All posts tagged Stock Market

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

    President and CEO

    March 26, 2021

    Given where we are in the world, what’s the next big thing?

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

    President and CEO

    February 19, 2021

    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?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    February 12, 2021

    Interest rates are ultra low and the government is handing out money. Does that mean stocks will go up forever?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 4, 2021

    Let’s talk about ESG and the lumber producers.

    Investments, first purchased: Canfor Corp. 12/3/2020, Interfor Corp. 11/13/2020, West Fraser Timber Co. Ltd. 11/3/2020.

    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

    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

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