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what's the semiconductor company that drake is bullish on?
| talented ruddy queen of the night | 05/23/17 |
| outnumbered doctorate | 05/23/17 |
| outnumbered doctorate | 05/25/17 |
| Heady Box Office | 05/25/17 |
| Heady Box Office | 06/02/17 |
| outnumbered doctorate | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: talented ruddy queen of the night (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: outnumbered doctorate 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: outnumbered doctorate (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: Heady Box Office 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: Heady Box Office 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: outnumbered doctorate what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |