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what's the semiconductor company that drake is bullish on?
| 180 drab electric furnace | 05/23/17 |
| sadistic property fortuitous meteor | 05/23/17 |
| sadistic property fortuitous meteor | 05/25/17 |
| Angry bearded parlour idiot | 05/25/17 |
| Angry bearded parlour idiot | 06/02/17 |
| sadistic property fortuitous meteor | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: 180 drab electric furnace (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: sadistic property fortuitous meteor 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: sadistic property fortuitous meteor (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: Angry bearded parlour idiot 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: Angry bearded parlour idiot 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: sadistic property fortuitous meteor what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |