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

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arousing menage
  05/23/17
avgo (broadcom) i think
soul-stirring juggernaut
  05/23/17
...
soul-stirring juggernaut
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Titillating hilarious theatre haunted graveyard
  05/25/17
you're welcome
Titillating hilarious theatre haunted graveyard
  06/02/17
what are the higher risk reward plays u have in mind
soul-stirring juggernaut
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: arousing menage



(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: soul-stirring 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: soul-stirring 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: Titillating hilarious theatre haunted graveyard

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: Titillating hilarious theatre haunted graveyard

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: soul-stirring 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)