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what's the semiconductor company that drake is bullish on?
| Garnet Institution Indirect Expression | 05/23/17 |
| ultramarine slippery personal credit line meetinghouse | 05/23/17 |
| ultramarine slippery personal credit line meetinghouse | 05/25/17 |
| Peach Talented Volcanic Crater Weed Whacker | 05/25/17 |
| Peach Talented Volcanic Crater Weed Whacker | 06/02/17 |
| ultramarine slippery personal credit line meetinghouse | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Garnet Institution Indirect Expression (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: ultramarine slippery personal credit line meetinghouse 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: ultramarine slippery personal credit line meetinghouse (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: Peach Talented Volcanic Crater Weed Whacker 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: Peach Talented Volcanic Crater Weed Whacker 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: ultramarine slippery personal credit line meetinghouse what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |