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

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translucent trust fund persian
  05/23/17
avgo (broadcom) i think
Buck-toothed police squad
  05/23/17
...
Buck-toothed police squad
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
vigorous bronze casino idiot
  05/25/17
you're welcome
vigorous bronze casino idiot
  06/02/17
what are the higher risk reward plays u have in mind
Buck-toothed police squad
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: translucent trust fund persian



(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: Buck-toothed police squad

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: Buck-toothed police squad



(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: vigorous bronze casino idiot

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: vigorous bronze casino idiot

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: Buck-toothed police squad

what are the higher risk reward plays u have in mind

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