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

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slate hot sweet tailpipe
  05/23/17
avgo (broadcom) i think
aqua painfully honest hairy legs trailer park
  05/23/17
...
aqua painfully honest hairy legs trailer park
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Indigo Stirring Keepsake Machete Brunch
  05/25/17
you're welcome
Indigo Stirring Keepsake Machete Brunch
  06/02/17
what are the higher risk reward plays u have in mind
aqua painfully honest hairy legs trailer park
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: slate hot sweet tailpipe



(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: aqua painfully honest hairy legs trailer park

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: aqua painfully honest hairy legs trailer park



(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: Indigo Stirring Keepsake Machete Brunch

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: Indigo Stirring Keepsake Machete Brunch

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: aqua painfully honest hairy legs trailer park

what are the higher risk reward plays u have in mind

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