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what's the semiconductor company that drake is bullish on?
| curious carnelian french chef | 05/23/17 |
| Hyperventilating Shrine | 05/23/17 |
| Hyperventilating Shrine | 05/25/17 |
| iridescent space liquid oxygen | 05/25/17 |
| iridescent space liquid oxygen | 06/02/17 |
| Hyperventilating Shrine | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: curious carnelian french chef (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Hyperventilating Shrine 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: Hyperventilating Shrine (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: iridescent space liquid oxygen 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: iridescent space liquid oxygen 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: Hyperventilating Shrine what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |