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All posts tagged Markets

Jennifer Radman, CFA,

Vice President & Senior Portfolio Manager

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February 19, 2020

Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

February 12, 2020

How should we position our portfolios against volatility from this outbreak of the Coronavirus?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

February 5, 2020

Motorola Solutions is one of the holdings in the Caldwell U.S. Dividend Advantage Fund. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Thomas S. Caldwell, C.M.

Chairman

February 5, 2020

You believe that we are over “news’d”, but that is actually good for investors. How so?

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

January 28, 2020

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?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

January 21, 2020

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?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

January 16, 2020

Please explain downside capture and why does it matter to investors?

Thomas S. Caldwell, C.M.

Chairman

December 11, 2019

Please tell us about the correlation between low interest rates and their fuel for higher stock prices.

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

November 19, 2019

I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?

Thomas S. Caldwell, C.M.

Chairman

November 5, 2019

Would you please explain the relationship between low interest rates and stock prices?

Thomas S. Caldwell, C.M.

Chairman

October 30, 2019

You have a theory about the underlying long-term force of supply and demand. What is it?

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

October 8, 2019

What excites you about the markets these days, especially pre-election?
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