EFTA02628330.pdf

From: Paul Barrett < Sent: Tuesday, January 29, 2019 4:25 PM To: Jeffrey Epstein Cc: Richard Kahn Subject: To Do Jeffrey We should take profits on Broadcom. We are up $110,0=0 on our $2MM position. The semi index is up 15% from the lows in December= It feels like the short covering rally is over and recent earnings report= from the likes of Nvidia have been very disappointing which I suspect will put pressure on the whole sector. =o:p> I think getting exposure to SG would be a better use=of the proceeds. Testing of SG equipment will be a huge market over the co=ing years. Keysight (KEYS) provides testing for all parts of the 5G networ= - base stations, cell sites, equipment, networks etc. Keysight will benefit across the spectrum for the next 2 yea=s and has #1 market share across the globe and is the scale beneficiary. Ticker: &n=sp; KEYS<=p> Market Cap: $13b=n 2019 P/E: &=bsp; 19x Only 6 analysts cover the stock so it is under the r=dar which I like. This is a top pick from the research shop I like out of =ondon (who gave us CD Projekt). Paul Paul Barrett EFTA_R1_01845009 EFTA02628330 Alpha Group Capital LLC =New York, NY 10019 mailto > 2 EFTA_R1_01845010 EFTA02628331