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

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Cobalt provocative regret
  05/23/17
avgo (broadcom) i think
Cyan digit ratio
  05/23/17
...
Cyan digit ratio
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Gold Idiotic Hominid Weed Whacker
  05/25/17
you're welcome
Gold Idiotic Hominid Weed Whacker
  06/02/17
what are the higher risk reward plays u have in mind
Cyan digit ratio
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Cobalt provocative regret



(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: Cyan digit ratio

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: Cyan digit ratio



(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: Gold Idiotic Hominid Weed Whacker

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: Gold Idiotic Hominid Weed Whacker

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: Cyan digit ratio

what are the higher risk reward plays u have in mind

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