Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 17, 2017

The ultimate Trump stock. When the president of the company is nominated to become Secretary of State, that can only benefit the company. If energy goes up, the company wins. If energy goes down, this company is going to perform because they are so diversified across the industry and geographically. Dividend yield of 3.45%. (Analysts’ price target is $89.92.)

Exxon Mobil (XOM-N)
January 17, 2017

The ultimate Trump stock. When the president of the company is nominated to become Secretary of State, that can only benefit the company. If energy goes up, the company wins. If energy goes down, this company is going to perform because they are so diversified across the industry and geographically. Dividend yield of 3.45%. (Analysts’ price target is $89.92.)

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$87.360
Owned
Yes
TOP PICK
TOP PICK
January 17, 2017

He likes this because it is the 3rd largest globally with 57% personal products and 43% consumer food items. If there is any weakening in the dollar, you are going to see this company improve their performance. 50% of revenue is coming from emerging markets, so this is a growth area. Dividend yield of 3.42%. (Analysts’ price target is $36.72.)

Unilever PLC (UL-N)
January 17, 2017

He likes this because it is the 3rd largest globally with 57% personal products and 43% consumer food items. If there is any weakening in the dollar, you are going to see this company improve their performance. 50% of revenue is coming from emerging markets, so this is a growth area. Dividend yield of 3.42%. (Analysts’ price target is $36.72.)

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$41.610
Owned
Yes
DON'T BUY
DON'T BUY
January 17, 2017

They have great margins, return on capital and dominance within the industry. There is a big trend with athletics for leisure. There are a lot of stores that sell this type of stuff that didn’t exist a few years ago. Their success has attracted a lot of competitors. What happens when people stop wanting to go to the grocery store in track pants? Retail in General has been smoked. It could be turning around but she would prefer one without such a high valuations.

Nike Inc (NKE-N)
January 17, 2017

They have great margins, return on capital and dominance within the industry. There is a big trend with athletics for leisure. There are a lot of stores that sell this type of stuff that didn’t exist a few years ago. Their success has attracted a lot of competitors. What happens when people stop wanting to go to the grocery store in track pants? Retail in General has been smoked. It could be turning around but she would prefer one without such a high valuations.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$53.650
Owned
Unknown
BUY
BUY
January 17, 2017

Mid-last year she had concerns on the credit side and their access to capital. They are doing a great job. The management team is frustrated with the share price. If we are at the beginning of a significant rise in rates, you still get a higher yield owning equities right now, so she thinks they have the ability to do well. They are in great shape and one of the cheapest stocks in the financial sector.

KKR & Co. LP (KKR-N)
January 17, 2017

Mid-last year she had concerns on the credit side and their access to capital. They are doing a great job. The management team is frustrated with the share price. If we are at the beginning of a significant rise in rates, you still get a higher yield owning equities right now, so she thinks they have the ability to do well. They are in great shape and one of the cheapest stocks in the financial sector.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$17.230
Owned
Yes
WATCH
WATCH
January 17, 2017

They trade at about half of the valuation that the rest of the market trades at. They have struggled with traffic and inventory. They are working on getting quicker speed to market and return on capital. They need to get more sales out of less inventory. But traffic is the golden goose. It will be volatile until they solve that problem. At some point things will shift and people will get excited about getting back into these stores.

They trade at about half of the valuation that the rest of the market trades at. They have struggled with traffic and inventory. They are working on getting quicker speed to market and return on capital. They need to get more sales out of less inventory. But traffic is the golden goose. It will be volatile until they solve that problem. At some point things will shift and people will get excited about getting back into these stores.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$29.900
Owned
No
BUY
BUY
January 17, 2017

It is one of her higher holdings. It has been a bit of a show-me story. They have been really good at disrupting themselves and getting into new technologies. They have done well on the gross margin side. She thinks their shares will continue to climb higher. There is quite a bit of room to go.

Cisco (CSCO-Q)
January 17, 2017

It is one of her higher holdings. It has been a bit of a show-me story. They have been really good at disrupting themselves and getting into new technologies. They have done well on the gross margin side. She thinks their shares will continue to climb higher. There is quite a bit of room to go.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$29.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 17, 2017

(Top Pick Feb 19/16, Up 4.26%) She is not happy with the return over the last year. There are concerns about AT&T spending. But they are doing interesting things on the networking side. She likes companies that other companies can’t live without. She thinks there will be a lot more penetration to telecoms globally. They have a 7% free cash flow yield.

Amdocs (DOX-Q)
January 17, 2017

(Top Pick Feb 19/16, Up 4.26%) She is not happy with the return over the last year. There are concerns about AT&T spending. But they are doing interesting things on the networking side. She likes companies that other companies can’t live without. She thinks there will be a lot more penetration to telecoms globally. They have a 7% free cash flow yield.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$59.740
Owned
Yes