Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2017

As these companies earn more money and we get into a higher rate environment we can get dividend increases. She prefers share buy backs.

As these companies earn more money and we get into a higher rate environment we can get dividend increases. She prefers share buy backs.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$83.550
Owned
Unknown
DON'T BUY
DON'T BUY
January 17, 2017

The rail space has seen a great run on the back of part of a Trump rally as well as the head winds from last year rolling over. She held CSX, but sold in the last few weeks on this rally. Last time we had a really big pickup in volume we saw a reduction in margins so she took money off the table.

Norfolk Southern (NSC-N)
January 17, 2017

The rail space has seen a great run on the back of part of a Trump rally as well as the head winds from last year rolling over. She held CSX, but sold in the last few weeks on this rally. Last time we had a really big pickup in volume we saw a reduction in margins so she took money off the table.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$108.900
Owned
No
DON'T BUY
DON'T BUY
January 17, 2017

She never knows what to do with gold as it seems such a sentiment trade. In 2008 gold was the only thing that worked. As market sentiment comes off gold does well, but now you are trading the timing of when that sentiment comes off. She thinks that is very difficult. G-T is focused on cost with the lower commodity price.

Goldcorp Inc (G-T)
January 17, 2017

She never knows what to do with gold as it seems such a sentiment trade. In 2008 gold was the only thing that worked. As market sentiment comes off gold does well, but now you are trading the timing of when that sentiment comes off. She thinks that is very difficult. G-T is focused on cost with the lower commodity price.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$19.770
Owned
No
BUY
BUY
January 17, 2017

It has been pretty flat over the last year. They have a very good market position. She gets repair and remodeling exposure through other companies. The average home gets $3500 spent on it when it changes hands, according to HD-N. Changing family formations with millennials leaving home to get their own are still a benefit to HD-N. It looks more interesting now than it has in the past.

Home Depot (HD-N)
January 17, 2017

It has been pretty flat over the last year. They have a very good market position. She gets repair and remodeling exposure through other companies. The average home gets $3500 spent on it when it changes hands, according to HD-N. Changing family formations with millennials leaving home to get their own are still a benefit to HD-N. It looks more interesting now than it has in the past.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$135.930
Owned
No
TOP PICK
TOP PICK
January 17, 2017

Glass that goes onto multi-story buildings. They are involved with the design aspects with architects. They have a good line of sight of where the market is going and have a nice pipeline of activity ahead of them. They are running the business quite well. They grew their margins without really getting any benefit from their end market. (Analysts’ target: 54.50).

Glass that goes onto multi-story buildings. They are involved with the design aspects with architects. They have a good line of sight of where the market is going and have a nice pipeline of activity ahead of them. They are running the business quite well. They grew their margins without really getting any benefit from their end market. (Analysts’ target: 54.50).

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$55.560
Owned
Yes
TOP PICK
TOP PICK
January 17, 2017

The healthcare space has been really beaten up since the election started. They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US. They have 8-9% of free cash flow. (Analysts target: $81.88).

The healthcare space has been really beaten up since the election started. They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US. They have 8-9% of free cash flow. (Analysts target: $81.88).

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$75.180
Owned
Yes
TOP PICK
TOP PICK
January 17, 2017

A Canadian company with a lot of exposure to the US. They have rental, development and individual homes. She had avoided this space, but there are a lot of avenues across they space for them to grow. It is a great price compared to their net asset value. She has owned it for a while and is flat on the position. They bring in a lot of experts to work with and she thinks that is key. (Analysts Target: $12.56).

A Canadian company with a lot of exposure to the US. They have rental, development and individual homes. She had avoided this space, but there are a lot of avenues across they space for them to grow. It is a great price compared to their net asset value. She has owned it for a while and is flat on the position. They bring in a lot of experts to work with and she thinks that is key. (Analysts Target: $12.56).

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$9.730
Owned
Yes