As I noted was my intention in the Friday File last week, I’ve now added Skyworks Solutions to my personal portfolio… it’s going in as a 0.5% position at roughly $98 a share, for those who are keeping track (it will be in the next update to my Real Money Portfolio).
No other real news, and there has been no change to the company or my analysis since Friday… just a confirmation that the trade is done. I’ll be following the stock more closely from here, but will not likely change this position at least until we hear from them again with their next quarterly update (which will be after the market close on April 27).
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