Kim Bolton

Higher interest rates have hurt the smaller technology companies which are more leveraged. A few big techs are driving the U.S. market higher. 'Buy the dip' is starting to work again after this strategy failed in 2022. Owning after the down days produces good results.

This company used to be a junior miner and changed its business to developing a product called Zenguard which is a bio coating on masks. However masks are not used as much now. It is not profitable and there are other opportunities. The price target on the street is $2.33

It is in the charging equipment and services space. It is volatile and has lots of competition. You could buy it here and add more if it goes lower.

It develops AI for disruptive financial analytics. He doesn't cover it - there are better investments out there such as Google and Adobe.

This is a pretty phenomenal company and is a leader in the consultancy business with hundreds of thousands of employees. They do what they teach and it runs a virtual boardroom. It is well priced.

He bought it a few years ago but hasn't paid much attention to it in the past year and a half. It has been criticized for sending out mixed messages. He met with them in Montreal a while ago and was impressed, so is taking another look at it. Lightspeed reports on May 18.

It is a small player in the cyber securities market related to Ransom Ware. It had decent revenue in the last year and is finally making money. However it doesn't have much of a runway left. It is a volatile stock in a crowded market.

It provides cloud delivered solutions and cloud workload protection which is becoming very important and a very good niche to be in. It was reluctant to provide guidance in the last report. It is capital intensive and spends heavily on sales and marketing.

It is an amazing collection of businesses. It is big in the gaming world and financial services as well as entertainment and music. It controls 64% of the gaming console market and 44% of the image sensoring market. Sensors are in everything. It is also becoming a leader in smart mobility

Its product renewal rate is 99% and it has many very high spending clients. Its last report beat on both the top and bottom lines and it raised guidance. It keeps companies running smoothly. Its market cap is $92 billion.

It provides network and cloud security with broad integrated automated cyber security solutions, both hardware and software. Its market cap is $50 billion.

It is good to buy for the dividend of 6% and stability but not for capital gains. It has great free cash flow. Its latest report beat both on the top and the bottom and it confirmed guidance. Average analyst price target is $22.70

It spent a lot on 5G and it will take several years to realize the return on this. The company has been disappointing.

It has done well because it is a leader in AI. The March report had good top and bottom line results and increased guidance. He trimmed some today because it is getting close to his price target.

It is now focusing on Mobile EV charging. It had previously sold Covid test kits. Has a $32 million market cap. It is a difficult business to make money in, is not profitable, and there are better options.