Jennifer Radman
Member since: Jan '13
VP & Sr. Portfolio Manager at
Caldwell Investment Management

Latest Top Picks

They have a lot of growth runway. It is a core part of her strategy. There is a multiyear growth runway. 5% free cash flow year on an enterprise basis. It is a core holding. (Analysts’ price target is $110.22)
Communication networks behind mission critical emergency response. They have expanded their addressable markets. She thinks they are very early on in this growth. (Analysts’ price target is $182.50)
It is a high quality company that has gone through a year plus of execution challenges. There is lumpiness in their spending. Acquisitions are part of their strategy. (Analysts’ price target is $138.71)
(A Top Pick Jan 17/17. Down 18%.) Everything played out in terms of the macro tailwinds that she had seen, but the company was so successful in taking market share from its smaller peers, that they decided they didn't want that to continue happening, so there was pricing pressure in one of their significant sectors. She sold her holdings after the latest earnings report.
(A Top Pick Jan 17/17. 0% return.) There are really 3 players that dominate the entire space, and she switched to the leading player, Amerisourcebergen (ABC-N).