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
2015-04-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  You are seeing a lot of FX impact on the numbers in the US.  Growth has slowed a little bit, but the underlying tone has remained.  Everyone is still cautious, but things seem pretty positive.  The S&P is at its highs, but if you look underneath it, things have shifted.  On the economic side, there are mixed data points and that is what the market is grappling with.  She is avoiding interest sensitive areas.


Price:
$0.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-04-29 DON'T BUY Must be logged in to use chart BA-N Boeing

They are getting into a very good part of the cycle.  There is quite a bit of debt on the balance sheet, however.


Price:
$146.150
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-29 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

They have a lot of good things going for them.  There are a lot of institutional clients diversifying away from equities and into the infrastructure space.  There are good opportunities to grow the book.  Keep a tight leash on it.


Price:
$66.170
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-29 BUY Must be logged in to use chart BX-N Blackstone Group LP

She likes the private equity space.  It has been a great environment.  She prefers KKR right now because it has lagged performance.  8.5% yield.  They are selling some assets into the strength of the market at present. 


Price:
$41.770
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-29 BUY Must be logged in to use chart CSU-T Constellation Software Inc.

They go out and buy software companies and let them do their thing.  It is like a private equity company.  It is an acquisition story. 


Price:
$493.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-29 TOP PICK Must be logged in to use chart CTSH-Q Cognizant Technology Solutions Corp.

Consulting in the health care and financial services areas.  She sees a ton of opportunity for growth over the next couple of years.


Price:
$59.920
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-29 BUY Must be logged in to use chart HD-N Home Depot

Has been a great stock.  A very well run company.  They have benefited from a pickup in home renovation.  You always have to pay a good multiple.


Price:
$108.710
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-29 DON'T BUY Must be logged in to use chart IBM-N IBM

It is really tough.  They are trying, but have not been successful in turning around the revenue declines over the past little while. 


Price:
$174.400
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-29 DON'T BUY Must be logged in to use chart JNJ-N Johnson & Johnson

The healthcare space has been on a tear.  JNJ-N has not participated and was one of the weaker stocks.  The organic growth was pretty good, but the FX headwinds impacted them.


Price:
$100.390
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-29 PAST TOP PICK Must be logged in to use chart KKR-N KKR & Co. LP

(Top Pick Apr 14/14, Up 16.09%) It is her preferred private equity group.  They have a large balance sheet of their own capital that they are investing along with that of clients.  They have some proven performance with a fund they have created and are about to launch a second one.  It is a strategic way of funding new products.  Management’s own capital is put into investments.  She thinks there is some catching up to do right now.


Price:
$23.240
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-29 PAST TOP PICK Must be logged in to use chart KSS-N Kohl's Corp

(Top Pick Apr 14/14, Up 36.36%) It was one of the cheaper names in the whole market.  She recommended it when they were at a floor in the stock price.  They are doing well leveraging their loyalty card.  She thinks there is still quite a bit of run room left.


Price:
$71.100
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-29 TOP PICK Must be logged in to use chart MENT-Q Mentor Graphics Corp.

They make the software and hardware that allows engineers to test electronics before we use them.  They made a lot of investment in the transportation space.


Price:
$24.480
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-29 TOP PICK Must be logged in to use chart OMC-N Omnicom Group

It is such a "Steady Eddie" business.  The whole advertising space is transforming a lot.  She sees a lot of growth trajectories. 


Price:
$76.240
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-29 BUY on WEAKNESS Must be logged in to use chart PG-N Proctor & Gamble

Had a really tough time.  2/3rds of sales are outside of the US.  You have a decent yield, but not sure you are getting paid enough for their growth.  It may be an opportunity to buy into it.


Price:
$79.850
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-29 DON'T BUY Must be logged in to use chart SBUX-Q Starbucks

This is a growth stock with a growth multiple attached to it.  They started to roll out a facility for ordering online.  She looks for value so this one doesn’t interest her.


Price:
$50.650
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 283 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.