The most prestigious law school admissions discussion board in the world.
|
 |
 
|
what's the semiconductor company that drake is bullish on?
| Zombie-like low-t heaven associate | 05/23/17 |
| mewling white friendly grandma lay | 05/23/17 |
| mewling white friendly grandma lay | 05/25/17 |
| Dashing duck-like native | 05/25/17 |
| Dashing duck-like native | 06/02/17 |
| mewling white friendly grandma lay | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Zombie-like low-t heaven associate (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: mewling white friendly grandma lay avgo (broadcom) i think (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378133) |
 |
Date: May 25th, 2017 3:27 PM Author: mewling white friendly grandma lay (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33394267) |
|
Date: May 25th, 2017 3:30 PM Author: Dashing duck-like native 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 |
|
Date: June 2nd, 2017 10:32 AM Author: Dashing duck-like native you're welcome (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33454213) |
|
Date: June 9th, 2017 5:45 PM Author: mewling white friendly grandma lay what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |