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

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galvanic marketing idea
  05/23/17
avgo (broadcom) i think
Nighttime Blathering Useless Brakes Forum
  05/23/17
...
Nighttime Blathering Useless Brakes Forum
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
fragrant sweet tailpipe
  05/25/17
you're welcome
fragrant sweet tailpipe
  06/02/17
what are the higher risk reward plays u have in mind
Nighttime Blathering Useless Brakes Forum
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: galvanic marketing idea



(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: Nighttime Blathering Useless Brakes Forum

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: Nighttime Blathering Useless Brakes Forum



(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: fragrant sweet tailpipe

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: fragrant sweet tailpipe

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: Nighttime Blathering Useless Brakes Forum

what are the higher risk reward plays u have in mind

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