Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Kim Bolton commented about whether PYPL-Q, GOOG-Q, CSCO-Q, ERIC-Q, WORK-N, CRM-N, CYBR-Q, PANW-N, APTV-N, SHOP-N, SHOP-T, ATVI-Q, OLED-Q, NTNX-Q, AMZN-Q, QCOM-Q, BABA-N, TXF-T, IBM-N, TCEHY-OTC, NVDA-Q, AMD-Q, AAPL-Q, GIB.A-T, AMD-Q, OTEX-T are stocks to buy or sell.
- Page 1/4
- Next Page
COMMENT
Market Outlook It seems to have been a "melt up" over the last month and a half. The catalyst has to be the liquidity infusion by the Fed, putting in $60 billion per month since early October. He is expecting a little pullback before the end of November, maybe 3-6%. The liquidity infusion will get more media attention and should lead into continued growth into the first-half of next year. Autonomous driving is expected to grow to over $170 billion by 2030. It includes many different elements including automakers, semiconductors and communications, software and shared mobility services. He predicts it will be within 10 years that totally autonomous vehicles will be all around us.
RISKY
In this year of great volatility in the tech space, he uses IBM more as a trading stock. Buy it at $130 and sell it at $170. He is looking at it again, but puzzling why it is down at the lower range again. They have a lot of hidden value in their patents that go into cognitive and AI deep learning, both of which will be in the auto autonomous growth space. (Analysts’ price target is $148.00)
electrical
electronic
COMMENT
He does not own this one. It is similar to his portfolio, investing in the largest 25 tech venders out of the US. No more than 25% of call options sold against them that allows a nice yield. It is good for early stage bull markets and will not do well in a bear market. This limits the price action to the upside.
E.T.F.'s
WATCH
A $13 billion IPO listing in Hong Kong is happening next week. It is already impacting some of the other Chinese tech companies as investors seem to be taking some money off the table in anticipation. BABA is very expensive right now. It has a PEG ratio over 50. He does not own it. He thinks there will be people who will be flipping this following the IPO and back into other Chinese tech stocks.
0
PAST TOP PICK
