EFTA02628870.pdf

From: Paul Barrett < Sent: Tuesday, January 29, 2019 9:25 PM To: Cc: Richard Kahn Subject: RE: To Do We sold the 8000 AVGO at 265.7518. Net P/L+ $123K Let me know if you want me to build a position in KEYS. Paul Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 <mailto From: J <[email protected]> Sent: Tuesday, January 29, 2019 11:33 AM To: Paul Barrett < Subject: Re: To Do Ok EFTA_R1_01846235 EFTA02628870 On Tue, Jan 29, 2019 at 5:25 PM Paul Barrett < <mailto >> wrote: Jeffrey We should take profits on Broadcom. We are up $110,000 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 reports from the likes of Nvidia have been very disappointing which I suspect will put pressure on the whole sector. 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 coming years. Keysight (KEYS) provides testing for all parts of the SG network - base stations, cell sites, equipment, networks etc. Keysight will benefit across the spectrum for the next 2 years and has #1market share across the globe and is the scale beneficiary. Ticker: KEYS Market Cap: $13bIn 2019 P/E: 19x Only 6 analysts cover the stock so it is under the radar which I like. This is a top pick from the research shop I like out of London (who gave us CD Projekt). Paul Paul Barrett Alpha Group Capital LLC 142 W 57 <https://maps.google.com/?q=142+W+57&entry=gmail&source=g> th Street, 11th Floor, New York, NY 10019 2 EFTA_R1_01846236 EFTA02628871  <mailto please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 3 EFTA_R1_01846237 EFTA02628872