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what's the semiconductor company that drake is bullish on?
| mind-boggling fluffy useless brakes | 05/23/17 |
| brass heady gaping | 05/23/17 |
| brass heady gaping | 05/25/17 |
| Mauve fiercely-loyal regret | 05/25/17 |
| Mauve fiercely-loyal regret | 06/02/17 |
| brass heady gaping | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: mind-boggling fluffy useless brakes (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: brass heady gaping 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 heady gaping (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: Mauve fiercely-loyal regret 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: Mauve fiercely-loyal regret 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 heady gaping what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |