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

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primrose gunner kitty cat
  05/23/17
avgo (broadcom) i think
Hyperventilating Rigor
  05/23/17
...
Hyperventilating Rigor
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
lemon organic girlfriend
  05/25/17
you're welcome
lemon organic girlfriend
  06/02/17
what are the higher risk reward plays u have in mind
Hyperventilating Rigor
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: primrose gunner kitty cat



(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: Hyperventilating Rigor

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: Hyperventilating Rigor



(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: lemon organic girlfriend

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: lemon organic girlfriend

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: Hyperventilating Rigor

what are the higher risk reward plays u have in mind

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