Kim Bolton
Member since: Jun '18
President and Portfolio Manager at
Black Swan Dexteritas

Latest Top Picks

It stands out because their API and the use of easing that while that API is not restrictive--easy to use, but has many uses by companies of all sizes and types. That's how Shopify flourishes. The current pullback is a great opportunity. (Analysts’ price target is $355.99)
(A Top Pick Oct 31/18, Up 9%) His target is $2,100. They is primed for continued growth. AWS is a powerhouse, unlimited. Even in the latest quarter they showed a big win in subscriptions. In a correction or recession, all Amazon has to do is expand their e-commerce margins and still do fine.
(A Top Pick Oct 31/18, Up 27%) Another big holding of his. They have a monopoly in this sector (with Mastercard) and high profit margins and a ton of free cash flow. Add dividend growth. This is a winner.
(A Top Pick Oct 31/18, Down 7%) He bought more stock. This is about 5G with the big three hardware players being Huawei (can't buy it, because it's state-owned), Nokia and Ericsson. He owns the latter two. This is down due to litigation issues. It's a great opportunity to buy it now.
It's an IPO. Their flagship product is an infrastructure monitoring service, connecting cloud apps with complex back-end networks. Not sexy but they grew revenues in 2018 by 79%. They have a long runway.