Jennifer Radman
Member since: Jan '13
VP & Sr. Portfolio Manager at
Caldwell Investment Management
Caldwell Investment Management
Reveal Expert Rating
552 Opinions
Latest Top Picks
(A Top Pick Oct 07/20, Up 14%) She exited the position when the market started to move from COVID winners to recovery stories. It has held up quite well. She thinks the trends are very much still in place.
(A Top Pick Oct 07/20, Up 27%) It is a very active fund. It started to get included in ETFs. This was a one-time positive re-rating. She is selling into that strength.
(A Top Pick Oct 07/20, Up 24%) Environmental and water themes. They had a very strong quarter. There are a lot of good things happening there. She has been adding to it recently. There is a lot of runway and they are well positioned.
It is a medical device company and people are starting to be able to get in to see their doctor and take care of things. A lot of their revenues are tied to non-deferrable procedures. That is positive for the whole group and they have company-specific catalysts also. (Analysts’ price target is $49.00)
They have been doing a great job of putting up great results but the price did not reflect it. It has traded above a multi-year resistance level. There is good rent growth and good occupancy. She thinks the stock is just getting started. (Analysts’ price target is $15.37)
Signal
Opinion
Expert
Chart
N/A
N/A
June 14, 2021
Market. The market is very good at pricing things in, and in this case inflation. The market did not react to hearing there was inflation. Anyone looking to allocate capital has to make bets a long way down the road. There are values on some value stocks that are still pretty low.
Show full opinionHide full opinion
Market. The market is very good at pricing things in, and in this case inflation. The market did not react to hearing there was inflation. Anyone looking to allocate capital has to make bets a long way down the road. There are values on some value stocks that are still pretty low.
BUY
BUY
June 14, 2021
It was negatively impacted by parks. As all their markets open up they think traffic will be better than before COVID. The subscriber stats were not as strong as people had expected. They have an unmatched level of content. It will be a buy if you think the subscriber numbers will continue to improve.
Show full opinionHide full opinionIt was negatively impacted by parks. As all their markets open up they think traffic will be better than before COVID. The subscriber stats were not as strong as people had expected. They have an unmatched level of content. It will be a buy if you think the subscriber numbers will continue to improve.
entertainment services
COMMENT
COMMENT
June 14, 2021
The consumer staples sector had been an under-performer. Now it is still a headwind. It is a defensive piece for a portfolio, however.
Show full opinionHide full opinionThe consumer staples sector had been an under-performer. Now it is still a headwind. It is a defensive piece for a portfolio, however.
food processing
BUY
BUY
June 14, 2021
It is one of her larger positions. It is going to continue to be a very solid investment. They are continuing to build their businesses that have a big competitive moat around them. She thinks this a pretty good entry point for a very high quality company.
Show full opinionHide full opinionIt is one of her larger positions. It is going to continue to be a very solid investment. They are continuing to build their businesses that have a big competitive moat around them. She thinks this a pretty good entry point for a very high quality company.
computer software/processing
BUY
BUY
June 14, 2021
It is one of her larger holdings. The market has started to pick up on the story a little bit. She feels there is still a lot of runway here.
Show full opinionHide full opinionIt is one of her larger holdings. The market has started to pick up on the story a little bit. She feels there is still a lot of runway here.
Technology
BUY
BUY
June 14, 2021
It is at a good entry point for a long term hold. Repair and renovation has been very strong. New household formations are still in the initial innings as millennials start to move out of the home.
Show full opinionHide full opinionIt is at a good entry point for a long term hold. Repair and renovation has been very strong. New household formations are still in the initial innings as millennials start to move out of the home.
specialty stores
DON'T BUY
DON'T BUY
June 14, 2021
With rates moving up since last summer it has been positive for the lenders. This is more of the driver of the business than any company-specific story. The story is muddier now so she is not going into it.
Show full opinionHide full opinionWith rates moving up since last summer it has been positive for the lenders. This is more of the driver of the business than any company-specific story. The story is muddier now so she is not going into it.
banks
BUY
BUY
June 14, 2021
The commodity price is always going to be the main driver. She has been adding to her position. There is a lot of good things happening at the company.
Show full opinionHide full opinionThe commodity price is always going to be the main driver. She has been adding to her position. There is a lot of good things happening at the company.
PAST TOP PICK
PAST TOP PICK
June 14, 2021
(A Top Pick Oct 07/20, Up 14%) She exited the position when the market started to move from COVID winners to recovery stories. It has held up quite well. She thinks the trends are very much still in place.
Show full opinionHide full opinion(A Top Pick Oct 07/20, Up 14%) She exited the position when the market started to move from COVID winners to recovery stories. It has held up quite well. She thinks the trends are very much still in place.
PAST TOP PICK
PAST TOP PICK
June 14, 2021
(A Top Pick Oct 07/20, Up 27%) It is a very active fund. It started to get included in ETFs. This was a one-time positive re-rating. She is selling into that strength.
Show full opinionHide full opinion(A Top Pick Oct 07/20, Up 27%) It is a very active fund. It started to get included in ETFs. This was a one-time positive re-rating. She is selling into that strength.
computer software/processing
PAST TOP PICK
PAST TOP PICK
June 14, 2021
(A Top Pick Oct 07/20, Up 24%) Environmental and water themes. They had a very strong quarter. There are a lot of good things happening there. She has been adding to it recently. There is a lot of runway and they are well positioned.
Show full opinionHide full opinion(A Top Pick Oct 07/20, Up 24%) Environmental and water themes. They had a very strong quarter. There are a lot of good things happening there. She has been adding to it recently. There is a lot of runway and they are well positioned.
environmental
BUY
BUY
June 14, 2021
It is still 40% off its pre-COVID high. They now have good bookings and load factors. Flights will continue to be added to the market. Business travel is a bit more of a question mark. She thinks it will catch on again. They may still be able to cut costs and get profitability back to pre-COVID levels before traffic has fully returned.
Show full opinionHide full opinionIt is still 40% off its pre-COVID high. They now have good bookings and load factors. Flights will continue to be added to the market. Business travel is a bit more of a question mark. She thinks it will catch on again. They may still be able to cut costs and get profitability back to pre-COVID levels before traffic has fully returned.
Transportation
WEAK BUY
WEAK BUY
June 14, 2021
The payout is pretty high on their 5% dividend. If you want the yield it is a good option, though.
Show full opinionHide full opinionThe payout is pretty high on their 5% dividend. If you want the yield it is a good option, though.
telephone utilities
BUY
BUY
June 14, 2021
It is a stable holding, which has in fact been a headwind. It will probably ebb and flow. There are some company specific catalysts there as well, though.
Show full opinionHide full opinionIt is a stable holding, which has in fact been a headwind. It will probably ebb and flow. There are some company specific catalysts there as well, though.
biotechnology/pharmaceutical
BUY
BUY
June 14, 2021
The whole group has traded together. There have been some big pull backs. We have to get past them. There is certainly no change to the drivers of the business. This is probably not the worst time to own them.
Show full opinionHide full opinionThe whole group has traded together. There have been some big pull backs. We have to get past them. There is certainly no change to the drivers of the business. This is probably not the worst time to own them.
electrical utilities
WATCH
WATCH
June 14, 2021
Commodity prices have been so strong and they generated a lot of cash flow. But lumber prices have come off. There could be a leg higher on these names, but you have to see what happens to the commodity price. Watch for another up-leg.
Show full opinionHide full opinionCommodity prices have been so strong and they generated a lot of cash flow. But lumber prices have come off. There could be a leg higher on these names, but you have to see what happens to the commodity price. Watch for another up-leg.
west coast forestry
TOP PICK
TOP PICK
June 14, 2021
It is a medical device company and people are starting to be able to get in to see their doctor and take care of things. A lot of their revenues are tied to non-deferrable procedures. That is positive for the whole group and they have company-specific catalysts also. (Analysts’ price target is $49.00)
Show full opinionHide full opinionIt is a medical device company and people are starting to be able to get in to see their doctor and take care of things. A lot of their revenues are tied to non-deferrable procedures. That is positive for the whole group and they have company-specific catalysts also. (Analysts’ price target is $49.00)
biotechnology/pharmaceutical
TOP PICK
TOP PICK
June 14, 2021
They have been doing a great job of putting up great results but the price did not reflect it. It has traded above a multi-year resistance level. There is good rent growth and good occupancy. She thinks the stock is just getting started. (Analysts’ price target is $15.37)
Show full opinionHide full opinionThey have been doing a great job of putting up great results but the price did not reflect it. It has traded above a multi-year resistance level. There is good rent growth and good occupancy. She thinks the stock is just getting started. (Analysts’ price target is $15.37)
REAL ESTATE
TOP PICK
TOP PICK
June 14, 2021
There could be some volatility. It is benefiting from the trade into early re-opening. They have had some time to get very fit, operationally. She thinks it has legs, although could be choppy here. It is a good part of the market to have exposure to. (Analysts’ price target is $100.40)
Show full opinionHide full opinionThere could be some volatility. It is benefiting from the trade into early re-opening. They have had some time to get very fit, operationally. She thinks it has legs, although could be choppy here. It is a good part of the market to have exposure to. (Analysts’ price target is $100.40)
transportation equip & components
N/A
N/A
February 22, 2021
Market. She aims to participate in what is working in the market. You saw these massive rotations last year. Investors shifted where they were willing to take risk from valuation risk to earnings risk. There is a lot of interest in names coming off cyclical bottoms. The market has been driven by early recovery stories. She looks at stocks on a case by case basis. Some lumber names will do well and some tech names won't. Companies that rely on acquisition for growth, are having to pay higher and higher multiples.
Show full opinionHide full opinionMarket. She aims to participate in what is working in the market. You saw these massive rotations last year. Investors shifted where they were willing to take risk from valuation risk to earnings risk. There is a lot of interest in names coming off cyclical bottoms. The market has been driven by early recovery stories. She looks at stocks on a case by case basis. Some lumber names will do well and some tech names won't. Companies that rely on acquisition for growth, are having to pay higher and higher multiples.
WEAK BUY
WEAK BUY
February 22, 2021
Copper has been strong in this market. Copper stands out in the commodity landscape. It takes a long time to add supply of copper into the market. This one should benefit, but it is really driven by the commodity. This stock screens very well, but she has more on the iron ore and lumber areas.
Show full opinionHide full opinionCopper has been strong in this market. Copper stands out in the commodity landscape. It takes a long time to add supply of copper into the market. This one should benefit, but it is really driven by the commodity. This stock screens very well, but she has more on the iron ore and lumber areas.
integrated mines
BUY
BUY
February 22, 2021
They are participating in the positive sentiment on reopening. There is still upside to this whole group. She thinks this one will continue to trade higher with the broader group.
Show full opinionHide full opinionThey are participating in the positive sentiment on reopening. There is still upside to this whole group. She thinks this one will continue to trade higher with the broader group.
insurance
DON'T BUY
DON'T BUY
February 22, 2021
It has always been seen as a staple or safe haven. Outside of the US a lot of locations are still closed. In the US, same store sales numbers have been pretty good. It was strong coming out of last spring's COVID and through the summer. She would prefer a clothing retailer, however, such as ATZ-T.
It has always been seen as a staple or safe haven. Outside of the US a lot of locations are still closed. In the US, same store sales numbers have been pretty good. It was strong coming out of last spring's COVID and through the summer. She would prefer a clothing retailer, however, such as ATZ-T.
food services
BUY
BUY
February 22, 2021
Electric Vehicle Infrastructure. This is a huge secular theme in the markets. It is a place where a lot of capital has been flowing. MG-T is one of her top holdings.
Show full opinionHide full opinionElectric Vehicle Infrastructure. This is a huge secular theme in the markets. It is a place where a lot of capital has been flowing. MG-T is one of her top holdings.
HOLD
HOLD
February 22, 2021
It is an interesting company because they have done a good job of building the business. She likes owning companies in different parts of the value chain, as apposed to ATD.B-T. It has been a challenging year for PKI-T but she thinks you should continue to hold it.
merchandising/lodging
BUY
BUY
February 22, 2021
There is a lot of growth in this name. They had a bit of a windfall selling equipment during COVID. There is a lot of positive news coming out about their in-home care. There are a lot of positive drivers in this business.
Show full opinionHide full opinionThere is a lot of growth in this name. They had a bit of a windfall selling equipment during COVID. There is a lot of positive news coming out about their in-home care. There are a lot of positive drivers in this business.
COMMENT
COMMENT
February 22, 2021
The commodity price will be the number one driver. It was a strong performer a year or more ago on their Australian assets. However grades started coming down. The market did not like their acquisition. It has been in the penalty box a little bit. It's coming out of it.
Show full opinionHide full opinionThe commodity price will be the number one driver. It was a strong performer a year or more ago on their Australian assets. However grades started coming down. The market did not like their acquisition. It has been in the penalty box a little bit. It's coming out of it.
precious metals
PAST TOP PICK
PAST TOP PICK
February 22, 2021
(A Top Pick Jan 09/20, Down 15%) She would buy this one again. The fundamentals continue to do well even though the stock does nothing. The multiple is very cheap and there is a lot of cash flow and momentum in the business. There is a lot of good things happening in this stock.
Show full opinionHide full opinion(A Top Pick Jan 09/20, Down 15%) She would buy this one again. The fundamentals continue to do well even though the stock does nothing. The multiple is very cheap and there is a lot of cash flow and momentum in the business. There is a lot of good things happening in this stock.
consulting
PAST TOP PICK
PAST TOP PICK
February 22, 2021
(A Top Pick Jan 09/20, Up 10%) They handle communication networks for emergency services. They have done a good job of building an end-to-end solution. Some spending took a pause through COVID but now it seems like business momentum is starting to look better. She likes the mission-critical part of the business.
Show full opinionHide full opinion(A Top Pick Jan 09/20, Up 10%) They handle communication networks for emergency services. They have done a good job of building an end-to-end solution. Some spending took a pause through COVID but now it seems like business momentum is starting to look better. She likes the mission-critical part of the business.
communications/media
PAST TOP PICK
PAST TOP PICK
February 22, 2021
(A Top Pick Jan 09/20, Up 22%) They sell technology into restaurants. They continue to be in the right places. This would also be a recovery play
Show full opinionHide full opinion(A Top Pick Jan 09/20, Up 22%) They sell technology into restaurants. They continue to be in the right places. This would also be a recovery play
INDUSTRIAL PRODUCTS
BUY
BUY
February 22, 2021
The commodity price is the big driver. New home building is strong as is renovation. A lot of supply was take out going into COVID. It is hard for them to ramp up any capacity so the prices continue to be high. Having a very large shareholder makes them a little more focused on the longer term and support of a major shareholder is never a bad idea. She thinks the price of lumber will be higher for longer.
Show full opinionHide full opinionThe commodity price is the big driver. New home building is strong as is renovation. A lot of supply was take out going into COVID. It is hard for them to ramp up any capacity so the prices continue to be high. Having a very large shareholder makes them a little more focused on the longer term and support of a major shareholder is never a bad idea. She thinks the price of lumber will be higher for longer.
west coast forestry
BUY
BUY
February 22, 2021
Strong commodity prices are good for them as is the re-opening trend. It should be a positive tail wind for them and they should do well.
Show full opinionHide full opinionStrong commodity prices are good for them as is the re-opening trend. It should be a positive tail wind for them and they should do well.
Transportation
BUY
BUY
February 22, 2021
They had a big benefit from COVID. They should continue to benefit following COVID. A lot of clients that relied on passenger planes had to move to CJT-T and will stay with them.
Show full opinionHide full opinionThey had a big benefit from COVID. They should continue to benefit following COVID. A lot of clients that relied on passenger planes had to move to CJT-T and will stay with them.
Transportation & Environmental Services
BUY
BUY
February 22, 2021
If oil is going to do better then this one is going to do better. The oil space in Canada is starting to heat up. You have demand coming back and some of the Canadian egress issues are no longer a factor going forward. There are a lot of positives going forward in the space. CNQ-T is also a very solid holding today.
If oil is going to do better then this one is going to do better. The oil space in Canada is starting to heat up. You have demand coming back and some of the Canadian egress issues are no longer a factor going forward. There are a lot of positives going forward in the space. CNQ-T is also a very solid holding today.
integrated oils
BUY
BUY
February 22, 2021
5G – How to play. Some of the semi conductor names are a way to play it and particularly KEYS-N. We are still in the very early stages of that build-out.
Show full opinionHide full opinion5G – How to play. Some of the semi conductor names are a way to play it and particularly KEYS-N. We are still in the very early stages of that build-out.
HOLD
HOLD
February 22, 2021
They have headwinds from consumer staples names and will likely be in the penalty box for a while due to a recent acquisition attempt.
Show full opinionHide full opinionThey have headwinds from consumer staples names and will likely be in the penalty box for a while due to a recent acquisition attempt.
food stores
TOP PICK
TOP PICK
February 22, 2021
They just reported a great quarter and a great 2022 outlook. It is a cyclical recovery trade; There is a valuation upside trade for free; There were great JVs announced. It checks a lot of the boxes. (Analysts’ price target is $114.84)
Show full opinionHide full opinionThey just reported a great quarter and a great 2022 outlook. It is a cyclical recovery trade; There is a valuation upside trade for free; There were great JVs announced. It checks a lot of the boxes. (Analysts’ price target is $114.84)
Automotive
TOP PICK
TOP PICK
February 22, 2021
A recovery opening trade. They reported some hedging losses that initially caused a sell off. The next few quarters will be very, very strong. They are a low cost producer. The do not have a peak multiple so there is upside there. (Analysts’ price target is $28.50)
Show full opinionHide full opinionA recovery opening trade. They reported some hedging losses that initially caused a sell off. The next few quarters will be very, very strong. They are a low cost producer. The do not have a peak multiple so there is upside there. (Analysts’ price target is $28.50)
TOP PICK
TOP PICK
February 22, 2021
They focus on the middle market in IT consulting. They help mid-sized companies transition to the cloud. They have a long growth runway. It is still flying under the radar so no major banks cover the company and if that ever happens it could cause upside. (Analysts’ price target is $7.81)
They focus on the middle market in IT consulting. They help mid-sized companies transition to the cloud. They have a long growth runway. It is still flying under the radar so no major banks cover the company and if that ever happens it could cause upside. (Analysts’ price target is $7.81)
Technology
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 opinionCompanies 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
WATCH
WATCH
October 7, 2020
Rock star in a cyclical industry. Best of breed. Supported by government projects, which rolled over, and then Covid didn't help. Operationally, they're leaders. Industrials and cyclicals have started to perform over the last couple of months. Not quite yet time to own
Show full opinionHide full opinionRock star in a cyclical industry. Best of breed. Supported by government projects, which rolled over, and then Covid didn't help. Operationally, they're leaders. Industrials and cyclicals have started to perform over the last couple of months. Not quite yet time to own
Automotive
DON'T BUY
DON'T BUY
October 7, 2020
Avoids stocks that trade on emotion and news instead of fundamentals. Retail-driven-story stock. Crazy valuation. No interest in owning.
Show full opinionHide full opinionAvoids stocks that trade on emotion and news instead of fundamentals. Retail-driven-story stock. Crazy valuation. No interest in owning.
TOP PICK
TOP PICK
October 7, 2020
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)
Show full opinionHide full opinionBenefiting 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)
TOP PICK
TOP PICK
October 7, 2020
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)
Show full opinionHide full opinionStrong 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)
computer software/processing
TOP PICK
TOP PICK
October 7, 2020
Consulting and engineering specifically on the environment and water. Higher margin work and less cyclical. Favourable dividend policy, grown over 20% in last year with payout ratio below 25%. Good tailwinds. Yield is 0.67%. (Analysts’ price target is $104.50)
Show full opinionHide full opinionConsulting and engineering specifically on the environment and water. Higher margin work and less cyclical. Favourable dividend policy, grown over 20% in last year with payout ratio below 25%. Good tailwinds. Yield is 0.67%. (Analysts’ price target is $104.50)
environmental
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.
Show full opinionHide full opinionMarket. 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.
PixFuture exclusive partner.
© Stockchase Inc.
