Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 17, 2017

(Top Pick Feb 19/16, Up 13.72%) They specialize in advertising. When you look at the complexity of reaching customers, you have to deal with all the online stuff. The growing complexity causes you to have to specialize in this part of the market.

Omnicom Group (OMC-N)
January 17, 2017

(Top Pick Feb 19/16, Up 13.72%) They specialize in advertising. When you look at the complexity of reaching customers, you have to deal with all the online stuff. The growing complexity causes you to have to specialize in this part of the market.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$84.820
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 17, 2017

(Top Pick Feb 19/16, Up 30.85%) It got hit pretty hard last year. The market was pricing in a recession that didn’t happen. It had a great recovery. They have an 8% cash flow yield. She thinks we will see a much higher share price going forward.

(Top Pick Feb 19/16, Up 30.85%) It got hit pretty hard last year. The market was pricing in a recession that didn’t happen. It had a great recovery. They have an 8% cash flow yield. She thinks we will see a much higher share price going forward.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$48.830
Owned
Yes
BUY
BUY
January 17, 2017

Event timing is quite tough. Two events that investors should remember are Brexit and how the market reacted to that and the second was Trump being elected. No one would have predicted what would have happened within hours of his election. Interest rate increases since the election and the prediction of growth leading to inflation caused massive moves in stocks. The banking sector is driven by where interest rates are going. She owns C-N. Both events were positive for the banking sector.

Bank of America (BAC-N)
January 17, 2017

Event timing is quite tough. Two events that investors should remember are Brexit and how the market reacted to that and the second was Trump being elected. No one would have predicted what would have happened within hours of his election. Interest rate increases since the election and the prediction of growth leading to inflation caused massive moves in stocks. The banking sector is driven by where interest rates are going. She owns C-N. Both events were positive for the banking sector.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$22.050
Owned
No
BUY
BUY
January 17, 2017

She thinks it is a great company and is a core holding. There are a lot of good catalysts. They were a group of fast serve restaurants in Quebec put together by a banking group that did not know restaurants and who then brought in experts, remodeled stores and got the business back on track. They had a nice same store pickup. They are now looking at making acquisitions in that area. The valuation is well below other restaurant peers across North America. She thinks there is plenty of upside remaining.

She thinks it is a great company and is a core holding. There are a lot of good catalysts. They were a group of fast serve restaurants in Quebec put together by a banking group that did not know restaurants and who then brought in experts, remodeled stores and got the business back on track. They had a nice same store pickup. They are now looking at making acquisitions in that area. The valuation is well below other restaurant peers across North America. She thinks there is plenty of upside remaining.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$3.360
Owned
Yes
DON'T BUY
DON'T BUY
January 17, 2017

It is tied to the economy. We hit a high on US auto sales. You may see positive surprises or a downturn in the auto space. She does not do this for her clients.

Ford Motor (F-N)
January 17, 2017

It is tied to the economy. We hit a high on US auto sales. You may see positive surprises or a downturn in the auto space. She does not do this for her clients.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$12.610
Owned
No
DON'T BUY
DON'T BUY
January 17, 2017

She likes companies that don’t sell to consumers. It is a tough industry. She watches Apple from the sidelines.

Apple (AAPL-Q)
January 17, 2017

She likes companies that don’t sell to consumers. It is a tough industry. She watches Apple from the sidelines.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$120.000
Owned
No
BUY WEAKNESS
BUY WEAKNESS
January 17, 2017

They have done a phenomenal job. We had a nice multiple re-rates on the stock. With regards to Tweets regarding this stock, it creates volatility and buying opportunities.

Microsoft (MSFT-Q)
January 17, 2017

They have done a phenomenal job. We had a nice multiple re-rates on the stock. With regards to Tweets regarding this stock, it creates volatility and buying opportunities.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$62.530
Owned
Unknown