\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

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

...
supple station
  05/23/17
avgo (broadcom) i think
Pontificating adventurous famous landscape painting
  05/23/17
...
Pontificating adventurous famous landscape painting
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
arrogant national
  05/25/17
you're welcome
arrogant national
  06/02/17
what are the higher risk reward plays u have in mind
Pontificating adventurous famous landscape painting
  06/09/17


Poast new message in this thread



Reply Favorite

Date: May 23rd, 2017 4:43 PM
Author: supple station



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



Reply Favorite

Date: May 23rd, 2017 4:43 PM
Author: Pontificating adventurous famous landscape painting

avgo (broadcom) i think

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378133)



Reply Favorite

Date: May 25th, 2017 3:27 PM
Author: Pontificating adventurous famous landscape painting



(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33394267)



Reply Favorite

Date: May 25th, 2017 3:30 PM
Author: arrogant national

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)



Reply Favorite

Date: June 2nd, 2017 10:32 AM
Author: arrogant national

you're welcome

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33454213)



Reply Favorite

Date: June 9th, 2017 5:45 PM
Author: Pontificating adventurous famous landscape painting

what are the higher risk reward plays u have in mind

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