Stock Opinions by Kim Bolton - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment April 17, 2019 Market Outlook - It has been interesting over the last week as feels that people are taking profits in strengths. Most of his positions are withing reach of their price targets. He thinks there might be some consolidation from here. Trends and themes don't change that much. Main in the last 10 years and probably in the next 10 years is digitalizing business. Around that there are three themes: Electrification and Digitalization, Merging the Real World and the Virtual World and Intelligence everywhere. Among trends there are: 5G, The internet of things, AI and Machine learning, Digital Content, Autonomous driving and Smart Factories. 0 0 0 0 0 0 comments	Market Outlook - It has been interesting over the last week as feels that people are taking profits in strengths. Most of his positions are withing reach of their price targets. He thinks there might be some consolidation from here. Trends and themes don't change that much. Main in the last 10 years and probably in the next 10 years is digitalizing business. Around that there are three themes: Electrification and Digitalization, Merging the Real World and the Virtual World and Intelligence everywhere. Among trends there are: 5G, The internet of things, AI and Machine learning, Digital Content, Autonomous driving and Smart Factories. Unknown 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.

WEAK BUY	Viemed Healthcare(VMD-T) April 17, 2019 Small company. Market cap around $250 mill. Not very followed. Decent growth on the revenue side of around 40%. Still have to spend that money. The regulatory issues are big. Very competitive space. But they are very good at it. 0 0 0 0 0 0 comments	Small company. Market cap around $250 mill. Not very followed. Decent growth on the revenue side of around 40%. Still have to spend that money. The regulatory issues are big. Very competitive space. But they are very good at it. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $7.350 Owned No	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Baylin Technologies(BYL-T) April 17, 2019 Too small for them. Market cap of $155 mill. More of a local play. If he would buy it he would more at $3.00 - $3.25. 0 0 0 0 0 0 comments	Too small for them. Market cap of $155 mill. More of a local play. If he would buy it he would more at $3.00 - $3.25. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $3.900 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Baidu.com(BIDU-Q) April 17, 2019 The Google of China. Much like Google, they have investments around like IQIYI in the e-commerce. Own within an ETF. A leader when it comes to AI. They just announced earbuds that translate real-time across 40 languages. other services 0 0 0 0 0 0 comments	The Google of China. Much like Google, they have investments around like IQIYI in the e-commerce. Own within an ETF. A leader when it comes to AI. They just announced earbuds that translate real-time across 40 languages. other services 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $170.330 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Visa Inc.(V-N) April 17, 2019 In their fund 50% is made of 5 ETFs and 50% in 18 single stocks. VISA is one of them. Fairly well priced at a PEG ratio of 1.71. They have a target of $165. He would enter with a half position and the other half if there is a pullback. other services 0 0 0 0 0 0 comments	In their fund 50% is made of 5 ETFs and 50% in 18 single stocks. VISA is one of them. Fairly well priced at a PEG ratio of 1.71. They have a target of $165. He would enter with a half position and the other half if there is a pullback. other services 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $160.440 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	JD.com Inc(JD-Q) April 17, 2019 Largest online retailer within China. Solid core. Upside on spending per user. They have a price target of $42.00 0 0 0 0 0 0 comments	Largest online retailer within China. Solid core. Upside on spending per user. They have a price target of $42.00 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $29.850 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	Cisco(CSCO-Q) April 17, 2019 They just trim the position by a 1/3. Their price target is $62.00. That is a 12-months target so when it gets to 10% below the target they start to shave the position. They have done a fantastic job at transforming their business from hardware to software. They are in the right place at the right time in terms of 5G technology. electrical/electronic 0 0 0 0 0 0 comments	They just trim the position by a 1/3. Their price target is $62.00. That is a 12-months target so when it gets to 10% below the target they start to shave the position. They have done a fantastic job at transforming their business from hardware to software. They are in the right place at the right time in terms of 5G technology. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $56.310 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Nvidia Corp(NVDA-Q) April 17, 2019 They took profit on this stock. Terrific company. They have a price target of $195. They think they can buy it back. There is a big transformation in the game space as mobile side is now . 25% and will be 50% in the next 12-18 months. computer software/processing 0 0 0 0 0 0 comments	They took profit on this stock. Terrific company. They have a price target of $195. They think they can buy it back. There is a big transformation in the game space as mobile side is now . 25% and will be 50% in the next 12-18 months. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $187.290 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Microsoft(MSFT-Q) April 17, 2019 (A Top Pick Dec 14/18, Up 15%) They haven't still taken any profit on it. They just increase the Price Target to $135.00. Their PEG ratio is 1.68. They are an innovator. $5.3 billion in revenues. computer software/processing 0 0 0 0 0 0 comments	(A Top Pick Dec 14/18, Up 15%) They haven't still taken any profit on it. They just increase the Price Target to $135.00. Their PEG ratio is 1.68. They are an innovator. $5.3 billion in revenues. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $121.770 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Xilinx Inc(XLNX-Q) April 17, 2019 (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. electrical/electronic 0 0 0 0 0 0 comments	(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. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $135.820 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	YASKAWA Electric Corporation(YASKY-6506-JP) April 17, 2019 (A Top Pick Dec 14/18, Up 44%) Very cyclical. Dividend Yield of 1.6%. The price target is $75 for them so it has runway left on it. Technology 0 0 0 0 0 0 comments	(A Top Pick Dec 14/18, Up 44%) Very cyclical. Dividend Yield of 1.6%. The price target is $75 for them so it has runway left on it. Technology 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $0.000 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Open Text(OTEX-T) April 17, 2019 Makes him mad that they don't own it. In the right place in the right time. They sell Enterprise information Management software. It allows the companies to digitize their processes. He would buy it in the high $30s computer software/processing 0 0 0 0 0 0 comments	Makes him mad that they don't own it. In the right place in the right time. They sell Enterprise information Management software. It allows the companies to digitize their processes. He would buy it in the high $30s computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $50.740 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	Cloudera inc(CLDR-T) April 17, 2019 Follow it very closely. They compete with the leaders in the cloud without the legacy systems. (Analysts’ price target is $18.20) Technology 0 0 0 0 0 0 comments	Follow it very closely. They compete with the leaders in the cloud without the legacy systems. (Analysts’ price target is $18.20) Technology 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $0.000 Owned No	Sign up or Log in to enjoy full view of charts.
PARTIAL SELL	Universal Display Corp.(OLED-Q) April 17, 2019 They are the suppliers of the organic screens. They get royalty on the new screens. They are popular because the old screens had up to 20 layers and the new ones only 3. The benefit is that it allows them to put more power and tools as the screen is not taking that much space. They sold just yesterday as it is close to their $170 target. He would buy at 1/3 at $150, 1/3 at $130 and 1/3 at $110. electrical/electronic 0 0 0 0 0 0 comments	They are the suppliers of the organic screens. They get royalty on the new screens. They are popular because the old screens had up to 20 layers and the new ones only 3. The benefit is that it allows them to put more power and tools as the screen is not taking that much space. They sold just yesterday as it is close to their $170 target. He would buy at 1/3 at $150, 1/3 at $130 and 1/3 at $110. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $170.240 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	Electronics Arts Inc(EA-Q) April 17, 2019 Got out in early fall last year. They had a great run. There has been a movement in the game industry from consoles to mobile. computer software/processing 0 0 0 0 0 0 comments	Got out in early fall last year. They had a great run. There has been a movement in the game industry from consoles to mobile. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $91.950 Owned No	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Kim Bolton - Stockchase Experts