Broadcom

AVGO-Q

NASDAQ:AVGO

327.80
8.08 (2.53%)
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.
More at Wikipedia

Analysis and Opinions about AVGO-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 20, 2017

(A Top Pick June 14/16. Up 55%.) The whole semiconductor group has been on fire since March/April of last year. This one is a key company in that space. You could also use the SPDR ETF XSD-N.

Broadcom (AVGO-Q)
June 20, 2017

(A Top Pick June 14/16. Up 55%.) The whole semiconductor group has been on fire since March/April of last year. This one is a key company in that space. You could also use the SPDR ETF XSD-N.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$239.990
Owned
Yes
TOP PICK
TOP PICK
June 7, 2017

He recommended this in January, and since then it has had a tremendous run. This is really an amalgamation of Broadcom and AVGO coming together. They are both in the chip space. By coming together, there are cost synergies that are still playing out. When you buy an iPhone, you are going to have a Broadcom chip in there. They also have the chips in automobiles. Dividend yield of 1.6%. (Analysts’ price target is $275.)

Broadcom (AVGO-Q)
June 7, 2017

He recommended this in January, and since then it has had a tremendous run. This is really an amalgamation of Broadcom and AVGO coming together. They are both in the chip space. By coming together, there are cost synergies that are still playing out. When you buy an iPhone, you are going to have a Broadcom chip in there. They also have the chips in automobiles. Dividend yield of 1.6%. (Analysts’ price target is $275.)

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$254.280
Owned
Yes
TOP PICK
TOP PICK
January 27, 2017

This is a merger of AVGO and Broadcom, both leaders in the chip space. AVGO was in defence and automotive and Broadcom was mobile. It was the perfect marriage. By coming together, it was the cost synergies, but more so it allowed them to innovate much more quickly by having them under the same umbrella. This is essentially the largest Wi-Fi chip provider. They have established relationships with top of class companies, and it’s a space that continues to grow. Dividend yield of 1.99%. (Analysts’ price target is $215.86.)

Broadcom (AVGO-Q)
January 27, 2017

This is a merger of AVGO and Broadcom, both leaders in the chip space. AVGO was in defence and automotive and Broadcom was mobile. It was the perfect marriage. By coming together, it was the cost synergies, but more so it allowed them to innovate much more quickly by having them under the same umbrella. This is essentially the largest Wi-Fi chip provider. They have established relationships with top of class companies, and it’s a space that continues to grow. Dividend yield of 1.99%. (Analysts’ price target is $215.86.)

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$180.190
Owned
Yes
TOP PICK
TOP PICK
June 14, 2016

This was a merger of Broadcom and Avago, both leaders in their market. Today they are the leader in RF chips which are in every Apple device. Their product offering is so strong that they were able to get a 2-3 year contract out of Apple (AAPL-Q) which Apple does not do. They have a locked-in loaded position in the next generation of iPhones and iPads, which is an expanding market. The 2nd market they are in is automotive. Cars are all becoming more connected to the Internet. This company is going to generate about $5 billion in cash over the next year. It is generating a return on capital of about 7%. Dividend yield of 1.26% which will grow at about 10% a year.

Broadcom (AVGO-Q)
June 14, 2016

This was a merger of Broadcom and Avago, both leaders in their market. Today they are the leader in RF chips which are in every Apple device. Their product offering is so strong that they were able to get a 2-3 year contract out of Apple (AAPL-Q) which Apple does not do. They have a locked-in loaded position in the next generation of iPhones and iPads, which is an expanding market. The 2nd market they are in is automotive. Cars are all becoming more connected to the Internet. This company is going to generate about $5 billion in cash over the next year. It is generating a return on capital of about 7%. Dividend yield of 1.26% which will grow at about 10% a year.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$158.990
Owned
Yes
COMMENT
COMMENT
May 14, 2015

They basically supply line filters to a lot of products including the iPhone. Have done a couple of big acquisitions. Trading at 15X PE which is a good multiple in the space. They have a lot of room to run.

Broadcom (AVGO-Q)
May 14, 2015

They basically supply line filters to a lot of products including the iPhone. Have done a couple of big acquisitions. Trading at 15X PE which is a good multiple in the space. They have a lot of room to run.

Jim Huang
President, T.I.P. Wealth Management
Price
$126.940
Owned
Yes
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