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what's the semiconductor company that drake is bullish on?
| adventurous principal's office toaster | 05/23/17 |
| Racy old irish cottage indirect expression | 05/23/17 |
| Racy old irish cottage indirect expression | 05/25/17 |
| chestnut hairraiser address | 05/25/17 |
| chestnut hairraiser address | 06/02/17 |
| Racy old irish cottage indirect expression | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: adventurous principal's office toaster (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Racy old irish cottage indirect expression 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: Racy old irish cottage indirect expression (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: chestnut hairraiser address 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: chestnut hairraiser address 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: Racy old irish cottage indirect expression what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |