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what's the semiconductor company that drake is bullish on?
| Blue supple doctorate trailer park | 05/23/17 |
| apoplectic overrated state stain | 05/23/17 |
| apoplectic overrated state stain | 05/25/17 |
| lime base | 05/25/17 |
| lime base | 06/02/17 |
| apoplectic overrated state stain | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Blue supple doctorate trailer park (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: apoplectic overrated state stain 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: apoplectic overrated state stain (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: lime base 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: lime base 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: apoplectic overrated state stain what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |