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what's the semiconductor company that drake is bullish on?
| erotic magenta jap | 05/23/17 |
| Jade irradiated degenerate | 05/23/17 |
| Jade irradiated degenerate | 05/25/17 |
| Provocative university kitty cat | 05/25/17 |
| Provocative university kitty cat | 06/02/17 |
| Jade irradiated degenerate | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: erotic magenta jap (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Jade irradiated degenerate 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: Jade irradiated degenerate (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: Provocative university kitty cat 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: Provocative university kitty cat 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: Jade irradiated degenerate what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |