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

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Histrionic Party Of The First Part Home
  05/23/17
avgo (broadcom) i think
Stimulating hilarious rigpig
  05/23/17
...
Stimulating hilarious rigpig
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
marvelous sanctuary reading party
  05/25/17
you're welcome
marvelous sanctuary reading party
  06/02/17
what are the higher risk reward plays u have in mind
Stimulating hilarious rigpig
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Histrionic Party Of The First Part Home



(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: Stimulating hilarious rigpig

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: Stimulating hilarious rigpig



(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: marvelous sanctuary reading party

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: marvelous sanctuary reading party

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: Stimulating hilarious rigpig

what are the higher risk reward plays u have in mind

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