Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 20, 2013

Valuation is still compelling. Looks like we will have a really good crop year. Everyone is wondering when the party is going to end. Before the increase in corn prices they weren’t the best company in allocating their capital.

Deere & Co. (DE-N)
September 20, 2013

Valuation is still compelling. Looks like we will have a really good crop year. Everyone is wondering when the party is going to end. Before the increase in corn prices they weren’t the best company in allocating their capital.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$83.820
Owned
No
BUY
BUY
September 20, 2013

Growing at a rate faster than the market. They make a lot of revenue on both the licensing and chip side. They have a lot of room to grow, staying ahead of the curve in technology. Hold if you already own it.

Qualcomm (QCOM-Q)
September 20, 2013

Growing at a rate faster than the market. They make a lot of revenue on both the licensing and chip side. They have a lot of room to grow, staying ahead of the curve in technology. Hold if you already own it.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$69.060
Owned
Yes
WEAK BUY
WEAK BUY
September 20, 2013

She owns Chevron. XOM is reasonable from a multiple perspective but Chevron will do better from a growth perspective.

Exxon Mobil (XOM-N)
September 20, 2013

She owns Chevron. XOM is reasonable from a multiple perspective but Chevron will do better from a growth perspective.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$88.660
Owned
No
BUY
BUY
September 20, 2013

Infrastructure is hard to replicate. Worked through some issues with coal. They are diversified in what they carry. There were autos, fertilizer, housing supplies and Intermodal. The multiple does not represent a huge discount but thinks there will be earnings growth behind it and that there will be a little multiple expansion to come.

CSX Corp (CSX-Q)
September 20, 2013

Infrastructure is hard to replicate. Worked through some issues with coal. They are diversified in what they carry. There were autos, fertilizer, housing supplies and Intermodal. The multiple does not represent a huge discount but thinks there will be earnings growth behind it and that there will be a little multiple expansion to come.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$26.420
Owned
Yes
DON'T BUY
DON'T BUY
September 20, 2013

All the companies in this group are dealing with consumer preferences. She likes the whole smart phone trend. It is tough to bet on one specific company to be the winner. She plays it through QCOM.

Apple (AAPL-Q)
September 20, 2013

All the companies in this group are dealing with consumer preferences. She likes the whole smart phone trend. It is tough to bet on one specific company to be the winner. She plays it through QCOM.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$467.410
Owned
No
DON'T BUY
DON'T BUY
September 20, 2013

Sentiment is pretty positive. They had a blow out quarter with revenue and margin growth. They are clearly doing things right. Investors get caught up in great stories because they are exciting. The flip side is the valuation. She can’t get her head around a 60 times this year’s estimate for valuation.

Facebook (FB-Q)
September 20, 2013

Sentiment is pretty positive. They had a blow out quarter with revenue and margin growth. They are clearly doing things right. Investors get caught up in great stories because they are exciting. The flip side is the valuation. She can’t get her head around a 60 times this year’s estimate for valuation.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$47.490
Owned
No
WEAK BUY
WEAK BUY
September 20, 2013

She puts it in the yield play camp. Stable earnings and not tied to the economy. It won’t hurt you at these levels. Recent acquistion could be a balance sheet issue which she stays away from.

Verizon Communications (VZ-N)
September 20, 2013

She puts it in the yield play camp. Stable earnings and not tied to the economy. It won’t hurt you at these levels. Recent acquistion could be a balance sheet issue which she stays away from.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$47.780
Owned
No