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what's the semiconductor company that drake is bullish on?
| Passionate plaza | 05/23/17 |
| Ultramarine bawdyhouse | 05/23/17 |
| Ultramarine bawdyhouse | 05/25/17 |
| emerald metal boltzmann | 05/25/17 |
| emerald metal boltzmann | 06/02/17 |
| Ultramarine bawdyhouse | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: Passionate plaza (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Ultramarine bawdyhouse 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: Ultramarine bawdyhouse (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: emerald metal boltzmann 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: emerald metal boltzmann 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: Ultramarine bawdyhouse what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |