Stephen Rosenman
Long/short equity, deep value, special situations

Skyworks Solutions: 40% Upside In An Underpriced, Market Leading Growth Stock

No matter who you call on your smartphone, it's a good bet a Skyworks (NASDAQ:SWKS) amplifier and module will be involved. Skyworks Solutions supplies nearly all the major smartphone and tablet OEMs with power amplifiers and front-end modules. Skyworks is in all the Galaxy S series, iPhone, HTC One, as well as a host of other smartphones.

With so many design wins, you'd think Skyworks would be soaring.

Yet, Skyworks has badly lagged its peer group, declining 22% over the last 52 weeks while its competitors have risen an average 17%. In fact, Skyworks has been a shareholder disappointment, losing 40% of its value since February 2011. Recently, the stock has been hammered by reports of weak demand...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details