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Broadcom (AVGO-Q)

ON STOCKCHASE SINCE May 2015

Formerly Alvago (Jan 2017)

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Broadcom
AVGO-Q

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What the experts are saying about AVGO-Q

Signal	Opinion	Expert
PAST TOP PICK	Broadcom(AVGO-Q) April 8, 2019 (A Top Pick May 30/18, Up 26%) It is an acquisition driven company. He thinks it will continue to do well as it is relatively cheap with good earnings potential. 0 0 0 0 0 0 comments	(A Top Pick May 30/18, Up 26%) It is an acquisition driven company. He thinks it will continue to do well as it is relatively cheap with good earnings potential. 0 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $304.395 Owned Yes

PAST TOP PICK	Broadcom(AVGO-Q) March 7, 2019 (A Top Pick Feb 06/18, Up 14%) They had challenges last year. There was one acquisition that failed and one that the market did not like. They bought CA and the stock was punished once again. Still they recovered from the lows. It makes sense on a long term basis. It is a top of class name. 0 0 0 0 0 0 comments	(A Top Pick Feb 06/18, Up 14%) They had challenges last year. There was one acquisition that failed and one that the market did not like. They bought CA and the stock was punished once again. Still they recovered from the lows. It makes sense on a long term basis. It is a top of class name. 0 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $265.510 Owned Yes
PAST TOP PICK	Broadcom(AVGO-Q) December 13, 2018 (A Top Pick Jan 10/18, Up 1%) You need to be careful in the semiconductor space. He is still buy it and believes in it longer term. 0 0 0 0 0 0 comments	(A Top Pick Jan 10/18, Up 1%) You need to be careful in the semiconductor space. He is still buy it and believes in it longer term. 0 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $258.300 Owned Yes
PAST TOP PICK	Broadcom(AVGO-Q) November 26, 2018 (A Top Pick Oct 13/17, Down 2%) He still likes the name. It is a standout networking, equipment company. Huge rate of return on capital. It is undervalued. He thinks this is a gem. 0 0 0 0 0 0 comments	(A Top Pick Oct 13/17, Down 2%) He still likes the name. It is a standout networking, equipment company. Huge rate of return on capital. It is undervalued. He thinks this is a gem. 0 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $235.030 Owned No
DON'T BUY	Broadcom(AVGO-Q) November 8, 2018 Very cyclical. Alpha vehicle in that terms. He would be very careful at the moment with the entire semiconductor space. (Analysts’ price target is $287.44) 0 0 0 0 0 0 comments	Very cyclical. Alpha vehicle in that terms. He would be very careful at the moment with the entire semiconductor space. (Analysts’ price target is $287.44) 0 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $240.250 Owned No
BUY	Broadcom(AVGO-Q) November 2, 2018 He sees this as a cyclical stock. His model price is $357.75. He would be a buyer here. The recent pull back is a good buying opportunity. 0 0 0 0 0 0 comments	He sees this as a cyclical stock. His model price is $357.75. He would be a buyer here. The recent pull back is a good buying opportunity. 0 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $220.770 Owned Yes
COMMENT	Broadcom(AVGO-Q) October 23, 2018 Down 11% YTD. Don't panic though, despite their challenges. He still likes it. Look at your overall portfolio. If Broadcomm occupies say 4%, then you're okay, but not at 20%. Trades at a reasonable 11x P/E. Semis are cyclical, high-growth, but high-volatility. Now, we're in the down side of the cycle. 0 0 0 0 0 0 comments	Down 11% YTD. Don't panic though, despite their challenges. He still likes it. Look at your overall portfolio. If Broadcomm occupies say 4%, then you're okay, but not at 20%. Trades at a reasonable 11x P/E. Semis are cyclical, high-growth, but high-volatility. Now, we're in the down side of the cycle. 0 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $229.050 Owned Yes
BUY	Broadcom(AVGO-Q) October 18, 2018 Unlike the Facebooks and Googles of the world they have to make something to sell. And they have to make new and better on a continue basis. They are one of the most diverse players in the space. This industry is starting to mature and consolidate. The chip business is very volatile. (Analysts’ price target is $290) 0 0 0 0 0 0 comments	Unlike the Facebooks and Googles of the world they have to make something to sell. And they have to make new and better on a continue basis. They are one of the most diverse players in the space. This industry is starting to mature and consolidate. The chip business is very volatile. (Analysts’ price target is $290) 0 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $228.020 Owned Yes
PAST TOP PICK	Broadcom(AVGO-Q) October 2, 2018 (Past Top Pick May 4, 2018, Up 9%) For the past six months, it's been exciting to invest in this. Nice free cash flow growth, with dividends and increased share buybacks. In July, the shares dropped when they announced the acquisition of old-school tech company, CA Technologies. But they didn't explain why they bought this company until early-September. When the street heard this reason, shares rebounded. He still likes it. 0 0 0 0 0 0 comments	(Past Top Pick May 4, 2018, Up 9%) For the past six months, it's been exciting to invest in this. Nice free cash flow growth, with dividends and increased share buybacks. In July, the shares dropped when they announced the acquisition of old-school tech company, CA Technologies. But they didn't explain why they bought this company until early-September. When the street heard this reason, shares rebounded. He still likes it. 0 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $248.100 Owned Yes
PAST TOP PICK	Broadcom(AVGO-Q) August 23, 2018 (A Top Pick July 7/17, Down 11%) A few of the big acquisitions did not happen that he had expected. He still owns it and still buys it. You get 3.25% yield. It is cheap. 0 0 0 0 0 0 comments	(A Top Pick July 7/17, Down 11%) A few of the big acquisitions did not happen that he had expected. He still owns it and still buys it. You get 3.25% yield. It is cheap. 0 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $205.590 Owned Yes
SELL	Broadcom(AVGO-Q) August 21, 2018 It was on an uptrend till late-2017, then suffered a series of lower highs and lows. Semi-conductors are breaking their 200-day moving averages. We've seen a consolidation period this year, because inventories have built up among the semis. 0 0 0 0 0 0 comments	It was on an uptrend till late-2017, then suffered a series of lower highs and lows. Semi-conductors are breaking their 200-day moving averages. We've seen a consolidation period this year, because inventories have built up among the semis. 0 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $210.510 Owned Unknown
BUY	Broadcom(AVGO-Q) August 20, 2018 He likes it after the pullback, trading on good technical support at $204-206. Potential upside. Earnings forecasts have been rising. Excellent balance sheet. Buying at $205 should work out. 0 0 0 0 0 0 comments	He likes it after the pullback, trading on good technical support at $204-206. Potential upside. Earnings forecasts have been rising. Excellent balance sheet. Buying at $205 should work out. 0 0 0 0 0 0 0 comments Ross Healy Chairman, Strategic Analysis C... Price $206.720 Owned Unknown
DON'T BUY	Broadcom(AVGO-Q) August 7, 2018 He is not a big fan of semiconductors at this time. In general, he wants to see good fundamentals that are confirmed by good technicals. At this point, the Broadcom technicals are not good. It has broken trend and for that reason he would not step into it. Regarding the semiconductor cycle, he thinks there is less downside this time than there has been traditionally because there are so many new categories that are creating accelerating demand for semiconductors, such as AI, machine learning, and autonomous driving. These will fuel demand even in a downturn. He would also not buy a semiconductor company based on its dividend growth--semiconductor companies should be showing strong revenue growth. He would wait until the chart looks better and if the fundamentals still look good, then he would buy. (Analysts’ price target is $287.16) 0 0 0 0 0 0 comments	He is not a big fan of semiconductors at this time. In general, he wants to see good fundamentals that are confirmed by good technicals. At this point, the Broadcom technicals are not good. It has broken trend and for that reason he would not step into it. Regarding the semiconductor cycle, he thinks there is less downside this time than there has been traditionally because there are so many new categories that are creating accelerating demand for semiconductors, such as AI, machine learning, and autonomous driving. These will fuel demand even in a downturn. He would also not buy a semiconductor company based on its dividend growth--semiconductor companies should be showing strong revenue growth. He would wait until the chart looks better and if the fundamentals still look good, then he would buy. (Analysts’ price target is $287.16) 0 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $220.310 Owned No
TOP PICK	Broadcom(AVGO-Q) July 26, 2018 He has held it for a while and it has done very well. Every once in a while you get these entry points. They recently confused the market by buying a software company when they are a chip company. It has been clearer that they have now acquired cash flow, patents and a new platform for M&A. (Analysts’ target: $287.90). 0 0 0 0 0 0 comments	He has held it for a while and it has done very well. Every once in a while you get these entry points. They recently confused the market by buying a software company when they are a chip company. It has been clearer that they have now acquired cash flow, patents and a new platform for M&A. (Analysts’ target: $287.90). 0 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $223.180 Owned Yes
TOP PICK	Broadcom(AVGO-Q) July 24, 2018 He likes it because it's pulled back a lot after buying a software company. The market didn't like Broadcom, which makes semi-conductors, buying a software company. The stock is cheap, under 10x earnings. Well-managed, and expects it to recover. (Analysts' price target: $290.07) 0 0 0 0 0 0 comments	He likes it because it's pulled back a lot after buying a software company. The market didn't like Broadcom, which makes semi-conductors, buying a software company. The stock is cheap, under 10x earnings. Well-managed, and expects it to recover. (Analysts' price target: $290.07) 0 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $217.340 Owned Yes

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