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what's the semiconductor company that drake is bullish on?
| Gaped hospital dingle berry | 05/23/17 |
| Vengeful meetinghouse | 05/23/17 |
| Vengeful meetinghouse | 05/25/17 |
| wonderful messiness karate | 05/25/17 |
| wonderful messiness karate | 06/02/17 |
| Vengeful meetinghouse | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Gaped hospital dingle berry (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Vengeful meetinghouse 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: Vengeful meetinghouse (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: wonderful messiness karate 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: wonderful messiness karate 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: Vengeful meetinghouse what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |