Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 22, 2019
He's been in and out of this for five years. They dominate the cybersecurity space. True, their 40x PE is high, but their peers are even higher. PAWN is fairly valued. Earlier this year they struggled as they transitioned from licenses to subscriptions, but they will snap back. (Analysts’ price target is $269.44)
He's been in and out of this for five years. They dominate the cybersecurity space. True, their 40x PE is high, but their peers are even higher. PAWN is fairly valued. Earlier this year they struggled as they transitioned from licenses to subscriptions, but they will snap back. (Analysts’ price target is $269.44)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$221.590
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
July 22, 2019

An example of so much hype surrounding an IPO, but the IPO doesn't give guidance to indicate when the stock expects to make money. Also, Uber involved in so many things, massive and a disruptor. It reminds him of Alibaba, which struggled for a while after its IPO before it took off. Wait for Uber to hit the mid-$30s to buy as a long-term hold.

Uber (UBER-N)
July 22, 2019

An example of so much hype surrounding an IPO, but the IPO doesn't give guidance to indicate when the stock expects to make money. Also, Uber involved in so many things, massive and a disruptor. It reminds him of Alibaba, which struggled for a while after its IPO before it took off. Wait for Uber to hit the mid-$30s to buy as a long-term hold.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$43.690
Owned
No
BUY
BUY
July 22, 2019
This is a trade, not an investment, and he's watching BB closely. It's trading under $8 on the US market. He's close to buying it around these levels. They made a shrewd acquisition lately.
BlackBerry (BB-T)
July 22, 2019
This is a trade, not an investment, and he's watching BB closely. It's trading under $8 on the US market. He's close to buying it around these levels. They made a shrewd acquisition lately.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$9.330
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 22, 2019
What does it mean for them to list in Hong Kong? A lot more liquidity. He used to own this, but backed away from all his Chinese stocks as the US-China trade war loomed. BABA is one of the top 10 biggest tech companies in the world, involved in so many areas like cloud computing and digital media. You can buy this between $125-150. Don't chase it now. Also, next year's US elections will create volatility. Trade, don't invest in, this.
What does it mean for them to list in Hong Kong? A lot more liquidity. He used to own this, but backed away from all his Chinese stocks as the US-China trade war loomed. BABA is one of the top 10 biggest tech companies in the world, involved in so many areas like cloud computing and digital media. You can buy this between $125-150. Don't chase it now. Also, next year's US elections will create volatility. Trade, don't invest in, this.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$174.000
Owned
No
BUY
BUY
July 22, 2019

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$211.200
Owned
Yes
BUY
BUY
July 22, 2019

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$226.090
Owned
Yes
BUY
BUY
July 22, 2019

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

A tech ETF for an RRSP? There are three. SOXX for semi-conductors, the ammunition which drives tech around the world. IGV is a great way to get diversification in software. FDN is the internet index is extremely liquid and massive. These ETFs cover the three pillars that drive tech today. He uses these ETFs to offset volatility. When an ETF approach 5-7% of his price target, he sells a third off. Holding single stocks isn't as nimble. For example, he sold a lot of these ETFs in early-spring, then bought them back in the May swoon.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$147.650
Owned
Yes