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Broadcom Inc. (AVGO)
NasdaqGS - NasdaqGS Real-time price. Currency in USD
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Just added right at low of day and will add more if drops. Ex-div tomorrow.
Taiwan Semiconductor Manufacturing Company Limited
The entire semiconductor sector appears to be under fire from so called "analysts" that are actually jack-of-all-trades but masters of NONE. Their archaic thinking in traditional cyclical rotations of the semiconductor industry is forcing stocks prices lower. Even when most chip and equipment companies are crushing earnings, are producing at max capacity, increasing prices, and raising guidance. Global demand would be high regardless of any shortage. 5G, AI, EV, crypto, data centers, cloud tech, gaming, eSports were already ensuring this growth and demand. Now add the new infrastructure spending and the global "arms race" that's taking place. We are in the beginning of a super cycle like never seen, likely lasting many years. Semiconductors are the new #1 global resource....the new oil.
(Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world. (Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips. Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers. High tide raises all boats! .....and many of these companies are already currently undervalued. GLTA
Patience is usually rewarded with AVGO.
Know this sounds like a broken record, but added this morning near the $491 area (at low of day).
Just lucky. This is one sound stock for the long term. Have several reasons why. If you want to know I will list them. This is a SUPER stock in which to invest.
Any news on dividends? It generally happens right around this date.
As the J.P. Morgan analyst pointed out on the conference call tonight, Broadcom is trending towards about $13.7 billion of free cash flow this fiscal year, equating to a dividend increase to at least $16.70 per share from the current $14.40 per share level. Management acknowledged that this math was "spot on" during the call. If the annual dividend per share payment rises to $16.70, we are looking at a new dividend yield of about 3.39% based on the current stock price. We find this rate to be attractive for a low-multiple semiconductor company that has exposure to 5G and the cloud.
Took out that major resistance at $500, expecting $525 next.
"......and the guidance is quite strong both on the top line as well as on margins,,,,margins in the quarter are VERY good,,,they did a 75% gross margin, almost 61% EBITA margin,,,they did like a 51% free capital margin,,,these guys are just a machine".....Bernstein
- Revenue: $6.78B (exp $6.76B)
- Adj EPS: $6.96 (exp $6.85)
- Sees Q4 Revenue $7.35B (exp $7.23B)
Sold some $495 calls earlier in the week for a nice premium. Looks like they'll get called away today. What are the chances we are below $495 some time next week? Planning on just putting in a good until canceled order in at $494. Make my premium on the call and buy back in at lower price. Feels a little like gambling, but am keeping my core position. These are just trading shares.
I suspect we finally hold above $500.
Up 130 points in one year, and over 300 points in 5 years. Up over 1000% in 10 years! Looking forward to the next 10 years. Hoping I never have to sell a share.
Man , The chart looks so strong. I'm so happy with AVGO. been in since 100. Almost got out during the Covid sell off. Thank God I stayed.
Good to see it break the 500 barrier. Hopefully holds above that level and proceeds upward. GLTA.
What other semiconductor company has this level of margins, free cash flow, and returns 50% to investors?
I strongly believe, AVGO will gap up to550 in very short time! It’s a great 5G play. Safe investment with growth and dividends for next 10 years.
Just added. Anticipate a good earnings report. Great stock for long term and rewards shareholders with generous dividend.
i love September and October, they create such buying opportunities for us who are long term investors. Don't run from volatility run to it! Maximum pessimism creates maximum gains.
Enjoy ride and dividends
This is such a great company. They are such a cash generation machine.
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