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- Justin Elliott, CFA
- Michael B.C. Gundy
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- Meet Our Team
- Caldwell Canadian Value Momentum Fund – Know Your Product (KYP)
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Posts
- 'Shame on all of you': Prominent Toronto businessman decries city's decline into violence
- "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
- 2023 Year Recap & Looking Forward to 2024 | Episode 60 - December 7, 2023
- 6 Featured Global Infrastructure Stocks | Caldwell-Lazard CorePlus Infrastructure Fund
- A Case for Increasing Equity Allocations in Your Clients' Portfolios
- A Closer Look at Brendan Caldwell's Preferred Stocks - Junior Stocks
- A Fireside Chat With Lord Conrad Black and Thomas S. Caldwell, C.M. | April 18, 2023
- A Holistic Approach to Investment Management - Funds Overview
- 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?
- An interview with Dan McGoey, lead Portfolio Manager of Caldwell-Lazard CorePlus Infrastructure Fund | November 15, 2023
- Anticipating the Anticipators & Market Opportunities | Episode 55 - July 6, 2023
- 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
- April 2024
- April 2024 | Caldwell Canadian Value Momentum Fund Commentary
- April 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- April 2024 | Caldwell-Lazard CorePlus Infrastructure 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
- August 2023
- August 2023 | Caldwell Canadian Value Momentum Fund Commentary
- August 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- August 2023 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- August 2024
- August 2024 | Caldwell Canadian Value Momentum Fund Commentary
- August 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- August 2024 | Caldwell-Lazard CorePlus Infrastructure 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
- Behind the Headlines, November 2024 - Lazard Asset Management
- Big Picture, Geopolitical, Economic and Political Issues Worldwide | Episode 54 - June 8, 2023
- 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 | December 29, 2023
- Brendan Caldwell on BNN Bloomberg's Market Call | January 25, 2024
- Brendan Caldwell on BNN Bloomberg's Market Call | July 17, 2023
- Brendan Caldwell on BNN Bloomberg's Market Call | July 30, 2024
- 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 | May 6, 2024
- Brendan Caldwell on BNN Bloomberg's Market Call | October 11, 2024
- Brendan Caldwell on BNN Bloomberg's Market Call | October 2, 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 BNN Bloomberg's Morning Markets | August 2, 2023
- Brendan Caldwell on BNN Bloomberg's Morning Markets | February 16, 2024
- Brendan Caldwell on BNN Bloomberg's Morning Markets | November 27, 2023
- Brendan Caldwell on BNN Bloomberg's The Close | July 4, 2024
- Brendan Caldwell on BNN Bloomberg's The Close | June 18, 2024
- Brendan Caldwell on BNN Bloomberg's The Close | September 19, 2024
- Brendan Caldwell on BNN Bloomberg's Trading Day | May 29, 2024
- 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 Risk Rating of Caldwell Canadian Value Momentum Fund and Caldwell U.S. Dividend Advantage Fund and the removal of Soft Cap on Caldwell Canadian Value Momentum Fund
- 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 Q1 2024
- 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 Q2 2024
- 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 Q3 2023
- Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2024
- 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 Declares Distributions for Q4 2023
- Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2024
- 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 Value Momentum Fund | The Chat Room Episode #1
- Caldwell Value Momentum Fund Presentation Deck
- 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?
- Canada's Strengths and Weaknesses in Public Markets | Brendan Caldwell on BNN Bloomberg's Morning Markets, June 8, 2023
- 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 2023
- December 2023 | Caldwell Canadian Value Momentum Fund Commentary
- December 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- December 2023 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- 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 money manager holds AtkinsRéalis and Chartwell, and recently sold Entegris
- 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 | August 24, 2023
- Denis Taillefer on BNN Bloomberg's The Close | December 9, 2022
- Denis Taillefer on BNN Bloomberg's The Close | February 6, 2024
- Denis Taillefer on BNN Bloomberg's The Close | July 20, 2023
- 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 | May 29, 2023
- Denis Taillefer on BNN Bloomberg's The Close | November 15, 2022
- Denis Taillefer on BNN Bloomberg's The Close | October 10, 2024
- Denis Taillefer on BNN Bloomberg's The Close | October 15, 2021
- Denis Taillefer on BNN Bloomberg's The Close | October 26, 2023
- Denis Taillefer on BNN Bloomberg's The Close | September 15, 2022
- Denis Taillefer on BNN Bloomberg's The Close | September 26, 2024
- Denis Taillefer on BNN Bloomberg's Trading Day | April 30, 2024
- Denis Taillefer on BNN Bloomberg's Trading Day | July 9, 2024
- 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
- Economic Disconnect in the United States | Episode 62 - February 8, 2024
- Economic Factors & Investment Patterns of Canadian Emigration to the U.S. | Episode #66 – June 6, 2024
- Efficient Market Theory & Current Declining Stock Markets | Episode 58 - October 5, 2023
- Elections & The Markets | Episode #67 – July 4, 2024
- 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
- February 2024
- February 2024 | Caldwell Canadian Value Momentum Fund Commentary
- February 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- February 2024 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- Fed and Market Sentiment: A Misalignment?
- Fed Watch: Understanding the Framework
- 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
- First Quarter 2024 Commentary | Caldwell North American Fund Annual Commentary
- First Quarter 2024 Commentary | Tactical Sovereign Bond Fund
- 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.
- Fourth Quarter 2023 Commentary | Caldwell North American Fund Annual Commentary
- Fourth Quarter 2023 Commentary | Tactical Sovereign Bond Fund
- 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
- Geopolitical Events Worldwide & Market Volatility | Episode #68 – August 8, 2024
- 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 Rate Cuts & The Markets | Episode #69 – September 5, 2024
- Interest Rates and the “Sneaky Bull” | Episode 56 - August 3, 2023
- 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 2024
- January 2024 | Caldwell Canadian Value Momentum Fund Commentary
- January 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- January 2024 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- January/February 2017 | Caldwell Balanced Fund Commentary
- Jennifer Kuta on EMPOWERED. with Elizabeth Naumovski | 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
- July 2023
- July 2023 | Caldwell Canadian Value Momentum Fund Commentary
- July 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- July 2023 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- July 2024
- July 2024 | Caldwell Canadian Value Momentum Fund Commentary
- July 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- July 2024 | Caldwell-Lazard CorePlus Infrastructure 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
- June 2023
- June 2023 | Caldwell Canadian Value Momentum Fund Commentary
- June 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- June 2024
- June 2024 | Caldwell Canadian Value Momentum Fund Commentary
- June 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- June 2024 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- Justin Elliott on BNN Bloomberg's The Close | August 14, 2024
- Justin Elliott on BNN Bloomberg's The Close | August 8, 2023
- Justin Elliott on BNN Bloomberg's The Close | February 27, 2024
- 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 | July 4, 2023
- Justin Elliott on BNN Bloomberg's The Close | June 22, 2021
- Justin Elliott on BNN Bloomberg's The Close | June 26, 2024
- 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 | May 22, 2024
- Justin Elliott on BNN Bloomberg's The Close | November 1, 2022
- Justin Elliott on BNN Bloomberg's The Close | November 17, 2023
- Justin Elliott on BNN Bloomberg's The Close | October 13, 2023
- 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
- Justin Elliott on BNN Bloomberg's Trading Day | October 17, 2024
- 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.
- Levels of Service & The Markets | Episode #70 – October 3, 2024
- 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 Ahead to 2024 & Canada's Future | Episode 61 - January 4, 2024
- 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 2024
- March 2024 | Caldwell Canadian Value Momentum Fund Commentary
- March 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- March 2024 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- March/April 2017 | Caldwell Balanced Fund Commentary
- Marchés boursiers en 2024 : risques et occasions - CBC French Canada
- Market Sell Off and Macro Thoughts | Episode 40 - September 15, 2022
- Market Sentiment & The Big Picture | Episode 57 - September 7, 2023
- Market Shifts and Policy Realignments
- 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
- May 2023
- May 2023 | Caldwell Canadian Value Momentum Fund Commentary
- May 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- May 2024
- May 2024 | Caldwell Canadian Value Momentum Fund Commentary
- May 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- May 2024 | Caldwell-Lazard CorePlus Infrastructure 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.
- Mid-Year Outlook 2024 | Caldwell-Lazard CorePlus Infrastructure Fund
- 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
- November 2023
- November 2023 | Caldwell Canadian Value Momentum Fund Commentary
- November 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- November 2023 | Caldwell-Lazard CorePlus Infrastructure 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
- October 2023
- October 2023 | Caldwell Canadian Value Momentum Fund Commentary
- October 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- October 2023 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- October 2024
- October 2024 | Caldwell Canadian Value Momentum Fund Commentary
- October 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- October 2024 | Caldwell-Lazard CorePlus Infrastructure 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?
- Open Letter in the Globe & Mail and the Markets | Episode #64 – April 4, 2024
- Open Letter in the Globe & Mail and the Markets | Episode #65 – May 2, 2024
- 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?
- PDAC, Mining Industry & The Stock Market | Episode #63 – March 7, 2024
- 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
- Recession or Depression? | Episode 59 - November 2, 2023
- 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
- Second Quarter 2023 Commentary | Caldwell North American Fund Annual Commentary
- Second Quarter 2023 Commentary | Tactical Sovereign Bond Fund
- Second Quarter 2024 Commentary | Caldwell North American Fund Annual Commentary
- Second Quarter 2024 Commentary | Tactical Sovereign Bond Fund
- September 2013
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- 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
- September 2023
- September 2023 | Caldwell Canadian Value Momentum Fund Commentary
- September 2023 | Caldwell U.S. Dividend Advantage Fund Commentary
- September 2023 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
- September 2024
- September 2024 | Caldwell Canadian Value Momentum Fund Commentary
- September 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
- September 2024 | Caldwell-Lazard CorePlus Infrastructure 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?
- Stock markets in 2024: risks and opportunities - CBC French Canada
- 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
- Tech Sector and Canadian Banks | Brendan Caldwell on BNN Bloomberg's Morning Markets, June 8, 2023
- 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 Case for a 'Higher for Longer' Interest Rate Environment
- 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 Evolution of Global Infrastructure Investing | Caldwell-Lazard CorePlus Infrastructure Fund
- 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
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- 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
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- The Week of June 21 - June 25, 2021
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- The Week of June 7 - June 11, 2021
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- 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?
- Third Quarter 2023 Commentary | Caldwell North American Fund Annual Commentary
- Third Quarter 2024 Commentary | Caldwell North American Fund Annual Commentary
- Third Quarter 2024 Commentary | Tactical Sovereign Bond Fund
- 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
- Thomas S. Caldwell, C.M. on Exchange Invest’s IPO-VID | April 9, 2024
- Today's Talk is About Fear & Market Insights | Episode 50 - February 2, 2023
- Top 5 reasons Canadians DO NOT have a Financial Advisor
- Top Geopolitical Trends in 2024 - Lazard Asset Management
- 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 the Markets | Episode #71 - November 7, 2024
- 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 currently reading?
- 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
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