Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 20, 2013

REIT space got crushed a bit when interest rates ticked up, so she avoided that space but this one is the one she owns. They had an overhang with vacancy in Manhattan. She expects an announcement from the company in the next while. They are trading at a discount for a temporary reason. A few years and people will look back on this saying they got through it.

REIT space got crushed a bit when interest rates ticked up, so she avoided that space but this one is the one she owns. They had an overhang with vacancy in Manhattan. She expects an announcement from the company in the next while. They are trading at a discount for a temporary reason. A few years and people will look back on this saying they got through it.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$17.030
Owned
Yes
TOP PICK
TOP PICK
September 20, 2013

Have the ability to grow without much help from the economy. Have big cost cutting initiative that will take hold in 2015. A fleet update, voluntary retirement. Have been profitable even in tough economies.

FedEx (FDX-N)
September 20, 2013

Have the ability to grow without much help from the economy. Have big cost cutting initiative that will take hold in 2015. A fleet update, voluntary retirement. Have been profitable even in tough economies.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$116.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 20, 2013

(Top Pick Feb 21/13, Up 15.32%) National brand retailing and exclusive brands. Target value consumer. People are questioning whether then can execute but she sees it as a merchandizing issue and management have made some change to that so she is comfortable holding it.

Kohl's Corp (KSS-N)
September 20, 2013

(Top Pick Feb 21/13, Up 15.32%) National brand retailing and exclusive brands. Target value consumer. People are questioning whether then can execute but she sees it as a merchandizing issue and management have made some change to that so she is comfortable holding it.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$52.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 20, 2013

(Top Pick Feb 21/13, Up 17.89%) Lots of cash flow from its legacy business. Targeting software services side of things. Management team is focused and committed to a share return program so 50% of free cash flow comes back to shareholders. She added more to her position following the last earnings call. Just announced layoffs.

Cisco (CSCO-Q)
September 20, 2013

(Top Pick Feb 21/13, Up 17.89%) Lots of cash flow from its legacy business. Targeting software services side of things. Management team is focused and committed to a share return program so 50% of free cash flow comes back to shareholders. She added more to her position following the last earnings call. Just announced layoffs.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$24.510
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 20, 2013

(Top Pick Feb 21/13, Up 35.90%) The whole space has been driven by North American markets. Lot of positive momentum going on. New management team is laser focused. They are making cars that people want to buy right now. She has been trimming as the stock has come up but there is good momentum and the valuation is reasonable.

(Top Pick Feb 21/13, Up 35.90%) The whole space has been driven by North American markets. Lot of positive momentum going on. New management team is laser focused. They are making cars that people want to buy right now. She has been trimming as the stock has come up but there is good momentum and the valuation is reasonable.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$38.010
Owned
Yes
DON'T BUY
DON'T BUY
September 20, 2013

When you get such big boys playing in this game she lets them have their turf. Too much controversy.

Herbalife Ltd. (HLF-N)
September 20, 2013

When you get such big boys playing in this game she lets them have their turf. Too much controversy.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$69.710
Owned
No
PAST TOP PICK
PAST TOP PICK
September 20, 2013

(Top Pick Feb 21/13, Up 35.90%) The whole space has been driven by North American markets. Lot of positive momentum going on. New management team is laser focused. They are making cars that people want to buy right now. She has been trimming as the stock has come up but there is good momentum and the valuation is reasonable.

(Top Pick Feb 21/13, Up 35.90%) The whole space has been driven by North American markets. Lot of positive momentum going on. New management team is laser focused. They are making cars that people want to buy right now. She has been trimming as the stock has come up but there is good momentum and the valuation is reasonable.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$36.830
Owned
Yes