Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 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.
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Unity Software (U-N)
March 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 Bolton
Price
$100.390
Owned
No
BUY
BUY
March 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.
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Schrodinger (SDGR-Q)
March 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 Bolton
Price
$75.260
Owned
No
BUY
BUY
March 31, 2021
Leadership in AI. Has attracted top talent. Price target is $33.
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Leadership in AI. Has attracted top talent. Price target is $33.
Kim Bolton
Price
$23.480
Owned
Yes
BUY
BUY
March 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.
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Servicenow (NOW-N)
March 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 Bolton
Price
$500.110
Owned
Yes
WATCH
WATCH
March 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.

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C3.ai, Inc. (AI-N)
March 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 Bolton
Price
$65.910
Owned
No
WEAK BUY
WEAK BUY
March 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.
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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 Bolton
Price
$59.150
Owned
No
PAST TOP PICK
PAST TOP PICK
March 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.
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(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 Bolton
Price
$88.210
Owned
Yes