Opinions Kim Bolton
Xilinx IncXLNXPAST TOP PICKDec 06, 2019
(A Top Pick Jan 22/19, Up 3%) One of his few semi-conductor holdings. They are the leader in integrated circuits. They are perfectly designed for 5G deployment and data centres. It is priced to perfection, as his target is $121.
Kim BoltonOwned
$92.11
Stock price when the opinion was issued
$195.50
As of Feb 11, 2022. Market Open.
electricalelectronic
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BUY
COMMENT
Rumour of AMD buying Xilinx AMD would really benefit for Xilinx which makes great chips for autos, defence and telcos. Buying Xilinx would expand AMD's exposure to these sectors and their overall market. The deal is good, but only at the right price--if it happens. The AMD CEO is great. If the deal happens and AMD sells off, then he would buy.
electricalelectronic
PAST TOP PICK
(A Top Pick Jan 22/19, Up 2%) There are the leader in programmable chip technology -- this fits well with autonomous driving. He will stick with it.
Kim BoltonOwned
electricalelectronic
COMMENT
PAST TOP PICK
(A Top Pick Dec 14/18, Up 53%) They are leaders in the field of programmable gateway array chips. Developers can customize the chips. They have taken 1/2 of their position. They will be buying back at $100. - 110.
Kim BoltonOwned
electricalelectronic
WAIT
Yes, still a good buy. Allows programmers to program a chip, and they have a great moat around that. Great opportunities in computers, networking, and storage. His price target was $122, and now it's over that. Took profits, and has a smaller position now. Can probably pick it up cheaper at $110.
Kim BoltonOwned
electricalelectronic
BUY
They make FPGAs. Programmable logic devices. It is a blank sleight over which you can create logic. It was originally a military technology. This is the only company left in this field. Military projects are classified. This technology will probably remain for some time. The market is rightly rewarding this company for being well positioned.
electricalelectronic
TOP PICK
Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
Kim BoltonOwned
electricalelectronic
