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what's the semiconductor company that drake is bullish on?
| alcoholic hall | 05/23/17 |
| Brass corner | 05/23/17 |
| Brass corner | 05/25/17 |
| Maroon histrionic mental disorder people who are hurt | 05/25/17 |
| Maroon histrionic mental disorder people who are hurt | 06/02/17 |
| Brass corner | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: alcoholic hall (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Brass corner 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: Brass corner (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: Maroon histrionic mental disorder people who are hurt 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: Maroon histrionic mental disorder people who are hurt 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: Brass corner what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |