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

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Mind-boggling Locus
  05/23/17
avgo (broadcom) i think
Cerebral famous landscape painting international law enforcement agency
  05/23/17
...
Cerebral famous landscape painting international law enforcement agency
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
laughsome onyx point
  05/25/17
you're welcome
laughsome onyx point
  06/02/17
what are the higher risk reward plays u have in mind
Cerebral famous landscape painting international law enforcement agency
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: Mind-boggling Locus



(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: Cerebral famous landscape painting international law enforcement agency

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: Cerebral famous landscape painting international law enforcement agency



(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: laughsome onyx point

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: laughsome onyx point

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: Cerebral famous landscape painting international law enforcement agency

what are the higher risk reward plays u have in mind

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