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