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what's the semiconductor company that drake is bullish on?
| ocher racy wrinkle | 05/23/17 |
| At-the-ready amethyst twinkling uncleanness | 05/23/17 |
| At-the-ready amethyst twinkling uncleanness | 05/25/17 |
| passionate generalized bond | 05/25/17 |
| passionate generalized bond | 06/02/17 |
| At-the-ready amethyst twinkling uncleanness | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: ocher racy wrinkle (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: At-the-ready amethyst twinkling uncleanness 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: At-the-ready amethyst twinkling uncleanness (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: passionate generalized bond 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: passionate generalized bond 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: At-the-ready amethyst twinkling uncleanness what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |