AVGOP News and Press, Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock Series A From 05/19/20

Amid concerns with supply chain disruptions and weakened demand caused by the coronavirus pandemic, VanEck Vectors Semiconductors ETF ( SMH ) collapsed in tandem with the S&P 500 ( SPY ) by almost 30% YTD. Though, in the subsequent recovery rally since March, semiconductors and technology ...

Source: Broadcom Inc. | Connecting Everything Investment Thesis The market is currently mispricing Broadcom ( AVGO ) as a result of fear surrounding the debt-laden acquisitions Hock Tan has been making and uncertainty surrounding COVID-19's impact on the global economy. This has create...

The common thread of not providing guidance this earnings season appears to be any sector in tech where orders are not in weeks or months ahead of time. This narrows it down to memory or chip manufacturers with the only near-term visibility to provide guidance - albeit in a wider range. Others...

The times we are currently living in and living through are truly exceptional. On the one hand hundreds of millions of people around the world are forced to stay home and work from home while millions of people are getting fired or furloughed as entire industries are forced to shut down and co...

April is in the books. Another month down, another step closer towards financial freedom. It feels great to say this due to the economic circumstances that the world faces at the moment. Even though we saw a massive rebound during the month of April from the March lows, I imagine that many inv...

Source: LinkedIn Investment Thesis CrowdStrike Holdings, Inc ( CRWD ) offers endpoint protection services to enterprises through its flagship cloud-based platform, Falcon. With this platform, the company has reinvented cloud security, and its solutions are gaining traction in the marketp...

ETF Overview iShares PHLX Semiconductor ETF ( SOXX ) owns a portfolio of large-cap semiconductor stocks. The fund seeks to track the investment results of the PHLX Semiconductor Sector Index. Stocks in SOXX’s portfolio should continue to enjoy favorable industry fundamental as the sem...

Over the last two months, we have seen one of the most interesting markets on record as we continue to see daily swings of -5%/+5% on a regular basis. Prior to all this craziness, we had avoided the preferred space because many of the shares in John and Jane's accounts were fully valued above ...

This article series provides a monthly dashboard of industries classified by sectors. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Technology is one of the most resilient sectors in this black swan, alongside healthca...

March 2020 is surely a month to remember, not just for a week, a month or a year but forever. Markets were tanking and flying on almost a daily basis as sickening news about the spreading disease and rising number of deaths in Europe and the U.S. were partially offset by hopeful statements fro...