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

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Stock Opinions by Kim Bolton

COMMENT
He just came from the CES tech showcase and was amazed by many innovations, like extending battery life on next-generation EV's.
Unknown
DON'T BUY
Baylin Technologies
They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of companies. The target is 67 cents after falling a lot. Has little liquidity, under 60,000 shares daily.
0
BUY on WEAKNESS
A sizable company of $800 million. He follows it and is waiting for a pullback. Pays a 2.4% dividend yield, attractive. They provide enterprise cloud and flourished during Covd and remote wwork, but has retreated post-Covid. Is up in the past month. Would buy at $12-13. But cloud computing is a crowded space, unlike just a few years ago. AVST is a regional player.
computer software / processing
BUY
STMicroelectronics
They make faster, smaller, more efficient silicon carbide chips, used in EV's and self-driving cars. A major client is Tesla.
electrical / electronic
BUY on WEAKNESS
Nuvei Corp
His target is $64.70, so a decent runway. They just bought an American integrated payments platform, a big acquisition, which will diversify Nuvei and fuel its growth. A success story. At the current $43 price, wait between $35-40 to buy.
Technology
BUY
Nvidia Corp
Great runway ahead. A massive company. $193 is his target. It's fallen, but has come back lately. A great secular story in semis. Their chips go into AI and other applications. Now, shares are fairly valued.
computer software / processing
BUY
Upstart Holdings
They work with banks and credit unions to determine whether a borrower is worth of a loan. They operate a cloud-based aggregator (their platform using AI). He sold shares in late 2021. $12.15 is the price target, but he thinks $19 will happen and then we'll see analyst upgrades.
Technology
PAST TOP PICK
Texas Instruments
(A Top Pick Feb 02/22, Down 2%) Compared to other tech, this is a winner. It's boring--analog products to manage power in electronics, and embedded processing which are used in cars, fridges and other electronics. They make semis in these boring segments, so it's done well. They will build a new plant in Texas in 2025 and will be the king of these processors. It's now fairly valued now.
electrical / electronic
PAST TOP PICK
Shopify Inc.
(A Top Pick Feb 02/22, Down 55%) He sold some shares in March/April 2022. Likes the company and management. Lots of moving parts here, especially as they negotiate with Amazon about a Prime partnership. Are concerns if the economy enters a recession. SHOP has a new CEO who pledges profitability. Trades at $37, but the target is $41. SHOP has recovered lot from lows.
0
PAST TOP PICK
(A Top Pick Feb 02/22, Up 3%) A Canadian tech darling. A massive, well-run company with many parts. Are spinning off a segment, Volaris, in order for their Lumine segment to buy a company involved in financial services. Return on capital over the last 10 years is 32%. Have acquired 270 start-ups over their history with operations around the globe. The price target is $2,475.
computer software / processing
BUY
Trimmed it in early 2022, but recently added back. He targets $105. It's attracted buy signals from the US investment banks lately. Will benefit from e-commerce and digital payments growth. it's more popular in Europe, but the US is revamping its payments processing side this year and will effect Canada, and benefit PayPal and other payment processors. Revenue jumped by 12% in the last report and reiterated their 2023 15% EPS projection, plus margin expansion.
0
WAIT
Asana
They compete with Slack, for example, but lead this sector. He used to own it until early 2022 with many software stocks. He targets $20.50. He will rebuy when the macro picture gets clearer. Boasts 30-35% growth. Asana has deep pockets.
Technology
BUY
Amdocs
They make software for telcos and comms. AT&T is their biggest customer. Customers stick with their software and rarely change. They just bought Open Market. Trades at 20.6x trailing earnings. He targets $97.50. Shares have held up better than most software peers.
Telecommunications
DON'T BUY
He targets $1.20, but it's too small for him.
Technology
BUY on WEAKNESS
$8.35 is his target. They're in a crowded space: IT service provider with some blockchain solutions and analytics. They have bought 35 companies in the last 5 years to grow. They're a mini-Constellation. He follows it. Buy at $4.20-4.60.
Technology
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