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what's the semiconductor company that drake is bullish on?
| thriller snowy place of business dopamine | 05/23/17 |
| Twinkling 180 hall | 05/23/17 |
| Twinkling 180 hall | 05/25/17 |
| Trip Free-loading Public Bath | 05/25/17 |
| Trip Free-loading Public Bath | 06/02/17 |
| Twinkling 180 hall | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: thriller snowy place of business dopamine (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Twinkling 180 hall 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: Twinkling 180 hall (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: Trip Free-loading Public Bath 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: Trip Free-loading Public Bath 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: Twinkling 180 hall what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |