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what's the semiconductor company that drake is bullish on?
| bright charismatic church building legend | 05/23/17 |
| sienna unholy gas station french chef | 05/23/17 |
| sienna unholy gas station french chef | 05/25/17 |
| Frum saffron corn cake native | 05/25/17 |
| Frum saffron corn cake native | 06/02/17 |
| sienna unholy gas station french chef | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: bright charismatic church building legend (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: sienna unholy gas station french chef 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: sienna unholy gas station french chef (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: Frum saffron corn cake native 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: Frum saffron corn cake native 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: sienna unholy gas station french chef what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |