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what's the semiconductor company that drake is bullish on?
| crystalline shaky keepsake machete abode | 05/23/17 |
| startling racy locale kitty | 05/23/17 |
| startling racy locale kitty | 05/25/17 |
| contagious rigpig | 05/25/17 |
| contagious rigpig | 06/02/17 |
| startling racy locale kitty | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: crystalline shaky keepsake machete abode (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: startling racy locale kitty 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: startling racy locale kitty (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: contagious rigpig 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: contagious rigpig 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: startling racy locale kitty what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |