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what's the semiconductor company that drake is bullish on?
| bearded theater affirmative action | 05/23/17 |
| Obsidian racy windowlicker | 05/23/17 |
| Obsidian racy windowlicker | 05/25/17 |
| dun bat shit crazy area mad-dog skullcap | 05/25/17 |
| dun bat shit crazy area mad-dog skullcap | 06/02/17 |
| Obsidian racy windowlicker | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: bearded theater affirmative action (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Obsidian racy windowlicker 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: Obsidian racy windowlicker (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: dun bat shit crazy area mad-dog skullcap 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: dun bat shit crazy area mad-dog skullcap 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: Obsidian racy windowlicker what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |