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Research about SWKS

SWKS had again a strong 4rd quarter, beating estimates another time They are a big player in mobile, Internet of things etc… The outlook 2015 is very positive SWKS is a very solid company, no debt, a lot of cash, paying dividend, and it seems to me with a quite conservative and reliable management I […]

Recent Author Comments

On The Twelve Biotechs of Christmas 2018: Balthasar
¢IRSG long Thanks I will add on weakness[...]
On The Twelve Biotechs of Christmas 2018: Balthasar
$TRIL long Any thoughts? Yesterday was up 11% Thanks Peter[...]
On The Twelve Biotechs of Christmas 2018: Balthasar
$HTBX long Today up from 0.80$ to 3.40$ Any news ?[...]
On Tear Sheet: CohBar Inc. ($CWBR)
Thanks a lot Your opinion for sure will let me rethinking about my further action regarding CELG Anyhow I am very happy to have found this fantastic Biotech community Enjoy your Sunday Peter[...]
On Tear Sheet: CohBar Inc. ($CWBR)
$CELG long IMO the crash is a overreaction. I am fully aware about the problems they are facing at the moment, but for me CELG is still an extraordinary conservative Biotech company with a lot of cash and a full pipeline. I bought some more shares at 96,[...]
On Cisco, Chang & Charlie Part 3
Conference call Couldn't connect me from Germany Have to wait the recording Peter[...]
On Cisco, Chang & Charlie Part 3
$TTOO long Dr.KSS, I appreciate very much the discussion, so I can dig deeper in this field for my future investment decisions. Thanks a lot, you are doing such a great work I am tracking TTOO since I read your comment in 2016. The share price is a[...]
On Cisco, Chang & Charlie Part 3
Long $ TTOO Is someone else holding shares? Any news about the public offering? Thank you[...]
On Cisco, Chang & Charlie Part 3
Thanks I think in the same way. Good to hear someones else positive opinion[...]
On Cisco, Chang & Charlie Part 3
Yes I do, and I remember that you too had a position last year. Do you think still in a positive way about marketing and FDA approval? Thanks for your opinion[...]
On Cisco, Chang & Charlie Part 3
Any comments concerning $TTOO Thank you[...]
On Is Aurinia's Supremacy in Lupus Nephritis Threatened by Glaxo's Benlysta?
Doc, are you still holding $TTOO I bought in Sept 2016 when I read your positive comments[...]
On The Conversation: Achaogen COO Blake Wise
Is there any reason why the price of TTOO is falling recently? Any bad news in the pipeline?[...]
On Friday File: More Rate Mania and a Fosun Check-in
I fully agree . Just bought more DOC and VTR Concerning bank stocks: Why not considering also WFC?[...]
On "How to stuff the FDA, Big Pharma and the U.S. Congress into your back pocket" plus a few updates
Travis, Healthcare REITs: Any thoughts about OHI? I like them and have kept an eye on them, but I think they could fall further with the interest rate concerns which might worsen in the coming weeks?[...]
On "This New Apple Innovation Will Be Bigger Than The iPod, iPhone, And iPad" (StreetAuthority)
I fully agree with Steve. You will hardly find another company in the internet of things field which has such a sound financial standing with a very conservative company policy. I am following SWKS for a while, ready every report available , bought some s[...]
On May Idea of the Month: Online Advertising IPO Washout
Any idea why the stock lost nearly 10% on Friday?[...]
On February Idea of the Month -- Oil Services
I appreciate this article much, because NOV is on my watchlist. But recently I have some doubts about the future of the 'Big Oil Industry' Why? 1. The trend of super light cars (BMW Carbon Fiber!) = light cars consuming less fuel 2. Alternative energies[...]
On Microblog: Thoughts from Myron — Graphene to the Forefront
I am following also Taranga Gold (TGZ) Any comments? Thanks Peter[...]
On $82 billion opportunity disappearing soon? (Frank Curzio's Phase 1)
East West to buy back up to 8.88 million shares Here is the article:[...]

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