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

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ruby forum
  05/23/17
avgo (broadcom) i think
cream cuckoldry liquid oxygen
  05/23/17
...
cream cuckoldry liquid oxygen
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Filthy church building
  05/25/17
you're welcome
Filthy church building
  06/02/17
what are the higher risk reward plays u have in mind
cream cuckoldry liquid oxygen
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: ruby forum



(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: cream cuckoldry liquid oxygen

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: cream cuckoldry liquid oxygen



(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: Filthy church building

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: Filthy church building

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: cream cuckoldry liquid oxygen

what are the higher risk reward plays u have in mind

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