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what's the semiconductor company that drake is bullish on?
| Garnet Drunken Hall Dingle Berry | 05/23/17 |
| Red Institution Twinkling Uncleanness | 05/23/17 |
| Red Institution Twinkling Uncleanness | 05/25/17 |
| electric quadroon parlour | 05/25/17 |
| electric quadroon parlour | 06/02/17 |
| Red Institution Twinkling Uncleanness | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Garnet Drunken Hall Dingle Berry (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Red Institution Twinkling Uncleanness 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: Red Institution Twinkling Uncleanness (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: electric quadroon parlour 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: electric quadroon parlour 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: Red Institution Twinkling Uncleanness what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |