Topic Archives: Skyworks Solutions (SWKS)

Friday File: 5G Time!

The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]

Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings

We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]

Curzio’s “Silicon Valley Solves Social Security Problem” Teaser

Frank Curzio has graced the pages of Gumshoe quite a few times over the years, under the aegis of several different publishers, but this is the first time he has actively promoted his new self-published “front end” newsletter, Curzio Research Advisory (he launched his “back end” newsletter, Curzio Venture Opportunities, late last year). I don’t […]

“This New Apple Innovation Will Be Bigger Than The iPod, iPhone, And iPad” (StreetAuthority)

This article was originally published in late January — Andy Obermueller is teasing Apple suppliers again, hinting that the Apple “Growth Window” will close up on September 30 (presumably when we start freaking out about their next wave of iPhones and iPads, usually introduced around then), and the descriptions of the teased stocks that he […]


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    How about Skyworks Solutions Inc. ?...

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    SWKS has a pretty good valuation, better than AAPL... I was playing with this stock a couple of years ago, pretty good ...

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    Thanks Travis, I just may re-invest my stopped out QCOM funds and purchase SWKS. Happy Friday!...

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    Getting stopped out of QCOM QUALCOMM this week, I'm also looking for another 5G opportunity. Holding on to NOK Nokia an...

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    While the problem of competition is certainly real, SWKS appears to have a pretty good balance sheet for a small company...

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    Add to that InterDigital (IDCC, wireless technology), Skyworks (SWKS; wireless chips), Corning (GLW, fiber), Dycom (DY,...

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    Dear Travis, You've made your choice in the 5G space so I would like ask your opinion on Skyworks Solution. I invested...

  • Travis Johnson, Stock Gumshoe

    Skyworks earnings call transcript:

  • Travis Johnson, Stock Gumshoe

    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...

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