Jennifer Radman
Member since: Jan '13
VP & Sr. Portfolio Manager at
Caldwell Investment Management
Caldwell Investment Management
493 Opinions
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).
Signal
Opinion
Expert
Chart
N/A
N/A
January 9, 2020
Market. December of last year was very bad and then we had a fantastic year and then news came out and who know what will happen. She is a bottom up stock picker. The strategy is to look for good management teams. Investors should expect more volatility. The political events seem to be digested very quickly even if creating a lot of noise in the market. It's going to continue to be a tale of winners and losers.
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Market. December of last year was very bad and then we had a fantastic year and then news came out and who know what will happen. She is a bottom up stock picker. The strategy is to look for good management teams. Investors should expect more volatility. The political events seem to be digested very quickly even if creating a lot of noise in the market. It's going to continue to be a tale of winners and losers.
BUY
BUY
January 9, 2020
It is a secular growth trend. It had been doing very well until two quarters ago. It is balancing now. They arrested the loss of business to another cloud provider. It is a core holding for her. (Analysts’ price target is $51.00)
Show full opinionHide full opinionIt is a secular growth trend. It had been doing very well until two quarters ago. It is balancing now. They arrested the loss of business to another cloud provider. It is a core holding for her. (Analysts’ price target is $51.00)
electrical/electronic
BUY
BUY
January 9, 2020
Metro is by far the best management team in the sector. It seems to go through these cycles. It is a good entry point to get it in at a bit of a lull.
Show full opinionHide full opinionMetro is by far the best management team in the sector. It seems to go through these cycles. It is a good entry point to get it in at a bit of a lull.
food stores
DON'T BUY
DON'T BUY
January 9, 2020
They have such a strong position that you wonder why they don't have a stronger position. It is the AMZN-Q situation. They are more of a value trap. People seem to prefer UPS.
Transportation
COMMENT
COMMENT
January 9, 2020
It has done phenomenal well. You will be uncomfortable with valuation at this point if you own it. If we are looking at a lower interest rates then we end up with a higher valuation. They seem to have a piece of every transaction out there.
Show full opinionHide full opinionIt has done phenomenal well. You will be uncomfortable with valuation at this point if you own it. If we are looking at a lower interest rates then we end up with a higher valuation. They seem to have a piece of every transaction out there.
other services
BUY
BUY
January 9, 2020
She would consider buying both. LOW-N brought in a new management team with a lot of self-help initiatives to closed the gap, but HD-N has also been very strong and both are a home-run in the area. The recession just keeps getting pushed out
specialty stores
BUY
BUY
January 9, 2020
She would consider buying both. LOW-N brought in a new management team with a lot of self-help initiatives to closed the gap, but HD-N has also been very strong and both are a home-run in the area. The recession just keeps getting pushed out
misc industrial products
BUY
BUY
January 9, 2020
It is a very strong business and how could someone disrupt it. Self driving cars will be driven by self-driving adverting data.
Show full opinionHide full opinionIt is a very strong business and how could someone disrupt it. Self driving cars will be driven by self-driving adverting data.
Business Services
BUY
BUY
January 9, 2020
They have huge trends on the bond market. It is a pretty good holding and a core for her.
Show full opinionHide full opinionThey have huge trends on the bond market. It is a pretty good holding and a core for her.
publishing/printing
BUY
BUY
January 9, 2020
They are a roll up story. The risk is just autonomous driven vehicles.
They are a roll up story. The risk is just autonomous driven vehicles.
other services
BUY
BUY
January 9, 2020
She likes and holds it. He likes United health also. This whole managed care in the US when we go through an election cycle gets beaten down.
Show full opinionHide full opinionShe likes and holds it. He likes United health also. This whole managed care in the US when we go through an election cycle gets beaten down.
medical services
N/A
N/A
January 9, 2020
People are worried about where things are going from here. The most important thing is knowing when you need the cash. You should not be forced to sell into a depressed market. Also you need to stay balanced.
Show full opinionHide full opinionPeople are worried about where things are going from here. The most important thing is knowing when you need the cash. You should not be forced to sell into a depressed market. Also you need to stay balanced.
BUY
BUY
January 9, 2020
She is worried about their leverage. They are doing a lot of interesting things with US healthcare. They want to do 50% of the things one can do at the family doctor. It seems like a compelling story. She thinks it will be a good multi-year run. (Analysts’ price target is $81.00)
Show full opinionHide full opinionShe is worried about their leverage. They are doing a lot of interesting things with US healthcare. They want to do 50% of the things one can do at the family doctor. It seems like a compelling story. She thinks it will be a good multi-year run. (Analysts’ price target is $81.00)
specialty stores
COMMENT
COMMENT
January 9, 2020
Onyx has done a good job on their portfolios. She has been playing this through KKR-N and Brookfield to get these secular drivers. They have strong alignment with shareholders.
Onyx has done a good job on their portfolios. She has been playing this through KKR-N and Brookfield to get these secular drivers. They have strong alignment with shareholders.
mngmnt/diversified
DON'T BUY
DON'T BUY
January 9, 2020
They are essentially the balance sheet for the US pharma industry. They are the distributors in the industry. It is a stock that has really struggled. You think it is good value but really it is dead money.
Show full opinionHide full opinionThey are essentially the balance sheet for the US pharma industry. They are the distributors in the industry. It is a stock that has really struggled. You think it is good value but really it is dead money.
wholesale distributors
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