SkyWorks article

For those of you still in this one…
https://www.fool.com/investing/2017/05/27/heres-why-the-best…
Ant

6 Likes

Looks horrible in the 1YPEG excel. Possibly out of date.

What am i not seeing?

Yeh - which is why I bailed but they promise a better tomorrow and folks around here still believe. Please don’t shoot the messenger.
Ant

Looks horrible in the 1YPEG excel. Possibly out of date.

What am i not seeing?

SWKS does not fit the type of company designed to be highlighted by the 1YPEG spreadsheet. That spreadsheet is targeted at companies which are already growing at a high rate within the recent 8 quarters, with priority on more recent quarters (via growth acceleration). Any company with an extended period of no growth is given brutal treatment.

This is fantastically useful for the majority of companies talked about here and in no way applies to reasons to I am invested in Skyworks today.

2 Likes

https://www.fool.com/investing/2017/05/28/why-qorvo-investor…

Here’s what holders are buying into - the hope that Skyworks is taking share from Qorvo. Of course if they don’t and it is a sector wide disappointment this is going to hurt Skyworks too.

Actually even if true and Skyworks is grabbing share from Qorvo - it is actually the reason that I went off Skyworks. Basically if they can each be substituted for each other in just 1 quarter then where’s the sustainable moat in that for Skyworks and what is to stop the customers from using this carousel to drive down prices?

Ant

3 Likes

For those interested in the story here’s the Qorvo reposte - do read the comments section though for more balance as well as the reminder about Broadcom (Avago).
https://seekingalpha.com/article/4077183-qorvo-remains-top-s…
Ant