Today, Kim Bolton commented about whether ORCL-N, APTV-N, ADBE-Q, OLED-Q, ATVI-Q, EA-Q, ISRG-Q, BOTZ-Q, TMD-T, ADBE-Q, EQIX-Q, XLNX-Q, MSFT-Q, GOOG-Q, BYL-T, AMD-Q, TCEHY-OTC, IFNNY-OTC, DSY-FP, HACK-N, ACN-N, UBER-N, ZBRA-Q, CRSP-Q, AMT-N, BABA-N are stocks to buy or sell.
Another Amazon? He does not own it, nor participate in the IPO. It has influenced the IPO market and it is a disrupter. It is like Amazon as a disruptive force in the market, involving big data. However, he thinks it is lacking a financial model that will provide a long runway. The company has not defined when the business will actually become profitable.
(A Top Pick Jun 01/18, Down 23%) He sold out of his holding. A huge player in online gaming. They received approval to bring online another new digital game that could create quite a buzz. His 12 month price target is $56.
A very popular stock with the institutional traders. It is priced to perfection, however. He thinks you will be able to buy it at $25 soon. It has beaten Intel pretty hard and other big players. He would recommend waiting to buy on weakness.