EFTA02628369

From: Paul Barrett < Sent: Tuesday, January 29, 2019 5:04 PM To: Cc: Richard Kahn Subject: RE: To Do I am working the sale of AVGO. Let me know if you want to do anything on KEYS. Paul Barrett Alpha Group Capital LLC New York, NY 10019 <mailto From: J <jeevacation ®gmail.com> Sent: Tuesday, January 29, 2019 11:33 AM To: Paul Barrett < Subject: Re: To Do Ok On Tue, Jan 29, 2019 at 5:25 PM Paul Barrett < <mailto wrote: > > EFTA_R1_01845072 EFTA02628369 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 5G would be a better use of the proceeds. Testing of 5G equipment will be a huge market over the coming years. Keysight (KEYS) provides testing for all parts of the 5G network - base stations, cell sites, equipment, networks etc. Keysight will benefit across the spectrum for the next 2 years and has #1 market share across the globe and is the scale beneficiary. Ticker: KEYS Market Cap: $13bIn 2019 PIE: 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 <https://maps.google.com/?q=142+W+57&entry=gmail&source=g> , New York, NY 10019 <mailto 2 EFTA_R1_01845073 EFTA02628370 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_01845074 EFTA02628371