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
Daily Stock Opinions and Ratings

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Today, Kim Bolton commented about whether SNE-N, IFNNY-OTC, BYDDY-OTC, CSU-T, PHO-T, ASAN-N, TWLO-N, AAPL-Q, SE-N, SHOP-T, MU-Q, ENGH-T, AI-N, NOW-N, PLTR-Q, SDGR-Q, U-N are stocks to buy or sell.

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COMMENT

What's your approach for tech these days?(A Commentary)

Mar 31, 2021
What's your approach for tech these days? A wrestling match between the markets and interest rates. Everyone is expecting inflation and rates to go higher, which has impacted tech stocks and the darlings in the reopening stocks. He's sticking to his knitting. Invest in the leaders in long-run, lucrative technology runways. At this stage, the runways are a lot longer than he's seen in a while. At least half of the stocks he owns or are on his radar have 20-30-35% upside from current prices. The pullback has provided opportunity.
Kim BoltonKim Bolton
Unknown
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COMMENT

Any bargains in tech?(A Commentary)

Mar 31, 2021
Any bargains in tech? Yes. There's been a pullback in the IGB, a barometer of SaaS, of almost 40% in some stocks. But it's up almost 2.5% today. Eventually, people will come back. Thankfully, semis and cloud providers have just been treading water. In the 2nd quarter, perhaps we'll see some tech leadership coming from software, semis, and cloud providers.
Kim BoltonKim Bolton
Unknown
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BUY

Unity Software (U-N)

Mar 31, 2021
Likes it. Competitive advantage allows creators with little tech knowledge to program games and simulations. Made 3 acquisitions in 2020. Their meat and potatoes comes from partnerships with the larger players. Has some upside. Price target of $140 in 12 months.
Kim BoltonKim Bolton
No
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$100.390

Stock price when the opinion was issued

Technology
BUY

Schrodinger(SDGR-Q)

Mar 31, 2021
Hiccup in March, when they missed on top and bottom lines. Drug discovery predictive modelling. Top 20 pharma companies use them. Contracts in 2020 up from 2019. Price target of $92.75.
Kim BoltonKim Bolton
No
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$75.260

Stock price when the opinion was issued

0
BUY

Palantir Technologies(PLTR-Q)

Mar 31, 2021
Leadership in AI. Has attracted top talent. Price target is $33.
Kim BoltonKim Bolton
Owned
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$23.480

Stock price when the opinion was issued

Technology
BUY

Servicenow(NOW-N)

Mar 31, 2021
Develops cloud computing platforms to manage data flow. Got expensive, but beat top and bottom lines in January and increased guidance. Good execution by management. He took profits, but then added last week around $475. Price target of $593.
Kim BoltonKim Bolton
Owned
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$500.110

Stock price when the opinion was issued

Technology
WATCH

C3.ai, Inc.(AI-N)

Mar 31, 2021

A difficult holding. Stock slide due to competition and initial investors getting out. Well run. He's stuck with Palantir. He's waiting for a recovery. His reluctance is more about the price action.

Kim BoltonKim Bolton
No
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$65.910

Stock price when the opinion was issued

Technology
WEAK BUY

Enghouse Systems(ENGH-T)

Mar 31, 2021
Pulled back on its recent reporting. Price target of $75.40. Price action has been difficult. Latest acquisition was a great asset during the work from home period.
Kim BoltonKim Bolton
No
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$59.150

Stock price when the opinion was issued

computer software processing
PAST TOP PICK

Micron Technology(MU-Q)

Mar 31, 2021
(A Top Pick Mar 31/20, Up 109%) A manufacturer in the semiconductor field. More demand than supply, so right place at right time. Beat top and bottom lines in January. Price target of $108.90.
Kim BoltonKim Bolton
Owned
Unlock Rating
$88.210

Stock price when the opinion was issued

computer software processing
PAST TOP PICK

Shopify Inc.(SHOP-T)

Mar 31, 2021
(A Top Pick Mar 31/20, Up 132%) He's been adding. Price target in 12 months of $1453. Very long runway. Canadian darling. In 175 countries. Terrific to buy on the dips under $1100. February reporting blew the doors off. Loves it.
Kim BoltonKim Bolton
Owned
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$1396.380

Stock price when the opinion was issued

0
PAST TOP PICK

Sea Limited(SE-N)

Mar 31, 2021

(A Top Pick Mar 31/20, Up 402%) Like the Shopify of Southeast Asia. Plus significant online gaming company and digital payments. Price target of $300. Significant pullback, so not a bad time to buy.

Kim BoltonKim Bolton
No
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N/A

Stock price when the opinion was issued

communications media
WATCH

Apple Inc(AAPL-Q)

Mar 31, 2021
He's in and out of this stock. He's involved in much of the supply chain for the iPhone. Concerns of production cutbacks due to less demand. Downward price action may be because investors took profits to put toward the reopening trade.
Kim BoltonKim Bolton
No
Unlock Rating
$122.730

Stock price when the opinion was issued

electrical electronic
BUY

Twilio Inc(TWLO-N)

Mar 31, 2021

Example of SaaS that had a pullback. One of biggest benefactors of time spent remotely. Amazon of the communications world. Price target of $412.83.

Kim BoltonKim Bolton
Owned
Unlock Rating
$344.040

Stock price when the opinion was issued

0
BUY

Asana(ASAN-N)

Mar 31, 2021
Leader in collaboration/work management. Increases accountability at every level. Increasing interest rates fostered concerns about its valuation. Price target of $37.25. Likes it.
Kim BoltonKim Bolton
Owned
Unlock Rating
$28.580

Stock price when the opinion was issued

Technology
WEAK BUY

Photon Control(PHO-T)

Mar 31, 2021
Price target of $3.25. Optical sensors and instruments in the semi industry. Doing well, but pullback since February.
Kim BoltonKim Bolton
No
Unlock Rating
$2.520

Stock price when the opinion was issued

electrical electronic

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