BDI-T 0.24 FIH.U-T 0 MATR-T -0.03 TOU-T -0.5 PPL-T 0.09 ZLU.U-T -0.3
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Today, Kim Bolton commented about whether DIS-N, TSM-N, AMAT-Q, BYL-T, TTWO-Q, EA-Q, SHOP-T, ORCL-N, IBM-N, AMD-Q, CSU-T, YASKY-6506-JP, XLNX-Q, MSFT-Q, ROKU-Q, BB-T, OTEX-T, ERIC-Q, NOK-N, SOXX-Q, INTC-Q, CSCO-Q, NVDA-Q, META-Q are stocks to buy or sell.

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COMMENT

Market Outlook(A Commentary)

Feb 14, 2020
Market Outlook He thinks another correction is on the way. Over the last 11 years, there have been 16 periods of 15% plus gains and 10 have been followed up with corrections of 10%. You still need to be invested. He holds 15% cash right now and also a 70% market equity short position. Technology stocks have a very high beta so he needs the downside protection. The Coronavirus and economic growth worries has been buffered by the continued liquidity injections by Central Banks. About a year ago $60 billion was being injected, that is now down to $15 billion. Once a half-trillion has been injected he expects they will begin to taper -- this could come by April.
Kim BoltonKim Bolton
Unknown
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HOLD

Meta Platforms Inc(META-Q)

Feb 14, 2020
He thinks now is the time to consider setting an upward target -- his is $248. You could buy it here. There expense growth has been exceeding their revenue growth, which was in line with expectations due to privacy requirements. As an election year, he expects some big advertising revenues. A hold for now.
Kim BoltonKim Bolton
Unknown
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$214.130

Stock price when the opinion was issued

Technology
BUY ON WEAKNESS

NVIDIA Corporation(NVDA-Q)

Feb 14, 2020
Breakout? Their earnings were extremely good. Data centres, gaming and other areas exceeded expectations. His target is $315 -- it is getting a little expensive here. It is prone to movements down with the market. He wouldn't sell, but he would look for places to buy.
Kim BoltonKim Bolton
Unknown
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$290.655

Stock price when the opinion was issued

computer software processing
HOLD

Cisco(CSCO-Q)

Feb 14, 2020

He has a 1.8% position in his portfolio. They are skewed to the 5G movement. They have tried to do what MSFT did, ramping up software and cyber-security, but have not been as successful.

Kim BoltonKim Bolton
Owned
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$46.825

Stock price when the opinion was issued

electrical electronic
COMMENT

Pullback post election?(A Commentary)

Feb 14, 2020
Pullback post election? He thinks April could be when QE is tappered. The market retreated 15% in 2011, when this last happened. He thinks tightening of liquidity would be followed by the banks. He thinks the US Fed has telegraphed their plan and so a market pullback could happen before the US election.
Kim BoltonKim Bolton
Unknown
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DON'T BUY

Intel(INTC-Q)

Feb 14, 2020
He does not own this one. He owns a lot of their competition, especially in the chip manufacturing space. Those companies have been taking market share away from INTC. It is getting a little expensive at these levels as well.
Kim BoltonKim Bolton
No
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$67.000

Stock price when the opinion was issued

computer parts mnfctr
COMMENT

iShares PHLX Semiconductor ETF.(SOXX-Q)

Feb 14, 2020
A Semiconductor ETF? He owns a few key companies in semiconductor -- about 11% of his portfolio. He uses the SOXX etf to provide liquidity when he needs it.
Kim BoltonKim Bolton
Owned
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$264.780

Stock price when the opinion was issued

E.T.F.'s
COMMENT

Nokia(NOK-N)

Feb 14, 2020

A 5G producer? He has put his money on Ericsson, due to the their footprint and market share. Nokia has not been as consistent. This is a good time to enter he thinks and it is an area you can trade in.

Kim BoltonKim Bolton
Unknown
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$4.315

Stock price when the opinion was issued

Telecommunications
COMMENT

Ericsson LM Telephone(ERIC-Q)

Feb 14, 2020

A 5G producer? He has put his money on Ericsson, due to the their footprint and market share. Nokia has not been as consistent. This is a good time to enter he thinks and it is an area you can trade in.

Kim BoltonKim Bolton
Unknown
Unlock Rating
$9.040

Stock price when the opinion was issued

Telecommunications
BUY ON WEAKNESS

Open Text(OTEX-T)

Feb 14, 2020
He sold it recently. They are a leader in enterprise resource planning. It reached his price target at $62 and he took profit. He would love to buy in again on weakness.
Kim BoltonKim Bolton
No
Unlock Rating
$62.580

Stock price when the opinion was issued

computer software processing
DON'T BUY

BlackBerry(BB-T)

Feb 14, 2020
He trades it, but does not see it as an investment. It is hard to see where the runway is for them. It is not on his radar. The competition is just too great.
Kim BoltonKim Bolton
No
Unlock Rating
$7.960

Stock price when the opinion was issued

electrical electronic
BUY ON WEAKNESS

Roku Inc(ROKU-Q)

Feb 14, 2020

He does not own this as it is pretty expensive here. It is a $17 billion market cap, but only makes $1 billion per year. They are on the hardware side of video streaming services. They are benefiting from the increase in content that is being streamed, especially Disney. Consumers are demanding quality content and this will benefit.

Kim BoltonKim Bolton
No
Unlock Rating
$130.215

Stock price when the opinion was issued

computer software
PAST TOP PICK

Microsoft Corp(MSFT-Q)

Feb 14, 2020
(A Top Pick Jan 22/19, Up 77%) It is the darling in technology. He still owns it. He thanks having a market hedge for giving him the courage to continue to hold -- otherwise he would have been taking profit. Their revenue growth was 66% last year and their guidance is always a little conservative. His price target is $184.
Kim BoltonKim Bolton
Owned
Unlock Rating
$184.665

Stock price when the opinion was issued

computer software processing
PAST TOP PICK

Xilinx Inc(XLNX-Q)

Feb 14, 2020
(A Top Pick Jan 22/19, Up 2%) There are the leader in programmable chip technology -- this fits well with autonomous driving. He will stick with it.
Kim BoltonKim Bolton
Owned
Unlock Rating
$90.010

Stock price when the opinion was issued

electrical electronic
PAST TOP PICK

YASKAWA Electric Corporation(YASKY-6506-JP)

Feb 14, 2020
(A Top Pick Jan 22/19, Up 36%) There is some cyclicality in robotics in Japan, but they are one of two world leaders. He still owns it.
Kim BoltonKim Bolton
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

Technology

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