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

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vigorous copper rehab
  05/23/17
avgo (broadcom) i think
Infuriating heady stag film
  05/23/17
...
Infuriating heady stag film
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Supple lay personal credit line
  05/25/17
you're welcome
Supple lay personal credit line
  06/02/17
what are the higher risk reward plays u have in mind
Infuriating heady stag film
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: vigorous copper rehab



(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: Infuriating heady stag film

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: Infuriating heady stag film



(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: Supple lay personal credit line

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: Supple lay personal credit line

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: Infuriating heady stag film

what are the higher risk reward plays u have in mind

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