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Jennifer Radman , Portfolio Manager

Caldwell Investment Management

Date Signal Symbol Company Opinion Price
2013-05-30 N/A A Commentary A Comment -- General Comments From an Expert

Markets. We have had a very strong move since the bottom in 2009 and he market is now fairly valued.  It is hard to make money now in the market.  A more concentrated portfolio is recommended.  Bottom up approach.  1. How much you have to pay for the asset.  2. Balance sheet - no credit stories.  3. Management; and 4. Overall operating environment.  Both Canadian and US environments are fairly valued, slow growth.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2013-05-30 N/A A Commentary A Comment -- General Comments From an Expert

REIT Market.  There has been huge demand. Has been a great play.  But everything comes to an end.  Possible end of QE3 has affected them.  She has only one REIT, BOX.UN-T. 

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2013-05-30 DON'T BUY AGU-T Agrium

Prefers Tyson Foods.  Packaged foods with higher margins. 

 Price:
$97.620
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-30 TOP PICK ANN-N Ann Inc.

Same story as Kohls.  Same store sales numbers are not up but it is a late spring so you are not buying coloured bottoms or whatever is in fashion this year.  Hurricane Sandy also is impacting them.  When you look at cash flow it is just too good to pass up.  You might want to wait for June 6th for the Quarter end and see how it goes.

 Price:
$30.230
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-30 TOP PICK BPO-T Brookfield Office Properties

Getting a huge overhang from the leasing that is coming up in lower Manhattan in the World Trade Center space.  Quality of properties is second to none.  Will overcome the overhang.  Discount to NAV. 

 Price:
$17.880
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-30 TOP PICK CLS-T Celestica Inc

They have a lot of cash on the balance sheet; the amount of cash they generate.  They have land value.  If you take that up they are trading at 8 times earnings.  They are not anywhere near highs.  As margins go up with acquisitions, the share price should go up.

 Price:
$9.630
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-30 PAST TOP PICK CSCO-Q Cisco

(Top Pick Feb 20’13, Up 16.62%)

 Price:
$24.370
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-30 DON'T BUY F-N Ford Motor

Prefers GM.  In a much better position because of restricting that Ford is.

 Price:
$15.900
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-30 PAST TOP PICK GM-N General Motors Corporation

(Top Pick Feb 20’13, Up 27.05%)

 Price:
$34.640
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-30 COMMENT GOOG-Q Google

Used to own.  Likes them in the phone market because they are paid by advertisers.  Everything involves how do you get eyes on you.  It was trading by 18 times earnings so she got out.  Prefers Qualcom for handset investment.

 Price:
$870.760
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-05-30 PAST TOP PICK KSS-N Kohl's Corp

(Top Pick Feb 20’13, Up 10.89%) Still likes it and owns it.  There is a lot of hate for stores without the same store sales trends.  As long as they are unhappy with no increase in same store sales trends, then she is comfortable with them.

 Price:
$51.120
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-30 BUY MG-T Magna Int'l. (A)

Should continue to do well as long as auto industry is growing.  GM is the best way to play the auto industry.

 Price:
$69.620
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-30 BUY MS-N Morgan Stanley

Trading a little below book value.  Strength in stock markets helps.  Should continue to do well.

 Price:
$25.820
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-05-30 DON'T BUY NYX-N NYSE Group

If you see better opportunities in other stocks it is better to put the cash there.

 Price:
$41.330
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-05-30 DON'T BUY WFC-N Wells Fargo

Perceives a risk.  She plays banking sector in the US with C-N, which is still a buy to her. 

 Price:
$41.250
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 55 entries
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