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Jennifer Radman , Portfolio Manager

Caldwell Investment Management


Date Signal Chart Symbol Company Opinion Price
2014-06-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Individual investors are concerned about the lack of any recent pullback.  She focuses on valuations.  You can buy into the market.  Valuations are fine.  Regardless of what happens in the short term, these are compelling valuations.  A lot of investment gains are driven by the valuation.  As value investors she is patient with her clients’ money.  25 or so stocks and a disciplined approach.  It is still a low growth environment.  You are seeing more competition.  It makes it a little more complicated.  Be selective in where you focus so you get some good upside.  You’ve had some rotation through the sectors.  Financials had a good run, but now they are lagging.  Some investment is going back into the yield-type plays. 


Price:
$0.020
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-06-23 PAST TOP PICK Must be logged in to use chart ANN-N Ann Inc.

(Top Pick Aug 1/13, Up 20.85%) There has been a pickup in sales.  People are not seeing that explosion of traffic that everyone saw coming out of that horrible winter.  She is still good here.


Price:
$41.900
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-06-23 DON'T BUY Must be logged in to use chart BAC-N Bank of America

She prefers C-N over this.  But they are both trading at significant discount to their book value.  There will be some pretty good catalysts for stocks in this space.


Price:
$15.640
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-06-23 WEAK BUY Must be logged in to use chart BLK-N Blackrock Inc.

The valuation is okay so you won‘t get hurt on it here.  They are a very ambitious, focused group.  They have outlined opportunities in international markets.  It is a well run company.  A good core holding.  She, however, prefers private equity.


Price:
$317.920
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-06-23 WATCH Must be logged in to use chart CLS-T Celestica Inc

Has a lot of cash on the balance sheet.  Without that you are trading sub-11 times earnings.  They lost RIM business, but as they book more business it will add to valuation. 


Price:
$13.720
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-06-23 WATCH Must be logged in to use chart CSCO-Q Cisco

They have so much cash that if you take it out they are trading sub-10 times earnings.  It is quite a discount.  They last beat incredibly low expectations.  Analysts talked positively and recently you saw a bit of a move.


Price:
$24.700
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-06-23 PAST TOP PICK Must be logged in to use chart CSX-N CSX Corp

(Top Pick Aug 1/13, 23.86%) There was still skepticism on the valuation.  Last quarter was challenging because of the weather and increased costs, but they did a good job of offsetting the coal headwind.  There is still a lot of run room on the intermodal side so she continues to own it and sees good upside on the stock.  It’s still a pretty decent valuation.


Price:
$30.810
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-06-23 BUY Must be logged in to use chart CVS-N CVS Corp.

Sometimes something that looks frothy just keeps going.  If she wants to own it, she just buys it.  The multiples on it are still pretty fair.  Pharmacy is about a third of their operating income.  It’s a good name to own and you will be fine with it.  She has nothing in this space right now.


Price:
$76.320
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-06-23 TOP PICK Must be logged in to use chart CVX-N Chevron Texaco

Has done a great job of investing its capital in projects that earn a good return for their investors.  Some projects in Australia are causing some concerns.  As they come on line, it really ramps up their production.  They should do well with strengthening commodity process.


Price:
$132.980
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-06-23 HOLD Must be logged in to use chart EMC-N EMC Corp

They have that chunk in VM wear which is a great spot to be in.  If you take that value out you see the legacy side of the business has gone down.  You are fine owning the stock, but nothing has made her pull the trigger on it.


Price:
$26.380
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-06-23 PAST TOP PICK Must be logged in to use chart FDX-N FedEx

(Top Pick May 30/14, Up 36.02%) They came out with a big cost cutting initiative that she bought into.  It had a good run and hit her valuation target and then the stock continued moving last week after releasing earnings.  It is a little high on the valuation side.


Price:
$148.880
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-06-23 WEAK BUY Must be logged in to use chart IBM-N IBM

Struggled to grow their revenue base.  The only reason they produced decent earning numbers is that they bought their stock back.  There are good things about it, but people are staying on the sidelines, waiting for the revenue to stabilize. 


Price:
$182.140
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-06-23 BUY Must be logged in to use chart KKR-N KKR & Co. LP

Owned for a couple of years and it has done very well for their investors.  They have done a really good job.  Invest their own money, which she likes.  They have done this for clients and earned a fee for that.  They set the stage for a performance bonus, which they get when they sell their assets.  The healthy yield goes up and down. 


Price:
$23.880
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-06-23 DON'T BUY Must be logged in to use chart MCD-N McDonalds

They are so good at what they do.  The concern is the competition that they are seeing.  5 quarters in a row they have seen a reduction in same store sales in the US.  They are ahead of their peers.  You question how much better they can do.  She would like a higher cash flow yield so is on the sidelines.


Price:
$101.910
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
2014-06-23 DON'T BUY Must be logged in to use chart PETM-Q Petsmart Inc.

She had looked at it and it hit her metrics.  It is trading at this multiple because of the competitive environment.  There is not a huge amount of differentiation.  It’s not compelling enough for her.


Price:
$59.900
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
No
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