Topic Archives: Skyworks Solutions (SWKS)

Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re otherwise closed for the holiday, seems a good time to spread some cheer and […]

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 […]

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, […]

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, […]

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 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 […]

Comments

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    I believe this company is Skyworks. SWKS They make the 5G chip that goes into the Iphone among many other IOT items....

  • Travis Johnson, Stock Gumshoe

    Haven’t noticed that recently, but it’s probably a repeat of their Skyworks (SWKS) tease...

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    I have missed the MF #1 tech stock in 2020. Have you reviewed it? Is it swks as it was in 2o19. Much appreciate your...

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    One more list and his reasons is: (And I did share my lists with him). Bens list: (he does a facebook day trading group ...

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    Travis, SWKS is a good buy in 2020?...

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    I'm trying to fight the market, because with a discrete acct I can't hang on to giant pieces of each. I didn't want to c...

  • Travis Johnson, Stock Gumshoe

    His 2020 pick is the same as his “#1 for 2019” pick — SWKS, covered here: https://www.stockgumshoe.com/reviews/nea...

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    I also wanted to add a big thank you for helping me make some great gains on IIPR, OPI, SWKS and others....

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    Skyworks (SWKS) is another company heavily involved in 5G, since they make cellular chips. Apple is their biggest custom...

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    I like AMT, for at least another year or so. But at some time, SWKS may take its place since its proposed satellite net...

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    SWKS is up 31 pts in the last month. I expect a pullback and then would get in....

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    I did buy SWKS based on your recommendations, so thanks ;)...

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    I've been skeptical about all the good news coming out about the trade deal going well. And although it would be a cont...

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    I will bet on Swks and own a few of those....

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    How about Skyworks Solutions Inc. ?...

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    They also seem to be big on TWLO and SWKS in the 5G arena. Still, none of these are on their list of stocks to buy toda...

  • Travis Johnson, Stock Gumshoe

    I don’t know that it will be #1, but the nature of 5G (multiple frequencies and a lot of switching frequencies and swi...

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    I believe the Thinkolater came up with Skyworks Solutions (SWKS). https://www.stockgumshoe.com/reviews/near-future-rep...

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    Probably SWKS. Just a guess but it's THE 5G company being alluded to in some recent 5G teasers...

  • Travis Johnson, Stock Gumshoe

    Sounds like that's the SWKS tease I wrote about here: https://www.stockgumshoe.com/reviews/near-future-report-the/the-5g...

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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: https://finance.yahoo.com/news/edited-transcript-swks-earnings-conference-143146347....

  • 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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