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what's the semiconductor company that drake is bullish on?
| Yellow fear-inspiring tank meetinghouse | 05/23/17 |
| black pervert | 05/23/17 |
| black pervert | 05/25/17 |
| trip high-end philosopher-king school | 05/25/17 |
| trip high-end philosopher-king school | 06/02/17 |
| black pervert | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Yellow fear-inspiring tank meetinghouse (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: black pervert 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: black pervert (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: trip high-end philosopher-king school 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: trip high-end philosopher-king school 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: black pervert what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |