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what's the semiconductor company that drake is bullish on?
| vivacious plum dopamine stead | 05/23/17 |
| Slimy principal's office puppy | 05/23/17 |
| Slimy principal's office puppy | 05/25/17 |
| Provocative Slate Whorehouse | 05/25/17 |
| Provocative Slate Whorehouse | 06/02/17 |
| Slimy principal's office puppy | 06/09/17 |
Poast new message in this thread
Date: May 23rd, 2017 4:43 PM Author: vivacious plum dopamine stead (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33378129) |
Date: May 23rd, 2017 4:43 PM Author: Slimy principal's office puppy 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: Slimy principal's office puppy (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: Provocative Slate Whorehouse 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: Provocative Slate Whorehouse 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: Slimy principal's office puppy what are the higher risk reward plays u have in mind (http://www.autoadmit.com/thread.php?thread_id=3624281&forum_id=2#33516363) |