Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
June 12, 2019
He has backed away from Chinese names given the trade tariff concerns other than a Chinese ETF, where he has 3% of his holdings. He likes BABA-N for the cloud and e-commerce business they are developing. He would wait until the G20 decides what will happen next. It is very cheap here, but he not sure when it will be safe to enter.
He has backed away from Chinese names given the trade tariff concerns other than a Chinese ETF, where he has 3% of his holdings. He likes BABA-N for the cloud and e-commerce business they are developing. He would wait until the G20 decides what will happen next. It is very cheap here, but he not sure when it will be safe to enter.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$160.040
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 12, 2019
5G? He bought into this back in Q1. It is a REIT of commercial towers around the world. He has a target of $223 -- very close to market. Yield 1.8%
5G? He bought into this back in Q1. It is a REIT of commercial towers around the world. He has a target of $223 -- very close to market. Yield 1.8%
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$211.500
Owned
Unknown
COMMENT
COMMENT
June 12, 2019
A small company that develops transformative gene medications. They are a small fish in a big sea. A recent transaction with a pharma company allows them to scale out their product, but it is still early. (Analysts’ price target is $58.05)
A small company that develops transformative gene medications. They are a small fish in a big sea. A recent transaction with a pharma company allows them to scale out their product, but it is still early. (Analysts’ price target is $58.05)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$43.530
Owned
Unknown
HOLD
HOLD
June 12, 2019
Based in Vancouver, they develop bar code scanners. A small player in a very competitive field. At this stage of the cycle, he would prefer to hold a larger player. (Analysts’ price target is $231.00)
Based in Vancouver, they develop bar code scanners. A small player in a very competitive field. At this stage of the cycle, he would prefer to hold a larger player. (Analysts’ price target is $231.00)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$193.630
Owned
Unknown
DON'T BUY
DON'T BUY
June 12, 2019

Another Amazon? He does not own it, nor participate in the IPO. It has influenced the IPO market and it is a disrupter. It is like Amazon as a disruptive force in the market, involving big data. However, he thinks it is lacking a financial model that will provide a long runway. The company has not defined when the business will actually become profitable.

Uber (UBER-N)
June 12, 2019

Another Amazon? He does not own it, nor participate in the IPO. It has influenced the IPO market and it is a disrupter. It is like Amazon as a disruptive force in the market, involving big data. However, he thinks it is lacking a financial model that will provide a long runway. The company has not defined when the business will actually become profitable.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$42.170
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 12, 2019
The IT service space has had a lot of consolidation. If there was another pullback in price, he would be a buyer.
The IT service space has had a lot of consolidation. If there was another pullback in price, he would be a buyer.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$184.590
Owned
Unknown
HOLD
HOLD
June 12, 2019
The best security ETF to diversify risk. He prefers a basket to reduce single company risk for this space.
The best security ETF to diversify risk. He prefers a basket to reduce single company risk for this space.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$39.080
Owned
Unknown