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what's the semiconductor company that drake is bullish on?
| claret vivacious round eye | 05/23/17 |
| Soul-stirring base | 05/23/17 |
| Soul-stirring base | 05/25/17 |
| stimulating fighting friendly grandma | 05/25/17 |
| stimulating fighting friendly grandma | 06/02/17 |
| Soul-stirring base | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: claret vivacious round eye (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Soul-stirring base 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 base (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: stimulating fighting friendly grandma 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: stimulating fighting friendly grandma 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 base what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |