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what's the semiconductor company that drake is bullish on?
| Bright curious goal in life | 05/23/17 |
| Citrine sadistic tank meetinghouse | 05/23/17 |
| Citrine sadistic tank meetinghouse | 05/25/17 |
| yellow hissy fit bawdyhouse | 05/25/17 |
| yellow hissy fit bawdyhouse | 06/02/17 |
| Citrine sadistic tank meetinghouse | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Bright curious goal in life (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Citrine sadistic tank meetinghouse 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: Citrine sadistic tank meetinghouse (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: yellow hissy fit 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 |
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Date: June 2nd, 2017 10:32 AM Author: yellow hissy fit 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: Citrine sadistic tank meetinghouse what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |