Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Kim Bolton and Stockchase Insights commented about whether ARG.TO, ARE.TO, CS.TO, EA, CDNS, IBM, OTEX.TO, CRM, CYBR, PANW, S, CRWD, FTNT, HACK, ALAB, CAJPY, ASML, AMD, BB.TO, AMAT, V, INTC, LMN.V, PLTR, CLS.TO, NFLX, SMCI, LSPD.TO are stocks to buy or sell.
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Stock's held in, even as the wider Japanese market rolled over. He took some profits from ASML and put them into CAJPY. It's come out with lithography equipment that's cheaper and just as productive as that from ASML.
Kim Bolton
It's actually snapped back. Got all the way to just below its IPO price, now around $51. The story is so solid because all the hyperscalers love it. Very smart and well managed. Not cheap. Still believes it can get back to the $80 level. A lot of the insider trades have already happened.
Kim Bolton
He still owns it, one of the best performers over the summer. Conservative in reporting, taken to the woodshed for that, but has come back very well.
Kim Bolton
Boring, but now things are coming together. Left a lot of baggage behind with the spinoff, but kept Watson, a leader in AI applications in healthcare. Lot of horses that they haven't yet raced. 12-month price target of $257. Yield is 3%.
(Analysts’ price target is $191.36)Kim Bolton
A competitor to SNPS. Software that helps the likes of NVDA and AMD design their chips. 12-month price target of $332. Extremely well known in Europe. A number of joint ventures. Financials have been great, consistently beat on top and bottom. Raised guidance a tiny bit. Buy in thirds here around $270, $260s, and just under $250. No dividend.
(Analysts’ price target is $314.43)Kim Bolton
This pick results from his looking at the application layer 12 months down the road. Model training algorithms are already being monetized in healthcare, education, and now sports/entertainment. Investor day last week saw a lot of AI tools. Yield is 0.5%.
12-month price target of $167.50. Buy 1/3 here around $141, $134, and $125.
Kim Bolton
We recently added more CS to our model portfolio and consider it a buy. We are not fond of targets, especially short term, but $13 to $14 we think is possible.
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Loves it. 12-month price target of $1160. Pulled back, but that's similar to the SOXX ETF. Very skewed to China with about 1/3 of its business there. He took some profits and put them into CAJPY.