Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 20, 2013

The whole industry in North America is coming through a big revolution. People are expecting stability in margins but she is playing through Canadian companies (e.g. Canyon Services). Some pretty good momentum and reasonable valuation so you should do well in BHI.

Baker-Hughes (BHGE-N)
September 20, 2013

The whole industry in North America is coming through a big revolution. People are expecting stability in margins but she is playing through Canadian companies (e.g. Canyon Services). Some pretty good momentum and reasonable valuation so you should do well in BHI.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$49.840
Owned
No
WATCH
WATCH
September 20, 2013

Owned for a bit but noticed they were struggling to grow their top line. Until you see an uptick in top line growth rate it won’t do much.

IBM (IBM-N)
September 20, 2013

Owned for a bit but noticed they were struggling to grow their top line. Until you see an uptick in top line growth rate it won’t do much.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$190.020
Owned
No
WATCH
WATCH
September 20, 2013

Had a pretty good quarter a couple of quarters ago and people got excited. That fizzled last quarter. Thinks market will have a wait and see approach.

Microsoft (MSFT-Q)
September 20, 2013

Had a pretty good quarter a couple of quarters ago and people got excited. That fizzled last quarter. Thinks market will have a wait and see approach.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$32.791
Owned
No
WEAK BUY
WEAK BUY
September 20, 2013

Does very well on the retail side and didn’t get into trouble during the crisis. Prefers C-N.

Wells Fargo (WFC-N)
September 20, 2013

Does very well on the retail side and didn’t get into trouble during the crisis. Prefers C-N.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$42.850
Owned
No
DON'T BUY
DON'T BUY
September 20, 2013

One of those exciting stocks. Large multiple. It is hard to justify the premium on the stock. You have to have so much growth to grow into that multiple.

Tesla Motors Inc (TSLA-Q)
September 20, 2013

One of those exciting stocks. Large multiple. It is hard to justify the premium on the stock. You have to have so much growth to grow into that multiple.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$183.390
Owned
No
DON'T BUY
DON'T BUY
September 20, 2013

The consumer has been challenged. Valuation is neither super high, nor super low. The stock could do well going forward but not necessarily so.

Walmart Inc (WMT-N)
September 20, 2013

The consumer has been challenged. Valuation is neither super high, nor super low. The stock could do well going forward but not necessarily so.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$75.830
Owned
No
TOP PICK
TOP PICK
September 20, 2013

Coming out of a period of spending, building massive energy projects, especially in Australia. Have a very good history of allocating capital well. Production growth will really ramp up in 2014. Doesn’t think prospects for next year are priced into the stock.

Chevron Texaco (CVX-N)
September 20, 2013

Coming out of a period of spending, building massive energy projects, especially in Australia. Have a very good history of allocating capital well. Production growth will really ramp up in 2014. Doesn’t think prospects for next year are priced into the stock.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$124.920
Owned
Yes