Kim BoltonKeysight Technologies Inc.KEYSTRADEOct 23, 2024

On the platform part of quantum -- middle part of the stack -- helps quantum make inferences. A measurement company, so it's one of the major players testing chips before they get rolled out. 

His 12-month price target is $403. May seem pricey, but keep it on your radar. Buy in thirds here, at $340, and at $320. No dividend.

Huge into measurements for pipelines. 

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

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.

Shares are cheap. They have a terrific business.

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.

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.

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.