There’s a good, blustery ad up from Brian Hicks and the folks at Angel Publishing about Warren Buffett and his insider connections … … connections that have not only helped him make big, profitable deals for his shareholders (including yours truly, so thanks for that), but that have enabled him to drive government policy to […]
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The folks at Euro Pacific Capital, the brokerage built and owned by Peter Schiff, released their June Global Investor newsletter late last week — and, as they usually do, they teased a specific investment that they’re interested in. Now, this isn’t quite the same as our typical teaser target — Euro Pacific isn’t selling subscriptions […]
Elliott Gue has gotten his share of Gumshoe attention in the past, in part because of the bull market in energy stocks, which are his bailiwick at the Energy Strategist newsletter, and in part because he fairly recently took over Personal Finance, the longstanding high-circulation investment newsletter. But lately the most heavily pushed promos attached […]
The Motley Fool is sending out an ad that claims to have chosen “The Only Stock to Own 2009-2019.” Now there’s a promise, no? The assumption of almost all pundits and pontificators, myself included, is that this awful market might represent a remarkable buying opportunity — at least, an opportunity for those who make the […]
The folks at the Fool have issued another novel, this time in service of their Stock Advisor newsletter. In a loooong sales letter, they’re offering up an investment idea that they call “The New Silk Road” that will, one hopes, bring riches to US investors in the same way that the original silk road built […]
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How about Skyworks Solutions Inc. ?...
SWKS has a pretty good valuation, better than AAPL... I was playing with this stock a couple of years ago, pretty good ...
Thanks Travis, I just may re-invest my stopped out QCOM funds and purchase SWKS. Happy Friday!...
Getting stopped out of QCOM QUALCOMM this week, I'm also looking for another 5G opportunity. Holding on to NOK Nokia an...
While the problem of competition is certainly real, SWKS appears to have a pretty good balance sheet for a small company...
Add to that InterDigital (IDCC, wireless technology), Skyworks (SWKS; wireless chips), Corning (GLW, fiber), Dycom (DY,...
Dear Travis, You've made your choice in the 5G space so I would like ask your opinion on Skyworks Solution. I invested...
Skyworks earnings call transcript: https://finance.yahoo.com/news/edited-transcript-swks-earnings-conference-143146347....
It's pretty early to figure out how long the transition will take, and who will win -- it will enable a lot of amazing s...