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Today, Kim Bolton commented about whether DIS-N, TSM-N, AMAT-Q, BYL-T, TTWO-Q, EA-Q, SHOP-T, ORCL-N, IBM-N, AMD-Q, CSU-T, YASKY-6506-JP, XLNX-Q, MSFT-Q, ROKU-Q, BB-T, OTEX-T, ERIC-Q, NOK-N, SOXX-Q, INTC-Q, CSCO-Q, NVDA-Q, META-Q are stocks to buy or sell.

COMMENT

Market Outlook(A Commentary)

14/02/2020
A Comment -- General Comments From an Expert
Market Outlook He thinks another correction is on the way. Over the last 11 years, there have been 16 periods of 15% plus gains and 10 have been followed up with corrections of 10%. You still need to be invested. He holds 15% cash right now and also a 70% market equity short position. Technology stocks have a very high beta so he needs the downside protection. The Coronavirus and economic growth worries has been buffered by the continued liquidity injections by Central Banks. About a year ago $60 billion was being injected, that is now down to $15 billion. Once a half-trillion has been injected he expects they will begin to taper -- this could come by April.
Unknown
Kim Bolton
N/A
Unknown
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HOLD

Meta Platforms Inc / Facebook(META-Q)

14/02/2020
Meta Platforms Inc / Facebook
He thinks now is the time to consider setting an upward target -- his is $248. You could buy it here. There expense growth has been exceeding their revenue growth, which was in line with expectations due to privacy requirements. As an election year, he expects some big advertising revenues. A hold for now.
Technology
Kim Bolton
$214.130
Unknown
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BUY ON WEAKNESS

NVIDIA Corporation(NVDA-Q)

14/02/2020
NVIDIA Corporation
Breakout? Their earnings were extremely good. Data centres, gaming and other areas exceeded expectations. His target is $315 -- it is getting a little expensive here. It is prone to movements down with the market. He wouldn't sell, but he would look for places to buy.
computer software / processing
Kim Bolton
$290.655
Unknown
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HOLD

Cisco(CSCO-Q)

14/02/2020
Cisco

He has a 1.8% position in his portfolio. They are skewed to the 5G movement. They have tried to do what MSFT did, ramping up software and cyber-security, but have not been as successful.

electrical / electronic
Kim Bolton
$46.825
Owned
UnlockRating
COMMENT

Pullback post election?(A Commentary)

14/02/2020
A Comment -- General Comments From an Expert
Pullback post election? He thinks April could be when QE is tappered. The market retreated 15% in 2011, when this last happened. He thinks tightening of liquidity would be followed by the banks. He thinks the US Fed has telegraphed their plan and so a market pullback could happen before the US election.
Unknown
Kim Bolton
N/A
Unknown
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DON'T BUY

Intel(INTC-Q)

14/02/2020
Intel
He does not own this one. He owns a lot of their competition, especially in the chip manufacturing space. Those companies have been taking market share away from INTC. It is getting a little expensive at these levels as well.
computer parts mnfctr
Kim Bolton
$67.000
No
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COMMENT

iShares PHLX Semiconductor ETF.(SOXX-Q)

14/02/2020
iShares PHLX Semiconductor ETF.
A Semiconductor ETF? He owns a few key companies in semiconductor -- about 11% of his portfolio. He uses the SOXX etf to provide liquidity when he needs it.
E.T.F.'s
Kim Bolton
$264.780
Owned
UnlockRating
COMMENT

Nokia(NOK-N)

14/02/2020
Nokia

A 5G producer? He has put his money on Ericsson, due to the their footprint and market share. Nokia has not been as consistent. This is a good time to enter he thinks and it is an area you can trade in.

Telecommunications
Kim Bolton
$4.315
Unknown
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COMMENT

Ericsson LM Telephone(ERIC-Q)

14/02/2020
Ericsson LM Telephone

A 5G producer? He has put his money on Ericsson, due to the their footprint and market share. Nokia has not been as consistent. This is a good time to enter he thinks and it is an area you can trade in.

Telecommunications
Kim Bolton
$9.040
Unknown
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BUY ON WEAKNESS

Open Text(OTEX-T)

14/02/2020
Open Text
He sold it recently. They are a leader in enterprise resource planning. It reached his price target at $62 and he took profit. He would love to buy in again on weakness.
computer software / processing
Kim Bolton
$62.580
No
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DON'T BUY

BlackBerry(BB-T)

14/02/2020
BlackBerry
He trades it, but does not see it as an investment. It is hard to see where the runway is for them. It is not on his radar. The competition is just too great.
electrical / electronic
Kim Bolton
$7.960
No
UnlockRating
BUY ON WEAKNESS

Roku Inc(ROKU-Q)

14/02/2020
Roku Inc

He does not own this as it is pretty expensive here. It is a $17 billion market cap, but only makes $1 billion per year. They are on the hardware side of video streaming services. They are benefiting from the increase in content that is being streamed, especially Disney. Consumers are demanding quality content and this will benefit.

computer software
Kim Bolton
$130.215
No
UnlockRating
PAST TOP PICK

Microsoft Corp(MSFT-Q)

14/02/2020
Microsoft Corp
(A Top Pick Jan 22/19, Up 77%) It is the darling in technology. He still owns it. He thanks having a market hedge for giving him the courage to continue to hold -- otherwise he would have been taking profit. Their revenue growth was 66% last year and their guidance is always a little conservative. His price target is $184.
computer software / processing
Kim Bolton
$184.665
Owned
UnlockRating
PAST TOP PICK

Xilinx Inc(XLNX-Q)

14/02/2020
Xilinx Inc
(A Top Pick Jan 22/19, Up 2%) There are the leader in programmable chip technology -- this fits well with autonomous driving. He will stick with it.
electrical / electronic
Kim Bolton
$90.010
Owned
UnlockRating
PAST TOP PICK

YASKAWA Electric Corporation(YASKY-6506-JP)

14/02/2020
YASKAWA Electric Corporation
(A Top Pick Jan 22/19, Up 36%) There is some cyclicality in robotics in Japan, but they are one of two world leaders. He still owns it.
Technology
Kim Bolton
N/A
Owned
UnlockRating

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