Opinions
David Fingold
Keysight Technologies Inc.
KEYS-N
PAST TOP PICK
Jan 03, 2018
$42.750
Stock price when the opinion was issued
0
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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.
(A Top Pick June 19/17. Up 11%.) This is the original Hewlett-Packard business founded in a garage in the 1930s, producing test equipment for the defence Department. Very well positioned because it is a very concentrated market for producing equipment for testing defence electronics. This area usually grows at twice the rate of the defence budget. Also, the development and deployment of 5G wireless requires a lot of their equipment, and he believes they are the leader.