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what's the semiconductor company that drake is bullish on?
| razzle-dazzle balding jew | 05/23/17 |
| mind-boggling plaza background story | 05/23/17 |
| mind-boggling plaza background story | 05/25/17 |
| Cerebral Library | 05/25/17 |
| Cerebral Library | 06/02/17 |
| mind-boggling plaza background story | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: razzle-dazzle balding jew (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: mind-boggling plaza background story 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: mind-boggling plaza background story (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: Cerebral Library 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: Cerebral Library 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: mind-boggling plaza background story what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |