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Compiling comments that experts make about stocks while on public TV.

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Jennifer Radman , Portfolio Manager

Caldwell Investment Management

Date Signal Symbol Company Opinion Price
2013-04-18 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Lots of earnings coming out: big names in technology.  Looking for top line growth this quarter.  In general the computer services market has had challenges to grow this.  She focuses on those names that she thinks will do better in this very competitive market.  She does a lot of bottom up research and thinks this will be the key to success.  She took some cash off the table because some companies have different earnings schedules.  Valuations are fair market but if you don’t have good earnings you get punished.  She sees a buying opportunity.  She would still be buying into this market and sees a rotation into a little more tolerance of risk. 

 Price:
$0.020
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
_N/A
2013-04-18 DON'T BUY AAPL-Q Apple

Such a big part of culture.  They revolutionized how we use technology.  How do you replicate that again.  She prefers Qualcom because they have the patents on all the technology and the chipset side of the business.

 Price:
$392.050
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-18 BUY C-N CitiGroup

Trading at a reasonable multiple, 80% of tangible book value.  She sees stable margins and loan growth.  It is slowing down a bit but the margins are still there.  They have been able to come out of the crisis over the last few years.  There is still a fair amount of upside here.

 Price:
$45.090
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-18 TOP PICK C-N CitiGroup

Came out last week with very, very good earnings.  Trading below tangible book value.  They have improving ROE.  They keep selling off problem assets and now they are releasing reserves from holdings. 

 Price:
$45.090
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-18 DON'T BUY CAT-N Caterpillar

Came under a lot of pressure because of China. The focus of their current 5 year plan is less on China industrial growth and on the infrastructure but rather from consumer spending side.  Concerns are warranted.  Prefers TKR-N, but it is very volatile.

 Price:
$80.460
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-18 PAST TOP PICK CSCO-Q Cisco

(Top Pick Feb 21/13, Down 0.60%) Likes it a lot.  Huge cash generation.  Investing in growth areas and give back 50% of their cash flow to investors.

 Price:
$20.580
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-18 TOP PICK FDX-N FedEx

Fabulous entry point here.  They had a weak quarter and stock sold off.  Reason was they missed on margins from international priority and it was capacity issues which traditionally they are able to manage.  They even make money in recessions.  Thinks there is support in the stock.

 Price:
$91.870
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-18 PAST TOP PICK GM-N General Motors Corporation

(Top Pick Feb 21/13, Up 7.45%)

 Price:
$28.980
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-18 HOLD KKR-N KKR & Co. LP

She has been taking some money off the table recently.  It has been a phenomenal investment for them.  Firing on all cylinders.  Ability to raise and invest capital.  Dividend is high but that is a function of how much they make and what they get from sales of businesses.  Expects they will do well over the next couple of quarters.  She would not buy it here but hang on to it.  Thinks they could come under pressure in a pullback in the market.

 Price:
$19.260
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-18 TOP PICK KSS-N Kohl's Corp

(Top Pick Feb 21/13, Up 2.39%) 3% dividend.  Likes the strong cash flow and is picking it up at 10.5x earnings, below the group.  Have been struggling on same store sales and merchandising, pretty much like the others but they have been doing things about it.  They were very unhappy with their results and made management changes and realigned some of the businesses. These are temporary issues and they will be able to address them

 Price:
$46.960
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-18 DON'T BUY MA-N Mastercard Inc.

Same as Visa.  A bit of an overhang is their European exposure.  The valuation at 25x earnings is too high. 

 Price:
$521.000
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2013-04-18 DON'T BUY MSFT-Q Microsoft

The PC overhang is a bit more than you want to be exposed to at this point.  60% of business attributed to PCs.  They are doing a good job on the server side of the business however.

 Price:
$28.790
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-18 DON'T BUY SPLS-Q Staples

Phenomenal valuation, great balance sheet.  But it comes short on management.  Likes them to have a sense of urgency.  They are not concerned about the lower amount of paper usage.  Ignoring that trend is a red flag.  They made a lot of acquisitions in Europe over the last 5 years and she is not convinced they can do what is necessary.  Short term the consolidation of the number 2 and 3 players will be a bit of a benefit to them.

 Price:
$12.700
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-04-18 DON'T BUY V-N Visa Inc.

Great franchise.  Infrastructure.  Huge barriers to entry.  Phenomenal growth.  It comes down to valuation.  She does not want to pay 25x plus.  She thinks you can get better opportunities.

 Price:
$161.410
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2013-04-18 COMMENT ZUB-T BMO Equal Weight US Banks Hedged to CAD Index ETF

She just owns City Group.  Hedged with Canadian dollars.  She doesn’t factor currency into her decision making to any great extent.

 Price:
$15.140
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 40 entries
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