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what's the semiconductor company that drake is bullish on?
| Claret Irradiated Mad Cow Disease Cruise Ship | 05/23/17 |
| canary galvanic box office place of business | 05/23/17 |
| canary galvanic box office place of business | 05/25/17 |
| Big puppy | 05/25/17 |
| Big puppy | 06/02/17 |
| canary galvanic box office place of business | 06/09/17 |
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Date: May 23rd, 2017 4:43 PM Author: Claret Irradiated Mad Cow Disease Cruise Ship (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: canary galvanic box office place of business avgo (broadcom) i think (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378133) |
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Date: May 25th, 2017 3:27 PM Author: canary galvanic box office place of business (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33394267) |
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Date: May 25th, 2017 3:30 PM Author: Big puppy I think AVGO is a $300 stock by the end of the year with little downside. Maybe down to $210 but not after earnings next week.
There are higher risk/reward type plays but AVGO has the best management team in the semiconductor space, multiple product cycle tailwinds in RF and networking chips, a FCF transformation story, the integration of BRCD assets in the July quarter, and will likely double its dividend after the October quarter. It is also trading at 13x earnings vs TXN at 20x |
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Date: June 2nd, 2017 10:32 AM Author: Big puppy you're welcome (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33454213) |
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Date: June 9th, 2017 5:45 PM Author: canary galvanic box office place of business what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |