Opinions
Kim Bolton
Infineon Technologies
IFNNY-OTC
PAST TOP PICK
Jul 09, 2018
N/A
Stock price when the opinion was issued
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PAST TOP PICK
(A Top Pick Jul 22/19, Up 35%) He had to be patient with this Dutch-German company. It is now the 8th largest semi-conductor company in the world and the leading supplier of electronic technology to the autonomous driving system. They are in the right place at the right time. Discounted cash flow valuation has a fair value of $26.25, so there is still a little more runway and it remains in his top 5 holdings within the portfolio.
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PAST TOP PICK
(A Top Pick Mar 31/21, Down 26%) German/Dutch semiconductor company in Europe. Leading supplier of chips for EVs. Big retracement with the geopolitical tensions. He's not adding right now, still owns a 1.5% position. You could buy in thirds here just over $30, 25, and 22-23. Put your stop at $19-20.
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TOP PICK
All 3 Top Picks today play in the sandbox of 4 areas: auto, industrial, edge AI, and definitely AI infrastructure.
Processing power management and computing infrastructure. Well positioned in AI revolution, though price doesn't really reflect that. 12-month target of $45. Cyclical. Wouldn't be surprised at a pullback over the summer; pick it up here at $39, and then around $36-37.
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(Past Top Pick, June 1, 2018, Down 7%) A German-Dutch company, and the DAX fell 7% in the same time frame, so he's not surprised by its performance. It's the number-two global supplier of automative sensors. They have a long runway and strong leadshership. This is a great opportunity.