Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Kim Bolton commented about whether AYX, Z, BABA, FDN, IGV, CSCO, NOK, AMD, BB.TO, AAPL, GOOG, TSLA, ATVI, TWTR, RHT, EA, OTEX.TO, NOW, SHOP.TO, ADSK, ADBE, SQ, JNPR, WDC are stocks to buy or sell.

COMMENT
Market Outlook He manages a tech portfolio of individual stocks, with a few key ETFs and some short holdings to balance things out. Right now they have 55% invested and 45% in cash. They are 135% short equity index. On up days they are slightly higher. On down days they are doing great. In 2018 the market had six mini-corrections between 5-10% and some in excess of 10%. He sees the same thing happening in 2019. The inverted yield curve will impact the amount of credit that banks will lend out. He bets a recession will occur by 2021. The ten year US yield is down to 1.5%. He feels the real estate industry is on the cusp of becoming digitized. PropTech and Disruptors are becoming game changers in the real estate space. It is creating new names and new players from a tech perspective in the real estate sector.
COMMENT

He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.

COMMENT

He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.

COMMENT

He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.

HOLD

He owns this and took a little profit back in July. He sees them as a disruptor against Visa, PayPal and the like. His price target is $82. (Analysts’ price target is $80.00)

HOLD
He recommended it about a month ago, when it took a breather in June. You have to find the right time to buy. His price target is $295. The PEG ratio is 1.53, so it is not that expensive. He would take profit above $290.
COMMENT
They are geared towards the industrial machinery side of tech. Their earnings reported last night showed a lowering in their guidance. This has resulted in a sizable pullback in share price today.
BUY ON WEAKNESS
He owned it last year and took profit around $400. Their marketcap is now in excess of Bell. If it goes under $450, he would look at it again. A global Canadian based company that has done incredibly well. It has a very high PE ratio (over 600!), so there is room to see the valuation change dramatically.
BUY ON WEAKNESS
He owns it. It reported at end-July and billings have evolved. Some new partnerships are doing well. You might be able to purchase this around $200. His price target is $295. He will add to his 2.5% holding if it pulls back.
BUY ON WEAKNESS
He does not own it now, but has been in and out. Researchers put them in the category of supply chain digitizing specialists. He would look to buy it near $450. (Analysts’ price target is $62.00)
COMMENT

EA or ATVI? He has owned several, but owns Activision now. There is a seasonal component ahead of Christmas. He would add to his current holding before getting into Electronic Arts, who has some internal management restructuring going on. (Analysts’ price target is $111.00)

COMMENT

EA or ATVI? He has owned several, but owns Activision now. There is a seasonal component ahead of Christmas. He would add to his current holding before getting into Electronic Arts, who has some internal management restructuring going on. (Analysts’ price target is $111.00)

COMMENT
Defensive holdings or hold cash? It is better to have time in the market than to time the market. He would recommend holding a fund like his BlackSwan product. You need to set entry and exit levels and stick to them. It is okay to go to cash. We are in the later stages of this bull cycle. You will have opportunities to buy back in later. He overlays a short equity indices holding to give you the courage to stay long the market -- it acts as an insurance policy. Stay disciplined.
PAST TOP PICK

(A Top Pick Aug 29/18, Up 27%) Acquired by IBM. He started buying at $62 and was taken out at over $170. IBM needed power to get into the cloud space.

PAST TOP PICK

(A Top Pick Aug 29/18, Up 19%) He sold it at $42. A great recovery story. User growth is still looking good. It hit his price target and they wondered if the user growth could continue. Investors are paying twice as much for half the growth of Facebook, so he moved there.