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what's the semiconductor company that drake is bullish on?
| trip pea-brained kitchen | 05/23/17 |
| Ebony Church Building | 05/23/17 |
| Ebony Church Building | 05/25/17 |
| slate hell | 05/25/17 |
| slate hell | 06/02/17 |
| Ebony Church Building | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: trip pea-brained kitchen (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Ebony Church Building 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: Ebony Church Building (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: slate hell 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: slate hell 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: Ebony Church Building what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |