Stock Opinions by Kim Bolton - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment October 31, 2018 Market. With the end of September and into October, the pullback in the NASDAQ became a real correction. The ingredients are not there for a full-fledged bear plunge. He still sees the making for new highs yet be made – but it may take a while. The big trends in technology are 5G deployment and creating “Digital Twins”, data analytics towards AI, and electrification and digitization of technology (like auto-drive technology). 0 0 0 0 0 0 comments	Market. With the end of September and into October, the pullback in the NASDAQ became a real correction. The ingredients are not there for a full-fledged bear plunge. He still sees the making for new highs yet be made – but it may take a while. The big trends in technology are 5G deployment and creating “Digital Twins”, data analytics towards AI, and electrification and digitization of technology (like auto-drive technology). Unknown 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $0.020 Owned _N/A	Sign up or Log in to enjoy full view of charts.

DON'T BUY	JD.com Inc(JD-Q) October 31, 2018 He finds this company a little expensive compared to its competitors, who have a more dominate position in the space. 0 0 0 0 0 0 comments	He finds this company a little expensive compared to its competitors, who have a more dominate position in the space. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $23.520 Owned No	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Micron Technology(MU-Q) October 31, 2018 He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices. computer software/processing 0 0 0 0 0 0 comments	He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $37.720 Owned Yes	Sign up or Log in to enjoy full view of charts.
HOLD	PayPal Holdings Inc.(PYPL-Q) October 31, 2018 He holds about 3% of his portfolio in this. In the fintech side, this company is involved in the mobile payment systems for e-commerce. 0 0 0 0 0 0 comments	He holds about 3% of his portfolio in this. In the fintech side, this company is involved in the mobile payment systems for e-commerce. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $84.190 Owned Yes	Sign up or Log in to enjoy full view of charts.
HOLD	Activision Blizzard(ATVI-Q) October 31, 2018 He owns this one. He sees the diversity of their business being better than other competitors. It is also involved in e-sports, which is ballooning. computer software/processing 0 0 0 0 0 0 comments	He owns this one. He sees the diversity of their business being better than other competitors. It is also involved in e-sports, which is ballooning. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $69.050 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Microsoft(MSFT-Q) October 31, 2018 He added to their current position during the recent pullback. This is #6 in all their holdings and this is the leader in their software holdings and is contributing in a substantial way to the company’s 45% growth in revenues. The subscription business is brilliant. Their cloud business now rivals that of Google’s. (Analysts’ price target is $126) computer software/processing 0 0 0 0 0 0 comments	He added to their current position during the recent pullback. This is #6 in all their holdings and this is the leader in their software holdings and is contributing in a substantial way to the company’s 45% growth in revenues. The subscription business is brilliant. Their cloud business now rivals that of Google’s. (Analysts’ price target is $126) computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $106.810 Owned Unknown	Sign up or Log in to enjoy full view of charts.
HOLD	Intel(INTC-Q) October 31, 2018 He recently sold out of their position based on their previous earnings, which called for reduced earnings growth. The chip space is very good. If in it, stick with it. electrical/electronic 0 0 0 0 0 0 comments	He recently sold out of their position based on their previous earnings, which called for reduced earnings growth. The chip space is very good. If in it, stick with it. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $46.880 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Advanced Micro Devices(AMD-Q) October 31, 2018 They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis. electrical/electronic 0 0 0 0 0 0 comments	They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $18.210 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Oracle(ORCL-N) October 31, 2018 He likes the runway heading into subscription services and cloud based business. He would prefer to own MSFT-N. computer software/processing 0 0 0 0 0 0 comments	He likes the runway heading into subscription services and cloud based business. He would prefer to own MSFT-N. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $48.840 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Square Inc(SQ-N) October 31, 2018 This payments company has been voted the #1 app for financial mobile payments – estimated at 33.5 million downloads for the iPhone. For small retailers it is very cost effective. A great opportunity to buy. 0 0 0 0 0 0 comments	This payments company has been voted the #1 app for financial mobile payments – estimated at 33.5 million downloads for the iPhone. For small retailers it is very cost effective. A great opportunity to buy. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $73.450 Owned No	Sign up or Log in to enjoy full view of charts.
WATCH	BlackBerry(BB-T) October 31, 2018 He bought it a couple of years ago and took profit. They have since found it would be dead money investing in this right now. Their product development is stagnant. However at this price level, he would look at it again. electrical/electronic 0 0 0 0 0 0 comments	He bought it a couple of years ago and took profit. They have since found it would be dead money investing in this right now. Their product development is stagnant. However at this price level, he would look at it again. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $12.150 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Tesla Motors Inc(TSLA-Q) October 31, 2018 He has been long and short trading this one based on the volatility. In the last 4-6 months it has had enormous volatility. It would not be a core holding for them. He prefers owning the supply side of this space – into robotics and chips instead. He would trade this instead – buying at $275 and selling at $350. 0 0 0 0 0 0 comments	He has been long and short trading this one based on the volatility. In the last 4-6 months it has had enormous volatility. It would not be a core holding for them. He prefers owning the supply side of this space – into robotics and chips instead. He would trade this instead – buying at $275 and selling at $350. 0 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $337.320 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Applied Materials(AMAT-Q) October 31, 2018 This is an equipment supplier in the semi-conductor space. He sees better valuations with other competitors at this time, who are trading at under 10 times earnings. electrical/electronic 0 0 0 0 0 0 comments	This is an equipment supplier in the semi-conductor space. He sees better valuations with other competitors at this time, who are trading at under 10 times earnings. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $32.880 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Cisco(CSCO-Q) October 31, 2018 This is the 5th largest holding in his portfolio. His last buy was near $42. They have a lot of legacy router business and now sees 5G deployment as their growth engine and sees them as having a great leg up on the competition. Because of the confrontation between China and the US, many of the non-US companies are missing out on the opportunities to the benefit of CSCO-N. electrical/electronic 0 0 0 0 0 0 comments	This is the 5th largest holding in his portfolio. His last buy was near $42. They have a lot of legacy router business and now sees 5G deployment as their growth engine and sees them as having a great leg up on the competition. Because of the confrontation between China and the US, many of the non-US companies are missing out on the opportunities to the benefit of CSCO-N. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $45.750 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	FireEye Inc(FEYE-Q) October 31, 2018 This cyber-security business just reported earnings and highlighted the growth in demand for their end-product. He does own this in his portfolio. Technology 0 0 0 0 0 0 comments	This cyber-security business just reported earnings and highlighted the growth in demand for their end-product. He does own this in his portfolio. Technology 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $18.490 Owned Yes	Sign up or Log in to enjoy full view of charts.

Kim Bolton Latest Top Picks...

Stock Opinions by Kim Bolton - Stockchase Experts