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

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Seedy Lavender Temple
  05/23/17
avgo (broadcom) i think
khaki exciting space
  05/23/17
...
khaki exciting space
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
trip garnet national hairy legs
  05/25/17
you're welcome
trip garnet national hairy legs
  06/02/17
what are the higher risk reward plays u have in mind
khaki exciting space
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Seedy Lavender Temple



(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: khaki exciting space

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: khaki exciting space



(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 garnet national hairy legs

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: trip garnet national hairy legs

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: khaki exciting space

what are the higher risk reward plays u have in mind

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