EFTA02628909.pdf

From: Richard Kahn < Sent: Tuesday, January 29, 2019 8:06 PM To: Jeffrey Epstein Subject: SG Fiszel in annual letter also likes SG story but believes that =oftware maintenance revenue is the play via Nokia (NOK) Please advise if you want to buy Paul Stock KEYS or NOK, both =r neither.. If buy please advise on position =ize.. Thank you https://finance.yahoo.com/quote/KEYS?p=KEYS&.tsrc=fin-s=ch https://finance.yahoo.com/quote/NOK?p=NOK&.tsrc=fin-src= Richard Kahn HBRK Associates Inc. 575 =exington Avenue 4th Floor New York, NY 10022 Begin forwarded message: From: =/b>Paul Barrett < Subject: =/b>RE: To Do Date: qb>lanuary 29, 2019 at 12:04:10 PM =ST To: =/b>.I <[email protected]> Cc: Richard Kahn < I am working the sale of =VGO. Let me =now if you want to do anything on KEYS. EFTA_R1_01846303 EFTA02628909  Paul Barrett Alpha =roup Capital LLC 142 W 57th Street, 11th Floor, New York, NY =0019 From: J [email protected] <mailto:[email protected]» Sent: Tuesday, January 29, 2019 =1:33 AM To: Paul Barrett < Subject: Re: To Do Ok On Tue, Jan 29, 2019 at =: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 =eels like the short covering rally is over and recent earnings reports =rom the likes of Nvidia have been very disappointing which I suspect =ill put pressure on the whole sector. I think getting exposure to 56 would be = better use of the proceeds. Testing of 56 equipment will be a huge =arket over the coming years. Keysight (KEYS) provides testing for all =arts of the SG network • base stations, cell sites, equipment, networks =tc. Keysight will benefit across the spectrum for the next 2 years and =as #1market share across the globe and is the scale beneficiary. Ticker: =nbsp; &n=sp; KEYS Market Cap: $13bIn 2019 =/E: &nbs=; 19x Only 6 analysts cover the stock so it is under the radar =hich I like. This is a top pick from the research shop I like out of =ondon (who gave us CD Projekt). Paul Paul Barrett Alpha =roup Capital LLC 142 = 57th Street, 11th Floor, New York, NY =0019 2 EFTA_R1_01846304 EFTA02628910  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 =his communication or any part thereof is strictly =rohibited and may be unlawful. If you have received =his communication in error, please notify us immediately =y return e-mail or by e-mail to [email protected],=and destroy this communication and all copies thereof, including all attachments. copyright -all rights =eserved 3 EFTA_R1_01846305 EFTA02628911