, C.M.

Chairman

July 14, 2021

Incidents are used to do what you want to do anyway. How does this relate to the markets?
Thomas S. Caldwell, C.M.

Chairman

July 7, 2021

MEME stocks have become a thing and a theme and investors are suffering from FOMO, or the fear of missing out.
Thomas S. Caldwell, C.M.

Chairman

June 23, 2021

Is inflation going to be temporary or permanent in our lives?
Thomas S. Caldwell, C.M.

Chairman

June 16, 2021

Often people think they can be a superstar at work or personally, but team work is important to you.
Thomas S. Caldwell, C.M.

Chairman

June 9, 2021

I often hear you saying “if you don’t trust a person, you shouldn’t deal with them”.
Thomas S. Caldwell, C.M.

Chairman

June 2, 2021

You just recorded an anti-fraud initiative in 16 foreign languages called Just Hang Up! What’s it about?
Thomas S. Caldwell, C.M.

Chairman

May 28, 2021

You say that due diligence isn’t just numbers, it’s character. What does that mean?
Thomas S. Caldwell, C.M.

Chairman

May 26, 2021

Let’s talk about thinking and how we think individually.
Thomas S. Caldwell, C.M.

Chairman

May 20, 2021

Do you detect a change in investor thinking these days?
Thomas S. Caldwell, C.M.

Chairman

May 19, 2021

We’re seeing a shift in markets. What does this rotation mean?
Thomas S. Caldwell, C.M.

Chairman

May 12, 2021

Investors always worry when the markets decline, but you believe declines are buying opportunities.
Thomas S. Caldwell, C.M.

Chairman

May 5, 2021

Let’s discuss ideas for young entrepreneurs. You look for something beyond brilliant ideas.
Thomas S. Caldwell, C.M.

Chairman

April 28, 2021

Copper is in the news at a 10 year high. Why the demand?
Thomas S. Caldwell, C.M.

Chairman

April 14, 2021

What are your thoughts on the oil and gas industry?
Thomas S. Caldwell, C.M.

Chairman

April 7, 2021

Markets are great educators in humility
Thomas S. Caldwell, C.M.

Chairman

March 31, 2021

Investors always worry when the markets decline, but you believe declines are buying opportunities.
Thomas S. Caldwell, C.M.

Chairman

March 25, 2021

What are your thoughts on inflation? Is it temporary or long term?
Thomas S. Caldwell, C.M.

Chairman

March 17, 2021

We are used to low interest rates and they can’t stay low forever. What are your thoughts regarding interest rate hikes compared to the Crash of 1987?
Thomas S. Caldwell, C.M.

Chairman

March 11, 2021

We are in the process of getting vaccines. The next questions is “Now What?”
Thomas S. Caldwell, C.M.

Chairman

March 3, 2021

When investing in different countries we need to look at the type of government and their regulations. How does this affect your investments?
Thomas S. Caldwell, C.M.

Chairman

February 25, 2021

Some try to time the market. You look at market mood. What does that mean?
Thomas S. Caldwell, C.M.

Chairman

February 24, 2021

Investing is about the future and it’s long-term. What are your thoughts of the trendy mob investing that’s been occurring?
Thomas S. Caldwell, C.M.

Chairman

February 18, 2021

What do you believe will be the permanent economic damage from COVID?
Thomas S. Caldwell, C.M.

Chairman

February 17, 2021

Reddit and GameStop have changed the investing landscape these past couple of weeks. It’s not about investing, there’s a bigger picture here.
Thomas S. Caldwell, C.M.

Chairman

February 10, 2021

I noticed that the Ontario Provincial Government is starting to ease up on the lockdowns. What are your thoughts?
Thomas S. Caldwell, C.M.

Chairman

February 3, 2021

There is a degree of optimism now with the vaccines. Where to from here?
Thomas S. Caldwell, C.M.

Chairman

January 26, 2021

Canada is an odd lot on the world stage. What should we do as a country?
Thomas S. Caldwell, C.M.

Chairman

January 20, 2021

We’re three weeks into January. What are your thoughts of the markets in the beginning of 2021?
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?