Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 22, 2019
A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$67.850
Owned
Yes
BUY
BUY
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.
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$1632.170
Owned
Yes
BUY
BUY
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.
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$148.950
Owned
Unknown
BUY
BUY
January 22, 2019
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.
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$94.170
Owned
Yes
BUY
BUY
January 22, 2019
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.
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$17.790
Owned
Yes
COMMENT
COMMENT
January 22, 2019
They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$89.940
Owned
Yes
BUY
BUY
January 22, 2019
He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
Nvidia Corp (NVDA-Q)
January 22, 2019
He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$148.770
Owned
No