Kim Bolton Dassault Systemes DSY-FP PAST TOP PICK Jun 12, 2019

(A Top Pick May 19/17, Up 25%) They make softwware technology found in a wide range of industries from autos to new buildings. They're building revenues on new customers and selling subscriptions of new technology to existing clients. They're getting into A.I. which has great potential.

He picked this up last November and is up 35%. They provide the new generation for CAD. They make virtual models that can simulate large scale projects. Yield 0.5%. (Analysts’ price target is Euro 109.60)

(Past Top Pick, June 1, 2018, Up 0.4%) It's up 35% YTD. It's in the digital twin space--avatars. They did a whole digital twin of Singapore. Fascinating. He still loves it.

About a 20% runway. Price target of $59.50. Integrated generative AI to make better products and services, optimizing the design process, and thereby increasing profits. Simulation and testing. Personalizing customer data. Good liquidity as an ADR. Buy here around $50, closer to $48, and around $45. Yield is 0.4%.

A large company whose growth has slowed to a decent 8-9% revenue. Also, all French stocks are selling off because of the election. Definitely buy on the current dip. They can convert their net profits 100% into free cash flow, which is rare.