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Square Inc
COMMENT
Amazon.com
BUY
SalesForce.com Inc.
BUY
Universal Display Corp.
BUY
Global X Robotics & AI ETF
BUY
PayPal Holdings Inc.
COMMENT
Nvidia Corp
BUY

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Signal Opinion Expert
COMMENT
Square Inc(SQ-N) 

January 22, 2019

A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$67.850
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

January 22, 2019

Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
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Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$1632.170
Owned Owned
Yes

BUY
SalesForce.com Inc.(CRM-N) 

January 22, 2019

The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
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The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.950
Owned Owned
Unknown

BUY
They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
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They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$94.170
Owned Owned
Yes

BUY
What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
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What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$17.790
Owned Owned
Yes

COMMENT
PayPal Holdings Inc.(PYPL-Q) 

January 22, 2019

They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
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They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$89.940
Owned Owned
Yes

BUY
Nvidia Corp(NVDA-Q) 

January 22, 2019

He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
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He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.770
Owned Owned
No

PAST TOP PICK
Dassault Systemes(DSY-FP) 

January 22, 2019

(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
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(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$110.200
Owned Owned
No

PAST TOP PICK
(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
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(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
0
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
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(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
0
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

COMMENT
Qualcomm(QCOM-Q) 

January 22, 2019

Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
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Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$54.290
Owned Owned
No

COMMENT
Splunk Inc(SPLK-Q) 

January 22, 2019

What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
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0 comments
What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$118.980
Owned Owned
Yes

DON'T BUY
Siemens(SI-N) 

January 22, 2019

Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
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Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
No

BUY
Micron Technology(MU-Q) 

January 22, 2019

A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
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A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$33.870
Owned Owned
Yes

WATCH
Shopify Inc.(SHOP-T) 

January 22, 2019

E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
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E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$208.870
Owned Owned
No

COMMENT
Nutanix Inc(NTNX-Q) 

January 22, 2019

He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
computer software
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He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
computer software
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$50.730
Owned Owned
No

WATCH
Autodesk Inc(ADSK-Q) 

January 22, 2019

They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
computer software/processing
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They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$139.060
Owned Owned
No

TOP PICK
Microsoft(MSFT-Q) 

January 22, 2019

The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
computer software/processing
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The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
computer software/processing
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0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$105.680
Owned Owned
Yes

TOP PICK
Xilinx Inc(XLNX-Q) 

January 22, 2019

Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
electrical/electronic
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0 comments
Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
electrical/electronic
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$90.450
Owned Owned
Yes

BUY on WEAKNESS
MongoDB, Inc. (MDB-Q) 

January 22, 2019

Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
Technology
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0 comments
Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
Technology
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$81.230
Owned Owned
No

TOP PICK
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Technology
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A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Technology
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

BUY
Vail Resorts Inc(MTN-N) 

January 22, 2019

It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
0 0 0 0 0
0 comments
It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
0
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$184.230
Owned Owned
Unknown

BUY
Visa Inc.(V-N) 

January 22, 2019

Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
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0 comments
Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$138.050
Owned Owned
Yes

BUY
Activision Blizzard(ATVI-Q) 

January 22, 2019

Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
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0 comments
Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$47.060
Owned Owned
Yes

BUY
A T & T US(T-N) 

January 22, 2019

He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
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0 comments
He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$30.580
Owned Owned
Unknown

DON'T BUY
CVS Health Corp(CVS-N) 

January 22, 2019

He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
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0 comments
He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$64.920
Owned Owned
No

BUY
Keyera Corp(KEY-T) 

January 22, 2019

Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
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0 comments
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$27.600
Owned Owned
Yes

COMMENT
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
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0 comments
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$43.650
Owned Owned
No

PAST TOP PICK
Moody's Corp.(MCO-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
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0 comments
(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$155.480
Owned Owned
Yes

PAST TOP PICK
Becton Dickinson(BDX-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
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0 comments
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$239.190
Owned Owned
Yes

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