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what's the semiconductor company that drake is bullish on?
| overrated kink-friendly hall codepig | 05/23/17 |
| vigorous bronze giraffe | 05/23/17 |
| vigorous bronze giraffe | 05/25/17 |
| Translucent parlour nibblets | 05/25/17 |
| Translucent parlour nibblets | 06/02/17 |
| vigorous bronze giraffe | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: overrated kink-friendly hall codepig (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: vigorous bronze giraffe 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: vigorous bronze giraffe (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: Translucent parlour nibblets 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: Translucent parlour nibblets 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: vigorous bronze giraffe what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |