Re: To Do

Ok

On The, Jan 29, 2019 at 5:25 PM Paul Barrett < > wrote:

EFTA01028375

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 5O 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 5O 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: $13b1n

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
New York, NY 10019

EFTA01028376

lets talk more about i t send deatis on research. . spoke to nicole . as you know not good.

On Tue, Jan 29, 2019 at 10:25 PM Paul Barrett < > wrote:

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
[Redacted] New York, NY 10019
[Redacted] (o) [Redacted] (c)
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