Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
February 14, 2020

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.

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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.

COMMENT
COMMENT
February 14, 2020

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.

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IBM (IBM-N)
February 14, 2020

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.

COMMENT
COMMENT
February 14, 2020

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.

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Oracle (ORCL-N)
February 14, 2020

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.

BUY WEAKNESS
BUY WEAKNESS
February 14, 2020
He sold it the other day after being up 19%. He wants to buy back in on weakness. He would look to buy it at $500 US.
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Shopify Inc. (SHOP-T)
February 14, 2020
He sold it the other day after being up 19%. He wants to buy back in on weakness. He would look to buy it at $500 US.
COMMENT
COMMENT
February 14, 2020

He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

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Electronics Arts Inc (EA-Q)
February 14, 2020

He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

Kim Bolton

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Price
$109.405
Owned
Unknown
COMMENT
COMMENT
February 14, 2020

He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

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He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

Kim Bolton

Unlock Ratings

Price
$112.920
Owned
Unknown
DON'T BUY
DON'T BUY
February 14, 2020
At a market cap of $72 million he does not follow it. The price action is not very promising.
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Baylin Technologies (BYL-T)
February 14, 2020
At a market cap of $72 million he does not follow it. The price action is not very promising.