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
2014-12-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. She has had a theme of Sell Canada and Buy the US for the last few years for her clients. Even up to the last few months, she has been pretty consistent in her messaging, especially talking about the Canadian market and energy. She has talked about home country bias, where people in their own country tend to invest in their own country. For Canadians, that has been pretty hurtful. The energy Index alone was about 25% at its peak of the index. But there is also all the related industries that feed on that. Up until today, US energy has fallen off just as much as the Canadian energy. However, as of today there is a very big difference. Also, Book Value is also trading at a pretty sizable discount on US companies.


Price:
$0.020
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
_N/A
2014-12-08 DON'T BUY Must be logged in to use chart AMZN-Q Amazon.com

She has gotten to the point where she really likes this company as a consumer. However, a lot of mistakes are made by investors by thinking of good companies as being good stocks. This company is in so much stuff they are investing in, but are not making any money yet. There are much better areas in the market.


Price:
$306.640
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2014-12-08 COMMENT Must be logged in to use chart BAC-N Bank of America

She can see this higher in 12 months. A lot of similar types of stocks trade together, so you wouldn’t see much of a difference between this and Citigroup (C-N). The stock is trading at a considerable discount to BV. Things are improving. They are rationalizing their asset base, and are really working towards those ROE’s that everybody would like to see. When they are able to return their capital to shareholders, as she expects they will, ROE’s will automatically get better. She expects it to go much higher from here.


Price:
$17.660
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2014-12-08 PAST TOP PICK Must be logged in to use chart CLS-T Celestica Inc

(A Top Pick Nov 20/13. Up 21.64%.) This company was really keen, had spare capacity. Given the high cost structure, you need more business to come online to get your margins where you want them. There is still quite a bit from this. They haven’t really fired on all cylinders. It is always some part of the business that hasn’t seen the demand that they have wanted. Very attractive on a valuation basis, given the cash on the balance sheet.


Price:
$12.140
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 BUY Must be logged in to use chart COP-N ConocoPhillips

Her clients have done well in energy, because of the types of names they own in this environment. As crazy as it sounds, the fall in energy prices does have a silver lining. One of the more frustrating things in a market is when you have a lot of capital chasing returns that don’t make any sense. Their ROC over time has been very strong. She thinks this will give good returns over time.


Price:
$65.030
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2014-12-08 TOP PICK Must be logged in to use chart CTSH-Q Cognizant Technology Solutions Corp.

They do consulting in IT sort of business process outsourcing. Big in financial services but recently made an acquisition on the healthcare side. Had bought into this on an “earnings warn”, which was followed by a big pop in the stock when they did better than what they had warned. Have the ability to make companies more efficient. Historically it has been all about cost-cutting, efficiency, etc. but now it is about how to use technology to differentiate and grow your business and generate revenue. Technology has a lot of room to grow and this company is at the heart of it.


Price:
$52.550
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 BUY Must be logged in to use chart CVX-N Chevron Texaco

Thinks this is in a good position. She invested in this originally because it had a lot of capital projects coming on line and a lot of spend going on. Whenever you have that type of spending, the investment community is always a little concerned about what your costs are going to come in at, in overruns, etc. She took an opportunity to Buy in that environment. Even through 2018, you are supposed to see a ramp up in their production. They have key assets in Asia and are still funding the growth there. A good asset.


Price:
$106.800
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 BUY Must be logged in to use chart EMC-N EMC Corp

This is not unlike a lot of the large cap tech stocks. They made so much money and were so good at what they did, but technology always changes, and there is always the question about if the company is still relevant. Because of that, she has seen very compelling valuations across the board on the large cap technology space. Seeing some positive momentum and thinks this is a good thing to own.


Price:
$29.860
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2014-12-08 HOLD Must be logged in to use chart GM-N General Motors Corporation

Thinks there is a valid reason to buy this today. Has had a big pullback. The issue on this is that things seem to be slowing down globally. The numbers for sales looks pretty strong in North America again, with a little bit of weakness in Europe. Asia continues to be strong. There is still a lot of work to be done and it is going to be a bumpy road. Feels the valuation provides a good cushion.


Price:
$32.680
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2014-12-08 BUY Must be logged in to use chart GOOGL-Q Google

Sold her holdings because of the valuation, but looking at it recently, it seems to have come back more into line. This is different than the stocks she typically owns, as it is more of a growth stock. They are very well positioned in the advertising space. The whole key is shifting from desktop advertising to mobile advertising. Given its positioning and relatively lower valuation multiple, she wouldn’t be quick to sell it just because of tax loss selling season. Has an attractive entry point.


Price:
$530.730
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2014-12-08 COMMENT Must be logged in to use chart KKR-N KKR & Co. LP

The payout on this is high currently, but it is not a recurring thing. Part of the distribution they pay is a formula they do and it will fluctuate. If you own, you should receive some tax forms in the mail so you can get the deductions back.


Price:
$22.020
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 HOLD Must be logged in to use chart MAT-Q Mattel

This has been a really tough stock. Has come under quite a bit of pressure. You would think it would be a lower beta name and it seems that all beta names have gone up. They have really suffered from low demand. Have all sorts of Frozen stuff, which is supposed to be in high demand. Looking out a couple of years, this will probably be okay.


Price:
$30.800
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-12-08 TOP PICK Must be logged in to use chart OCX-T Onex Corp

Although a Canadian company, they have most of their investments outside of Canada. Have done so well that they’ve sold a lot of investments and now have a lot of cash on their balance sheet. Just announced an acquisition and she thinks there are more to come. Yield of 0.31%.


Price:
$63.530
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 BUY Must be logged in to use chart QCOM-Q Qualcomm

Anything connected to 3G or 4G networks, they get a royalty on it, which is why she owns the stock despite the troubles it is having on collecting royalties in China. The Chinese situation is why the stock has been flat year-over-year. They have gone through this before and they have ways of auditing, checking and back checking. Also, part of it has to do with the investigation they are under by the Chinese antitrust organization. This has been a big overhang on the stock the last couple of quarters.


Price:
$72.610
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 PAST TOP PICK Must be logged in to use chart TSN-N Tyson Foods Inc.

(A Top Pick Nov 20/13. Up 35.05%.) The business has transformed so much. New management came in and went from some of the highest cost producers to some of the best producers. Recently made an acquisition, so she sold her holdings into that. They seem to be getting good assets, particularly in the breakfast space. Has a strong business outlook.


Price:
$41.310
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
No
Showing 1 to 15 of 243 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.