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

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Stimulating yellow main people
  05/23/17
avgo (broadcom) i think
light razzle-dazzle mental disorder
  05/23/17
...
light razzle-dazzle mental disorder
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
heady misanthropic preventive strike fat ankles
  05/25/17
you're welcome
heady misanthropic preventive strike fat ankles
  06/02/17
what are the higher risk reward plays u have in mind
light razzle-dazzle mental disorder
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Stimulating yellow main people



(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: light razzle-dazzle mental disorder

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: light razzle-dazzle mental disorder



(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: heady misanthropic preventive strike fat ankles

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: heady misanthropic preventive strike fat ankles

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: light razzle-dazzle mental disorder

what are the higher risk reward plays u have in mind

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