Stock Opinions by Kim Bolton - Stockchase Experts
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Kim Bolton @

On Stockchase since : Jun 2018

President and Portfolio Manager at Black Swan Dexteritas

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Stock Opinions by Kim Bolton - Stockchase Experts

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COMMENT
General Market Comment 

January 22, 2019

2019 will be an epic bears vs. bulls battle that'll be a lot like 2018. Up 10% and down 10%, and in between you'll see fantastic opportunities because of volatility. Great for traders (not long-term investors). He won't say we're in a bull or bear market, just a transitional market with lots of volatility. But there is a bearish backdrop out there given a world slowdown. Between the bearish and bullish moves, you can bank some money.
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2019 will be an epic bears vs. bulls battle that'll be a lot like 2018. Up 10% and down 10%, and in between you'll see fantastic opportunities because of volatility. Great for traders (not long-term investors). He won't say we're in a bull or bear market, just a transitional market with lots of volatility. But there is a bearish backdrop out there given a world slowdown. Between the bearish and bullish moves, you can bank some money.
Unknown
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
Square Inc(SQ-N) 

January 22, 2019

A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$67.850
Owned Owned
Yes

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BUY
Amazon.com(AMZN-Q) 

January 22, 2019

Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
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Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$1632.170
Owned Owned
Yes

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BUY
SalesForce.com Inc.(CRM-N) 

January 22, 2019

The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
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The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.950
Owned Owned
Unknown

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BUY
They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
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They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$94.170
Owned Owned
Yes

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BUY
What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
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What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$17.790
Owned Owned
Yes

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COMMENT
PayPal Holdings Inc.(PYPL-Q) 

January 22, 2019

They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
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They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$89.940
Owned Owned
Yes

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BUY
Nvidia Corp(NVDA-Q) 

January 22, 2019

He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
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He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.770
Owned Owned
No

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PAST TOP PICK
Dassault Systemes(DSY-FP) 

January 22, 2019

(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
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(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$110.200
Owned Owned
No

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PAST TOP PICK
(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
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(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
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(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

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COMMENT
Qualcomm(QCOM-Q) 

January 22, 2019

Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
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Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$54.290
Owned Owned
No

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COMMENT
Splunk Inc(SPLK-Q) 

January 22, 2019

What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
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What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$118.980
Owned Owned
Yes

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DON'T BUY
Siemens(SI-N) 

January 22, 2019

Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
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Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
No

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BUY
Micron Technology(MU-Q) 

January 22, 2019

A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
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A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$33.870
Owned Owned
Yes

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