David Fingold
Keysight Technologies Inc.
KEYS-N
WAIT
Apr 14, 2021
Good way to play 5G, though not a pure play. Next catalyst will be in more traditional areas that depend on industrial demand. Big defense segment, which may shrink before increasing. 6G could become reality 5 years from now. He exited because unsure of next catalyst. Strong earnings power. Very fine company, but not sure it's timely.
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.
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.
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.
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.
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.
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.
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.