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

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Territorial Appetizing Haunted Graveyard
  05/23/17
avgo (broadcom) i think
glittery mahogany old irish cottage pisswyrm
  05/23/17
...
glittery mahogany old irish cottage pisswyrm
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
odious chocolate bawdyhouse
  05/25/17
you're welcome
odious chocolate bawdyhouse
  06/02/17
what are the higher risk reward plays u have in mind
glittery mahogany old irish cottage pisswyrm
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Territorial Appetizing Haunted Graveyard



(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: glittery mahogany old irish cottage pisswyrm

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: glittery mahogany old irish cottage pisswyrm



(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: odious chocolate bawdyhouse

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: odious chocolate bawdyhouse

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: glittery mahogany old irish cottage pisswyrm

what are the higher risk reward plays u have in mind

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