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

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Sadistic indirect expression trump supporter
  05/23/17
avgo (broadcom) i think
hateful cruise ship jap
  05/23/17
...
hateful cruise ship jap
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
startled feces
  05/25/17
you're welcome
startled feces
  06/02/17
what are the higher risk reward plays u have in mind
hateful cruise ship jap
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Sadistic indirect expression trump supporter



(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: hateful cruise ship jap

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: hateful cruise ship jap



(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: startled feces

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: startled feces

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: hateful cruise ship jap

what are the higher risk reward plays u have in mind

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