Kim Bolton
Keysight Technologies Inc.
KEYS-N
BUY
Feb 22, 2023
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.
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.
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.
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.