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

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rose kitty cat
  05/23/17
avgo (broadcom) i think
Purple theater stage roommate
  05/23/17
...
Purple theater stage roommate
  05/25/17
I think AVGO is a $300 stock by the end of the year with lit...
Disrespectful Balding Point
  05/25/17
you're welcome
Disrespectful Balding Point
  06/02/17
what are the higher risk reward plays u have in mind
Purple theater stage roommate
  06/09/17


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Date: May 23rd, 2017 4:43 PM
Author: rose kitty cat



(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: Purple theater stage roommate

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: Purple theater stage roommate



(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: Disrespectful Balding 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: Disrespectful Balding 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: Purple theater stage roommate

what are the higher risk reward plays u have in mind

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