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

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high-end titillating legal warrant
  05/23/17
avgo (broadcom) i think
henna pit jap
  05/23/17
...
henna pit jap
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Yellow Knife Background Story
  05/25/17
you're welcome
Yellow Knife Background Story
  06/02/17
what are the higher risk reward plays u have in mind
henna pit jap
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: high-end titillating legal warrant



(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: henna pit jap

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: henna pit jap



(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: Yellow Knife Background Story

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: Yellow Knife Background Story

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: henna pit jap

what are the higher risk reward plays u have in mind

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