Broadcom

AVGO-Q

NASDAQ:AVGO

315.47
2.74 (0.88%)
Broadcom Inc. is a designer, developer and global supplier of products based on analog and digital semiconductor technologies within four primary markets: wired infrastructure, wireless communications, enterprise storage, and industrial & others.
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Analysis and Opinions about AVGO-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

SELL
SELL
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.

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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.

BUY
BUY
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.

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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.

DON'T BUY
DON'T BUY
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)

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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)

TOP PICK
TOP PICK
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).

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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).

TOP PICK
TOP PICK
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)

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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)

PAST TOP PICK
PAST TOP PICK
July 18, 2018

(A Top Pick July 18/17 Down 15%). They covered their position in June. He likes the semi-conductor group, but the stock gapped down and they sold out.

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Broadcom (AVGO-Q)
July 18, 2018

(A Top Pick July 18/17 Down 15%). They covered their position in June. He likes the semi-conductor group, but the stock gapped down and they sold out.

TOP PICK
TOP PICK
May 30, 2018

It's the big semiconductor maker in the U.S. The company is still growing nicely. They'll do a $12 billion buyback program. A solid growth company (Analysts' price target: $309.60)

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Broadcom (AVGO-Q)
May 30, 2018

It's the big semiconductor maker in the U.S. The company is still growing nicely. They'll do a $12 billion buyback program. A solid growth company (Analysts' price target: $309.60)

PAST TOP PICK
PAST TOP PICK
May 17, 2018

(A Top Pick Jan 27/18, Up 20%) The takeover was rejected and the stock retreated, but he still holds it. It is still reasonably priced at 12 times. He likes the valuation, business and yield.

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Broadcom (AVGO-Q)
May 17, 2018

(A Top Pick Jan 27/18, Up 20%) The takeover was rejected and the stock retreated, but he still holds it. It is still reasonably priced at 12 times. He likes the valuation, business and yield.

TOP PICK
TOP PICK
May 4, 2018

Chip maker. $12 billion dollar buy back. Tons of free cash flow. Cheap stock. (Analysts’ price target is $312.30)

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Broadcom (AVGO-Q)
May 4, 2018

Chip maker. $12 billion dollar buy back. Tons of free cash flow. Cheap stock. (Analysts’ price target is $312.30)

TOP PICK
TOP PICK
February 6, 2018

Broadcom makes chips. It merged with Avgo, which also made chips. The are producing chips across the board, including chips for automobiles and for mobile devices. This business is very capex heavy and is changing rapidly. They have the scale to continuously innovate and pump capital in. The stock trades at 12x earnings with a dividend of $2 (3%). (Analysts' price target is $319.26).

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Broadcom (AVGO-Q)
February 6, 2018

Broadcom makes chips. It merged with Avgo, which also made chips. The are producing chips across the board, including chips for automobiles and for mobile devices. This business is very capex heavy and is changing rapidly. They have the scale to continuously innovate and pump capital in. The stock trades at 12x earnings with a dividend of $2 (3%). (Analysts' price target is $319.26).

TOP PICK
TOP PICK
January 10, 2018

This company has such a tight grip on the chip side of things, and you see evidence of that with how much Apple (AAPL-Q) has gotten into bed with them, in terms of making them a quasi-exclusive chip manufacturer for some parts of the iPhone. Thinks the acquisition with Qualcomm (QCOM-Q) is going to happen. Dividend yield of 2.6%. (Analysts' price target is $320.)

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Broadcom (AVGO-Q)
January 10, 2018

This company has such a tight grip on the chip side of things, and you see evidence of that with how much Apple (AAPL-Q) has gotten into bed with them, in terms of making them a quasi-exclusive chip manufacturer for some parts of the iPhone. Thinks the acquisition with Qualcomm (QCOM-Q) is going to happen. Dividend yield of 2.6%. (Analysts' price target is $320.)

TOP PICK
TOP PICK
October 13, 2017

A $100 billion market cap company. Think Cloud, think big data, think automation. They have wireline products, wireless products, enterprise storage, industrial automation, etc. They’ve been making a huge rate of return. It is undervalued. Dividend yield of 1.6%. (Analysts’ price target is $290.)

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Broadcom (AVGO-Q)
October 13, 2017

A $100 billion market cap company. Think Cloud, think big data, think automation. They have wireline products, wireless products, enterprise storage, industrial automation, etc. They’ve been making a huge rate of return. It is undervalued. Dividend yield of 1.6%. (Analysts’ price target is $290.)

BUY
BUY
August 23, 2017

QCOM-Q vs. AVGO-Q. Broadcom is getting closer to closing their deal. They have great price momentum, although valuation is catching up. QCOM-Q has poor price momentum and poor valuation.

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Broadcom (AVGO-Q)
August 23, 2017

QCOM-Q vs. AVGO-Q. Broadcom is getting closer to closing their deal. They have great price momentum, although valuation is catching up. QCOM-Q has poor price momentum and poor valuation.

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