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Jennifer Radman , Portfolio Manager

Caldwell Investment Management


Date Signal Chart Symbol Company Opinion Price
2014-04-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  It is very difficult to predict the path the market will take.  She is a bottom up analyst.  You hope the companies come out and execute quickly and that the market recognizes it.  You want to be focused and there are a lot of aspects of the market that you want to avoid.  She is still able to find 25 stocks that are attractive in this environment.  Focuses on strong management teams and how they invest capital on behalf of shareholders.  Most gains in the market are multiple driven.  She looks for companies that are going through a tough time and you don’t want to own them. 


Price:
$0.020
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-04-15 STRONG BUY Must be logged in to use chart ANN-N Ann Inc.

Strong balance sheet.  The manage team is acting with a sense of urgency.  A pretty compelling entry point here. 


Price:
$40.100
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-04-15 DON'T BUY Must be logged in to use chart BA-N Boeing

An interesting timer of these companies.  There are a lot of fuel cost concerns so there is a big refreshment in the product portfolio of customers such as Fedex.  A very capital intensive business with long lead times.  Not the type of industry she is a big fan of so she is on the sidelines here.


Price:
$124.270
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-04-15 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

A year ago there was a lot of good stuff coming out of the ‘C’ series, but her issue was the balance sheet and it has come up again.  You have huge capital spending and don’t know when you get the money back.  She avoids situations like this.  It hit all her metrics except the balance sheet risk.


Price:
$4.100
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-04-15 PAST TOP PICK Must be logged in to use chart C-N CitiGroup

(Top Pick April 18’13, Up 6.03%) They passed the stress test, but can’t hand out big dividends or do big buybacks.  They have excess capital that they can’t return now, but at some point they can.  She uses this as an opportunity to buy into the stock.  It’s a pretty good value here.


Price:
$48.310
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 BUY Must be logged in to use chart CLS-N Celestica Inc.

They had products coming off their platforms.  Margins are going up.  She would be a buyer here.


Price:
$10.510
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 BUY Must be logged in to use chart CVX-N Chevron Texaco

Under a lot of pressure because they are spending a lot of money on a couple of LNG projects off Australia.  It always takes longer than expected as well as costing more.  This is an overhang and there are risks with these big projects, but the benefits should be pretty good and none are reflected in the stock price.  You have to give management the benefit of the doubt because historically they have done such a good job of getting profitable barrels.  A long term investment.


Price:
$120.300
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 PAST TOP PICK Must be logged in to use chart FDX-N FedEx

(Top Pick April 18’13, Up 43.60%) It hit a target so she sold.  A great franchise.  Some cost cutting still coming into the numbers, but reflected in the numbers.  People are still cautiously optimistic on this one.


Price:
$132.170
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-04-15 DON'T BUY Must be logged in to use chart GM-N General Motors Corporation

Sold GM before everything started turning south for them on the recall issue.  It is a case of how it can blow up and really impact the company.  There was a lot of growth projections for the company, cost cutting, and it seemed like a lot was baked into the share price so she backed off.  She is content to stay on the sidelines.  She is out of the space presently.


Price:
$33.360
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-04-15 DON'T BUY Must be logged in to use chart GOOG-Q Google

Have a slightly cheaper price than the voting shares.  No point in voting shares unless you can influence the vote or something.  It is more the excitement factor and that is not a compelling investment proposition.  She owned it at one point and it hit her valuation.


Price:
$536.440
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-04-15 DON'T BUY Must be logged in to use chart HD-N Home Depot

The US housing troughed.  It did quite well along with the rest of the space, but the valuation was too rich and she got out.  A great franchise and a great return on capital, but valuation keeps her on the sidelines.  Weather recently may give you a pick up. 


Price:
$75.890
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-04-15 DON'T BUY Must be logged in to use chart JNJ-N Johnson & Johnson

Strong business.  It is a story of valuation for her.  She is pretty positive on the healthcare space.  She prefers others.


Price:
$99.200
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-04-15 TOP PICK Must be logged in to use chart KKR-N KKR & Co. LP

Their business is firing on all cylinders.  There was a pullback with the market.  They sell assets into the strong market, which allows them to collect their performance bonus.  The challenge will be investing in it, but with conservative return assumptions she gets pretty decent upside on it.  It also invests some of its own money in its investments and that contributes to the net asset value of the company.


Price:
$22.110
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 WEAK BUY Must be logged in to use chart KO-N Coca-Cola Company

You are really looking to emerging markets to grow.  You have a great franchise, brand and business, but do you want to pay that much for a stock.  It is something that will probably be stable and you will probably do well.


Price:
$40.180
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-04-15 TOP PICK Must be logged in to use chart KSS-N Kohl's Corp

(Top Pick April 18’13, Up 17.83%) The whole group sold off because of the weather.  It’s a temporary issue.  They will be able to fire on all cylinders at some point then they get a re-rating.  A good entry point.  It seems to be the one that is being ignored.  They have tough competition, but she thinks they can compete.  At some point she thinks you will see everything firing and you will get a much higher share price.


Price:
$54.430
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 178 entries
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