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

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Odious insecure laser beams meetinghouse
  05/23/17
avgo (broadcom) i think
Wonderful sooty mental disorder
  05/23/17
...
Wonderful sooty mental disorder
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Turquoise Provocative Institution
  05/25/17
you're welcome
Turquoise Provocative Institution
  06/02/17
what are the higher risk reward plays u have in mind
Wonderful sooty mental disorder
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Odious insecure laser beams meetinghouse



(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: Wonderful sooty mental disorder

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: Wonderful sooty mental disorder



(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: Turquoise Provocative Institution

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: Turquoise Provocative Institution

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: Wonderful sooty mental disorder

what are the higher risk reward plays u have in mind

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