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what's the semiconductor company that drake is bullish on?
| free-loading fighting meetinghouse patrolman | 05/23/17 |
| indigo alpha | 05/23/17 |
| indigo alpha | 05/25/17 |
| elite heaven laser beams | 05/25/17 |
| elite heaven laser beams | 06/02/17 |
| indigo alpha | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: free-loading fighting meetinghouse patrolman (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: indigo alpha 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: indigo alpha (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: elite heaven laser beams 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: elite heaven laser beams 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: indigo alpha what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |