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

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avocado public bath
  05/23/17
avgo (broadcom) i think
rose lascivious juggernaut
  05/23/17
...
rose lascivious juggernaut
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
hairraiser honey-headed mad-dog skullcap step-uncle's house
  05/25/17
you're welcome
hairraiser honey-headed mad-dog skullcap step-uncle's house
  06/02/17
what are the higher risk reward plays u have in mind
rose lascivious juggernaut
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: avocado public bath



(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: rose lascivious juggernaut

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: rose lascivious juggernaut



(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: hairraiser honey-headed mad-dog skullcap step-uncle's house

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: hairraiser honey-headed mad-dog skullcap step-uncle's house

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: rose lascivious juggernaut

what are the higher risk reward plays u have in mind

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