Kim Bolton Infineon Technologies IFNNY-OTC PAST TOP PICK Jul 09, 2018

(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.

Leader in supplier of digital chips to electric and autonomous auto industry. Cyclical. Dutch-German company, and the outlook in Europe is not that bright. Price target is $34. PEG ratio is 1.6. Yield is 1.37%. (Analysts’ price target is $22.17)

(A Top Pick Jun 01/18, Down 34%) It has been impacted by the weakness in the semi-conductor space. He still holds a 3.5% position and recently added to his position. He has a 12 month target of $28.

He's been in and out, sold in March and re-bought in May. He has a US$28.50 target. They are the #1 car chip company in the world and the 8th-largest semi company. He plans to increase his 3.5% position to 5%. (Analysts’ price target is $26.60)

(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.

Integrated device manufacturer, in that they design and produce semiconductors. #1 auto chip supplier, 8th largest semi company in the world. Price target of $50. It's up today, so buy in thirds here, at $38, and at $35 if you're lucky. Yield is 0.63%. (Analysts’ price target is $39.00)

(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.

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.

(Analysts’ price target is $52.00)

(A Top Pick Jun 19/24, Up 2%)

Surprised it hasn't done better. They make semis for EV's, the kings of that. They have avoided tariffs for selling to China. Well-positioned for growth in EVs. There's growth in all their segments, and margin recovery is expected. They just bought the automotive internet side from Marvell, which enhances profit offerings and margins. IFNNY is getting rich here, nearing its price target, so he has been writing calls.