Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 12, 2019

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

Xilinx Inc (XLNX-Q)
June 12, 2019

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$107.940
Owned
Yes
COMMENT
COMMENT
June 12, 2019

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$503.670
Owned
Yes
COMMENT
COMMENT
June 12, 2019

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$276.840
Owned
Yes
COMMENT
COMMENT
June 12, 2019

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$2.890
Owned
Unknown
COMMENT
COMMENT
June 12, 2019

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$19.800
Owned
Unknown
COMMENT
COMMENT
June 12, 2019

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$501.920
Owned
Unknown
COMMENT
COMMENT
June 12, 2019

EA vs ATVI? He does not own either at the moment. On value, he would prefer EA-Q with a lower PEG ratio. Over half the world gamers come out of China. He has a price target of $110 for EA-Q. His target for ATVI-Q is $57.

EA vs ATVI? He does not own either at the moment. On value, he would prefer EA-Q with a lower PEG ratio. Over half the world gamers come out of China. He has a price target of $110 for EA-Q. His target for ATVI-Q is $57.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$92.670
Owned
No