Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
February 24, 2021
Price target of $15. Has had problems on execution. On the other hand, bullish things have happened on the partnership side, such as with AWS to accelerate intelligent vehicle data platforms. This has promise, but he's watching execution closely.
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BlackBerry (BB-T)
February 24, 2021
Price target of $15. Has had problems on execution. On the other hand, bullish things have happened on the partnership side, such as with AWS to accelerate intelligent vehicle data platforms. This has promise, but he's watching execution closely.
Kim Bolton
Price
$13.050
Owned
No
HOLD
HOLD
February 24, 2021

Price target of $512, so still some runway. Star performer in cloud communications as a service. It's expensive. If you own it, hold it. If you don't own it, look at Bandwidth (BAND) instead, with a more reasonable valuation of just under 10x forward revenues.

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Twilio Inc (TWLO-N)
February 24, 2021

Price target of $512, so still some runway. Star performer in cloud communications as a service. It's expensive. If you own it, hold it. If you don't own it, look at Bandwidth (BAND) instead, with a more reasonable valuation of just under 10x forward revenues.

Kim Bolton
Price
$407.140
Owned
Yes
BUY
BUY
February 24, 2021

BAND vs. TWLO TWLO has been a star performer in cloud communications as a service. Twilio has a price target of $512, so still some runway. It's expensive. If you own it, hold it. If you don't own it, look at Bandwidth (BAND) instead, with a more reasonable valuation of just under 10x forward revenues.

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Bandwidth Inc (BAND-Q)
February 24, 2021

BAND vs. TWLO TWLO has been a star performer in cloud communications as a service. Twilio has a price target of $512, so still some runway. It's expensive. If you own it, hold it. If you don't own it, look at Bandwidth (BAND) instead, with a more reasonable valuation of just under 10x forward revenues.

Kim Bolton
Price
$169.060
Owned
Unknown
BUY
BUY
February 24, 2021
Still likes it, especially for 5G deployment. Buy thirds at $140, $130, and $120. Potential to be a pretty long-term hold.
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Qualcomm (QCOM-Q)
February 24, 2021
Still likes it, especially for 5G deployment. Buy thirds at $140, $130, and $120. Potential to be a pretty long-term hold.
Kim Bolton
Price
$139.980
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
February 24, 2021
A trade, not an investment. Buy around $120, sell around $140. Hard to see a clear investment thesis on it, though it tries very hard. Legacy hardware side that they pull around like a ball and chain.
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IBM (IBM-N)
February 24, 2021
A trade, not an investment. Buy around $120, sell around $140. Hard to see a clear investment thesis on it, though it tries very hard. Legacy hardware side that they pull around like a ball and chain.
Kim Bolton
Price
$122.940
Owned
No
WAIT
WAIT
February 24, 2021
Very volatile. Trading at middle of range of last 3 months. Has had a good run. Should have support between $40-45. Look to buy 1/3 down there, then 1/3 at $35-40, and 1/3 at $30-35. Market volatility is not over yet.
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Jumia Technologies (JMIA-N)
February 24, 2021
Very volatile. Trading at middle of range of last 3 months. Has had a good run. Should have support between $40-45. Look to buy 1/3 down there, then 1/3 at $35-40, and 1/3 at $30-35. Market volatility is not over yet.
Kim Bolton
Price
$54.190
Owned
No
BUY
BUY
February 24, 2021
New work management/collaboration space leader. Growth has been faster than peers. Thinks growth will be a lot higher than the estimated 30% per year. Especially likes its longevity. Pick some up around $30-33. If you own it, hold, and take profit around $42-43.
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Asana (ASAN-N)
February 24, 2021
New work management/collaboration space leader. Growth has been faster than peers. Thinks growth will be a lot higher than the estimated 30% per year. Especially likes its longevity. Pick some up around $30-33. If you own it, hold, and take profit around $42-43.
Kim Bolton
Price
$35.890
Owned
Yes