Latest Stock Buy or Sell?
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Today, Kim Bolton commented about whether BAND-Q, STNE-Q, MELI-Q, NVDA-Q, AMD-Q, BABA-N, OTEX-T, PYPL-Q, GOOG-Q, CSCO-Q, SNOW-N, SQ-N, REAL-T, DCBO-T, GSI-X, IBM-N, ART-X are stocks to buy or sell.

COMMENT
Any clouds on the horizon for tech stocks? Lots of uncertainty will create market turbulence. Trump testing positive, US-China trade, anti-trust actions, another potential Covid wave, lapse in fiscal stimulus, chances of a Democrat sweep, threat of drawn-out voting process. He's up 24% this year, but not letting down his guard. He's 80% invested, with 20% cash. A lot of stocks have touched his price target, so he's ended up with a cash position. Cloud, semiconductors, software applications are the main themes, with lots of moving parts.
Unknown
PARTIAL BUY
Arht Media
Cutting edge holograms, in real time. Virtual stage platform and hollow presence platform. Really likes them. Lots of runway. Ahead of their time. Solidifying in the mid-30-cents. 12-month price target of $2.50. Buy a quarter position here, more in the 30s and in the 20s, with a floor of 10 cents. Global enterprise clients.
other services
RISKY
IBM Common Stock
Change in leadership, and jury's still out. A trade, more than an investment.12-month target of $129. Buy around $100-105, sell around $125-130.
electrical / electronic
COMMENT
Contactless system for determining body temperature. Quick thermal camera. Geared to schoolbuses. Right place, right time. 12-month target of $1.20. Management can't guarantee they'll be cashflow positive.
Technology
WATCH
Docebo
Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional corporate learning requirements. Risks, as it's a competitive field. In right place, so they've done well. He's watching it.
0
COMMENT
Real Matters Inc.
Target of $26.84. Insurance appraisers and real estate agents use their software for residential properties. Canadian, but over 90% of revenues are from US. Expensive, but 21% ROE. He owns other large and mid-caps in the industry.
Financial Services
BUY ON WEAKNESS
Block Inc
He took profits. Has come down as the market has come down. If you can get it with a $160 handle, he'd buy.
Technology
PARTIAL BUY
Snowflake
Huge following in corporate America. It lets them better manage their cloud-based information. If you can, buy a quarter to a third under $250, and then add in increments every $25 down.
Technology
PAST TOP PICK
Cisco
(A Top Pick Nov 13/19, Down 15%) Very decent provider for 5G. Still likes it. Target of $47.75. Decent valuation of 14x, with a yield of 3.7%. Solid fundamentals. Expanding the business from hardware to software as a subscription. Quite a bit of upside.
electrical / electronic
PAST TOP PICK
Alphabet Inc
(A Top Pick Nov 13/19, Up 23%) One of the top beneficiaries of digital advertising. Also has so many revenue streams not linked to advertising. Doesn't seem to be impacted by the DoJ anti-trust announcement. Very decent margins. Price target of $1,760.
Technology
PAST TOP PICK
(A Top Pick Nov 13/19, Up 103%) Took some profit, and then got back in. 15% revenue growth, expanding profit margins. Set your price targets and be disciplined. Target of $220. Still a good place to buy.
0
BUY ON WEAKNESS
Open Text

Geared to the enterprise, not the consumer. Helps digitalize processes in the supply chain, through analytics and AI. Well diversified client base, recurring revenues. Target of US$52.05. Can start to nibble here. Consistent double-digit growth rate. Buy it with a $30 handle on it.

computer software / processing
BUY ON WEAKNESS
Target of $311. King of e-commerce in China, market share of over 60%. Also have cloud computing, digital entertainment, and innovation initiatives. Transforming to more of a tech enabler to online merchants. Wouldn't be surprised if there's an opportunity to buy between $275-85 before year's end. Wonderful company.
0
PARTIAL BUY
Has come back from its September peak. Target of $95. Pulled back with the rest of the tech sector. Fairly volatile. Dips present buying opportunities. Lots of catalysts. Bargain in the mid-70s US. Buy a third here, and remaining thirds lower. It shouldn't go below $73.
electrical / electronic
PARTIAL BUY
NVIDIA Corporation
Peaked in September, and now down. Target of $595, shouldn't go below $470. One of the greatest semi-conductor growth stories. Arm acquisition puts them in a strong position. Buy a partial position here, another around $500, and another around $470.
computer software / processing