Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
January 22, 2019
E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
Shopify Inc. (SHOP-T)
January 22, 2019
E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$208.870
Owned
No
COMMENT
COMMENT
January 22, 2019
He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
Nutanix Inc (NTNX-Q)
January 22, 2019
He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$50.730
Owned
No
WATCH
WATCH
January 22, 2019
They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
Autodesk Inc (ADSK-Q)
January 22, 2019
They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$139.060
Owned
No
TOP PICK
TOP PICK
January 22, 2019
The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
Microsoft (MSFT-Q)
January 22, 2019
The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$105.680
Owned
Yes
TOP PICK
TOP PICK
January 22, 2019
Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
Xilinx Inc (XLNX-Q)
January 22, 2019
Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$90.450
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 22, 2019
Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
MongoDB, Inc. (MDB-Q)
January 22, 2019
Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$81.230
Owned
No
TOP PICK
TOP PICK
January 22, 2019
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$0.000
Owned
Yes