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

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bat-shit-crazy french chef
  05/23/17
avgo (broadcom) i think
bonkers incel
  05/23/17
...
bonkers incel
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Hyperventilating center mediation
  05/25/17
you're welcome
Hyperventilating center mediation
  06/02/17
what are the higher risk reward plays u have in mind
bonkers incel
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: bat-shit-crazy french chef



(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: bonkers incel

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: bonkers incel



(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: Hyperventilating center mediation

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: Hyperventilating center mediation

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: bonkers incel

what are the higher risk reward plays u have in mind

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