2015
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 AVGO: Samsung & Broadcom drive results in 1H16, gains at Apple in 2H16. Maintain BUY. (December 3, 2015)
AVGO: New iPhone 6S teardown clears up some misunderstandings, creates others. Maintain BUY. (October 1, 2015)
AVGO: No share loss to Qorvo, FBAR shortage will persist. Maintain BUY. (August 27, 2015)
AVGO: Sell-off in RF semi stocks is unwarranted. Maintain BUY. (July 22, 2015)
AVGO: Management meeting leaves us slightly more positive on AVGO. Maintain BUY. (July 16, 2015)
AVGO: Broadcom, the penultimate step toward an exit from wireless. Downgrade from STRONG BUY to BUY. (May 28, 2015)
AVGO: Expect FBAR demand to run ahead of capacity in 2015. Maintain STRONG BUY. (February 25, 2015)
2014
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AVGO: Wireless demand shows no signs of slowing down. Maintain STRONG BUY. (December 4, 2014)
AVGO: Expect significant upside primarily from Wireless. Upgrade to STRONG BUY. (December 2, 2014)
AVGO: Wireless demand isn’t likely to slow anytime soon. Downgrade to BUY. (August 28, 2014) AVGO: Expect significant upside on content gains at Apple. Maintain STRONG BUY. (August 18, 2014) AVGO: Gains at Samsung and Apple bode well for 2014, but long term trends may be a problem. Maintain STRONG BUY. (May 29, 2014) AVGO: Preview: Expect strong results and guidance on healthy filter demand. Maintain STRONG BUY. (May 28, 2014) AVGO: Expecting significant upside on record growth in GaAs amps and BAW filters. Upgrade to STRONG BUY. (May 1, 2014) AVGO: Samsung's deployment of ET likely to result in big gains for Avago. Maintain BUY rating. (April 3, 2014) AVGO: All signs point to another big year for AVGO in ’14. Maintain BUY rating. (February 26, 2014) AVGO: Preview: Expect solid quarter, slightly softer guidance. Maintain BUY rating. (February 24, 2014)
2013
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AVGO: Thinking beyond the smartphone boom. Maintain BUY rating. (December 16, 2013) AVGO: Larger trends in handsets look troublesome. Maintain BUY rating. (December 4, 2013) AVGO: Preview: Growth drivers remain intact for ‘13 and beyond. Maintain BUY rating. (December 2, 2013) AVGO: How the RF semiconductor suppliers will outperform their handset customers. (October 4, 2013) AVGO: AVGO is approaching fair market value after July’s strong report. Downgrade to BUY rating. (October 3, 2013) AVGO: The beginning of a big ramp. Maintain STRONG BUY. (August 27, 2013) AVGO: Preview: iPhone 5S and strength in data center products bode well for 2H13. Upgrade to STRONG BUY. (August 26, 2013) AVGO: WIN Semi’s guidance reflects RF architecture shift, not lower demand for amps. Maintain BUY rating. (August 14, 2013) AVGO: There’s more than enough BAW filter demand to go around. Maintain BUY rating. (July 30, 2013) AVGO: Understanding Disparities in the Food Chain’s Guidance for iPhone 5S. Maintain BUY rating. (July 27, 2013) AVGO: LTE filter demand playing out as expected. Maintain BUY rating. (May 29, 2013) AVGO: Preview: Well-positioned to benefit from LTE production. Maintain BUY rating. (May 28, 2013) AVGO: Stock has troughed on Industrials as Wireless outperforms on early wins in filters. Upgrade to BUY rating. (May 8, 2013) AVGO: AVGO already reflects last night’s downside – shares will likely stabilize. Maintain Market Perform. (February 27, 2013) AVGO: Preview: Economy and product mix remain a headwind near-term. Maintain Market Perform. (February 25, 2013)
2012
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AVGO: Global slowdown will overshadow any Wireless strength near-term. Maintain Market Perform. (November 30, 2012) AVGO: Preview: Margins will likely fall as mix shifts to Wireless. Maintain Market Perform. (November 28, 2012) AVGO: iPhone 5: Wins, losses and surprises from our analysis of the teardown. Maintain Market Perform. (September 24, 2012) AVGO: iPhone 5 tracking our prediction of $11 in RF content. Maintain Market Perform. (September 15, 2012) AVGO: Content expectations for iPhone 5. Maintain Market Perform. (September 10, 2012) AVGO: Sluggish economy limits growth to Wireless. Maintain Market Perform. (August 16, 2012) AVGO: Preview: Wireless will help top-line, but likely hurt margins in 2H12. Maintain Market Perform. (August 13, 2012) AVGO: Summer will likely prove difficult for AVGO. Maintain Market Perform. (May 22, 2012) AVGO: Preview: Wireless will weigh on outlook near-term. Downgrade to Market Perform. (May 21, 2012) AVGO: Problems will accelerate transition between AVGO, SWKS and RFMD. Maintain BUY rating. (April 11, 2012) AVGO: Supplier base update for iPad 3. Maintain BUY rating. (March 23, 2012) AVGO: iPad3 is no precursor to iPhone 5; RF content/configuration is an anomaly. Maintain BUY rating. (March 16, 2012) AVGO: Apple's success with iPhone 4S drives strong Wireless growth this and next quarter. Maintain BUY rating. (February 22, 2012) AVGO: Preview: Wireless will cushion seasonal slow down. Maintain BUY rating. (February 21, 2012)
2011
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AVGO: GMs drop as mix favors Wireless; Industrial products succumb to weak demand. Maintain BUY rating. (December 2, 2011) AVGO: Preview: Ominous macro conditions will weigh on sales, but Wireless will cushion impact. Maintain BUY rating. (November 30, 2011) AVGO: iPhone 4S teardown details. Wins, losses and what comes next. Maintain BUY rating. (October 13, 2011) AVGO: Truth vs. fiction for RF semis and iPhone 4S. Maintain BUY rating. (September 19, 2011) AVGO: iPhone win driving Wireless growth in 2H11. Maintain BUY rating. (August 24, 2011) AVGO: Preview: Expect strong 2H11 guidance. Maintain BUY rating. (August 22, 2011) AVGO: Upside guidance on share gains in wireless reinforces our thesis on iPhone5. Maintain BUY rating. (May 25, 2011) AVGO: Preview: Wins at Apple and RIM bode well for 2H11. Maintain BUY rating. (May 23, 2011) AVGO: Wins at Apple and RIM bode well for 2H11. Upgrade to BUY rating. (May 12, 2011) AVGO: New competition in Wireless suggests caution in 2011. Maintain Market Perform. (March 1, 2011) AVGO: Competition and push-outs likely to mute wireless growth in 2011. Downgrade to Market Perform. (January 4, 2011)
2010
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AVGO: Likely iPhone win and strong Wired spending bode well for Q1. Maintain BUY rating. (December 2, 2010) AVGO: Preview: Upside potential in 2011 enhanced by improved balance sheet. Maintain BUY rating. (November 30, 2010) AVGO: Estimates higher on new operating model, continued strength across segments. Maintain BUY rating. (September 17, 2010) AVGO: Industrial segment drives this quarter, will give way to consumer driven wireless in 4Q. Maintain BUY rating. (August 25, 2010) AVGO: Record gross margin indicates continued strength in industrial business. Maintain BUY rating. (August 10, 2010) AVGO: A Difficult Summer for RF Semi Suppliers. Maintain BUY rating. (July 19, 2010) AVGO: Revenue and margin expansion continues unabated. Maintain BUY rating. (May 26, 2010) AVGO: Revenue and margin upside on industrial rebound. Maintain BUY rating. (April 19, 2010) AVGO: Preview: Market growth overshadows share shifts. Maintain BUY rating. (April 15, 2010) AVGO: Record quarter and upside outlook as rebound matures. Maintain BUY rating. (February 24, 2010) AVGO: Preview: Seasonal outperformance expected to continue. Maintain BUY rating. (February 17, 2010) AVGO: Preview: Business poised to grow but so are expectations. (January 14, 2010)
2009
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AVGO: Record year ahead, but focus on rebuilding balance sheet could mute outperformance. (December 3, 2009)
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