Enbedded in Ray’s QCOM post was this opinion of SWKS by a Morningstar analyst:
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,