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Today, Kim Bolton commented about whether GSI-X, SPLK-Q, NVDA-Q, ATVI-Q, BIGC-Q, EA-Q, JD-Q, SQ-N, MU-Q, MRVL-Q, CYBR-Q, DDOG-Q, SHOP-N, CSCO-Q, GOOG-Q, PYPL-Q, ART-X, BABA-N are stocks to buy or sell.

COMMENT

A Comment -- General Comments From an Expert(A Commentary)

21/09/2020
A Comment -- General Comments From an Expert
Today's sell-off it a convergence of a lot of stuff that's been building up. It now feels like February into March. He's got put options out there and built up hedges. There are 46 days till the US election. He sees vulnerability to the downside. The catalysts for the recent tech sell-off: valuations went through the roof and central banks issued stimulus and governments offered fiscal stimulus to pump markets. Now, that stimulus is off the table. And the US election is coming up.
Unknown
Kim Bolton
N/A
Unknown
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STRONG BUY

Alibaba Group Holding(BABA-N)

21/09/2020
Alibaba Group Holding
He targets $301. Should be a core holding for anyone. It's one of the 10 biggest companies in the world, the king of e-commerce in China. They've transformed from an online distribution platform into a technology enabler, like the cloud and digital payments. It's a broad, deep stock.
0
Kim Bolton
$269.920
Owned
UnlockRating
PARTIAL BUY

Arht Media(ART-X)

21/09/2020
Arht Media
They use platforms to digitally recreate speakers on stage around the world, using holographic technology for as cheap as $10,000. Clients include multinational financials and pharmaceuticals. The new CEO is building out the salesforce and taking on big clients. He targets 90 cents, more than double the current stock price. Buy a quarter position now, then add if the stock falls lower.
other services
Kim Bolton
$0.400
Unknown
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BUY

PayPal Holdings Inc.(PYPL-Q)

21/09/2020
PayPal Holdings Inc.

He also owns Visa and Square. Paypal is well-positioned to grow around digital payments, and it's been a winner as transactions have leapt this year. $220 is his price target, about $40 higher than now. It's a momentum stock. He gravitates to the larger payments companies like this and Square, not the smaller players.

0
Kim Bolton
$181.505
Owned
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BUY ON WEAKNESS

Alphabet Inc(GOOG-Q)

21/09/2020
Alphabet Inc
He targets $1,770. The stock has always been in his top 5. Buy it around $1,300 or even now but only partially. 80% of revenues come from ads, their cash cow. Uncertain over the length of the current tech meltdown.
Technology
Kim Bolton
$1429.000
Owned
UnlockRating
BUY

Cisco(CSCO-Q)

21/09/2020
Cisco
He targets $49.12. They've disappointed the last little while. A new CEO came in last year, and he will likely shakes things up. Topline growth should recover by the end of 2020 as more investments are made. Cisco keeps buying back shares, even during the pandemic. It's a yawner now, but should pick up because Cisco is a massive supplier of 5G which is coming.
electrical / electronic
Kim Bolton
$38.815
Owned
UnlockRating
PAST TOP PICK

Shopify Inc(SHOP-N)

21/09/2020
Shopify Inc
(A Top Pick Oct 01/19, Up 191%) Glad he still owns it. He targets US$1,100, so there's currently room to grow (not US$903). Has a long runway in secular growth. Their track record of innovation is phenomenal. He sees a much-higher stock price. Their Q2 report said that gross merchandise volume accelerated 119% at a phenomenal annual rate.
Technology
Kim Bolton
$895.180
Owned
UnlockRating
PAST TOP PICK

Datadog, Inc.(DDOG-Q)

21/09/2020
Datadog, Inc.
(A Top Pick Oct 01/19, Up 150%) He took profits and got back in. Now is a great opportunity to buy during the current pullback. He targets $95. Their software and platform allows automated infrastructure monitoring across the entire technology spectrum, accelerating troubleshooting. Boasted 85% revenue growth YOY in the middle of the pandemic. They're free cash-flow positive and operating margins keep growing.
Technology
Kim Bolton
$81.190
Owned
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PAST TOP PICK

CyberArk Software Ltd.(CYBR-Q)

21/09/2020
CyberArk Software Ltd.
(A Top Pick Oct 01/19, Down 4%) A cybersecurity stock. Buy on current weakness. $125.70 is his target. Reasonable valuation and solid execution. Good revenue visibility.
Technology
Kim Bolton
$98.570
Owned
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COMMENT

Marvell Technology Group(MRVL-Q)

21/09/2020
Marvell Technology Group

Competes with Cisco. He targets $41, so there's not much topside left. It's run up a lot. MRVL will benefit from 5G momentum. Has a good business model.

electrical / electronic
Kim Bolton
$37.415
No
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BUY

Micron Technology(MU-Q)

21/09/2020
Micron Technology
He targets $63.70. Their last reported quarter was weak, but beat the street only because the street had lowered expectations. But this could fuel optimism for the stock. They continue to invest in R&D. It's innovative and diversified to meet customer needs. It trades at only 5x enterprise value to EBITDA.
computer software / processing
Kim Bolton
$48.025
Owned
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BUY ON WEAKNESS

Block Inc(SQ-N)

21/09/2020
Block Inc
He took profits recently. He targets $155. 60% of gross profit comes from transaction fees and it boasts a stunning 37% profit margin. It was trading at a discount to its peers, but the stock soared when it reported it was benefitting from the lockdown and e-commerce. Buy it at $130.
Technology
Kim Bolton
$145.150
No
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WATCH

JD.com Inc(JD-Q)

21/09/2020
JD.com Inc

Competes with Alibaba (which owns 66% of China e-commerce) and JD follows at 24%. It has been growing market share. He owns Alibaba instead. He targets $85.50. This has legs and he watches it.

0
Kim Bolton
$74.630
No
UnlockRating
DON'T BUY

Electronic Arts Inc(EA-Q)

21/09/2020
Electronic Arts Inc

He owns Activision instead because it has a longer runway of growth due to its forthcoming games. It's traditionally been a toss-up between this and EA. It comes down to runway.

computer software / processing
Kim Bolton
$126.140
No
UnlockRating
WATCH

BigCommerce Holdings(BIGC-Q)

21/09/2020
BigCommerce Holdings

Based in Texas. He owns peers Shopify and Amazon. Amazon does fulfillment and enables e-commerce platform for companies of all sizes. Shopify caters to small/medium businesses. BIGC serves larger companies, including front and back ends. He's watching this.

Technology
Kim Bolton
$74.985
No
UnlockRating

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