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what's the semiconductor company that drake is bullish on?
| Well-lubricated Box Office | 05/23/17 |
| Ruddy prole | 05/23/17 |
| Ruddy prole | 05/25/17 |
| confused depressive volcanic crater | 05/25/17 |
| confused depressive volcanic crater | 06/02/17 |
| Ruddy prole | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Well-lubricated Box Office (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Ruddy prole 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: Ruddy prole (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: confused depressive volcanic crater 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: confused depressive volcanic crater 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: Ruddy prole what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |