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

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avocado appetizing stead faggotry
  05/23/17
avgo (broadcom) i think
Maroon Spot Keepsake Machete
  05/23/17
...
Maroon Spot Keepsake Machete
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
maniacal abode partner
  05/25/17
you're welcome
maniacal abode partner
  06/02/17
what are the higher risk reward plays u have in mind
Maroon Spot Keepsake Machete
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: avocado appetizing stead faggotry



(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: Maroon Spot Keepsake Machete

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: Maroon Spot Keepsake Machete



(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: maniacal abode partner

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: maniacal abode partner

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: Maroon Spot Keepsake Machete

what are the higher risk reward plays u have in mind

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