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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 Chart Symbol Company Opinion Price
2014-08-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.


Price:
$0.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-29 PARTIAL SELL Must be logged in to use chart AAPL-Q Apple

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 


Price:
$102.500
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-29 COMMENT Must be logged in to use chart ABT-N Abbott Labs

Doesn’t follow this one too closely. Recent reports indicate they are doing a lot of things to restart their growth.


Price:
$42.240
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-29 BUY Must be logged in to use chart AET-N Aetna Inc.

This is an area in the healthcare space which is showing pretty good valuations across the board. The whole group is at pretty compelling valuations. A decent stock to own.


Price:
$82.130
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-08-29 BUY Must be logged in to use chart BAC-N Bank of America

Trading at 85% of tangible BV. Seem to be doing a better job and things are improving. The big litigation seems to be out of the way. A good sector to be in and this one should do well over the next few years.


Price:
$16.090
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-08-29 PAST TOP PICK Must be logged in to use chart BPO-N (Dead) Brookfield Properties Corp.

(A Top Pick Sept 20/13. Up 30.18%.) This has now been absorbed into the parent. She had actually sold her holdings. Hasn’t really had any exposure to the REIT sector, except for this one, over the last several years.


Price:
$20.550
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-29 BUY Must be logged in to use chart C-N CitiGroup

Trading at a pretty good discount to its tangible BV. This has grown every single quarter since the beginning of 2010. Have done a very good job of taking the problem assets down and selling them out of Citi holdings. ROE will likely trend higher.


Price:
$51.650
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 PAST TOP PICK Must be logged in to use chart CVX-N Chevron Texaco

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.


Price:
$129.450
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 DON'T BUY Must be logged in to use chart ELY-N Callaway Golf

The stats on rounds of golf played in the US have really gone down. This company has new technology and people aren’t adopting it. They have really struggled and there is quite a bit of inventory. Not a very cheap stock. PE of 48X.


Price:
$7.610
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-29 COMMENT Must be logged in to use chart EMC-N EMC Corp

The big kicker here is that there are some activists shareholders involved. VMware is the crown jewel that is growing at 20%. Management is arguing that it is a strategic fit, but the other side is saying they are better off being split up.


Price:
$29.530
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-29 PAST TOP PICK Must be logged in to use chart FDX-N FedEx

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.


Price:
$147.880
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-29 DON'T BUY Must be logged in to use chart JCP-N J.C. Penney

She likes to buy companies that are in a bit of trouble or are facing challenges. However, some challenges are a bit bigger than what she would like, and this is what is going on here. Retail in general has been a very tough, competitive environment. You really haven’t seen the consumer come back very much. This company is still in the stage of working through a transition, and a pretty big one at that.


Price:
$10.800
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-08-29 HOLD Must be logged in to use chart KKR-N KKR & Co. LP

This is a long-term Hold. There are 3 revenue generating lines, which seem to be trading at a pretty good discount to where they should be. The whole financial sector has not been doing very well. Feels they are in a very good position. There will be a lot of cash coming back to shareholders in the next little while. There is a 3% yield on their recurring revenue base.


Price:
$23.490
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 BUY Must be logged in to use chart NSC-N Norfolk Southern

Looking at the industrial sector overall, rails are the place to be. Have been doing well with a lot of energy projects. From a valuation perspective, you are still good to own the shares.


Price:
$107.000
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-08-29 TOP PICK Must be logged in to use chart OCX-T Onex Corp

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.


Price:
$63.310
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 224 entries
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