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...

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