Skyworks Solutions Inc.

SWKS-Q

NASDAQ:SWKS

111.49
2.20 (2.01%)
Skyworks Solutions, Inc. is an American semiconductor company headquartered in Woburn, Massachusetts, United States. Skyworks manufactures semiconductors for use in radio frequency and mobile communications systems.
More at Wikipedia

Analysis and Opinions about SWKS-Q

Signal
Opinion
Expert
BUY
BUY
February 7, 2019
Semi-conductors had a really hard fourth quarter. Skyworks provided a number that was weak and the stock took off, telling you that the market is looking beyond the current slowdown. It is a great way to play the components companies.
Semi-conductors had a really hard fourth quarter. Skyworks provided a number that was weak and the stock took off, telling you that the market is looking beyond the current slowdown. It is a great way to play the components companies.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$81.560
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 21, 2016

(Top Pick Dec 10/15, Down 5.62%) It is now a potential takeout in the hot semiconductor arena.

(Top Pick Dec 10/15, Down 5.62%) It is now a potential takeout in the hot semiconductor arena.

Bruce Tatters
Founding Partner and CIO, Triumph Asset Management
Price
$78.930
Owned
Yes
BUY
BUY
September 8, 2016

He sees a phenomenal company. They are earning a good rate of return while putting money back in the company. ROE is 27%. The valuation looks reasonable.

He sees a phenomenal company. They are earning a good rate of return while putting money back in the company. ROE is 27%. The valuation looks reasonable.

Matt Kacur
President, FSA Financial Science and Art
Price
$71.430
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 17, 2016

(A Top Pick Sept 22/15. Down 17.72%.) This is a very innovative company doing radiofrequency chips for smart phones. It suffered along with Apple (AAPL-Q). It has a lot of cash and he doesn’t think the smart phone cycle is over. He still really likes this.

(A Top Pick Sept 22/15. Down 17.72%.) This is a very innovative company doing radiofrequency chips for smart phones. It suffered along with Apple (AAPL-Q). It has a lot of cash and he doesn’t think the smart phone cycle is over. He still really likes this.

Bruce Tatters
Founding Partner and CIO, Triumph Asset Management
Price
$70.190
Owned
Yes
SELL
SELL
June 14, 2016

Semiconductors is a very clear leader in this market, but we are in the kind of market where there are a lot of stocks that are doing well and a lot of stocks that are doing poorly. He likes that this company is selling into hand works and automotive, because both are growing. As a replacement, he would use Broadcom (AVGO-Q). (See Top Picks.)

Semiconductors is a very clear leader in this market, but we are in the kind of market where there are a lot of stocks that are doing well and a lot of stocks that are doing poorly. He likes that this company is selling into hand works and automotive, because both are growing. As a replacement, he would use Broadcom (AVGO-Q). (See Top Picks.)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$65.010
Owned
No
DON'T BUY
DON'T BUY
May 25, 2016

It has not performed well over the last while. He prefers a company line NVDA-Q where they are in the middle of graphics on the internet. It is higher margin product that SWKS-Q.

It has not performed well over the last while. He prefers a company line NVDA-Q where they are in the middle of graphics on the internet. It is higher margin product that SWKS-Q.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$66.270
Owned
Unknown
TOP PICK
TOP PICK
December 10, 2015

It always traded at a high valuation. It allows one chip on one phone that works anywhere in the world. Their sales are growing despite declining smart phone sales. He targets 30% upside.

It always traded at a high valuation. It allows one chip on one phone that works anywhere in the world. Their sales are growing despite declining smart phone sales. He targets 30% upside.

Bruce Tatters
Founding Partner and CIO, Triumph Asset Management
Price
$84.890
Owned
Yes
HOLD
HOLD
October 27, 2015

One of the largest suppliers to iPhone in terms of dollars of content per company. He would continue holding this, partly in the believe that Apple (AAPL-Q) is going to continue to grow. (See Top Picks.)

One of the largest suppliers to iPhone in terms of dollars of content per company. He would continue holding this, partly in the believe that Apple (AAPL-Q) is going to continue to grow. (See Top Picks.)

Don Lato
President, Padlock Investment Management
Price
$76.310
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 20, 2015

This stock got up to one of his critical break points and got there at the same time as it reached its FMV of about $104. The setback has offered a chance to Buy the stock, and if you are looking at it he would give it a target of $66 where we could have a pretty nice recovery.

This stock got up to one of his critical break points and got there at the same time as it reached its FMV of about $104. The setback has offered a chance to Buy the stock, and if you are looking at it he would give it a target of $66 where we could have a pretty nice recovery.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$78.290
Owned
Unknown
TOP PICK
TOP PICK
September 22, 2015

A semiconductor company that provides cutting-edge equipment into every smart phone, every tablet, every smart watch, etc. It is riding a wave of creating more and more sophisticated technology as devices get more sophisticated. This is a little bit misunderstood because most people think the majority of its revenues comes from China. What people don’t realize is that a number of very large smart phone vendors manufacture in China, so their exposure is much less than what you read from the headlines. Dividend yield of 1.2%.

A semiconductor company that provides cutting-edge equipment into every smart phone, every tablet, every smart watch, etc. It is riding a wave of creating more and more sophisticated technology as devices get more sophisticated. This is a little bit misunderstood because most people think the majority of its revenues comes from China. What people don’t realize is that a number of very large smart phone vendors manufacture in China, so their exposure is much less than what you read from the headlines. Dividend yield of 1.2%.

Bruce Tatters
Founding Partner and CIO, Triumph Asset Management
Price
$86.700
Owned
Yes
COMMENT
COMMENT
August 13, 2015

The stock has done phenomenally well. They provide chips, mainly on the mobile side. Not only cell phones but, also in the Internet of everything, they are into cities, machines, cars, being connected to 4G. Part of why they have done so well is that when you ask more of performance in speed, storage, cameras and you still want to limit the size, you are asking these chips to do a lot more with a lot less. The company has the ability to combine different functionalities in a smaller space, which is why they have done so well. The stock may have gotten a bit ahead of itself. This is in the semiconductor space, which is very cyclical, so watch for any commentary on pricing pressure or overcapacity in the market. That is when you want to get out.

The stock has done phenomenally well. They provide chips, mainly on the mobile side. Not only cell phones but, also in the Internet of everything, they are into cities, machines, cars, being connected to 4G. Part of why they have done so well is that when you ask more of performance in speed, storage, cameras and you still want to limit the size, you are asking these chips to do a lot more with a lot less. The company has the ability to combine different functionalities in a smaller space, which is why they have done so well. The stock may have gotten a bit ahead of itself. This is in the semiconductor space, which is very cyclical, so watch for any commentary on pricing pressure or overcapacity in the market. That is when you want to get out.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$89.640
Owned
No
COMMENT
COMMENT
April 15, 2015

This is best known for the radiofrequency devices inside the Apple (AAPL-Q) iPhone, as well as many other hand sets. The one year revenue on this company is up about 100%. There was a pullback about 3 weeks ago, but then it is kind of rolling over again. With names like this, those are your opportunities, and you need to be ready to Buy it in those cases. Valuation concerns him, but he loves having Stops that allow him to let these valuations soar.

This is best known for the radiofrequency devices inside the Apple (AAPL-Q) iPhone, as well as many other hand sets. The one year revenue on this company is up about 100%. There was a pullback about 3 weeks ago, but then it is kind of rolling over again. With names like this, those are your opportunities, and you need to be ready to Buy it in those cases. Valuation concerns him, but he loves having Stops that allow him to let these valuations soar.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$96.230
Owned
Yes
TOP PICK
TOP PICK
June 15, 2010
Tied in to basically all cell phone manufacturers globally. Wide breadth of products. Provide chips that enable a lot of cell phone functions and features. With the news coming out from Rim (RIM-T) and Apple (AAPL-Q), demand for the product has increased.
Tied in to basically all cell phone manufacturers globally. Wide breadth of products. Provide chips that enable a lot of cell phone functions and features. With the news coming out from Rim (RIM-T) and Apple (AAPL-Q), demand for the product has increased.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$17.240
Owned
Yes
TOP PICK
TOP PICK
July 11, 2008
Builds the radio modules for cell phones. Diversified supplying Nokia, Samsung, LG, Motorola, Apple and RIM. Good for those that want a cell phone stock but doesn’t want to bet on one particular company. Good management.
Builds the radio modules for cell phones. Diversified supplying Nokia, Samsung, LG, Motorola, Apple and RIM. Good for those that want a cell phone stock but doesn’t want to bet on one particular company. Good management.
Ed Snyder
Principal, Charter Equity Research
Price
$10.060
Owned
No
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