All posts tagged Stock Market

  • 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

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

    President and CEO

    January 6, 2021

    Have the markets become totally disconnected from the economy?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 6, 2021

    What do you think are most important factors affecting the stock market in 2021?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    December 29, 2020

    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?

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

    President and CEO

    December 23, 2020

    There is a difference with taxation of stocks in Canada and the USA regarding trade and settlement dates. Please explain.

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