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

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charismatic church
  05/23/17
avgo (broadcom) i think
Bat shit crazy theatre
  05/23/17
...
Bat shit crazy theatre
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
big crackhouse
  05/25/17
you're welcome
big crackhouse
  06/02/17
what are the higher risk reward plays u have in mind
Bat shit crazy theatre
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: charismatic church



(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: Bat shit crazy theatre

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: Bat shit crazy theatre



(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: big crackhouse

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: big crackhouse

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: Bat shit crazy theatre

what are the higher risk reward plays u have in mind

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