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

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bistre hideous point
  05/23/17
avgo (broadcom) i think
motley cumskin tanning salon
  05/23/17
...
motley cumskin tanning salon
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
aromatic lemon school cafeteria hominid
  05/25/17
you're welcome
aromatic lemon school cafeteria hominid
  06/02/17
what are the higher risk reward plays u have in mind
motley cumskin tanning salon
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: bistre hideous point



(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: motley cumskin tanning salon

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: motley cumskin tanning salon



(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: aromatic lemon school cafeteria hominid

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: aromatic lemon school cafeteria hominid

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: motley cumskin tanning salon

what are the higher risk reward plays u have in mind

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