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what's the semiconductor company that drake is bullish on?
| narrow-minded brindle hunting ground theater stage | 05/23/17 |
| Aromatic aquamarine marketing idea toaster | 05/23/17 |
| Aromatic aquamarine marketing idea toaster | 05/25/17 |
| Histrionic useless brakes circlehead | 05/25/17 |
| Histrionic useless brakes circlehead | 06/02/17 |
| Aromatic aquamarine marketing idea toaster | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: narrow-minded brindle hunting ground theater stage (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Aromatic aquamarine marketing idea toaster 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: Aromatic aquamarine marketing idea toaster (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: Histrionic useless brakes circlehead 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: Histrionic useless brakes circlehead 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: Aromatic aquamarine marketing idea toaster what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |