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Keysight Technologies Inc. Stock Symbol: KEYS-N

Last Price Recorded: $40.3900 on 2017-08-18

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Date Signal Expert Opinion Price
2017-08-14 PAST TOP PICK David Fingold

(A Top Pick March 27/17. Up 14.4%.) The original Hewlett-Packard business. They provide electronic test equipment. It is going to be impossible to deploy 5G wireless without paying them. They have really solid margins and can do 20% over a full cycle.


Price:
$41.780
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK David Fingold

A great play on the 5G wireless cycle as well as the testing of defence electronics. They also have a business where they can’t tell anybody what they do. (Analysts’ price target is $48.)


Price:
$41.780
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-10 TOP PICK Jennifer Radman

They do software and hardware tests on electronic components, to make sure they actually work. You can’t design anything without what they do. 50% of their revenue is in some kind of recurring nature. There are some big secular trends that are positive such as 5G deployment and Smart Cars which need electronics. (Analysts’ price target is $48.)


Price:
$41.250
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK David Fingold

The original Hewlett-Packard. There is a certain amount of value created by unleashing a management from being within a conglomerate that ties their hands-on capital allocation decisions. This is a leader in electronic test equipment. It is very difficult to design ships or to develop and deploy communication networks without using their equipment. The transition to 5G wireless is a major catalyst for them. (Analysts’ price target is $47.)


Price:
$37.990
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-27 TOP PICK David Fingold

It is the original HP, started in 1939.  All the other pieces of HP have been spun off from this.  It is the original test electronics.   You have a significant increase in defense electronics spending coming.  You have 5G wireless coming.  There is a limited list of companies you can go to as an alternative.  It is a very consolidated industry.  20% operating margin.  (Analysts’ target: $39.00).


Price:
$36.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 5 of 5 entries

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