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

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beady-eyed alcoholic codepig
  05/23/17
avgo (broadcom) i think
Passionate Unhinged Ape Theater
  05/23/17
...
Passionate Unhinged Ape Theater
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
massive ebony cumskin
  05/25/17
you're welcome
massive ebony cumskin
  06/02/17
what are the higher risk reward plays u have in mind
Passionate Unhinged Ape Theater
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: beady-eyed alcoholic codepig



(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: Passionate Unhinged Ape Theater

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: Passionate Unhinged Ape Theater



(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: massive ebony cumskin

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: massive ebony cumskin

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: Passionate Unhinged Ape Theater

what are the higher risk reward plays u have in mind

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