Rating Card

premium

Unlock Expert's Rating and Top Picks Portfolio

Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by Kim Bolton

COMMENT
Markets positive on news about reduced Chinese tariffs and Fed chair's job security.

And they should, but we'll have to see what tomorrow brings. 

When he looks at the NASDAQ futures, there's a line that goes all the way back to December when it was up around 22,200. The 19,000 level in the June contract is really important as a pretty solid indicator. It was breached earlier today, but has come off now.

He's holding anywhere between 20-30% cash across various accounts and even in his fund. If we get a close over that 19,000 on the June futures, he'll put that cash to work.

COMMENT
Investing approach.

For the last couple of years, the whole idea was that you bought on dips. But then everything flipped after the inauguration on January 20. Now you have to sell on rallies, and people are doing that.

COMMENT
Has all the tariff shock settled in?

Sorry to say, but no. There is a timeline to it though. Trump's going to have to pull back on the rhetoric come the fall, which really means by the summer. Believes the tariff rhetoric will continue until, at the latest, the end of June. Then they have to focus on the mid-term elections, which are a year away. The last thing they want to do is lose the majority in Congress.

So we're still in for some volatility.

COMMENT
Chart of humanoid robotics ecosystem.

For the past couple of years it's been all about generative AI. He thinks that come next year (so starting in the second half of this year) it's going to be all about robotics. 

The bullseye in the chart is all about the hardware -- physical foundation that ensures the robots have all the mechanical capabilities and sensory input. The second ring is all about the operating system and software side -- intelligence that allows decision-making and perception. Finally, the outer ring is all about applications and integration of solutions toward specific industries (such as healthcare, hospitality, transportation).

He'll talk in the Top Picks about a handful of these.

PARTIAL SELL
Down 9% -- hold or sell?

Relatively high yield. Defensive sector. Elevated payout ratio, rising debt, and weak growth outlook present too many risks. Hasn't done that poorly this year. 12-month price target of $34.75. If you're concerned, you could sell 1/4 or 1/3 as a sacrificial lamb.

COMMENT

If the tariff situation simmers down (and it should come the summer), the Mag 7 name that will be the big beneficiary will be AAPL.

BUY

The Mag 7 name he likes going into the second half of the year. Search is still extremely popular even though everyone was worried about AI. At the front of the line when it come to innovation in AI. So many other horses in the race. 75-80% of revenues come from ads; so a recession would definitely hurt, but that seems to be off the table for now as the S&P 500 "death cross" has recovered for now.

BUY

Fallen off a lot, but so have similar companies like CLS and DELL. If he's correct that the tariff issue will settle down over the next couple of months, this is a great place to buy. 12-month price target of $138. Cyclical. Hardware side is very leveraged, so susceptible to interest rate moves.

PARTIAL BUY

Really active with M&A through pandemic. Recent sale of a business. About 30% upside to target from here. Very involved in EIM software, leader in Canada. Buy 1/3 here around $36, another ~$33, final ~$31.

(Analysts’ price target is $49.00)
BUY

His 12-month price target for the US listing is $121.50. Canadian e-commerce darling. Lets a merchant manage pretty well its whole business across all kinds of sales channels. Software business, so keep your eye on interest rates as it's a bit leveraged. Would suffer in a recession.

Buy in thirds here at $86-87, $81, and $77. (He usually never manages to get that final 1/3.)

COMMENT
Recession.

Everyone brings up this word, but it's such a low probability. You can have slower growth, absolutely, with all the tariff rhetoric. But he doesn't think it's going to actually result in a recession. The situation is self-inflicted by Trump, and we've seen over the last couple of days how he can dial it back. He and his people are watching the market and they know how to rig it.

TRADE

Management has reestablished its credibility; still some work to do, and that's why they didn't want to sell. Very robust platform. Owns in some of his separately managed accounts, though not in his fund; means it's less investable and more of a trade. Products and services are top-notch.

PAST TOP PICK
(A Top Pick Apr 24/24, Down 12%)

Quite the ride. There were so many stock options to sell, that stock went below IPO price. Then stock rocketed up, but got caught up in tariffs. Hold on, but you have to respect the price target.

PAST TOP PICK
(A Top Pick Apr 24/24, Down 14%)

A year ago, everyone was trying to find the next best thing to NVDA. System-on-a-chip puts chips out closer to the data, a nice niche. 12-month price target of $112.50, great runway.

PAST TOP PICK
(A Top Pick Apr 24/24, Up 44%)

(Stock split on 15 July 2024.)  Up $11 today, with a good runway to its price target of $273.25.

Showing 1 to 15 of 1,591 entries