Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Kim Bolton commented about whether INTC, FSLY, TWLO, NVDA, AAPL, XLK, AYX, Z, BABA, ART.V, FISV, DDOG, IMP.TO, LRCX are stocks to buy or sell.

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COMMENT

What's exciting and new in tech? Quite the roller coaster. Record highs, and Apple is now a 2 trillion dollar company. Only a couple of years ago, the PE multiple was only 17x, now it's at 34x. Feels frothy out there, but you can't fight the tape.

COMMENT

Why the acceleration of tech? The title of 2020 is going to be "fear and greed". The paradigm shift to the digital economy was brewing in 2019 and before, but this year has accelerated that shift. Semiconductors and e-commerce are the sectors that have adopted digitalization. The end users are enabling the acceleration, which is benefiting the vendors. Into next year there will be a maturing of the industry.

HOLD

Equipment supplier to the fabricators of chips. Specialize in plasma etching. Done tremendously well. Carved out a nice niche, and a leader. He has a target price of $395. He has a 2% position.

WATCH

Pretty small, not profitable. Only a 23M market cap. Radar based technology for the mining industry. Recently certified by the aviation industry. It must prove that it can be cash flow positive.

WAIT

Not too late to get in. Recent pullback, because of its tremendous run. One of his favourite IPOs. Sold it at $90, but will buy again in the $70s. Allows automated infrastructure monitoring. Phenomenal growth. In Q2, 65% Y/Y revenue growth. Cash flow positive, but volatility.

WEAK BUY

One of the digital payment network operators. Merger scared investors, but it's worked out well. Last decade, one of the best performers. A long-term hold. Doesn't own it, because he owns Visa and the like, and FISV is a bit further down the food chain.

WATCH

Volatile stock, great technology. Communications company that uses holograms to beam images around the world. Coming out with a lower-priced retail product. With the paradigm shift of a contactless world, this popped up on people's radar. Possible takeover, but he thinks they won't sell.

PAST TOP PICK

(A Top Pick Aug 28/19, Up 54%) Market share of 62% in 2019. Moving from an online distribution platform like Amazon to a technology enabler for online merchants like Shopify. Cloud business, Ant Financial, stake in India's digital payment system. Great example of a massive technology company that has a long runway. Swallow the multiple and look to the future. $285.50 is his price target.

PAST TOP PICK

(A Top Pick Aug 28/19, Up 149%) Digital real estate database. Strong momentum. Price target of $88, and it's getting close.

PAST TOP PICK

(A Top Pick Aug 28/19, Down 22%) Software as a service used for data science and analytics. Makes analytics accessible to any data worker. A lot of people piled in, earnings beat, and there was profit taking. Growth stock. Opportunity. Likes it at this level.

COMMENT

One of the broader ETFs out there, holding larger cap tech vendors. You get on the train and expect a great deal of volatility. Instead, take a look at some of the true tech hedge funds out there, which have a moral of capital preservation. Smooths out the downside of black swan events. Sees ETFs as trading, not investment, vehicles.

COMMENT

Doesn't own Apple, but owns a lot of the supply chain around Apple instead. If you drill down in Apple, it's more profitable to buy into the supply chain.

SELL

NVDA vs. INTC Does graphic processing. Took money off the table. Has now overtaken Intel in market cap. In e-commerce, data is everything, and this is where the chip makers contribute in three areas: memory, CPUs, and graphic processing units. Likes Intel, as it's hard to find value. Trading at PE of 9x. AMD is trading at 163x, and Nvidia is trading at over 90x.

BUY

INTC vs. NVDA Nvdia does graphic processing. Took money off the table. Has now overtaken Intel in market cap. In e-commerce, data is everything, and this is where the chip makers contribute in three areas: memory, CPUs, and graphic processing units. Likes Intel, as it's hard to find value. Great breadth and depth of different kinds of chips. Trading at PE of 9x. AMD is trading at 163x, and Nvidia is trading at over 90x.

TOP PICK

Keep in the back of your mind when there's a correction. The Amazon web services version of the communications world. Cloud communications platform. Blowout Q2. 46% organic revenue growth. He has a 12-month price target of $300. If it gets between $150-200, just back up the truck. No dividend. (Analysts’ price target is $289.08)

Monday, August 24, 2020 Friday, August 21, 2020 Thursday, August 20, 2020 Wednesday, August 19, 2020 Tuesday, August 18, 2020 Monday, August 17, 2020 Friday, August 14, 2020

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Latest Stock Buy or Sell? Make More Informed Decisions!

What's exciting and new in tech?(A Commentary)

Why the acceleration of tech?(A Commentary)

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