Today, Kim Bolton and Barry Schwartz commented about whether HR.UN-T, ENGH-T, ENB-T, SYK-N, ZBH-N, BDX-N, AMT-N, BAM.A-T, KPT-T, X-T, CSU-T, GIB.A-T, BCE-T, JPM-N, WFC-N, FDX-N, MA-N, NTR-T, LYV-N, WCN-T, ITP-T, H-N, BRK.B-N, V-N, 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.
He does not own it as a single stock, but as part of the SOXX etf. It has taken market share away from INTC and they have been progressive in making chips smaller, making them ideal for autonomous driving and for use in iPhones. The runway is still fairly long, but they are facing more competition. He might consider taking profit and moving into Applied Materials, the equipment supplier for AMD.
IBM vs ORCL? Everyone is looking for the next MSFT. He would go with IBM. There are some new high level managers, who he feels will best take them into that direction. The problem with IBM is that the shares are trading near where analysts are setting their target price. He might buy 1/3 of a position here.
IBM vs ORCL? Everyone is looking for the next MSFT. He would go with IBM. There are some new high level managers, who he feels will best take them into that direction. The problem with IBM is that the shares are trading near where analysts are setting their target price. He might buy 1/3 of a position here.
He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.
He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.
He finally bought into this after taking profit on another holding. They are the market leading in semi-conductor boundaries. They have a 50.5% market share. They have maintained that leadership through advanced processing and scalability and that is why Apple and AMD use them. His price target is $79. Yield 2.85% (Analysts’ price target is $59.37)
A relatively new add to his portfolio. He has a price target of $160. There will be some volatility and suggests scaling in here for 1/3 and adding again if it drops to $130 and again at $120. He compares it to Amazon's AWS, while Disney has its parks and with the runway led by streaming. The parks will be impacted due to the Coronavirus in China. Yield 1.25% (Analysts’ price target is $161.65)
A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)
A value investment. There's never been a cheaper time to buy the name. It's trading at a cheap price-to-book. It's generating a lot of free cashflow and everyone is waiting for Warren Buffet to do something with it. Maybe he's waiting for a pull-back. It owns a lot of Apple stocks. (Analysts’ price target is $247.33)