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

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motley deer antler
  05/23/17
avgo (broadcom) i think
Razzmatazz erotic doctorate ticket booth
  05/23/17
...
Razzmatazz erotic doctorate ticket booth
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
zombie-like apoplectic mental disorder
  05/25/17
you're welcome
zombie-like apoplectic mental disorder
  06/02/17
what are the higher risk reward plays u have in mind
Razzmatazz erotic doctorate ticket booth
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: motley deer antler



(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: Razzmatazz erotic doctorate ticket booth

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: Razzmatazz erotic doctorate ticket booth



(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: zombie-like apoplectic mental disorder

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: zombie-like apoplectic mental disorder

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: Razzmatazz erotic doctorate ticket booth

what are the higher risk reward plays u have in mind

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