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what's the semiconductor company that drake is bullish on?

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Aqua Parlor Clown
  05/23/17
avgo (broadcom) i think
Passionate Orange Legal Warrant Base
  05/23/17
...
Passionate Orange Legal Warrant Base
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Green Judgmental Patrolman
  05/25/17
you're welcome
Green Judgmental Patrolman
  06/02/17
what are the higher risk reward plays u have in mind
Passionate Orange Legal Warrant Base
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Aqua Parlor Clown



(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129)



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Date: May 23rd, 2017 4:43 PM
Author: Passionate Orange Legal Warrant Base

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: Passionate Orange Legal Warrant Base



(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: Green Judgmental Patrolman

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

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33394276)



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Date: June 2nd, 2017 10:32 AM
Author: Green Judgmental Patrolman

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: Passionate Orange Legal Warrant Base

what are the higher risk reward plays u have in mind

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363)