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COMMENT
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.
COMMENT
A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
Kim BoltonOwned
Technology
BUY
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 BoltonOwned
specialty stores
BUY
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 softwareprocessing
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.
Kim BoltonOwned
electricalelectronic
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.
Kim BoltonOwned
E.T.F.'s
COMMENT
They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
Kim BoltonOwned
0
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.
Kim BoltonOwned
0
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.
Kim BoltonOwned
0
COMMENT
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.
Kim BoltonOwned
Business Services
BUY
A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
Kim BoltonOwned
computer softwareprocessing
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