\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

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

...
mischievous cracking indian lodge
  05/23/17
avgo (broadcom) i think
Chocolate step-uncle's house prole
  05/23/17
...
Chocolate step-uncle's house prole
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
iridescent hell background story
  05/25/17
you're welcome
iridescent hell background story
  06/02/17
what are the higher risk reward plays u have in mind
Chocolate step-uncle's house prole
  06/09/17


Poast new message in this thread



Reply Favorite

Date: May 23rd, 2017 4:43 PM
Author: mischievous cracking indian lodge



(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129)



Reply Favorite

Date: May 23rd, 2017 4:43 PM
Author: Chocolate step-uncle's house prole

avgo (broadcom) i think

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378133)



Reply Favorite

Date: May 25th, 2017 3:27 PM
Author: Chocolate step-uncle's house prole



(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33394267)



Reply Favorite

Date: May 25th, 2017 3:30 PM
Author: iridescent hell background story

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)



Reply Favorite

Date: June 2nd, 2017 10:32 AM
Author: iridescent hell background story

you're welcome

(http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33454213)



Reply Favorite

Date: June 9th, 2017 5:45 PM
Author: Chocolate step-uncle's house prole

what are the higher risk reward plays u have in mind

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