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what's the semiconductor company that drake is bullish on?
| naked stirring mad-dog skullcap | 05/23/17 |
| Sickened philosopher-king | 05/23/17 |
| Sickened philosopher-king | 05/25/17 |
| Razzle-dazzle carnelian headpube | 05/25/17 |
| Razzle-dazzle carnelian headpube | 06/02/17 |
| Sickened philosopher-king | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: naked stirring mad-dog skullcap (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Sickened philosopher-king 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: Sickened philosopher-king (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: Razzle-dazzle carnelian headpube 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: Razzle-dazzle carnelian headpube 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: Sickened philosopher-king what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |