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what's the semiconductor company that drake is bullish on?
| Awkward maniacal wrinkle legend | 05/23/17 |
| salmon dilemma mother | 05/23/17 |
| salmon dilemma mother | 05/25/17 |
| Aromatic Greedy Mental Disorder | 05/25/17 |
| Aromatic Greedy Mental Disorder | 06/02/17 |
| salmon dilemma mother | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Awkward maniacal wrinkle legend (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: salmon dilemma mother 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: salmon dilemma mother (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: Aromatic Greedy Mental Disorder 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: Aromatic Greedy Mental Disorder 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: salmon dilemma mother what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |