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

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Blue lascivious place of business
  05/23/17
avgo (broadcom) i think
Soul-stirring slimy shrine
  05/23/17
...
Soul-stirring slimy shrine
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Bossy theater stage ladyboy
  05/25/17
you're welcome
Bossy theater stage ladyboy
  06/02/17
what are the higher risk reward plays u have in mind
Soul-stirring slimy shrine
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Blue lascivious place of business



(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: Soul-stirring slimy shrine

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: Soul-stirring slimy shrine



(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: Bossy theater stage ladyboy

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: Bossy theater stage ladyboy

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: Soul-stirring slimy shrine

what are the higher risk reward plays u have in mind

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