Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 24, 2018

Has owned this on and off over the past couple of years. It's a high growth company, and yet he feels they are still just scratching the surface. Probably have about 100 clients, and there are probably 2000 fairly big companies out there, that they could go on. Once it is signed on, a client tends to get bigger. This company will probably get acquired at some point in time. (Analysts' price target is $89.)

Kinaxis Inc (KXS-T)
January 24, 2018

Has owned this on and off over the past couple of years. It's a high growth company, and yet he feels they are still just scratching the surface. Probably have about 100 clients, and there are probably 2000 fairly big companies out there, that they could go on. Once it is signed on, a client tends to get bigger. This company will probably get acquired at some point in time. (Analysts' price target is $89.)

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$85.120
Owned
Yes
TOP PICK
TOP PICK
January 24, 2018

The stock ran way up, and has now pulled back, giving a great opportunity. They've been moving into the US. Hasn't really seen orders ramp up in the US, but expects they have been pushing that through the sales pipeline, and now you are going to start to see sales numbers start to increase this year. Management has been focused on execution and getting buses built on time. (Analysts' price target is $4.33.)

The stock ran way up, and has now pulled back, giving a great opportunity. They've been moving into the US. Hasn't really seen orders ramp up in the US, but expects they have been pushing that through the sales pipeline, and now you are going to start to see sales numbers start to increase this year. Management has been focused on execution and getting buses built on time. (Analysts' price target is $4.33.)

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.150
Owned
Yes
COMMENT
COMMENT
January 24, 2018

In 2014 you were seeing negative same store sales. They brought in a new CEO, and have done a really good job of getting the menu shifted to consumer preferences. The company is really doing well. 6% same-store sales growth in the last quarter. The trade-off is that valuations have moved up with all the good news. Now it has gotten pricey and is too pricey for her.

McDonalds (MCD-N)
January 24, 2018

In 2014 you were seeing negative same store sales. They brought in a new CEO, and have done a really good job of getting the menu shifted to consumer preferences. The company is really doing well. 6% same-store sales growth in the last quarter. The trade-off is that valuations have moved up with all the good news. Now it has gotten pricey and is too pricey for her.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$176.120
Owned
No
COMMENT
COMMENT
January 24, 2018

The thing with this, as we have seen with a lot of stocks, is the Amazon factor. If you don't own Amazon, you are kind of behind the curve because it has done so well. However, on the flipside, if you own anything that Amazon is remotely touching, you are going to get penalized. This company falls into that category. It screens great on any kind of a value metric, but there is this huge overhang in the industry. She doesn't want to own anything that is even remotely spoken about that has an Amazon connection.

CVS Health Corp (CVS-N)
January 24, 2018

The thing with this, as we have seen with a lot of stocks, is the Amazon factor. If you don't own Amazon, you are kind of behind the curve because it has done so well. However, on the flipside, if you own anything that Amazon is remotely touching, you are going to get penalized. This company falls into that category. It screens great on any kind of a value metric, but there is this huge overhang in the industry. She doesn't want to own anything that is even remotely spoken about that has an Amazon connection.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$80.920
Owned
Unknown
COMMENT
COMMENT
January 24, 2018

A great company. A leader in designing any kind of electronics in any type of product. They are part of the design and testing that goes into making sure a product really works. Has a lot of growth opportunities in autos, network communications, etc. It’s a name she continues to like. Management thinks that they can do a lot of the jobs with a growth runway and get it back to a growth profile. As that happens, she thinks the multiple moves higher and it has good earnings growth opportunities.

A great company. A leader in designing any kind of electronics in any type of product. They are part of the design and testing that goes into making sure a product really works. Has a lot of growth opportunities in autos, network communications, etc. It’s a name she continues to like. Management thinks that they can do a lot of the jobs with a growth runway and get it back to a growth profile. As that happens, she thinks the multiple moves higher and it has good earnings growth opportunities.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$46.030
Owned
Yes
COMMENT
COMMENT
January 24, 2018

Recently sold her holdings as it seemed the stock was rolling over. Also, there was more and more concern about potential new competitors coming into the space, particularly on the electric bus side. One reason the company did so well was because of a few bankruptcies and consolidations, so pricing power was really good and there were a minimal number of players. The company subsequently made an acquisition, and the stock has gone on, getting close to its old highs. It seems to still have a good runway with some good upside in the stock.

Recently sold her holdings as it seemed the stock was rolling over. Also, there was more and more concern about potential new competitors coming into the space, particularly on the electric bus side. One reason the company did so well was because of a few bankruptcies and consolidations, so pricing power was really good and there were a minimal number of players. The company subsequently made an acquisition, and the stock has gone on, getting close to its old highs. It seems to still have a good runway with some good upside in the stock.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$58.260
Owned
No
COMMENT
COMMENT
January 24, 2018

This has done phenomenally well. In the auto parts space, there is the big story of peak auto, with North American auto production going down. In Q4 production was down 6%. In this company's case, they have a nice ability of being able to grow because of cost cutting. They’ve really been executing on their business plan, and made a number of investments that are starting to pay off. She thinks the shares will go higher.

Martinrea (MRE-T)
January 24, 2018

This has done phenomenally well. In the auto parts space, there is the big story of peak auto, with North American auto production going down. In Q4 production was down 6%. In this company's case, they have a nice ability of being able to grow because of cost cutting. They’ve really been executing on their business plan, and made a number of investments that are starting to pay off. She thinks the shares will go higher.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$15.470
Owned
Yes