Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 24, 2018

People were thinking there was going to be volatility in 2017, but markets literally went straight up. Now the forecast for 2018 is higher volatility, and we’ll have to see what happens. This is based on the entire market, but you have to remember the market is not just made up of one thing, it is made out of other pieces of businesses. She runs a very concentrated portfolio, which allows her to cherry pick the parts of the market that she thinks will do well, so she is not just in the broad market. Doesn't see how people can do well by owning a broad market.

SPDR S&P 500 ETF (SPY-N)
January 24, 2018

People were thinking there was going to be volatility in 2017, but markets literally went straight up. Now the forecast for 2018 is higher volatility, and we’ll have to see what happens. This is based on the entire market, but you have to remember the market is not just made up of one thing, it is made out of other pieces of businesses. She runs a very concentrated portfolio, which allows her to cherry pick the parts of the market that she thinks will do well, so she is not just in the broad market. Doesn't see how people can do well by owning a broad market.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$283.180
Owned
No
PAST TOP PICK
PAST TOP PICK
January 24, 2018

(A Top Pick Jan 17/17. Down 18%.) Everything played out in terms of the macro tailwinds that she had seen, but the company was so successful in taking market share from its smaller peers, that they decided they didn't want that to continue happening, so there was pricing pressure in one of their significant sectors. She sold her holdings after the latest earnings report.

(A Top Pick Jan 17/17. Down 18%.) Everything played out in terms of the macro tailwinds that she had seen, but the company was so successful in taking market share from its smaller peers, that they decided they didn't want that to continue happening, so there was pricing pressure in one of their significant sectors. She sold her holdings after the latest earnings report.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$45.290
Owned
No
PAST TOP PICK
PAST TOP PICK
January 24, 2018

(A Top Pick Jan 17/17. 0% return.) There are really 3 players that dominate the entire space, and she switched to the leading player, Amerisourcebergen (ABC-N).

(A Top Pick Jan 17/17. 0% return.) There are really 3 players that dominate the entire space, and she switched to the leading player, Amerisourcebergen (ABC-N).

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$74.690
Owned
No
PAST TOP PICK
PAST TOP PICK
January 24, 2018

(A Top Pick Jan 17/17. Up 13%.) Still thinks this is underperforming from where it should. Nothing has fundamentally changed. Thinks the upcoming quarter will be very good.

(A Top Pick Jan 17/17. Up 13%.) Still thinks this is underperforming from where it should. Nothing has fundamentally changed. Thinks the upcoming quarter will be very good.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$10.680
Owned
Yes
COMMENT
COMMENT
January 24, 2018

CCL Industries or Intertape? She bought this at the start of 2013, and it has had a phenomenal run, but exited a couple of quarters ago. It seemed that a lot was being priced into this stock. She has another company she likes in packaging, where expectations are a lot more reasonable. (See Top Picks)

CCL Industries or Intertape? She bought this at the start of 2013, and it has had a phenomenal run, but exited a couple of quarters ago. It seemed that a lot was being priced into this stock. She has another company she likes in packaging, where expectations are a lot more reasonable. (See Top Picks)

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$59.130
Owned
Yes
COMMENT
COMMENT
January 24, 2018

This company has a huge backlog. There is a lot of demand for aircraft, and not a lot of companies that are producing. This is not something you want to own in a market correction. This is something that could do really, really well for you, but you have to be on top of this name for any signs of credit quality in a weakening economy, or even if the market started to top or turnover.

Boeing (BA-N)
January 24, 2018

This company has a huge backlog. There is a lot of demand for aircraft, and not a lot of companies that are producing. This is not something you want to own in a market correction. This is something that could do really, really well for you, but you have to be on top of this name for any signs of credit quality in a weakening economy, or even if the market started to top or turnover.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$334.690
Owned
Unknown
COMMENT
COMMENT
January 24, 2018

(For a 5-year hold?) Pretty well everybody in the sector has done a lot to take costs down, and make investments into digital enterprise. You have the combination of a rising rate environment that will be helpful. Credit quality across the group remains really strong. All this bodes well for the banks. She prefers Citigroup (C-N).

Bank of America (BAC-N)
January 24, 2018

(For a 5-year hold?) Pretty well everybody in the sector has done a lot to take costs down, and make investments into digital enterprise. You have the combination of a rising rate environment that will be helpful. Credit quality across the group remains really strong. All this bodes well for the banks. She prefers Citigroup (C-N).

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$32.090
Owned
No