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

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Adventurous Stage Cumskin
  05/23/17
avgo (broadcom) i think
stirring swollen school cafeteria double fault
  05/23/17
...
stirring swollen school cafeteria double fault
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Boyish Dysfunction Corner
  05/25/17
you're welcome
Boyish Dysfunction Corner
  06/02/17
what are the higher risk reward plays u have in mind
stirring swollen school cafeteria double fault
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Adventurous Stage Cumskin



(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: stirring swollen school cafeteria double fault

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: stirring swollen school cafeteria double fault



(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: Boyish Dysfunction Corner

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: Boyish Dysfunction Corner

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: stirring swollen school cafeteria double fault

what are the higher risk reward plays u have in mind

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