Sitemap

Site Feeds

Main RSS Feed
Comments RSS Feed

Posts

"Don’t get faked out!” is a term you use. How will that term help investors with volatility?
"Just Hang Up!" | Episode 4 - April 29, 2021
"The future ain't what it used to be" - December 2015
“A.O. Smith’s correction was too harsh” - the "Les Affaires" interview with Sean Tascatan
“Stocks are a one sided romance”, would you tell us what that means?
“The Big Con” For Investors | Episode 28 - March 31, 2022
1st Presidential Debate & Market Insights | Episode 13.0 - October 1, 2020
2022 – A Year in Review and a Look Ahead to 2023 | Episode 47 - December 22, 2022
2022 Year-End Commentary | Caldwell North American Fund Annual Commentary
A Case for Increasing Equity Allocations in Your Clients' Portfolios
A Fireside Chat With Lord Conrad Black and Thomas S. Caldwell, C.M. | April 18, 2023
A Public Service Announcement from our Chairman: Support small business and shop local.
Accessibility
All I hear now is how well Bitcoin has performed. What is Bitcoin’s future as an investment vehicle?
Almost 1 Year of COVID-19 & March and Markets | Episode 24.0 - March 4, 2021
Alternative Energy seems to be on everyone’ s mind these days. What can you tell us?
Anxiety and Extremism in the World Today | Episode 25 - February 17, 2022
April 2013
April 2014
April 2014
April 2015
April 2015
April 2016
April 2016
April 2017 | Alternative Investments and the Global Macro Strategy
April 2017 | Caldwell Balanced Fund Holdings
April 2017 | Caldwell Canadian Value Momentum Fund Commentary
April 2017 | Caldwell Canadian Value Momentum Fund Holdings
April 2017 | Caldwell US Dividend Advantage Fund Report
April 2018 | Caldwell Balanced Fund Highlights
April 2018 | Caldwell Canadian Value Momentum Fund Commentary
April 2018 | Caldwell Canadian Value Momentum Fund Highlights
April 2018 | Caldwell Income Fund Highlights
April 2019 | Caldwell Canadian Value Momentum Fund Commentary
April 2020
April 2020 | Caldwell Canadian Value Momentum Fund Commentary
April 2021
April 2021 | Caldwell Canadian Value Momentum Fund Commentary
April 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
April 2022
April 2022 | Caldwell Canadian Value Momentum Fund Commentary
April 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
April 2023
April 2023 | Caldwell Canadian Value Momentum Fund Commentary
April 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
Are we being inundated with too much information? | Episode 36 - July 21, 2022
Are you implementing a different strategy with your clients' portfolios, looking towards a post COVID-19 world?
As 2022 gets underway, what are some of the possible risks for investors?
As a fund manager, how are you navigating the Coronavirus sell-off with your Canadian equity strategy?
August 2013
August 2013
August 2014
August 2015
August 2015
August 2016
August 2016
August 2017 | Caldwell Balanced Fund Highlights
August 2017 | Caldwell Canadian Value Momentum Fund Commentary
August 2017 | Caldwell Canadian Value Momentum Fund Highlights
August 2017 | Caldwell Income Fund Highlights
August 2018 | Caldwell Balanced Fund Highlights
August 2018 | Caldwell Canadian Value Momentum Fund Commentary
August 2018 | Caldwell Canadian Value Momentum Fund Highlights
August 2018 | Tactical Sovereign Bond Fund Highlights
August 2019
August 2019 | Caldwell Canadian Value Momentum Fund Commentary
August 2020
August 2020 | Caldwell Canadian Value Momentum Fund Commentary
August 2021
August 2021 | Caldwell Canadian Value Momentum Fund Commentary
August 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
August 2022
August 2022 | Caldwell Canadian Value Momentum Fund Commentary
August 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
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.
Balanced Fund Report - April 2015
Balanced Fund Report - December 2014
Balanced Fund Report - February 2015
Balanced Fund Report - January 2015
Balanced Fund Report - June 2015
Balanced Fund Report - March 2015
Balanced Fund Report - May 2015
Balanced Fund Report - October 2014
Balanced Fund Report - September 2014
Balanced Fund Report April 2014
Balanced Fund Report August 2013
Balanced Fund Report August 2014
Balanced Fund Report December 2013
Balanced Fund Report February 2014
Balanced Fund Report January 2014
Balanced Fund Report July 2013
Balanced Fund Report July 2014
Balanced Fund Report June 2013
Balanced Fund Report June 2014
Balanced Fund Report March 2014
Balanced Fund Report May 2013
Balanced Fund Report May 2014
Balanced Fund Report November 2013
Balanced Fund Report October 2013
Balanced Fund Report September 2013
Bloomberg - Expect Bigger Deficits and Energy Unease Under a Trudeau Minority (Thomas S. Caldwell quoted)
Bloomberg Interview with Jennifer Radman | February 14, 2017
Bloomberg Interview with Jennifer Radman | May 18, 2017
Bloomberg: "Global Bond Markets Tank on Trump Victory" | November 13, 2016
BNN (Jan 20, 2016): Not the end of the world, we are just getting back to normal: Thorne
BNN Bloomberg: Market Call with Jennifer Radman | January 9, 2020
BNN Bloomberg: Market Call with William Chin | January 21, 2020
BNN Business Day AM (Feb. 20, 2015)
BNN Dividend Growers - Part 1/3 (Aug. 19, 2015)
BNN Dividend Growers - Part 2/3 (Aug. 19, 2015)
BNN Dividend Growers - Part 3/3 (Aug. 19, 2015)
BNN Fund Tracker (Jul. 8, 2015)
BNN Interview with Brendan Caldwell | February 1, 2017
BNN Interview with Jennifer Radman | January 17, 2017
BNN Investor Challenge | July 20, 2017
BNN Market Call Tonight - Top Picks (Aug. 29, 2014)
BNN Market Call Tonight: Past Picks (Jan. 11, 2014)
BNN Market Call Tonight: Past Picks (Nov. 21, 2013)
BNN Market Call Tonight: Top Picks (Aug. 13, 2015)
BNN Market Call Tonight: Top Picks (Dec. 8, 2014)
BNN Market Call Tonight: Top Picks (Jun. 23, 2014)
BNN Market Call Tonight: Top Picks (Sep. 21, 2013)
BNN Market Call: Top Picks (Apr. 15, 2014)
BNN Market Call: Top Picks (Apr. 29, 2015)
BNN Market Call: Top Picks (Aug. 2, 2013)
BNN Market Call: Top Picks (Feb. 13, 2015)
BNN Market Call: Top Picks (Feb. 26, 2015)
BNN Market Call: Top Picks (July 17, 2015)
BNN Market Call: Top Picks (Nov. 12, 2014)
BNN Market Wrap (Aug. 21, 2014)
BNN The Close: Top Picks (Oct. 23, 2013)
BNN The Street (May 29, 2014)
BNN The Street: Co-hosted by Brendan Caldwell | Jan. 13, 2017
BNN The Street: Santa Claus Rally (Nov. 27, 2014)
BNN: Adapting your portfolio for a new phase of global growth (Oct. 28, 2015)
BNN: Behind Valeant's scandal: Why it raises more questions than answers (Oct. 22, 2015)
BNN: Brendan Caldwell "The commodity rally is far from over" | May 19, 2016
BNN: Brendan Caldwell is a guest host on "The Street" | August 4, 2016
BNN: Fixing the ills of the global economy (Oct. 28, 2015)
BNN: Get ready for a new phase of global growth (Oct. 28, 2015)
BNN: Interview with Brendan Caldwell | April 8, 2016
BNN: Interview with Brendan Caldwell | February 1, 2016
BNN: Interview with Brendan Caldwell | July 14, 2016
BNN: Interview with Brendan Caldwell | July 17, 2017
BNN: Interview with Brendan Caldwell | June 8, 2017
BNN: Interview with Brendan Caldwell | October 5, 2016
BNN: Interview with Jennifer Radman | August 10, 2016
BNN: Interview with Jennifer Radman | August 10, 2017
BNN: Interview with Jennifer Radman | February 19, 2016
BNN: Interview with Jennifer Radman | May 24, 2016
BNN: Interview with Jennifer Radman | May 9, 2017
BNN: Interview with William Chin | May 9, 2016
BNN: Interview with William Chin | September 16, 2016
BNN: Invest in the globally independant economy: the U.S., says Thorne (Nov. 16, 2015)
BNN: Making It In Canada - 1/3 (Sep. 3, 2015)
BNN: Making It In Canada - 2/3 (Sep. 3, 2015)
BNN: Making It In Canada - 3/3 (Sep. 3, 2015)
BNN: Market Call - 1/8 (Sep. 2, 2015)
BNN: Market Call - 2/8 (Sep. 2, 2015)
BNN: Market Call - 3/8 (Sep. 2, 2015)
BNN: Market Call - Past Picks - 4/8 (Sep. 2, 2015)
BNN: Market Call - Top Picks - 8/8 (Sep. 2, 2015)
BNN: Market Call (Nov. 13, 2015)
BNN: Market Call 5/8 (Sep. 2, 2015)
BNN: Market Call 6/8 (Sep. 2, 2015)
BNN: Market Call 7/8 (Sep. 2, 2015)
BNN: Market Call Tonight with Jennifer Radman | January 24, 2018
BNN: Market Call Tonight with William Chin | June 5, 2018
BNN: Market Call with Brendan Caldwell | November 13, 2017
BNN: Market Call with Jennifer Radman | November 8, 2017
BNN: Market Call with William Chin | December 29, 2017
BNN: Market Call with William Chin | November 23, 2017
BNN: Market Call with William Chin | October 20, 2017
BNN: Markets post-federal election (Oct. 20, 2015)
BNN: Surprised markets are not reacting more to Paris attacks: Thorne (Nov. 16, 2015)
BNN: The Close (Aug. 21, 2015)
BNN: The Street with guest host Brendan Caldwell | January 3, 2018
BNN: The Street with guest host Brendan Caldwell | March 8, 2018
BNN: Why Caldwell is constructive on Canada, global markets in 2016 (Jan. 4, 2016)
BNN's Market Call with William Chin | March 8, 2017
Bond Strategy Update - April 2016
Bond Strategy Update - August 2016
Bond Strategy Update - December 2015
Bond Strategy Update - February 2016
Bond Strategy Update - November 2016
Brendan Caldwell on BNN Bloomberg with Amanda Lang | April 30, 2020
Brendan Caldwell on BNN Bloomberg with Andrew Bell | December 21, 2021
Brendan Caldwell on BNN Bloomberg with Andrew Bell | May 3, 2021
Brendan Caldwell on BNN Bloomberg with Andrew Bell | September 28, 2020
Brendan Caldwell on BNN Bloomberg with Anne Gaviola | December 31, 2020
Brendan Caldwell on BNN Bloomberg with Paul Bagnell | March 30, 2022
Brendan Caldwell on BNN Bloomberg's Market Call | August 5, 2022
Brendan Caldwell on BNN Bloomberg's Market Call | June 24, 2022
Brendan Caldwell on BNN Bloomberg's Market Call | March 1, 2023
Brendan Caldwell on BNN Bloomberg's Market Call | May 12, 2023
Brendan Caldwell on BNN Bloomberg's Market Call | October 28, 2022
Brendan Caldwell on BNN Bloomberg's Morning Market | April 19, 2023
Brendan Caldwell on Boom and Bust with Tony Clement | October 20, 2020
Bring out your crystal ball. Who do you think will win the U.S. Election and what will happen to the stock market?
Caldwell Canadian Value Momentum Fund
Caldwell Canadian Value Momentum Fund Commentary - Full Year 2016
Caldwell Canadian Value Momentum Fund Commentary - November 2016
Caldwell Canadian Value Momentum Fund Enhanced Fund Liquidity and Purchase Process
Caldwell Canadian Value Momentum Fund Highlights
Caldwell Canadian Value Momentum Fund Holdings - December 2016
Caldwell Canadian Value Momentum Fund Series A Wins 2019 Lipper Fund Award From Refinitiv
Caldwell Canadian Value Momentum Fund Series A Wins 2020 Lipper Fund Award from Refinitiv
Caldwell Canadian Value Momentum Fund Winner of the 2018 Fundgrade A+ Award for Outstanding Performance
Caldwell Canadian Value Momentum Fund Winner of the 2019 FundGrade A+ Award for Outstanding Performance
Caldwell Canadian Value Momentum Fund Winner of the 2020 Fundgrade A+ Award for Outstanding Performance
Caldwell Canadian Value Momentum Fund Winner of the 2021 Fundgrade A+ Award for Outstanding Performance
Caldwell Canadian Value Momentum Fund Winner of the 2022 Fundgrade A+ Award for Outstanding Performance
Caldwell Income Fund Announces Proposed Reduction of Fees and Fund Enhancements Designed to Improve Returns and Reduce Risk
Caldwell Investment Management Announces Annual 2021 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF
Caldwell Investment Management Announces Estimated Annual 2021 Special Distribution for Caldwell U.S. Dividend Advantage Fund
Caldwell Investment Management Announces Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF
Caldwell Investment Management Ltd. Announces Change of the Investment Objective of the Caldwell Balanced Fund
Caldwell Investment Management Ltd. Announces Completion Of Merger Of Clearpoint Global Dividend Fund And Caldwell U.S. Dividend Advantage Fund
Caldwell Investment Management Ltd. Announces Name Change of “Clearpoint Global Dividend Fund” to “ADVANCE Dividend Plus Fund” and Assumption of Fund Functions Previously Performed by Nine Gates, LLC
Caldwell Investment Management Ltd. announces proposal to change the Investment Objective of the Caldwell Balanced Fund
Caldwell Investment Management Ltd. announces proposal to merge Clearpoint Global Dividend Fund into Caldwell U.S. Dividend Advantage Fund
Caldwell Investment Management Ltd. announces risk rating change to the Caldwell U.S. Dividend Advantage Fund
Caldwell Investment Management Ltd. announces risk rating change to the Clearpoint Short Term Income Fund
Caldwell Investment Management Ltd. announces risk rating changes
Caldwell Investment Management Ltd. Announces Soft Capping on Caldwell Canadian Value Momentum Fund
Caldwell Investment Management Ltd. Announces Unitholder Approval of Merger Proposal
Caldwell Investment Management Ltd. Announces Upcoming Series Redesignations and Terminations
Caldwell Mutual Funds 2008 Lipper Award Winner
Caldwell Mutual Funds 2010 Lipper Award Winner
Caldwell North American Fund
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the First Quarter of 2017
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the First Quarter of 2018
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Fourth Quarter of 2015
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Fourth Quarter of 2016
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Fourth Quarter of 2017
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Second Quarter of 2017
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Second Quarter of 2018
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Third Quarter of 2016
Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Third Quarter of 2017
Caldwell U.S. Dividend Advantage Fund Announces Proposed Conversion to Open-End Mutual Fund and Unitholder Meeting
Caldwell U.S. Dividend Advantage Fund Announces Unitholder Approval of Conversion to Open-End Mutual Fund
Caldwell U.S. Dividend Advantage Fund Completes Conversion to a Mutual Fund and Provides A Distribution Update
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2021
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2022
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2023
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2021
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2022
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2023
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2020
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2021
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2022
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2020
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2021
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2022
Caldwell U.S. Dividend Advantage Fund Fee Reduction
Caldwell U.S. Dividend Advantage Fund Highlights
Caldwell U.S. Dividend Advantage Fund Launches ETF Series and Declares Distributions for Q2 2020
Caldwell US Dividend Advantage Fund Report - August 2016
Caldwell US Dividend Advantage Fund Report - December 2016
Caldwell US Dividend Advantage Fund Report - November 2016
Caldwell US Dividend Advantage Fund Report - October 2016
Caldwell US Dividend Advantage Fund Report - September 2016
Caldwell's Top Ten Themes - January 2016
Call Me: Five Simple Steps for Obtaining Referrals
Can you give us a re-cap of first quarter earnings? What’s your outlook for earnings for the rest of the year?
Can you give us some insights into Competitive Moats from this Q2 earnings season?
Can you give us some insights into Decentralized Decision Making from this Q2 earnings season?
Canada & What Should We Do As A Country? | Episode 21.0 - January 21, 2021
Canada is an odd lot on the world stage. What should we do as a country?
Canadian Dollar Versus U.S. Dollar | Episode 4.0 - May 27, 2020
Canadian Economy & Small Businesses | Episode 9.0 - August 5, 2020
Canadian Investment Review: What can institutional investors expect from markets with a Liberal minority government? (Thomas S. Caldwell quoted)
Canadian stocks offer opportunity in tumultuous times (Jennifer Radman quoted) | Investment Executive
Canadian Value Momentum Fund Reports - June 2015
Candian Economy & Market Outlook | Episode 8.0 - July 22, 2020
CBF Commentary - December 2015, Full Year
CBF Commentary - January & February 2016
CBF Commentary - July & August 2016
CBF Commentary - July/ August 2015
CBF Commentary - March & April 2016
CBF Commentary - May & June 2016
CBF Commentary - September/October 2015
CBF Commentary – September & October 2016
CCVMF Commentary - August 2016
CCVMF Commentary - April/May 2016
CCVMF Commentary - December Full Year 2015 Update
CCVMF Commentary - February 2016
CCVMF Commentary - January 2016
CCVMF Commentary - July 2016
CCVMF Commentary - July/ August 2015
CCVMF Commentary - June 2016
CCVMF Commentary - March 2016
CCVMF Commentary - November 2015
CCVMF Commentary - October 2015
CCVMF Commentary - October 2016
CCVMF Commentary - September 2015
CCVMF Commentary - September 2016
Central banks are printing money on an unprecedented scale. With more money in circulation, will my savings be hurt? What should I do financially to protect myself?
Choose one word of wisdom to help out entrepreneurs.
Circular: Clearpoint Global Dividend and Caldwell U.S. Dividend Advantage Funds
Colonial Pipeline Cyber-Attack In The United States and Energy | Episode 5 - May 13, 2021
Come Together – A step-by-step process for planning Successful Client/Prospecting Events
Confidence in Our Economy & Why is the Stock Market so High? | Episode 17.0 - November 26, 2020
Connection: Four Simple Steps to Help You Grow Your Client Base Using LinkedIn
Copper is in the news at a 10 year high. Why the demand?
CORRECTION - Caldwell Investment Management Announces Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF
COVID-19 Cases, Vaccines & President Elect Joe Biden | Episode 16.0 - November 12, 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.
Covid-19 Market Update Pilot | Episode 1.0 - March 26, 2020
Creating Personas - Everyday People
CTV News Network: Oil hits 12 year low
Current State of Canadian Politics & the Economy | Episode 49 - January 19, 2023
December 2013
December 2013
December 2014
December 2015
December 2015
December 2016
December 2016 | Caldwell Balanced Fund Commentary
December 2017 | Caldwell Balanced Fund Commentary
December 2017 | Caldwell Balanced Fund Highlights
December 2017 | Caldwell Canadian Value Momentum Fund Highlights
December 2017 | Caldwell Income Fund Highlights
December 2017 | Caldwell U.S. Dividend Advantage Fund Report
December 2018 | Caldwell Balanced Fund Commentary
December 2018 | Caldwell Balanced Fund Highlights
December 2018 | Caldwell Canadian Value Momentum Fund Commentary
December 2018 | Caldwell Canadian Value Momentum Fund Highlights
December 2018 | Market Volatility – A Perspective
December 2018 | Tactical Sovereign Bond Fund Highlights
December 2019
December 2019 | Caldwell Canadian Value Momentum Fund Commentary
December 2020
December 2020 | Caldwell Canadian Value Momentum Fund Commentary
December 2021
December 2021 | Caldwell Canadian Value Momentum Fund Commentary
December 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
December 2022
December and Full-Year 2022 | Caldwell Canadian Value Momentum Fund Commentary
December and Full-Year 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
December/Full Year 2017 | Caldwell Canadian Value Momentum Fund Commentary
Denis Taillefer - The Globe and Mail - Why this portfolio manager sold his Magna stock (and wishes he’d bought Disney)
Denis Taillefer on BNN Bloomberg's The Close | December 9, 2022
Denis Taillefer on BNN Bloomberg's The Close | July 28, 2021
Denis Taillefer on BNN Bloomberg's The Close | March 25, 2022
Denis Taillefer on BNN Bloomberg's The Close | March 7, 2023
Denis Taillefer on BNN Bloomberg's The Close | May 20, 2022
Denis Taillefer on BNN Bloomberg's The Close | November 15, 2022
Denis Taillefer on BNN Bloomberg's The Close | October 15, 2021
Denis Taillefer on BNN Bloomberg's The Close | September 15, 2022
Discussing Capital Gains Tax to the Homes of Canadians | Episode 3 - April 15, 2021
Do you believe corporate earnings are still relevant?
Do you detect a change in investor thinking these days?
Do you make your investment decisions based upon the politics of the day?
Do you want to know a secret? 5 Simple Steps to Creating Great Testimonials
Don’t leave me this way: Getting results from your voicemails
Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.
Empire Club of Canada - Making Money in Today’s Market | May 13, 2020
Empire Club of Canada | Annual Investment Outlook 2021 – Making Money in Volatile Markets | January 7, 2021
Empire Club of Canada Annual Investment Outlook 2022 with Chairman, Thomas S. Caldwell, C.M. | January 13th, 2022
Empire Club of Canada Annual Investment Outlook 2023 with Chairman, Thomas S. Caldwell, C.M. | January 12th, 2023
ESG has become a major focal point for most investors. Do you see any challenges to ESG investing?
Even though we have discussed impeachment before, the story continues. Now that President Trump has been impeached, how will this impact markets and investors?
Events That Occurred In Afghanistan and Canadian Election | Episode 12 - August 19, 2021
Every conversation you hear these days is about impeachment. Let’s talk about impeachment.
Every country has enormous amounts of debt. What does this mean for citizens and taxes?
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?
Everyone’s Talking About Uncertainty | Episode 37 - August 4, 2022
Explain active share and why it’s a key metric when analyzing a mutual fund.
Explain correlation and why its a key metric in analyzing a mutual fund.
Explain down capture and why its a key metric when analyzing a mutual fund.
February 2014
February 2014
February 2015
February 2015
February 2016
February 2016
February 2017 | Caldwell Balanced Fund Holdings
February 2017 | Caldwell Canadian Value Momentum Fund Commentary
February 2017 | Caldwell Canadian Value Momentum Fund Holdings
February 2017 | Caldwell US Dividend Advantage Fund Report
February 2018 | Caldwell Balanced Fund Highlights
February 2018 | Caldwell Canadian Value Momentum Fund Commentary
February 2018 | Caldwell Canadian Value Momentum Fund Highlights
February 2018 | Caldwell Income Fund Highlights
February 2019 | Caldwell Canadian Value Momentum Fund Commentary
February 2020
February 2020 | Caldwell Canadian Value Momentum Fund Commentary
February 2021
February 2021 | Caldwell Canadian Value Momentum Fund Commentary
February 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
February 2022
February 2022 | Caldwell Canadian Value Momentum Fund Commentary
February 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
February 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
February 2023
February 2023 | Caldwell Canadian Value Momentum Fund Commentary
February 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
Finance is Personal with Jackie Sanz - Part 2 | June 1, 2019
Finance is Personal with Jackie Sanz | May 11, 2019
First Quarter 2023 Commentary | Caldwell North American Fund Annual Commentary
Flying is new and foreign to people since COVID-19. How was your experience?
For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?
For years you have talked about quelling your emotions, and now we are in a pandemic these words are truer than ever.
Fraudsters & Scammers | Episode 7.0 - July 8, 2020
Geo Political Concerns & Economic/Market Perspective | Episode 51 - March 2, 2023
Geo-Political Issues are Happening Around the World | Episode 15 - September 30, 2021
Geopolitics & Market Outlook | Episode 53 - May 4, 2023
Given the choice between a larger firm and an independent firm, what questions should investors be asking about where to put their money?
Given where we are in the world, what’s the next big thing?
Globe Investor: What Caldwell’s Jennifer Radman is buying, selling, and regretting | June 7, 2017
Gold and cryptocurrency. The oldest store of value and the newest have much in common.
Governments have spent so much money during the pandemic, and now we need to prepare ourselves for higher taxes. What are your thoughts?
Have the markets become totally disconnected from the economy?
Help! I Need Somebody: Three Key Traits in an Exceptional Sales Assistant
HiFi Radio with "The Wolf on Bay Street" Wolfgang Klein: Jennifer Radman | January 5, 2019
HiFi Radio with "The Wolf on Bay Street" Wolfgang Klein: Jennifer Radman | July 24, 2021
How are Canadian portfolio managers preparing for higher interest rates? We asked four of them | The Globe and Mail
How are you positioning your clients’ portfolios now and going forward?
How do people quell their emotions with stock markets bouncing around so much and so quickly?
How do we make money in volatile markets?
How do you choose a company to invest in?
How do you find investment opportunities in a period of potentially increased regulation?
How Do You Use Media to Speak to the Younger Generation? | Episode 13 - September 2, 2021
How Does Your Personality Type Affect Your Income?
How Has COVID Been a Disrupter With All of Our Purchasing? | Episode 11.0 - September 2, 2020
How important is it for a company to have a competitive edge?
How should we position our portfolios against volatility from this outbreak of the Coronavirus?
How significant will the Telecommunications 5G rollout be?
How to Create a Meaningful Client Survey - Tell Me Why
How Will Higher Interest Rates Affect Companies? | Episode 32 - May 26, 2022
How Will Inflation Affect Us? | Episode 22 - January 6, 2022
How would you answer the question: “Why is government debt bad?”
I have heard around this time of year, families gather around the dinner table, and stock tips are discussed, and then money tends to go into the stock market. This tendency was described by someone I saw on TV and it’s called seasonality. How can someone profit from seasonality?
I have heard from the media that there have been large rotations within the stock market, investors are rotating between growth and value stocks. Is this something that I should expect my portfolio manager to be doing, to make me more money?
I have often heard you say "We are attitude adjusters". What does that mean?
I heard a lot about risk and reward, and how risk levels are rising due to trade wars and instabilities in the Middle East and around the world. How can I lower the level of risk in my portfolio?
I heard you speaking about Money Ball and the markets recently. Would you elaborate?
I keep hearing about ‘Brexit’, the UK leaving the Eurozone, and the U.S./China trade war, and I am getting tired, worried and confused. What should I do about my investments?
I keep hearing about how the stock market is volatile and expensive, but, at the same time, how the Canadian economy has to overcome many challenges: housing, high debt levels, trade wars and our deteriorating status among international investors. As a retail investor, how do I navigate these choppy waters?
I know it’s too soon, but where do you see this election going?
I noticed that the Ontario Provincial Government is starting to ease up on the lockdowns. What are your thoughts?
I often hear you saying “if you don’t trust a person, you shouldn’t deal with them”.
I'm worried about all the issues facing the Canadian economy and the rather limited list of good companies to invest in. What should I do?
I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?
I’ve heard the phrase “flight to safety” many times in the past weeks. Where can an investor find safety in times like these?
I’ve heard you say “Don’t get focused on indices”. What is your thought process?
I’ve heard you say that the markets are a little bit tired. What does that mean?
I’ve read in the media that there has been a big rotation from ‘new technology’, or ‘stay home’ stocks into more traditional sectors like energy and transportation, in anticipation of the return to normal. What does this mean to my portfolio?
If an individual wanted to actively manage their investment portfolio, what would be the #1 piece of advice you would them?
Impeachment seems to be the “hot” word right now. What does this mean for markets?
Important Factors Affecting the Stock Market in 2021 | Episode 20.0 - January 8, 2021
In response to potential quarantines, people are rushing to supermarkets stocking up on daily necessities. What does that mean for the industry?
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?
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?
Incidents are used to do what you want to do anyway. How does this relate to the markets?
Increasingly, investors are making their decisions based upon owning stock indicies. Does this make sense?
Inflation and Deflation & Small Business Survival | Episode 5.0 - June 10, 2020
Inflation has dominated headlines in the last while. What’s your view on inflation.
Inflation is on the Top of Everyone’s Minds Now | Episode 27 - March 17, 2022
Inflation, Delta Variant and Borders | Episode 10 - July 22, 2021
Inflation, Interest Rates, the War in Ukraine and COVID Ramping Up | Episode 29 - April 14, 2022
Inflation, Markets & Presidential Election | Episode 14.0 - October 15, 2020
Infographic: Visual Capitalist
Insights… with Thomas S. Caldwell, C.M. Pilot | Episode 1 - March 18, 2021
Interest rates are still low and have been for some time. Where do you see interest rates going?
Interest rates are ultra low and the government is handing out money. Does that mean stocks will go up forever?
Intergenerational Wealth Transfer Part II : The Kids Are Alright
Intergenerational Wealth Transfer: We are Family
Investing & Retirement Investments | Episode 2.0 - April 15, 2020
Investing is about the future and it’s long-term. What are your thoughts of the trendy mob investing that’s been occurring?
Investment Success Principles | Episode 38 - August 18, 2022
Investor Challenge: Money managers face off for charity | April 18, 2017
Investor Challenge: Money managers face off for charity | October 16, 2017
Investors always worry when the markets decline, but you believe declines are buying opportunities.
Investors always worry when the markets decline, but you believe declines are buying opportunities.
Investors are inundated with negativity from every aspect, how can investors cope?
Is inflation going to be temporary or permanent in our lives?
Is Inflation Going To Be Temporary Or Permanent In Our Lives? | Episode 8 - June 24, 2021
Is the Pandemic Battle Over and Where To From Here? | Episode 7 - June 10, 2021
It has been a challenging time for the health of the world medically and financially. What are your thoughts regarding the Coronavirus and the stock market?
It seems that commodities are flying high. Is this something that people should pursue?
It seems to me that the U.S. and China are having more disagreements over protection of human rights, intellectual property and disputes over trade. When do you think a trade deal will come so investors like me can feel more at ease?
It's Been 14 Months In Since COVID-19 Began, Our Chairman Shares What He Has Learned Throughout His Time | Episode 6 - May 27, 2021
It’s August 2019, why are markets so volatile right now?
It’s important for you that the companies you invest in have strong balance sheets. Can you explain why and how that thinking can apply to individuals and their cash planning?
It’s the First Week of December and We Have Two Questions... | Episode 20 - December 9, 2021
January 2014
January 2014
January 2015
January 2015
January 2016
January 2016
January 2017 | Caldwell Balanced Fund Holdings
January 2017 | Caldwell Canadian Value Momentum Fund Commentary
January 2017 | Caldwell Canadian Value Momentum Fund Holdings
January 2017 | Caldwell US Dividend Advantage Fund Report
January 2018 | Bond Strategy Update
January 2018 | Caldwell Canadian Value Momentum Fund Commentary
January 2018 | Caldwell Canadian Value Momentum Fund Highlights
January 2018 | Caldwell Income Fund Highlights
January 2019 | Caldwell Balanced Fund Highlights
January 2019 | Caldwell Canadian Value Momentum Fund Commentary
January 2019 | Caldwell Canadian Value Momentum Fund Highlights
January 2019 | Tactical Sovereign Bond Fund Highlights
January 2019 | The Critical Investment Question
January 2020
January 2020 | Caldwell Canadian Value Momentum Fund Commentary
January 2021
January 2021 | Caldwell Canadian Value Momentum Fund Commentary
January 2022
January 2022 | Caldwell Canadian Value Momentum Fund Commentary
January 2023
January 2023 | Caldwell Canadian Value Momentum Fund Commentary
January 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
January/February 2017 | Caldwell Balanced Fund Commentary
Jennifer Kuta on EMPOWERED. with Elizabeth Namovski | May 17, 2023
Jennifer Radman interviewed by the Globe and Mail
Jennifer Radman Interviewed by Wealth Professional Canada
Jennifer Radman on BNN Bloomberg with Andrew Bell | October 7, 2020
Jennifer Radman on BNN Bloomberg's Market Call | December 6, 2021
Jennifer Radman on BNN Bloomberg's Market Call | June 14, 2021
Jennifer Radman on BNN Bloomberg's Market Call with Andrew Bell | February 22, 2021
Jennifer Radman quoted by Huffington Post
July 2013
July 2013
July 2014
July 2014
July 2016
July 2016
July 2017 | Caldwell Balanced Fund Highlights
July 2017 | Caldwell Canadian Value Momentum Fund Commentary
July 2017 | Caldwell Canadian Value Momentum Fund Highlights
July 2017 | Caldwell Income Fund Highlights
July 2018 | Caldwell Balanced Fund Highlights
July 2018 | Caldwell Canadian Value Momentum Fund Commentary
July 2018 | Caldwell Canadian Value Momentum Fund Highlights
July 2019 | Caldwell Canadian Value Momentum Fund Commentary
July 2020
July 2020 | Caldwell Canadian Value Momentum Fund Commentary
July 2021
July 2021 | Caldwell Canadian Value Momentum Fund Commentary
July 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
July 2022
July 2022 | Caldwell Canadian Value Momentum Fund Commentary
July 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
July2015
July2015
June 2013
June 2013
June 2014
June 2015
June 2015
June 2016
June 2016
June 2017 | Caldwell Balanced Fund Commentary
June 2017 | Caldwell Balanced Fund Highlights
June 2017 | Caldwell Canadian Value Momentum Fund Commentary
June 2017 | Caldwell Canadian Value Momentum Fund Highlights
June 2017 | Caldwell US Dividend Advantage Fund Report
June 2018 | Caldwell Balanced Fund Highlights
June 2018 | Caldwell Canadian Value Momentum Fund Commentary
June 2018 | Caldwell Canadian Value Momentum Fund Highlights
June 2018 | Caldwell Income Fund Highlights
June 2019 | Caldwell Canadian Value Momentum Fund Commentary
June 2020
June 2020 | Caldwell Canadian Value Momentum Fund Commentary
June 2021
June 2021 | Caldwell Canadian Value Momentum Fund Commentary
June 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
June 2022
June 2022 | Caldwell Canadian Value Momentum Fund Commentary
June 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Justin Elliott on BNN Bloomberg's The Close | January 21, 2022
Justin Elliott on BNN Bloomberg's The Close | January 6, 2023
Justin Elliott on BNN Bloomberg's The Close | June 22, 2021
Justin Elliott on BNN Bloomberg's The Close | March 14, 2022
Justin Elliott on BNN Bloomberg's The Close | March 16, 2023
Justin Elliott on BNN Bloomberg's The Close | May 13, 2022
Justin Elliott on BNN Bloomberg's The Close | May 17, 2023
Justin Elliott on BNN Bloomberg's The Close | November 1, 2022
Justin Elliott on BNN Bloomberg's The Close | October 22, 2021
Justin Elliott on BNN Bloomberg's The Close | September 29, 2022
Justin Elliott on BNN Bloomberg's The Close | September 3, 2021
Last night was an epic, nail biter Presidential election. What does this mean for markets?
Last week we spoke about goals. This week, let’s talk about value propositions. What can you do to help someone else?
Leader of the Pack
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?
Let's talk about Alternative Data, the Momentum factor, and Couche-Tard.
Let's talk about Closet Indexing & the risks Investment Advisors need to think about.
Let's talk about Constellation Software, Hurdle Rates, and “Who Moved my Cheese?”.
Let's talk about Corporate Culture, Hiring and Tricon.
Let's talk about ESG and the lumber producers.
Let's talk about Semis, Supply Chain Disruptions and Business Models.
Let's talk about Societies from the perspective of Capital Allocation.
Let's talk about TFI and catalyst drivers within Caldwell’s Value Momentum Strategy.
Let’s discuss banks. What were your thoughts of the Q4 bank earnings?
Let’s discuss Globalization and what it means today.
Let’s discuss ideas for young entrepreneurs. You look for something beyond brilliant ideas.
Let’s discuss networking. What do you do when you meet someone at an event and they give you their business card?
Let’s discuss the stock markets. Reality has just set in since it’s earning season. What does this mean going forward?
Let’s discuss the value of advice. Is investment advice a commodity?
Let’s talk about anchoring bias and the role it plays on investor psychology.
Let’s talk about Bitcoin and cryptocurrencies. They have been in the news as of late and everyone now feels like they need to get in.
Let’s talk about consumer spending, the card networks and barriers to entry.
Let’s talk about free cash flow and optionality.
Let’s talk about gold, since everyone is.
Let’s talk about inertia and success from a business point of view.
Let’s talk about inflation.
Let’s talk about jobs, as many organizations are having trouble hiring people.
Let’s talk about Karora Resources – this is top holding in the Caldwell Canadian Value Momentum Fund.
Let’s talk about last night’s Canadian election - about nothing.
Let’s talk about mindset. You’re a big believer in developing mental muscle – give us an example of what that looks like to you and your team.
Let’s talk about overlooked opportunities in retail.
Let’s talk about Paychex. They made some comments around new business startups that were surprising.
Let’s talk about Q3 earnings beats & raises this year. It seems the market is reacting a bit differently to strong performance from companies.
Let’s talk about renewable energy. You heard some interesting comments at a recent conference.
Let’s talk about risk. People take on risk in their portfolios, their daily lives and their future. Why is risk important?
Let’s talk about the price of gold. It’s at multi-year highs. What’s driving this?
Let’s talk about the strong performance of lenders recently and kicking the can down the road.
Let’s talk about thinking and how we think individually.
Listening to the news, the trade war between the U.S. and China is driving stocks lower. Should I take precautionary measures in my investments?
Looking into the future, do you think we will have inflation or deflation?
Many have daughters who will be graduating from university this summer. Do you have any advice for these young women?
March 2013
March 2014
March 2014
March 2015
March 2015
March 2016
March 2016
March 2017 | Caldwell Balanced Fund Holdings
March 2017 | Caldwell Canadian Value Momentum Fund Commentary
March 2017 | Caldwell Canadian Value Momentum Fund Holdings
March 2017 | Caldwell US Dividend Advantage Fund Report
March 2018 | Caldwell Canadian Value Momentum Fund Commentary
March 2018 | Caldwell Canadian Value Momentum Fund Highlights
March 2018 | Caldwell Income Fund Highlights
March 2019 | Caldwell Canadian Value Momentum Fund Commentary
March 2020
March 2020 | Caldwell Canadian Value Momentum Fund Commentary
March 2021
March 2021 | Caldwell Canadian Value Momentum Fund Commentary
March 2022
March 2022 | Caldwell Canadian Value Momentum Fund Commentary
March 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
March 2023
March 2023 | Caldwell Canadian Value Momentum Fund Commentary
March 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
March/April 2017 | Caldwell Balanced Fund Commentary
Market Sell Off and Macro Thoughts | Episode 40 - September 15, 2022
Markets are great educators in humility
Markets have done extraordinarily well since governments began printing money, more so than individuals. Why?
May 2013
May 2014
May 2014
May 2015
May 2015
May 2016
May 2016
May 2017 | Caldwell Balanced Fund Holdings
May 2017 | Caldwell Canadian Value Momentum Fund Commentary
May 2017 | Caldwell Canadian Value Momentum Fund Holdings
May 2017 | Caldwell US Dividend Advantage Fund Report
May 2018 | Caldwell Balanced Fund Highlights
May 2018 | Caldwell Canadian Value Momentum Fund Commentary
May 2018 | Caldwell Canadian Value Momentum Fund Highlights
May 2018 | Caldwell Income Fund Highlights
May 2019 | Caldwell Canadian Value Momentum Fund Commentary
May 2020
May 2020 | Caldwell Canadian Value Momentum Fund Commentary
May 2021
May 2021 | Caldwell Canadian Value Momentum Fund Commentary
May 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
May 2022
May 2022 | Caldwell Canadian Value Momentum Fund Commentary
May 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Maybe it’s time to return to U.S. politics. Let’s discuss the Senate race in Georgia.
Media Pressure on Politicians and Central Bankers to do Something About Inflation | Episode 35 - July 7, 2022
Meetings are important whether virtual or in person. When you leave a meeting, what are you going to do?
Meme Stocks and FOMO | Episode 9 - July 8, 2021
MEME stocks have become a thing and a theme and investors are suffering from FOMO, or the fear of missing out.
Motorola Solutions is one of the holdings in the Caldwell U.S. Dividend Advantage Fund. Tell us about it.
Movement in Industries & “Bull Markets Climb a Wall of Worry” | Episode 23.0 - February 18, 2021
National Post: Are You Truly Diversified? | September 7, 2017
November 2013
November 2013
November 2015
November 2015
November 2016
November 2016
November 2017 | Caldwell Balanced Fund Highlights
November 2017 | Caldwell Canadian Value Momentum Fund Commentary
November 2017 | Caldwell Canadian Value Momentum Fund Highlights
November 2017 | Caldwell Income Fund Highlights
November 2017 | Caldwell US Dividend Advantage Fund Report
November 2018 | Caldwell Balanced Fund Highlights
November 2018 | Caldwell Canadian Value Momentum Fund Commentary
November 2018 | Caldwell Canadian Value Momentum Fund Highlights
November 2018 | Tactical Sovereign Bond Fund Highlights
November 2019
November 2019 | Caldwell Canadian Value Momentum Fund Commentary
November 2020
November 2020 | Caldwell Canadian Value Momentum Fund Commentary
November 2021
November 2021 | Caldwell Canadian Value Momentum Fund Commentary
November 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
November 2022
November 2022 | Caldwell Canadian Value Momentum Fund Commentary
November 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Now that the summer months are over, what are you most looking forward to this fall regarding the markets?
October 2013
October 2013
October 2014
October 2014
October 2015
October 2015
October 2016
October 2016
October 2017 | Bond Strategy Update
October 2017 | Caldwell Balanced Fund Commentary
October 2017 | Caldwell Balanced Fund Highlights
October 2017 | Caldwell Canadian Value Momentum Fund Commentary
October 2017 | Caldwell Canadian Value Momentum Fund Highlights
October 2017 | Caldwell Income Fund Highlights
October 2017 | Caldwell US Dividend Advantage Fund Report
October 2018 | Caldwell Balanced Fund Highlights
October 2018 | Caldwell Canadian Value Momentum Fund Commentary
October 2018 | Caldwell Canadian Value Momentum Fund Highlights
October 2018 | Tactical Sovereign Bond Fund Highlights
October 2019
October 2019 | Caldwell Canadian Value Momentum Fund Commentary
October 2020
October 2020 | Caldwell Canadian Value Momentum Fund Commentary
October 2021
October 2021 | Caldwell Canadian Value Momentum Fund Commentary
October 2022
October 2022 | Caldwell Canadian Value Momentum Fund Commentary
October 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Often people think they can be a superstar at work or personally, but team work is important to you.
One of the issues with investing right now is that many investors don’t understand the products. What would you say to them?
Our Chairman's Thoughts On Returning to Work in a Physical Workspace, Away From Home, Post COVID | Episode 17 - October 28, 2021
Our Chairman's Year-End Message to Our Clients and Friends | Episode 21 - December 23, 2021
Overwhelming Geo-political Events & Economy | Episode 42 - October 13, 2022
Part of sales is being relevant in people’s lives. What do you do to be helpful to others?
People are focused on COVID-19 and forgetting about the big picture. What can you remind investors regarding their portfolios?
People Get Ready: Creating Your 2022 Prospecting Plan
Please explain downside capture and why does it matter to investors?
Please tell us about the correlation between low interest rates and their fuel for higher stock prices.
Post COVID-19 Markets & The Economy | Episode 3.0 - April 29, 2020
Press Release: Prospectus Amendment Caldwell Income Fund
Prices at the gas pumps have been going up but no one is supposed to go anywhere or do anything. What is going on?
Prime Time Money: Justin Elliott | August 7, 2022
Proposed Change of Manager of Clearpoint Short Term Income Fund
Q1 2019 | Caldwell Balanced Fund Commentary
Q1 2019 | Caldwell U.S. Dividend Advantage Fund Commentary
Q1 2020 | Caldwell Balanced Fund Commentary
Q1 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Q1 2021 | Caldwell North American Fund (formerly Caldwell Balanced Fund) Commentary
Q2 2019 | Caldwell Balanced Fund Commentary
Q2 2019 | Caldwell U.S. Dividend Advantage Fund Commentary
Q2 2020 | Caldwell Balanced Fund Commentary
Q2 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Q3 2019 | Caldwell Balanced Fund Commentary
Q3 2020 | Caldwell Balanced Fund Commentary
Q3 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Q3 2022 | Caldwell North American Fund Annual Commentary
Q4 2019 | Caldwell Balanced Fund Commentary
Q4 2020 | Caldwell North American Fund (formerly Caldwell Balanced Fund) Commentary
Q4 2020 Caldwell U.S. Dividend Advantage Fund Commentary
Recent Stock Market Declines & Long Term View | Episode 41 - September 29, 2022
Reddit and GameStop have changed the investing landscape these past couple of weeks. It’s not about investing, there’s a bigger picture here.
Reddit’s Wall Street Bets has created a lot of hype on GameStop, but Blackberry has also been part of the trendy herd trading. What are your thoughts?
Remembrance Day Special | Episode 18 - November 11, 2021
Replay: Caldwell Canadian Value Momentum Fund | Live Webinar for Queensbury - September 14, 2021
Replay: Caldwell Canadian Value Momentum Fund | Live Webinar November 23, 2021
Roy Green Show: Thomas Caldwell | April 11, 2020
Roy Green Show: Thomas Caldwell | February 1, 2020
Roy Green Show: Thomas Caldwell | February 29, 2020
Roy Green Show: Thomas Caldwell | January 18, 2020
Roy Green Show: Thomas Caldwell | July 11, 2020
Roy Green Show: Thomas Caldwell | March 15, 2020
Roy Green Show: Thomas Caldwell | May 9, 2020
Roy Green Show: Thomas Caldwell | November 7, 2020
Sean Tascatan Interviewed by the Globe and Mail
September 2013
September 2013
September 2014
September 2015
September 2015
September 2016
September 2016
September 2017 | Caldwell Balanced Fund Highlights
September 2017 | Caldwell Canadian Value Momentum Fund Commentary
September 2017 | Caldwell Canadian Value Momentum Fund Highlights
September 2017 | Caldwell Income Fund Highlights
September 2017 | Caldwell US Dividend Advantage Fund Report
September 2018 | Caldwell Balanced Fund Commentary
September 2018 | Caldwell Balanced Fund Highlights
September 2018 | Caldwell Canadian Value Momentum Fund Commentary
September 2018 | Caldwell Canadian Value Momentum Fund Highlights
September 2018 | Tactical Sovereign Bond Fund Highlights
September 2019
September 2019 | Caldwell Canadian Value Momentum Fund Commentary
September 2020
September 2020 | Caldwell Canadian Value Momentum Fund Commentary
September 2021
September 2021 | Caldwell Canadian Value Momentum Fund Commentary
September 2021 | Caldwell U.S. Dividend Advantage Fund Commentary
September 2022
September 2022 | Caldwell Canadian Value Momentum Fund Commentary
September 2022 | Caldwell U.S. Dividend Advantage Fund Commentary
Show Me the Way: A Step-by-Step Process for Delivering an Excellent Virtual Event
Silicon Valley Bank Collapse & Geo-Economics | Episode 52 - April 6, 2023
Simply the Best: How Financial Advisor Designations Can Affect Customer Experience
Since central banks are printing a lot of money, the price of gold will go much higher. How can investors make sense of this and invest properly?
Small cap to watch: This steelmaker’s shares have doubled since September and analysts are racing to hike price targets (Jennifer Radman quoted) | The Globe and Mail
So many are very excited about the roll out of the vaccines. Should I invest aggressively now?
So many events in the world this year have been out of our control. What hope can you point to for investors in the future?
Some try to time the market. You look at market mood. What does that mean?
Stress, Conflict and The Stock Markets Seem Scary to Investors | Episode 31 - May 12, 2022
Tactical Sovereign Bond Fund Highlights
Taking Care of Business
Tax Loss Selling & End of Year Stock Market Thoughts | Episode 45 - November 24, 2022
Tell us about the best talk, you never heard.
The “R” Word, Are We Heading Into a Recession | Episode 33 - June 9, 2022
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?
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?
The Caldwell U.S. Dividend Advantage Fund made changes in October 2019. One of the changes was fees. Tell us about the fee changes.
The Caldwell U.S. Dividend Advantage Fund merged with the Clearpoint Global Dividend Fund. Please tell us about the merger.
The Canadian and U.S. border Closure Extended Again | Episode 12.0 - September 16, 2020
The Confusion Regarding Which App to Use For Investing and Markets Are Great Educators of Humility | Episode 2 - April 1, 2021
The energy industry was thought of as dead and the world focused on ESG. Where is energy now?
The Federal Government Has Hired a Quarter of a Million Employees to Deal With COVID Related Matters. What Does This Mean for Canadians? | Episode 16 - October 14, 2021
The financial crisis happened over 10 years ago. Are there lessons that we have learned from that experience?
The global economy, including Canada, is deep in a recession; but stocks are rising. How does one make sense of this?
The Globe and Mail: Six leading experts on how to invest right now | December 9, 2017
The Globe and Mail: Three stock picks for the post-pandemic recovery from $220-million fund* manager Jennifer Radman
The Importance of Financial Advice
The interest rate curve has been steepening. What does that mean for the investor?
The investment industry seems split on where inflation is heading. What is your stance?
The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.
The markets are sawtoothing. What does that mean?
The markets seem to be unaffected with this pandemic. What are your thoughts on the markets going forward?
The media is full of scary headlines about trade wars and the possibilities of recessions, but stocks keep going up. Should I be afraid? Should I be reducing my investments?
The Most Important Event At Present and What it Means For The Future | Episode 30 - April 28, 2022
The pandemic has caused a lot of damage to the economy, but stocks are going up. What should I do to position my portfolio properly?
The pandemic has inflicted enormous amounts of changes in our daily lives and the economy. Businesses are failing and we are forced to behave differently. We are all adapting to these changes the best we can, but what about investments that our retirement relies on?
The Reality of Negative Commentaries Last Year & Equity Markets for 2023 | Episode 48 - January 5, 2023
The team at Caldwell Investment Management Ltd. mourns the loss of our great friend and colleague Doug McIlroy
The Times They Are A Changin’
The transition to Electric Vehicles (EVs) seems to be gaining more traction. How can an investor play this long secular trend?
The Unexpected Global Outlook - September 2015
The Week of August 16 - August 20, 2021
The Week of August 2 - August 6, 2021
The Week of August 23 - August 27, 2021
The Week of August 9 - August 13, 2021
The Week of July 5 - July 9, 2021
The Week of September 6 - September 10, 2021
The Week of April 12 - April 16, 2021
The Week of April 13, 2020 - April 17, 2020
The Week of April 19 - April 23, 2021
The Week of April 20, 2020 - April 24, 2020
The Week of April 26 - April 30, 2021
The Week of April 27, 2020 - May 1, 2020
The Week of April 5 - April 9, 2021
The Week of April 6, 2020 - April 10, 2020
The Week of August 10 - August 14, 2020
The Week of August 17 - August 21, 2020
The Week of August 24 - August 28, 2020
The Week of August 3 - August 7, 2020
The Week of August 31 - September 4, 2020
The Week of December 14 - December 18, 2020
The Week of December 16 - December 20, 2019
The Week of December 2 - December 6, 2019
The Week of December 7 - December 11, 2020
The Week of December 9 - December 13, 2019
The Week of February 10, 2020 - February 14, 2020
The Week of February 17, 2020 - February 21, 2020
The Week of February 22 - February 26, 2021
The Week of February 24, 2020 - February 28, 2020
The Week of February 3, 2020 - February 7, 2020
The Week of February 8 - February 12, 2021
The Week of January 11 - January 15, 2021
The Week of January 13, 2020 - January 17, 2020
The Week of January 18 - January 22, 2021
The Week of January 20, 2020 - January 24, 2020
The Week of January 25 - January 29, 2021
The Week of January 4 - January 8, 2021
The Week of January 6, 2020 - January 10, 2020
The Week of July 13 - July 17, 2020
The Week of July 6 - July 10, 2020
The Week of June 1 - June 5, 2020
The Week of June 14 - June 18, 2021
The Week of June 15 - June 19, 2020
The Week of June 21 - June 25, 2021
The Week of June 22 - June 26, 2020
The Week of June 7 - June 11, 2021
The Week of June 8 - June 12, 2020
The Week of March 1 - March 5, 2021
The Week of March 15 - March 19, 2021
The Week of March 16, 2020 - March 20, 2020
The Week of March 2, 2020 - March 6, 2020
The Week of March 22 - March 26, 2021
The Week of March 23, 2020 - March 27, 2020
The Week of March 29 - April 2, 2021
The Week of March 30, 2020 - April 3, 2020
The Week of March 8 - March 12, 2021
The Week of May 10 - May 14, 2021
The Week of May 11, 2020 - May 15, 2020
The Week of May 17 - May 21, 2021
The Week of May 18, 2020 - May 22, 2020
The Week of May 24 - May 28, 2021
The Week of May 25, 2020 - May 29, 2020
The Week of May 3 - May 7, 2021
The Week of May 31 - June 4, 2021
The Week of May 4, 2020 - May 8, 2020
The Week of November 11 - November 15, 2019
The Week of November 16 - November 20, 2020
The Week of November 18 - November 22, 2019
The Week of November 2 - November 6, 2020
The Week of November 23 - November 27, 2020
The Week of November 25 - November 29, 2019
The Week of November 30 - December 4, 2020
The Week of November 4 - November 8, 2019
The Week of November 9 - November 13, 2020
The Week of October 14 - October 18, 2019
The Week of October 19 - October 23, 2020
The Week of October 21 - October 25, 2019
The Week of October 26 - October 30, 2020
The Week of October 28 - November 1, 2019
The Week of October 7 - October 11, 2019
The Week of September 14 - 18, 2020
The Week of September 16-20, 2019
The Week of September 21 - 25, 2020
The Week of September 28 - October 2, 2020
The Week of September 30-October 4, 2019
The Week of September 8 - 11, 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?
There are so many news stories telling us that we have saved so much money during lockdowns, but when the stores open up people are lined up to spend their cash.
There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?
There has been a lot of discussion on “Group Think”, what are your thoughts about this?
There has been talk that these markets are reminiscent of 1987? What do you think?
There have been some articles in the papers regarding the government bailout money used to pay dividends to shareholders. What are your thoughts?
There is a degree of optimism now with the vaccines. Where to from here?
There is a difference with taxation of stocks in Canada and the USA regarding trade and settlement dates. Please explain.
There is a lot going on with social distancing and working from home. Where do we go from here?
There is so much going on in social media, including trendy investment tips and even buying certain stock. What does all of this mean for investors?
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?
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?
There seems to be a bit of a calm with investors and things don’t seem to be as bad as they were two weeks ago. Have you had the same experience with your clients?
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?
There seems to be a strong rotation between ‘stay at home’ and ‘reopening’ stocks. One group could outperform the other significantly in a rather short period of time. How do I pay attention to my maximum advantage?
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 interviewed by Maya Hojeij, Asharq Business News with Bloomberg | Quantitative Tightening Looms for Markets on Fed Pivot | January 31, 2022
Today's Talk is About Fear & Market Insights | Episode 50 - February 2, 2023
Top 5 reasons Canadians DO NOT have a Financial Advisor
Toronto has how many cranes?
Truckers in Ottawa and The Big “V” Word, “Volatility” | Episode 24 - February 3, 2022
Trusted Advisor
U.S. companies continue to report fourth quarter and full year earnings. Can you walk us through the major themes in these earnings results?
U.S. elections & Canda's New Finance Minister | Episode 10.0 - August 20, 2020
U.S. Elections & the Effect on Stock Markets | Episode 44 - November 10, 2022
U.S. Elections and Volatility in the Markets | Episode 43 - October 27, 2022
U.S. Thanksgiving and Our Government Policies | Episode 19 - November 25, 2021
Unprecedented Support – Guiding Markets Through the Storm
US Dividend Advantage Fund Report - April 2016
US Dividend Advantage Fund Report - December 2015
US Dividend Advantage Fund Report - February 2016
US Dividend Advantage Fund Report - January 2016
US Dividend Advantage Fund Report - July 2015
US Dividend Advantage Fund Report - July 2016
US Dividend Advantage Fund Report - June 2015
US Dividend Advantage Fund Report - June 2016
US Dividend Advantage Fund Report - March 2016
US Dividend Advantage Fund Report - May 2016
US Dividend Advantage Fund Report - November 2015
US Dividend Advantage Fund Report - October 2015
US Dividend Advantage Fund Report - September 2015
Vaccinations & Stock Markets | Episode 18.0 - December 10, 2020
Vaccines, New Coronavirus Strain & Province Wide Lockdowns | Episode 19.0 - December 23, 2020
WallStreetBets and GameStop | Episode 22.0 - February 4, 2021
We are in the process of getting vaccines. The next questions is “Now What?”
We are less than 70 days to the U.S. elections. What are your thoughts regarding how emotionally charged it is?
We are seeing inflation with stocks, housing and art but not with other sectors. What has precipitated this?
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?
We have never experienced this and we’re trying to navigate through the COVID-19 pandemic. What are you telling your clients to help them get through these unprecedented times?
We recently watched the first Presidential Debate. Any comments?
We seem to have a lot of volatility this August 2019. What’s all of this turmoil pointing to in the future?
We Talk About Ukraine | Episode 26 - March 3, 2022
We’re already 3 weeks into 2020 & people have focused on their goals. What are you most excited about in 2020? What gives you the power to make a difference to your clients?
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?
We’re in election mode again. What are your thoughts?
We’re in election mode again. What are your thoughts?
We’re in the beginning of 2020. Everyone comes up with resolutions and goals. What’s the best way to keep them?
We’re in the middle of August. What is market sentiment?
We’re living in an era of chip and container shortages. Are we doomed??
We’re more than half way through 2019, where do you see the bargains?
We’re seeing a shift in markets. What does this rotation mean?
We’re three weeks into January. What are your thoughts of the markets in the beginning of 2021?
We’ve seen a pullback in the semiconductor stocks in recent weeks. What’s been happening in that sector?
Webinar: “Signposts” – Plotting a Course Through the Turbulence
Welcome to "Tell Me Something Good"!
What are the benefits of investing with an Investment Advisor, rather than through an app?
What are the four themes in the Caldwell Canadian Value Momentum Fund today?
What are the top 3 things that influence markets and cause them to change?
What are the two key market drivers?
What are you looking for when investing in a company?
What are your thoughts on inflation? Is it temporary or long term?
What are your thoughts on stagflation?
What are your thoughts on the oil and gas industry?
What book are you currently reading?
What book are you reading?
What can you tell me about fees and the role of the Investment Advisor?
What Canadians Are Struggling With & U.S. Presidential Elections | Episode 15.0 - October 29, 2020
What changes have you made at work during COVID lockdowns?
What do you believe will be the permanent economic damage from COVID?
What do you look for before you invest in a company’s stock?
What do you mean by “Our business is not what people think it is”?
What do you say to investors when they ask why their portfolio is not mirroring the markets?
What do you think a post COVID-19 world will look like for investors?
What do you think are most important factors affecting the stock market in 2021?
What do you think is important for investors at the present time?
What do you think is the biggest misconception about the financial industry?
What do you think of the impeachment hearings? How can we position our investments in light of this?
What does safety mean to you?
What Exactly is an Inverted Yield Curve? | Episode 46 - December 8, 2022
What excites you about the markets these days, especially pre-election?
What frustrates you most about the markets?
What has changed in the first quarter of 2019 from the end of 2018?
What is the challenge and opportunity of investing in these COVID-19 markets?
What is the investment question you get the most from friends and family?
What is the key component in investment success? Information?
What is your best advice to investors for the rest of this year?
What kept you up at night when you started your firm?
What should investors do in these volatile markets to protect themselves?
What Should We Look For in the New World to Come? | Episode 6.0 - June 24, 2020
What Will Happen if Interest Rates Go Up For Families and Canadian Households? | Episode 23 - January 20, 2022
What’s the most important investment lesson that you have learned during the COVID-19 pandemic?
What’s your take on the current supply chain situation?
When investing in a private company, what do you look and hope for?
When investing in different countries we need to look at the type of government and their regulations. How does this affect your investments?
When you are at an event, what is the reoccurring question you’re asked regarding investing?
When you are looking to invest in a company, how important or how much emphasis do you put on the quality of the management team?
When your Prospect is “As Cold As Ice”
When your Prospect is “As Cold As Ice”
Where are the bargains?
Where Canada is Going, Relative to Who Gets Elected | Episode 14 - September 16, 2021
Where do you see value in the markets?
Where do you think the stock market is going from here?
Which economic theme has been coming through lately?
Why are credit spreads going to widen?
Why are dividends so important?
Why do you like the decentralized business model?
Why do you see more companies go from a publicly traded company to a private one?
Why invest in Canada?
Why is it important for investors to have a diversified portfolio?
Why is the process of selling a stock more difficult than the process of buying a stock?
Will quantitative investing be the death of fundamental investing?
With all of the geopolitical events occurring, Afghanistan, for example, how do you believe it will affect the markets?
With COVID changing the way that corporations are functioning, you believe that strategy and execution are important now more than ever. Why strategy and execution?
With so many news headlines on a daily basis, how do you make investment decisions?
With Volatility, Should Investors Stay the Course or Cash In? | Episode 34 - June 23, 2022
Worldwide Big Picture Views & Volatility/Risk | Episode 39 - September 1, 2022
Would you please explain the relationship between low interest rates and stock prices?
WP Canada Top 50 Wealth Management Wholesalers of 2023 - Congratulations Jennifer Kuta!
WP Canada: Caldwell announces soft close on successful Value Momentum Fund
WP Canada: Industry news - 'I'm always looking at what's been hammered down'
WP Canada: Industry news - Easing clients' stress levels vital right now, says advisor
WP Canada: Industry news - Why investors need flexibility and liquidity in abruptly changing world
You always talk about Lombardi time. What exactly is it?
You are known as a value investor, meaning you are always looking for bargains. How do you find bargains?
You are passionate about sales and tell others to stretch their sales muscles. What do you mean by that?
You are re-reading The Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb. What is your best takeaway?
You believe that we are over “news’d”, but that is actually good for investors. How so?
You believe the market now, in September 2019, has an “upward bias”. Why?
You believe the markets represent value at this moment. What do you see that others don’t?
You have a theory about the underlying long-term force of supply and demand. What is it?
You have been discussing teams lately. What is the importance of a team?
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?
You have been working at the office throughout this crisis. What perspective has this given you on the markets?
You have this great saying “When in doubt attack!”
You hear Tesla stock is very overvalued, but many investors are worried about missing out. What can you tell them?
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?
You just read "The Talent Code: Greatness Isn’t Born. It’s Grown. Here’s How” by Daniel Coyle. Tell us about it.
You just recorded an anti-fraud initiative in 16 foreign languages called Just Hang Up! What’s it about?
You just wrote a piece titled “Where are the bargains?” Please tell us about it.
You like the “wobble” factor in the markets. What does that mean?
You love to go sailing. How does that help you navigate the markets?
You mentioned in your Volatility write up that 10% of investors are actually looking at corporate fundamentals. What is your investment discipline?
You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns?
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?
You often say, "In volatile times when investors are emotional, the job of the media is to create bargains for us". Please explain.
You often use this phrase: “Bull markets climb a wall of fear”. Sounds like there is a lot happening in the markets these days.
You passionately speak about the importance of spirit in our business. Would you elaborate?
You recently placed full page ads in both national newspapers on April 14th and 15th, 2021. Why was this important to you?
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?
You say that due diligence isn’t just numbers, it’s character. What does that mean?
You talk about “Sales Muscles”, if you don’t use them, you lose them. Tell us about it.
You use the phrase "the big con", what do you mean by that?
You wanted to do another book review: Mindset by Carol S. Dweck. How did it resonate with you?
You were a panelist at the Wealth Professional Women in Wealth conference. Can you walk us through how you think about the gender gap in the wealth management industry?
You were in Afghanistan in 2009 with the Canadian Forces. What is going through your mind with the events that just occurred this weekend?
You were just at an event and the discussion was facial expressions. Are facial expressions the pathway to your passion?
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?
You’re the Top: The Value of Advice as Your Differentiator - How to Stand Out from the Crowd
Your grandfather shared some words of wisdom with you. What were they?
Zoomer Radio - Prime Time Money: Denis Taillefer | April 10, 2022
Zoomer Radio - Prime Time Money: Denis Taillefer | October 30, 2022

Sitemap

Site Feeds

Pages

Posts

Categories

Tags

Monthly Archives