Enbedded in Ray’s QCOM post was this opinion of SWKS by a Morningstar analyst:
http://analysisreport.morningstar.com/stock/research?t=SWKS&…
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I am delighted to see these opposing views on the value of SWKS. Two sides of an issue- maybe the truth lies between them.
I own some SWKS but can’t find the time to learn the industry in detail so I won’t over weight. Looking out 5 or 6 years I see better opportunities, but 5 or 6 years is made up of many days between now and then. Each of which represents a new risk reward ratio,
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