Jennifer Radman
Member since: Jan '13
VP & Sr. Portfolio Manager at
Caldwell Investment Management
Caldwell Investment Management
513 Opinions
Latest Top Picks
(A Top Pick Jan 09/20, Down 20%) Orders have slowed down a bit. High quality name. Stock got a bit ahead of itself. What they do is mission-critical. Significant holding for her. Covid delayed projects, but they'll resume and business will improve from here.
(A Top Pick Jan 09/20, Down 4%) Struggling recently. Mission-critical to first responders. Projects delayed. Needed infrastructure with political unrest. Business will pick up.
(A Top Pick Jan 09/20, Down 10%) Food services equipment, plus residential kitchen division. Worst expectations never materialized. Good job navigating through Covid. Strong executors, leaders in the space. Residential picking up as spending dollars shift to the home.
Benefiting from shift in consumer spending to the home. Doorknobs, cabinet hardware. Undergoing a positive rerating by the market. Strong consumer tailwinds as people forced to stay home. Good business model. Lots of growth runway. Half of revenue growth comes from accretive acquisitions. Margins have upside. Yield is 0.73%. (Analysts’ price target is $35.00)
Strong demand is one of the catalysts. Restructuring story. New management. Good progress on balance sheet. Uptick in satellite orders. Free cashflow should be positive going forward. Good multiple. Earth imaging for government. Yield is 0.14%. (Analysts’ price target is $33.30)
Signal
Opinion
Expert
Chart
COMMENT
COMMENT
October 7, 2020
Companies that posted strong Q2 earnings have actually drifted lower? Yes. It's all about beating the spread. The market had high expectations, and there's been a selloff. On the flipside, companies whose worst-case scenario hasn't play out have started to perform a bit better.
Show full opinionHide full opinion
Companies that posted strong Q2 earnings have actually drifted lower? Yes. It's all about beating the spread. The market had high expectations, and there's been a selloff. On the flipside, companies whose worst-case scenario hasn't play out have started to perform a bit better.
COMMENT
COMMENT
October 7, 2020
Will euphoria return to big tech? Great question. In a number of cases, they've been ingrained in economies. Larger tech benefits from positive secular trends. Ultimately, there's a lot of money pouring in through passive means. Nothing to show a change to this, so we'll see new highs on those names.
Show full opinionHide full opinionWill euphoria return to big tech? Great question. In a number of cases, they've been ingrained in economies. Larger tech benefits from positive secular trends. Ultimately, there's a lot of money pouring in through passive means. Nothing to show a change to this, so we'll see new highs on those names.
BUY
BUY
October 7, 2020
Controversial. Historically, not known for good execution. Changes in consumer patterns necessitated digital capability. Good job in that respect. Lately, not expensive. As more of a defensive name in your portfolio, you'll do fine with it.
Show full opinionHide full opinionControversial. Historically, not known for good execution. Changes in consumer patterns necessitated digital capability. Good job in that respect. Lately, not expensive. As more of a defensive name in your portfolio, you'll do fine with it.
department stores
BUY
BUY
October 7, 2020
As long as you have the ability to take market share and you're not too exposed to Covid, markets have rewarded. Haven't seen that with Visa. Cross-border shopping is down. But outstanding growth runway. Will move much higher. Core holding.
Show full opinionHide full opinionAs long as you have the ability to take market share and you're not too exposed to Covid, markets have rewarded. Haven't seen that with Visa. Cross-border shopping is down. But outstanding growth runway. Will move much higher. Core holding.
other services
DON'T BUY
DON'T BUY
October 7, 2020
BDX vs. BSX Owns Boston Scientific instead, with a strong history of execution. One-time events threw off that execution. Hospital procedures are coming back, which will benefit the entire industry. BSX is better known for innovation.
BDX vs. BSX Owns Boston Scientific instead, with a strong history of execution. One-time events threw off that execution. Hospital procedures are coming back, which will benefit the entire industry. BSX is better known for innovation.
Healthcare
BUY
BUY
October 7, 2020
BSX vs. BDX Owns Boston Scientific instead of BDX. BSX has a strong history of execution. One-time events threw off that execution. Hospital procedures are coming back, which will benefit the entire industry. Well known for innovation.
BSX vs. BDX Owns Boston Scientific instead of BDX. BSX has a strong history of execution. One-time events threw off that execution. Hospital procedures are coming back, which will benefit the entire industry. Well known for innovation.
biotechnology/pharmaceutical
HOLD
HOLD
October 7, 2020
Pretty bullish on gold. Looks for company-specific drivers that will increase the value of a company, even if gold is flat. For example, Wesdome and B2B Gold, which are raising dividends through capital allocation. The ETF has higher beta exposure to the gold price. As long as the commodity keep working, you'll be OK.
Show full opinionHide full opinionPretty bullish on gold. Looks for company-specific drivers that will increase the value of a company, even if gold is flat. For example, Wesdome and B2B Gold, which are raising dividends through capital allocation. The ETF has higher beta exposure to the gold price. As long as the commodity keep working, you'll be OK.
E.T.F.'s
HOLD
HOLD
October 7, 2020
Tough place to be. They operate counter-cyclically. They'll use the pressure on the real estate side to make those counter-cyclical investments. That timing is hard to predict. Ultimately, if you hold 3-5 years, you'll be fine.
Show full opinionHide full opinionTough place to be. They operate counter-cyclically. They'll use the pressure on the real estate side to make those counter-cyclical investments. That timing is hard to predict. Ultimately, if you hold 3-5 years, you'll be fine.
REAL ESTATE
PAST TOP PICK
PAST TOP PICK
October 7, 2020
(A Top Pick Jan 09/20, Down 20%) Orders have slowed down a bit. High quality name. Stock got a bit ahead of itself. What they do is mission-critical. Significant holding for her. Covid delayed projects, but they'll resume and business will improve from here.
Show full opinionHide full opinion(A Top Pick Jan 09/20, Down 20%) Orders have slowed down a bit. High quality name. Stock got a bit ahead of itself. What they do is mission-critical. Significant holding for her. Covid delayed projects, but they'll resume and business will improve from here.
consulting
PAST TOP PICK
PAST TOP PICK
October 7, 2020
(A Top Pick Jan 09/20, Down 4%) Struggling recently. Mission-critical to first responders. Projects delayed. Needed infrastructure with political unrest. Business will pick up.
Show full opinionHide full opinion(A Top Pick Jan 09/20, Down 4%) Struggling recently. Mission-critical to first responders. Projects delayed. Needed infrastructure with political unrest. Business will pick up.
communications/media
PAST TOP PICK
PAST TOP PICK
October 7, 2020
(A Top Pick Jan 09/20, Down 10%) Food services equipment, plus residential kitchen division. Worst expectations never materialized. Good job navigating through Covid. Strong executors, leaders in the space. Residential picking up as spending dollars shift to the home.
Show full opinionHide full opinion(A Top Pick Jan 09/20, Down 10%) Food services equipment, plus residential kitchen division. Worst expectations never materialized. Good job navigating through Covid. Strong executors, leaders in the space. Residential picking up as spending dollars shift to the home.
INDUSTRIAL PRODUCTS
DON'T BUY
DON'T BUY
October 7, 2020
Q2 expectations were really high at 11M new subscribers, so only 10M made the stock sell off. A "build it and they will come" sort of stock. Not a fan of this model. You're paying today for what's supposed to happen down the road, and this risks your capital. Increased competition. Will continue heavy spending on content, so won't be free cashflow positive till 2024.
Show full opinionHide full opinionQ2 expectations were really high at 11M new subscribers, so only 10M made the stock sell off. A "build it and they will come" sort of stock. Not a fan of this model. You're paying today for what's supposed to happen down the road, and this risks your capital. Increased competition. Will continue heavy spending on content, so won't be free cashflow positive till 2024.
Unknown
COMMENT
COMMENT
October 7, 2020
Good job growing book value. Multiple contracting, consolidation period. So something to look at. Hasn't done a ton of research on it.
Show full opinionHide full opinionGood job growing book value. Multiple contracting, consolidation period. So something to look at. Hasn't done a ton of research on it.
insurance
WEAK BUY
WEAK BUY
October 7, 2020
Another "build it and they will come" stock. Revenue has to grow 8-fold to justify the current valuation. Narrative is very positive. Illustration of the market mindset where new-economy stocks are treated very differently than those in old industries. Lot of expectation for things to go right. Short term, a great story. Continued positive upside momentum.
Show full opinionHide full opinionAnother "build it and they will come" stock. Revenue has to grow 8-fold to justify the current valuation. Narrative is very positive. Illustration of the market mindset where new-economy stocks are treated very differently than those in old industries. Lot of expectation for things to go right. Short term, a great story. Continued positive upside momentum.
BUY
BUY
October 7, 2020
Debt levels are coming up. Still lots of runway. More of a sense of urgency about getting infrastructure projects done. Positive tailwind on infrastructure. You want to own consulting and engineers. Good upside on valuation multiple.
Show full opinionHide full opinionDebt levels are coming up. Still lots of runway. More of a sense of urgency about getting infrastructure projects done. Positive tailwind on infrastructure. You want to own consulting and engineers. Good upside on valuation multiple.
consulting
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