Stock Opinions by Kim Bolton - Stockchase Experts
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Kim Bolton @

On Stockchase since : Jun 2018

President and Portfolio Manager

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Kim Bolton Latest Top Picks...

Stock Opinions by Kim Bolton - Stockchase Experts


Signal Opinion Expert Chart
COMMENT
General Market Comment 

July 9, 2018

Technology is all about digitalizing business. There are 10 trends such as digital content (i.e. in gambling), A.I. and advanced analytics. He runs a fund specializing in tech stocks.

Technology is all about digitalizing business. There are 10 trends such as digital content (i.e. in gambling), A.I. and advanced analytics. He runs a fund specializing in tech stocks.

Unknown
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Microsoft(MSFT-Q) 

July 9, 2018

It has a solid franchise. They recently extended their runway by buying GitHub for over US$7-billion, which meshes  nicely with their Cloud operations. Essentially, it extends business-to-business communication. This was a smart move.

computer software/processing

It has a solid franchise. They recently extended their runway by buying GitHub for over US$7-billion, which meshes  nicely with their Cloud operations. Essentially, it extends business-to-business communication. This was a smart move.

computer software/processing
Kim Bolton

President , Black Swan Dexterita...

Price Price
$101.850
Owned Owned
Unknown

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BUY on WEAKNESS
Nutanix Inc(NTNX-Q) 

July 9, 2018

He remembers when it was down in the low-$20's--when he bought it--and today it's at $53. It's in the Cloud, the software side. They got into hyperconverged infrastructure that allows the hardware in the Cloud's data centres to be updated. This stock has worked our well for him. He has a price target of $68. He wouldn't buy more here, but wait until it falls to the high-$40's.

computer software

He remembers when it was down in the low-$20's--when he bought it--and today it's at $53. It's in the Cloud, the software side. They got into hyperconverged infrastructure that allows the hardware in the Cloud's data centres to be updated. This stock has worked our well for him. He has a price target of $68. He wouldn't buy more here, but wait until it falls to the high-$40's.

computer software
Kim Bolton

President , Black Swan Dexterita...

Price Price
$53.140
Owned Owned
Yes

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DON'T BUY
Snap Inc.(SNAP-N) 

July 9, 2018

He owned it, but they disappointed in earnings. He made some money on this (then bought Twitter). So...he recommends Twitter instead. Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

He owned it, but they disappointed in earnings. He made some money on this (then bought Twitter). So...he recommends Twitter instead. Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

0
Kim Bolton

President , Black Swan Dexterita...

Price Price
$13.650
Owned Owned
No

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STRONG BUY
Twitter, Inc(TWTR-N) 

July 9, 2018

Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

0
Kim Bolton

President , Black Swan Dexterita...

Price Price
$44.140
Owned Owned
Yes

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BUY
Intel(INTC-Q) 

July 9, 2018

A core position for him. He's always held this. They're a quiet leader in this space. In the last few years, they have been warming up to the Cloud by selling chips into the Cloud. He strongly believes in Intel.

electrical/electronic

A core position for him. He's always held this. They're a quiet leader in this space. In the last few years, they have been warming up to the Cloud by selling chips into the Cloud. He strongly believes in Intel.

electrical/electronic
Kim Bolton

President , Black Swan Dexterita...

Price Price
$51.860
Owned Owned
Yes

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PAST TOP PICK

(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.

(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.

0
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

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PAST TOP PICK

(Past Top Pick, June 1, 2018, Down 2%) A mega-cap company in online advertising and gaming (gambling) from China. A giant company and a core holding for him. 

(Past Top Pick, June 1, 2018, Down 2%) A mega-cap company in online advertising and gaming (gambling) from China. A giant company and a core holding for him. 

0
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

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BUY on WEAKNESS
Adobe Systems(ADBE-Q) 

July 9, 2018

It's in the digital media/creative space. It's reasonably priced now. His price target is the current $250, so he'd buy at $210-220.

computer software/processing

It's in the digital media/creative space. It's reasonably priced now. His price target is the current $250, so he'd buy at $210-220.

computer software/processing
Kim Bolton

President , Black Swan Dexterita...

Price Price
$249.770
Owned Owned
No

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BUY
Cisco(CSCO-Q) 

July 9, 2018

What tech stocks have growth and pay 4% dividends  ?   Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it.

electrical/electronic

What tech stocks have growth and pay 4% dividends  ?   Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it.

electrical/electronic
Kim Bolton

President , Black Swan Dexterita...

Price Price
$42.670
Owned Owned
Yes

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BUY
IBM(IBM-N) 

July 9, 2018

What tech stocks have growth and pay 4% dividends?  Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it.

electrical/electronic

What tech stocks have growth and pay 4% dividends?  Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it.

electrical/electronic
Kim Bolton

President , Black Swan Dexterita...

Price Price
$144.390
Owned Owned
No

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BUY on WEAKNESS

He owned it from $70 to $150, then re-bought and re-sold it. His target price was $280, so he will buy it south of $240.

Technology

He owned it from $70 to $150, then re-bought and re-sold it. His target price was $280, so he will buy it south of $240.

Technology
Kim Bolton

President , Black Swan Dexterita...

Price Price
$270.460
Owned Owned
No

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BUY on WEAKNESS
Qualcomm(QCOM-Q) 

July 9, 2018

A leader in this space. Qualcomm bought NXP, but that's mired in the current US-China trade dispute. Meanwhile, Qualcomm came down. So he bought an option. Try buying an option going 2-3 months. Pays a yield of 4.3%.

Telecommunications

A leader in this space. Qualcomm bought NXP, but that's mired in the current US-China trade dispute. Meanwhile, Qualcomm came down. So he bought an option. Try buying an option going 2-3 months. Pays a yield of 4.3%.

Telecommunications
Kim Bolton

President , Black Swan Dexterita...

Price Price
$58.040
Owned Owned
Yes

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BUY

Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

Business Services

Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

Business Services
Kim Bolton

President , Black Swan Dexterita...

Price Price
$1167.280
Owned Owned
Yes

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BUY

Google  vs. AlibabaHe owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

Google  vs. AlibabaHe owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

0
Kim Bolton

President , Black Swan Dexterita...

Price Price
$192.750
Owned Owned
Yes

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