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

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