Stockchase Opinions

Jennifer Radman Keysight Technologies Inc. KEYS-N TOP PICK Nov 08, 2017

This does both hardware and software that allows other companies to test and design electronic components. The world is becoming more and more technology and electronic component intensive. Often you get companies that don't feel the love in terms of capital allocation priorities or management time. This kind of stagnated for a while. 5G and electric vehicles are a big trend and are kind of getting into software. Between the 3 of them, she expects this to do pretty well. (Analysts' price target is $50.)

$45.390

Stock price when the opinion was issued

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COMMENT
5G testing instruments. He has bought aggressively in the past but doesn't own now. The company has had a great five year run and he still likes the management and products. However he feels there are better opportunities in the semi-conductor space such as KLA, LAM, Tokyo Electron. He referred both to testing and research in his comments.
HOLD
Excellent company that has owned in the past. Recently added to the S&P 500. Growth in 5G network technology has been good. Handset sales not as strong, so waiting to see what next catalyst for growth will be.
BUY

Not in his portfolio, but in separately managed accounts. Had a good run. Earnings beat on top and bottom, but shy on guidance. Design and test solutions, measurement in the chip space. Pullback is a terrific place to buy.

HOLD

Modern-day measurement company. He trimmed after last quarter's difficult earnings, but is still engaged with them. His 12-month price target is $187.70.

BUY

Reported last night, took a bit of a beating. Lowered guidance on earnings and revenue. King of measurement for equipment, but especially for commercial communications. Great opportunity to buy an excellent company with a great funnel of business.

TRADE

Treading water. Another technology-measurement company. Caters to the natural resource area such as oil & gas. His 12-month price target is $173; less an investable stock, and more of a tradeable one. See his Top Picks.

BUY

Shares are cheap. They have a terrific business.

DON'T BUY

12-month price target of $188, so not much runway left. Digitalized-measurement type of company. Not much competition. Better companies with longer runways elsewhere.

BUY ON WEAKNESS

Loves the sector. The company is doing very well. The stock is getting hit in this market sell-off.

BUY
Natural gas play to benefit from AI infrastructure buildout in US?

Huge into measurements for pipelines.