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

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Comical shaky theatre
  05/23/17
avgo (broadcom) i think
insanely creepy massive hominid stage
  05/23/17
...
insanely creepy massive hominid stage
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
brilliant tank rehab
  05/25/17
you're welcome
brilliant tank rehab
  06/02/17
what are the higher risk reward plays u have in mind
insanely creepy massive hominid stage
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Comical shaky theatre



(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: insanely creepy massive hominid stage

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: insanely creepy massive hominid stage



(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: brilliant tank rehab

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: brilliant tank rehab

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: insanely creepy massive hominid stage

what are the higher risk reward plays u have in mind

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