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

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effete cream clown selfie
  05/23/17
avgo (broadcom) i think
Swashbuckling stubborn internal respiration
  05/23/17
...
Swashbuckling stubborn internal respiration
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
nudist patrolman bbw
  05/25/17
you're welcome
nudist patrolman bbw
  06/02/17
what are the higher risk reward plays u have in mind
Swashbuckling stubborn internal respiration
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: effete cream clown selfie



(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: Swashbuckling stubborn internal respiration

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: Swashbuckling stubborn internal respiration



(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: nudist patrolman bbw

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: nudist patrolman bbw

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: Swashbuckling stubborn internal respiration

what are the higher risk reward plays u have in mind

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