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

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Fragrant Well-lubricated School Mood
  05/23/17
avgo (broadcom) i think
buff casino international law enforcement agency
  05/23/17
...
buff casino international law enforcement agency
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
lascivious dopamine
  05/25/17
you're welcome
lascivious dopamine
  06/02/17
what are the higher risk reward plays u have in mind
buff casino international law enforcement agency
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Fragrant Well-lubricated School Mood



(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: buff casino international law enforcement agency

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: buff casino international law enforcement agency



(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: lascivious dopamine

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: lascivious dopamine

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: buff casino international law enforcement agency

what are the higher risk reward plays u have in mind

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