Broadcom (AVGO)

[Kerim]

This is a stock I know almost nothing about, but I respect Chuck Carnevale's work a lot, and his recent article about it paints an exciting picture. I'm going to look into it a little further, but thought I would solicit thoughts and opinions here as a starting point. Anyone own or follow this one?

Thanks.

[Roadmap2Retire]

I know a couple of people who work for Broadcom...and they have nothing but good things to say about it. As an investor, its caught my eye last year when they started raising dividends very aggressively. Quarterly raises and finally ended the year with doubling the dividend! Definitely worth a closer look

[benjamen]

High revenue growth
Negative earnings on a GAAP basis (depreciation and R&D)
2.2% dividend yield, 40% growth rate, 7 year dividend history
Debt is high for industry, but not high for a general stock
Over reliance of Apple (20% of revenue) as partner is a concern

Definitely not a core holding, but decent as a small speculative holding.