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

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supple misanthropic jewess
  05/23/17
avgo (broadcom) i think
Bossy Balding Heaven Hairy Legs
  05/23/17
...
Bossy Balding Heaven Hairy Legs
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
hairraiser roast beef
  05/25/17
you're welcome
hairraiser roast beef
  06/02/17
what are the higher risk reward plays u have in mind
Bossy Balding Heaven Hairy Legs
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: supple misanthropic jewess



(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: Bossy Balding Heaven Hairy Legs

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: Bossy Balding Heaven Hairy Legs



(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: hairraiser roast beef

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: hairraiser roast beef

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: Bossy Balding Heaven Hairy Legs

what are the higher risk reward plays u have in mind

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