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what's the semiconductor company that drake is bullish on?
| stirring garrison jewess | 05/23/17 |
| Underhanded Startling Chapel | 05/23/17 |
| Underhanded Startling Chapel | 05/25/17 |
| Out-of-control nubile foreskin | 05/25/17 |
| Out-of-control nubile foreskin | 06/02/17 |
| Underhanded Startling Chapel | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: stirring garrison jewess (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Underhanded Startling Chapel 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: Underhanded Startling Chapel (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: Out-of-control nubile foreskin 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: Out-of-control nubile foreskin 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: Underhanded Startling Chapel what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |