Daily Stock Opinions and Ratings

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Today, Kim Bolton commented about whether QCOM-Q, OLED-Q, NTNX-Q, CSCO-Q, TCEHY-OTC, ALYA-T, SHOP-T, MSFT-Q, GIB.A-T, NOK-N, ERIC-Q, V-N, AMZN-Q, SQ-N, ATVI-Q, AAPL-Q, FEYE-Q are stocks to buy or sell.

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COMMENT

Apple or Qualcom? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles.

WAIT

Recently has taken a 50% haircut, so hold or sell? Has a 1% position in it, and wants to build to 3%. Leader in gaming ecosystem. Have put a lot of money into the mobile side. Likes it, but waiting for the markets to settle. Tempting to buy it down here under $50.

COMMENT

Where are the markets going? Believes that there are so many moving parts, you're going to have mini-cycles. You'll have 10% up, then down, then up, but we're still in a secular bull market, with a lot of volatility. When you have these corrections, you don't want to catch a falling knife. Let the market settle.

WAIT

Has a 1.25% in this. Really, really likes it, because it's a disruptor. But it's expensive. It's on his shopping list.

PAST TOP PICK

(A Top Pick Oct 31/18, Down 0.4%) In his top 5, with a 4.5% position. Took profits a couple of months ago. Fantastic recurring revenue out of e-commerce. Core holding for him.

PAST TOP PICK

(A Top Pick Oct 31/18, Down 2%) Second largest holding, and largest in the fintech space. You have to own it.

PAST TOP PICK

(A Top Pick Oct 31/18, Up 4%) For a massive company, it's pretty volatile. But it's held up strongly, because of the 5G deployment and because Huawei is under pressure.

WAIT

On his shopping list. Bit more expensive on a PEG ratio than Ericsson, but he'd recommend it.

DON'T BUY

It was dead money, so they don't own it now. Prefers Luxoft and EPAM, they're cutting edge.

HOLD

Eighth biggest holding, at 3%. Fantastic franchise. Built up the cloud. Very strong horses in the race, that's why they're a leader. Should be a core holding.

COMMENT

Buy one tech stock, or add an ETF too? Buy a technology hedge fund, and that should cover you. It's a secular bull market, so he's net long on stocks. They have some shorts in there, less as an investment, and more of a trading vehicle. Once you go into a bear market, you want to roll out from being net long, and do a pairs trade, and then he'd be net short.

WAIT

Good price point? Extremely volatile. Has been in and out of it, a stock you have to trade. At $145-155, is where he'd look to buy. They're raising a lot of cash for their growth.

COMMENT

Investable Canadian company involved in 5G? The telecoms (Bell, Rogers, Telus) are going to take so long to get their money out, that you should really be investing on the equipment suppliers side. The closest one is Cisco, which is a huge supplier in Canada.

WATCH

Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on acquisitions. Interesting, because they're picking out smaller and mid-size, and they have a long runway.

COMMENT

Huawei. Don't count them out, because they're huge. It's like Bell is to Canada. It's part of the problem, and it will be part of the solution. Huawei will have to be part of the tariff discussion.

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