stockchase picture

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

Expert Index

List by First Name

List by Last Name

Jennifer Radman , Portfolio Manager

Caldwell Investment Management


Date Signal Chart Symbol Company Opinion Price
2015-02-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  You want to be pretty selective in where you put your money and be a bit quicker to get rid of things that aren’t working for you.  3 years ago Canada was the place to be.  Then she moved to the US and it was a good place to be.  She is 65% in the US now.  Technology continues to be her largest sector.


Price:
$0.020
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
_N/A
2015-02-26 COMMENT Must be logged in to use chart AAPL-Q Apple

She does not like consumer products tech companies because of how fast the consumer shifts their preferences.  She is always watching it, however.


Price:
$130.415
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2015-02-26 PAST TOP PICK Must be logged in to use chart ANN-N Ann Inc.

(Top Pick Jan 10/14, Down 2.39%) This one is lagging.  As long as she sees management doing something she sticks with the name.


Price:
$34.760
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 BUY Must be logged in to use chart BA-N Boeing

They have about 5 years of backlog orders in their business.  You can probably get a bit of a better entry point if you are patient.  Not a bad pick.


Price:
$151.730
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2015-02-26 TOP PICK Must be logged in to use chart CSCO-Q Cisco

It is just starting to get going.  When you consider the net cash flow there is a lot of value in the stock.  The company has been very up front about how they are dealing with competitive threats. 


Price:
$29.910
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 BUY on WEAKNESS Must be logged in to use chart CSX-N CSX Corp

Good things going on with Intermodal growth.  They have been getting tightness in the trucking market because they can’t find drivers and now with layoffs in the energy space it is spilling onto the rail side.  These are temporary issues.  She feels there is just a temporary blip in this story.  She would buy on weakness.


Price:
$34.310
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 TOP PICK Must be logged in to use chart CTSH-Q Cognizant Technology Solutions Corp.

They help companies be better through technology.  It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product.  They are focused on healthcare and financial services.  There is quite a bit of run room in this one.  There was a temporary profit warning and she bought into that.


Price:
$62.790
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 HOLD Must be logged in to use chart CVS-N CVS Health Corp

They are targeting how to generate traffic.  They have the pharmacy benefits side which is seen as a competitive advantage.  New money should get a better opportunity over the next little while.


Price:
$104.170
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-02-26 DON'T BUY Must be logged in to use chart DIS-N Walt Disney

Has been a great performer.  They have been firing on a lot of cylinders.  They are trading quite a bit above where they have traded historically so she does not own it.


Price:
$104.560
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2015-02-26 TOP PICK Must be logged in to use chart GWW-N W. W. Grainger Inc

Digitized their large catalogues of manufacturing parts.  They focus on working capital.  It is a very large scale business.  There is some energy overhang so the share price has not done anything in two years. 


Price:
$240.380
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 DON'T BUY Must be logged in to use chart HD-N Home Depot

Results are consistent with the better economic numbers and wage growth.  She does not own it due to valuation.


Price:
$115.380
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2015-02-26 DON'T BUY Must be logged in to use chart IBM-N IBM

It has not been a pretty picture for IBM.  8% revenue decline over the last quarter. 


Price:
$160.870
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-02-26 BUY Must be logged in to use chart KKR-N KKR & Co. LP

Has been flat for bit now.  They had strong realizations as they sold off businesses and now it is a question of what is next.  She sees a very good underlying yield to the story.  They had some energy exposure that was marked down this past quarter.  She likes the management team.  There is quite a bit of opportunity for them.


Price:
$23.490
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-02-26 DON'T BUY Must be logged in to use chart KR-N Kroger Co.

It has had a pretty good run and it is not attractive from a valuation point of view.  It will pullback more than others in a market correction.


Price:
$72.090
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2015-02-26 WEAK BUY Must be logged in to use chart LB-N L Brands Inc.

They are in great areas and saw great growth in execution.  Better economic numbers and wage growth in the US is positive.  LB-N has been one of the better performers over the last year or so.  There is a concern about how long they can keep up the growth.


Price:
$91.980
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 264 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.