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what's the semiconductor company that drake is bullish on?
| dull motley church building | 05/23/17 |
| Drab mexican parlour | 05/23/17 |
| Drab mexican parlour | 05/25/17 |
| Apoplectic galvanic incel | 05/25/17 |
| Apoplectic galvanic incel | 06/02/17 |
| Drab mexican parlour | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: dull motley church building (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Drab mexican parlour 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: Drab mexican parlour (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: Apoplectic galvanic incel 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: Apoplectic galvanic incel 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: Drab mexican parlour what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |