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what's the semiconductor company that drake is bullish on?
| iridescent appetizing kitchen | 05/23/17 |
| Diverse Stead | 05/23/17 |
| Diverse Stead | 05/25/17 |
| swashbuckling light fanboi community account | 05/25/17 |
| swashbuckling light fanboi community account | 06/02/17 |
| Diverse Stead | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: iridescent appetizing kitchen (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Diverse Stead 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: Diverse Stead (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: swashbuckling light fanboi community account 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: swashbuckling light fanboi community account 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: Diverse Stead what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |