All posts tagged Markets

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 21, 2021

    Let’s talk about the strong performance of lenders recently and kicking the can down the road.

  • Thomas S. Caldwell, C.M.

    Chairman

    January 20, 2021

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

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 19, 2021

    Let’s talk about renewable energy. You heard some interesting comments at a recent conference.

    Xebec Adsorption – Actual Investment, first purchased: XBC 6/10/2020.
    Northland Power – Former Investment, sold: NPI 11/11/2020.
    The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
    The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.


    Funds Jennifer manages:
    Caldwell North American Fund (formerly Caldwell Balanced Fund)
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • Thomas S. Caldwell, C.M.

    Chairman

    December 16, 2020

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

  • Thomas S. Caldwell, C.M.

    Chairman

    November 25, 2020

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

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    November 18, 2020

    Let’s talk about Paychex. They made some comments around new business startups that were surprising.

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