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what's the semiconductor company that drake is bullish on?
| Carmine thirsty lodge filthpig | 05/23/17 |
| Charismatic Juggernaut Menage | 05/23/17 |
| Charismatic Juggernaut Menage | 05/25/17 |
| Violent awkward school | 05/25/17 |
| Violent awkward school | 06/02/17 |
| Charismatic Juggernaut Menage | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Carmine thirsty lodge filthpig (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Charismatic Juggernaut Menage 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: Charismatic Juggernaut Menage (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: Violent awkward school 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: Violent awkward school 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: Charismatic Juggernaut Menage what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |