BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Cramer on BloggingStocks: Can't trust a market too good to be true ]]>http://www.bloggingstocks.com/2009/10/06/cramer-on-bloggingstocks-cant-trust-a-market-too-good-to-be-tr/http://www.bloggingstocks.com/2009/10/06/cramer-on-bloggingstocks-cant-trust-a-market-too-good-to-be-tr/http://www.bloggingstocks.com/2009/10/06/cramer-on-bloggingstocks-cant-trust-a-market-too-good-to-be-tr/#commentsFiled under: , , , , , , , , ,

TheStreet.com's Jim Cramer is not convinced that what was bad a week ago has suddenly turned good.

Feels almost too good to be true. Once again, did we dodge the more than 3% to 5% decline? Once again have we put the trouble behind us? Did we have just enough October scare to inoculate?

I remember a week ago thinking there weren't enough "October's the roughest month" articles perhaps because those who wrote the "sell in May" and "sell in September" pieces felt chastised. I thought that the word had come from editors on high-stop being so bearish already.

But then by Thursday we were all well aware of the power of Rocktober and next thing you know people were whispering crash by Friday.

Continue reading Cramer on BloggingStocks: Can't trust a market too good to be true

Cramer on BloggingStocks: Can't trust a market too good to be true originally appeared on BloggingStocks on Tue, 06 Oct 2009 09:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplfeaturedgooggsjim cramerJimCramerjpmqcomrimmswksTue, 06 Oct 2009 09:00:00 EST<![CDATA[Cramer on BloggingStocks: I'm a believer ]]>http://www.bloggingstocks.com/2009/09/11/cramer-on-bloggingstocks-im-a-believer/http://www.bloggingstocks.com/2009/09/11/cramer-on-bloggingstocks-im-a-believer/http://www.bloggingstocks.com/2009/09/11/cramer-on-bloggingstocks-im-a-believer/#commentsFiled under: ,

TheStreet.com's Jim Cramer says those going overboard on the negative are finding their theories don't work.

It's time to talk about what did and what didn't happen when people came back from summer vacation.

First, what didn't happen. We didn't get a lot of selling by firms that were up a lot. We didn't get a September lock-in of gains -- too many funds behind the market, I imagine, too many funds where it would be too costly to get out. They didn't go away in September like they were supposed to.

Second, we didn't get the preannouncements that should have happened if the economy was already starting to wind down and nobody was buying anything. Housing didn't slow down after a California tax credit went away.

Continue reading Cramer on BloggingStocks: I'm a believer

Cramer on BloggingStocks: I'm a believer originally appeared on BloggingStocks on Fri, 11 Sep 2009 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>clsfeaturedflexjim cramerJimCramerswksFri, 11 Sep 2009 09:30:00 EST<![CDATA[Cramer on BloggingStocks: Negative stories get all the play ]]>http://www.bloggingstocks.com/2009/09/10/cramer-on-bloggingstocks-negative-stories-get-all-the-play/http://www.bloggingstocks.com/2009/09/10/cramer-on-bloggingstocks-negative-stories-get-all-the-play/http://www.bloggingstocks.com/2009/09/10/cramer-on-bloggingstocks-negative-stories-get-all-the-play/#commentsFiled under: , , , , ,

TheStreet.com's Jim Cramer says maybe it's dull copy, but you never read about the positive drivers anymore.

The bulls have just put together a quiet but widespread rally that, once again, has gone unheralded or is regarded as unimportant.

But the slide that we look like we are going to have will quickly take on a huge significance, with lots of commentary about all of the usual fiascos and woes and worries. Maybe today we will make it "we don't have a strong president or a strong dollar" day. Or an "OPEC isn't going to get oil to $80" day.

Pick one. They all suit.

Continue reading Cramer on BloggingStocks: Negative stories get all the play

Cramer on BloggingStocks: Negative stories get all the play originally appeared on BloggingStocks on Thu, 10 Sep 2009 09:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bbydellfeaturedglwjim cramerJimCramerswkstxnThu, 10 Sep 2009 09:50:00 EST<![CDATA[Cramer on BloggingStocks: Fundamental distortion ]]>http://www.bloggingstocks.com/2009/09/09/cramer-on-bloggingstocks-fundamental-distortion/http://www.bloggingstocks.com/2009/09/09/cramer-on-bloggingstocks-fundamental-distortion/http://www.bloggingstocks.com/2009/09/09/cramer-on-bloggingstocks-fundamental-distortion/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , , ,

TheStreet.com's Jim Cramer says the action that is linked to the futures markets, such as oil, is distorting rational analysis.

Maybe one day we can escape the commodity linkage and begin to trade on the fundamentals again, something that seems more distant now than any time I can recall. We are totally marching to gold, to oil, to copper, and not the fundamentals.

Throughout the era in which China has become a superpower and hedge funds have become the super arbiters or what goes up or down, we have been stuck with this fairly bogus linkage that corrupts trading and makes a mockery out of some of the most important financial analysis out there, the actual attempts to discover what's really happening at companies.

Continue reading Cramer on BloggingStocks: Fundamental distortion

Cramer on BloggingStocks: Fundamental distortion originally appeared on BloggingStocks on Wed, 09 Sep 2009 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bjscbycnwfeaturedjim cramerJimCramermppgseprswksWed, 09 Sep 2009 10:00:00 EST<![CDATA[Cramer on BloggingStocks: Tech can do what it wants ]]>http://www.bloggingstocks.com/2009/07/23/cramer-on-bloggingstocks-tech-can-do-what-it-wants/http://www.bloggingstocks.com/2009/07/23/cramer-on-bloggingstocks-tech-can-do-what-it-wants/http://www.bloggingstocks.com/2009/07/23/cramer-on-bloggingstocks-tech-can-do-what-it-wants/#commentsFiled under: , , , , , , , ,

TheStreet.com's Jim Cramer says the tech industry benefits because the Obama administration pays it little attention.

When you get a streak like technology's had here -- and I am including the Nasdaq as a barometer of tech, with its 11th consecutive positive close -- you have to ask yourself: Is there something going on that's even bigger than the visible themes? I'm talking something beyond low inventories for semis, new product cycles based on Internet mobile, and valuations that got out of hand to the downside.

And I think I have it.

Washington doesn't care about tech. Tech can do what it wants. Tech's not unionized, so Card Check and arbitration, the next battleground, doesn't affect it. Tech doesn't pollute much, so cap-and-trade doesn't mean much. Tech's not much for pensions or for any help from the government with health care. It has virtually no legacies and is largely 401(k).

Continue reading Cramer on BloggingStocks: Tech can do what it wants

Cramer on BloggingStocks: Tech can do what it wants originally appeared on BloggingStocks on Thu, 23 Jul 2009 09:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplcscofeaturedgoogintcjim cramerJimCramermdrxnasdaqonnnorclswkstechnologytqntvmwThu, 23 Jul 2009 09:40:00 EST<![CDATA[Inside the iPhone: A look at component makers]]>http://www.bloggingstocks.com/2009/06/25/inside-the-iphone-a-look-at-component-makers/http://www.bloggingstocks.com/2009/06/25/inside-the-iphone-a-look-at-component-makers/http://www.bloggingstocks.com/2009/06/25/inside-the-iphone-a-look-at-component-makers/#commentsFiled under: , , ,

Technology sector expert Paul McWilliams offers an intriguing look at the new iPhone from Apple (NASDAQ: AAPL) to uncover what tech companies are supplying components.

In his Next Inning -- a newsletter that focuses solely on high tech stocks -- the advisors offers a look at the players inside the iPhone.

McWilliams explains, "A few interesting notes have come from the folks busily tearing down the new Apple iPhone 3G S since its launch.

Continue reading Inside the iPhone: A look at component makers

Inside the iPhone: A look at component makers originally appeared on BloggingStocks on Thu, 25 Jun 2009 13:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplapplebrcmbroadcomiphoneiphone component stocksnext inningomnivisionovtipaul mcwilliamssandiskskyworkssmartphone stockssndksteven halpernstmstmicroswkstech stockstechnology stocksthestockadvisors.comtriquinttwntwireless phone stocksThu, 25 Jun 2009 13:40:00 EST<![CDATA[Cramer on BloggingStocks: Sideshow distractions ]]>http://www.bloggingstocks.com/2009/05/01/cramer-on-bloggingstocks-sideshow-distractions/http://www.bloggingstocks.com/2009/05/01/cramer-on-bloggingstocks-sideshow-distractions/http://www.bloggingstocks.com/2009/05/01/cramer-on-bloggingstocks-sideshow-distractions/#commentsFiled under: , , , , , , ,

TheStreet.com's Jim Cramer says the noise obscures the evidence that things are getting better.

Lotta sideshows out there.

The Chrysler sideshow held court Thursday, a total distraction magnified by President Barack Obama's finger-pointing. Given how small Chrysler is and how irrelevant it might ultimately be to the economy, it's a shame because there were so many good earnings reports that you might have missed by paying attention to Chrysler.

And, yes, I wish that the president had been more elegant in his finger-pointing about why Chrysler had to file. Most of the big banks were pro-Obama. Only some banks and hedge funds held out -- we now know them as the non-TARP banks -- and to them I ask, "What the heck were you thinking?" I think they, not Obama, are a bigger problem and I bet they make out far worse than they would have if they had just agreed with Obama's plan.

Continue reading Cramer on BloggingStocks: Sideshow distractions

Cramer on BloggingStocks: Sideshow distractions originally appeared on BloggingStocks on Fri, 01 May 2009 09:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>baccatfeaturedjim cramerJimCramerjpmmximswksvfcFri, 01 May 2009 09:45:00 EST<![CDATA[Analyst downgrades: YHOO (times 4), PSPT, SWKS]]>http://www.bloggingstocks.com/2008/05/05/analyst-downgrades-yhoo-times-4-pspt-swks/http://www.bloggingstocks.com/2008/05/05/analyst-downgrades-yhoo-times-4-pspt-swks/http://www.bloggingstocks.com/2008/05/05/analyst-downgrades-yhoo-times-4-pspt-swks/#commentsFiled under: , ,

MOST NOTEWORTHY: Yahoo! was today's noteworthy downgrade:
  • Yahoo! (NASDAQ: YHOO) was downgraded to Sell from Accumulate at ThinkPanmure as they value the company at $20 on a standalone basis. The price target lowered to $20 from $31.
  • Yahoo was also downgraded to Sell from Buy at Citigroup based on Microsoft (NASDAQ: MSFT) withdrawing its bid for the company. Target was reduced to $26 from $34.
  • Yahoo was also downgraded to Sell from Accumulate, target $20 at ThinkPanmure.
  • Yahoo was downgraded to Sell from Hold at Soleil with a $22 target as they do not believe Yahoo can re-attain the $33 a share that Microsoft offered through execution alone.
OTHER DOWNGRADES:
  • PeopleSupport (NASDAQ: PSPT) was downgraded to Market Perform at JMP Securities on valuation, and because they are increasingly concerned about the long-term safety of the company's J.P. Morgan Chase credit card contract. The firm downgraded the shares from Market Outperform.
  • Skyworks (NASDAQ: SWKS) was downgraded to Accumulate from Buy at ThinkPanmure following checks that indicate some "inventory digestion" at a couple of its key OEM customers, which could put estimates at risk

Analyst downgrades: YHOO (times 4), PSPT, SWKS originally appeared on BloggingStocks on Mon, 05 May 2008 12:12:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystdowngradeinthenewspeoplesupportpsptskyworksswksyahooyhooMon, 05 May 2008 12:12:00 EST<![CDATA[10 crushed stocks that look to be rebounding]]>http://www.bloggingstocks.com/2008/04/24/10-crushed-stocks-that-look-to-be-rebounding/http://www.bloggingstocks.com/2008/04/24/10-crushed-stocks-that-look-to-be-rebounding/http://www.bloggingstocks.com/2008/04/24/10-crushed-stocks-that-look-to-be-rebounding/#commentsFiled under: , , , , , ,

Way back in early March I highlighted 10 horrifically downtrending stocks and said not to even think about buying them until they broke their nasty trendlines to the upside.

Over the past few weeks, many have displayed solid sideways price action, but it wasn't until yesterday that the high volume breakouts occurred. I'm talking about those 50+ million shares traded, 10%+ price surges beautifully accomplished by such popular names like Sprint Nextel Corp (NYSE: S), Broadcom Corp (NASDAQ: BRCM) and Level 3 Communications Inc (NASDAQ: LVLT).

Unsurprisingly, several other stocks also showed similarly strong price action:

RF Microdevices Inc (NASDAQ: RFMD)
Anadigics Inc (NASDAQ: ANAD)
Skyworks Solutions Inc (NASDAQ: SWKS)
Triquint Semiconductor Inc (NASDAQ: TQNT)
China Life Insurance Co. Ltd (NYSE: LFC)
Raymond James Financial Inc (NYSE: RJF)
Cerner Corp (NASDAQ: CERN)

Continue reading 10 crushed stocks that look to be rebounding

10 crushed stocks that look to be rebounding originally appeared on BloggingStocks on Thu, 24 Apr 2008 10:47:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>anadbrcmcernlfclvltrfmdrjfsswksTimothy SykesTimothySykestqntThu, 24 Apr 2008 10:47:00 EST<![CDATA[With Skyworks, at times it seems the sky's the limit]]>http://www.bloggingstocks.com/2008/02/11/with-skyworks-at-times-it-seems-the-skys-the-limit/http://www.bloggingstocks.com/2008/02/11/with-skyworks-at-times-it-seems-the-skys-the-limit/http://www.bloggingstocks.com/2008/02/11/with-skyworks-at-times-it-seems-the-skys-the-limit/#commentsFiled under: ,

Readers of this space know that the investment bias is toward large-cap companies with demonstrated business models and who have a competitive advantage in established markets, preferably with a favorable global trend as a support. But every once in while an exception is made for a non-conforming but innovative/promising company, and along this line Skyworks looks attractive. (Note: Skyworks is only for investors who can tolerate high-risk.)

Skyworks Solutions, Inc. (Nasdaq: SWKS) is a leading supplier to major mobile phone/PDA manufacturers.

Analysts really like Skyworks' radio frequency and manufacturing expertise, which enables the company to secure design wins with existing and new customers.

Skyworks, which began as a defense contractor, makes its integrated circuits out of gallium arsenide, a material that performs at higher speeds and with less energy consumption than the sector standard, silicon.

Continue reading With Skyworks, at times it seems the sky's the limit

With Skyworks, at times it seems the sky's the limit originally appeared on BloggingStocks on Mon, 11 Feb 2008 18:13:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>cell phonesgallium arsenideintegrated circuitsmobile phonesPDAsrfidSkyworksSWKSMon, 11 Feb 2008 18:13:00 EST<![CDATA[Earnings highlights: Apple, Microsoft, Texas Instruments, Southwest, Caterpillar, and others]]>http://www.bloggingstocks.com/2008/01/26/earnings-highlights-apple-microsoft-texas-instruments-southw/http://www.bloggingstocks.com/2008/01/26/earnings-highlights-apple-microsoft-texas-instruments-southw/http://www.bloggingstocks.com/2008/01/26/earnings-highlights-apple-microsoft-texas-instruments-southw/#commentsFiled under: , , , , , , , , , , , , , , ,

The earnings crunch is in full swing, and here are a few of the highlights of this past week's earnings coverage from BloggingStocks:

Continue reading Earnings highlights: Apple, Microsoft, Texas Instruments, Southwest, Caterpillar, and others

Earnings highlights: Apple, Microsoft, Texas Instruments, Southwest, Caterpillar, and others originally appeared on BloggingStocks on Sat, 26 Jan 2008 08:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAaron KatsmanAbbot LabsABTAK SteelAKSAladdinALDNAltriaAmazon.comAmerican ExpressAmgenAMGNAMZNAppleAXPBABENBoeingCATCaterpillarCoachCOHConocoCOPCSXEatonELSETNExxon MobilFranklin ResourcesGeorges YaredGOOGGoogleHALHalliburtonJAVAJim CramerJNJJohnson and JohnsonLUVMCDMcDonald'sMicrosoftMOMSFTNintendoNOKNokiaNucorNUEPeter CohanPetMedPETSPGProcter and GambleQCOMQualcommSkyworksSouthwestStarbucks SBUXSunSWKSTexas InstrumentsTXNUPSVerizonVistaVZWiiXeroxXilinxXLNXXOMXRXYahoo!YHOOSat, 26 Jan 2008 08:40:00 EST<![CDATA[Skyworks Solutions: Share price moving in bullish 'flag' formation]]>http://www.bloggingstocks.com/2008/01/25/skyworks-solutions-share-price-moving-in-bullish-flag-formati/http://www.bloggingstocks.com/2008/01/25/skyworks-solutions-share-price-moving-in-bullish-flag-formati/http://www.bloggingstocks.com/2008/01/25/skyworks-solutions-share-price-moving-in-bullish-flag-formati/#commentsFiled under: , , , , , ,

Skyworks Solutions (NASDAQ: SWKS) designs, manufactures and markets analog and mixed signal semiconductors that enable wireless connectivity. It offers power amplifiers, front-end modules and integrated radio frequency devices for cellular handsets and makes a variety of linear products that support automotive, broadband, cellular infrastructure, industrial and medical applications. Motorola (NYSE: MOT), Nokia (NYSE: NOK) and Sony (NYSE: SNE) are major customers.

The firm had good news for investors last week, when it reported Q1 EPS of 17 cents and revenues of $210.5 million. Analysts had been expecting 16 cents and $208.1 million. Management also guided Q2 EPS to 15 cents (13 cent consensus) and Q2 revenues to $200.0 million ($194.04M consensus). Regarding Q2, the CFO remarked that Skyworks expected to largely offset handset seasonality with growth from the linear products and the multimode handset content portfolios. The stock popped into a bullish "flag" consolidation pattern on the announcement. Prices frequently exit flags moving in the same direction they were traveling on entry. In this case, that would be to the upside.

Brokers recommend the issue with four "strong buys", seven "buys" and five "holds". Analysts expect a 23% growth rate, through the next year. The SWKS Price to Sales ratio (1.76), Price to Book ratio (1.64), Price to Cash Flow ratio (13.57) and EPS Growth rate (54.55%) compare favorably with industry, sector and S&P 500 averages. Institutions own about 95 % of the outstanding shares. The stock is one of those used to calculate the S&P 600 SmallCap Index. Over the past 52 weeks, it has traded between $5.56 and $9.55. A stop-loss of $7.40 looks good here.

Larry Schutts is a contributing editor for Theflyonthewall.com and the Vice-President of Stockwinners.com. He does not hold positions in any of the stocks mentioned above.

Skyworks Solutions: Share price moving in bullish 'flag' formation originally appeared on BloggingStocks on Fri, 25 Jan 2008 10:58:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>flagfundamental analysisFundamentalAnalysismomentumMOTNOKSkyworks SolutionsSkyworksSolutionsSNESWKStechnical analysisTechnicalAnalysisFri, 25 Jan 2008 10:58:00 EST<![CDATA[An 11th stock under $10: Skyworks Solutions]]>http://www.bloggingstocks.com/2007/11/29/an-11th-stock-under-10-skyworks-solutions/http://www.bloggingstocks.com/2007/11/29/an-11th-stock-under-10-skyworks-solutions/http://www.bloggingstocks.com/2007/11/29/an-11th-stock-under-10-skyworks-solutions/#commentsFiled under: , , ,

But wait ... there's more! In the giving spirit of the holidays, here's a bonus pick for bargain-hunters looking for stocks under the $10 threshold. Skyworks Solutions (NASDAQ: SWKS), manufactures semiconductors that are used primarily in wireless telephone handsets and infrastructure products. Nearly 40% of the company's sales are thanks to Motorola (NYSE: MOT) and Sony Ericsson Mobile.

The firm has been a solid performer in the earnings confessional of late, topping analysts' expectations consistently for the past five quarters, by an average surprise of nearly 15%. On November 1, the company reported fourth-quarter profit of $22 million, or 14 cents per share, a penny above Street expectations and a welcome change from a year-ago loss of $96.4 million (60 cents per share). Looking ahead to the current (first) quarter, SWKS officials targeted first-quarter profit -- excluding items -- of 15 to 17 cents per share.

Continue reading An 11th stock under $10: Skyworks Solutions

An 11th stock under $10: Skyworks Solutions originally appeared on BloggingStocks on Thu, 29 Nov 2007 17:35:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>10 stocks under $1010StocksUnder$10bargain stocksBargainStockscheap stocksCheapStocksinvestingstock picksStockPicksstocks to buystocks under $10StocksToBuyStocksUnder$10SWKSThu, 29 Nov 2007 17:35:00 EST<![CDATA[Analyst initiations: ATML, SWKS, ALU, PRXL and MAPP]]>http://www.bloggingstocks.com/2007/11/14/analyst-initiations-atml-swks-alu-prxl-and-mapp/http://www.bloggingstocks.com/2007/11/14/analyst-initiations-atml-swks-alu-prxl-and-mapp/http://www.bloggingstocks.com/2007/11/14/analyst-initiations-atml-swks-alu-prxl-and-mapp/#commentsFiled under: , , , , ,

MOST NOTEWORTHY: Atmel, Skyworks, Alcatel-Lucent, Parexel and Map Pharma were today's noteworthy initiations:
  • Kaufman Bros. initiated Atmel (NASDAQ: ATML) with a Buy rating and $6 target, as they believe the company's increasing focus around its core microcontroller business can drive an improved growth and profitability profile going forward and would be buyers at current levels.
  • The firm also started shares of Skyworks (NASDAQ: SWKS) with a Buy rating and a $10 target, as they like the company's balanced customer positioning and find the stock attractively valued at current levels.
  • JP Morgan initiated Alcatel-Lucent (NYSE: ALU) with an Overweight rating and believes the risks are more than fully priced into shares at current levels.
  • Parexel (NADSAQ: PRXL) was initiated with a Neutral rating at Broadpoint, as they believe the company's improved execution is already priced into shares.
  • Deutsche Bank finds shares of Map Pharmaceuticals (NASDAQ: MAPP) attractively valued given the opportunity from the company's two late stage product candidates, UDB and Tempo Migraine. The firm started shares off with a Buy rating and $19 target.
OTHER INITIATIONS:

Analyst initiations: ATML, SWKS, ALU, PRXL and MAPP originally appeared on BloggingStocks on Wed, 14 Nov 2007 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>alcatel-lucentaluanalystatmelatmlcarnivalcclcedar fairCedarFaircoca-colafuninitiationkomap pharmamappMapPharmaparexelpeppepsiprxlrclroyal caribbeanRoyalCaribbeanskyworksswksWed, 14 Nov 2007 11:30:00 EST<![CDATA[Skyworks: More "mo" to go]]>http://www.bloggingstocks.com/2007/07/22/skyworks-more-mo-to-go/http://www.bloggingstocks.com/2007/07/22/skyworks-more-mo-to-go/http://www.bloggingstocks.com/2007/07/22/skyworks-more-mo-to-go/#commentsFiled under: , , , ,

Skyworks Solutions (NASDAQ: SWKS) is a mobile product provider based in Massachusetts. Despite the stock's recent run, it still has much more upside because the company's solid numbers into next year are going to make the stock drastically more attractive.

Before I get too specific about the company itself, I'd like to first discuss the company's sector and why its going to be such a hot space in the next few months. Basically, the company's products are going to be in tremendous use in the next few quarters as a result of the launch of Apple's (NASDAQ: AAPL) iPhone and continued advancements to Research in Motion's (NASDAQ: RIMM) BlackBerry. These smart phones are going to be huge contributors to Skyworks's top line because they need the company's products to perform the more advanced tasks being placed on smart phones, such as WiFi and GPS. The positive headlines which I expect to be flowing from this sector shortly (starting with Apple's upcoming quarter) should bolster Skyworks's stock appropriately.

But this stock isn't just a name that will move due to positive news from the smart phone space; this is a solid company that's hitting an inflection (turning) point. Despite showing weak performance sequentially and year over year in recent years, I think the company's revenue growth is going to return to positive territory within the next two quarters. I think the company is going to do about $190 million in sales next quarter -- a sequential increase of about 8%, but still a year-over-year decline of 4.5%. This figure is ahead of company guidance, which I think is low because the company was overly conservative when modeling Motorola's (NYSE: MOT) impact on sales. This Motorola factor is another potential catalyst because the company has the potential to easily beat estimates if Motorola steps up its business. Even if Motorola actually doesn't do much business with the company, I think Skyworks will be able to cover that lost business with new clients, just like it did last quarter.

The company positioned itself properly for this quarter. Because it expected increased demand for its FEM chips, it ramped up its inventory for this quarter to be able to match the demand. I think the company easily met Apple and Research in Motion's needs for the quarter.

Continue reading Skyworks: More "mo" to go

Skyworks: More "mo" to go originally appeared on BloggingStocks on Sun, 22 Jul 2007 13:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAppleMOTMotorolaResearch in MotionRIMMSkyworksSmart phoneSWKSSun, 22 Jul 2007 13:40:00 EST<![CDATA[Analyst upgrades 10-3-06: Skyworks upgraded by four firms]]>http://www.bloggingstocks.com/2006/10/03/analyst-upgrades-10-3-06-skyworks-upgraded-by-four-firms/http://www.bloggingstocks.com/2006/10/03/analyst-upgrades-10-3-06-skyworks-upgraded-by-four-firms/http://www.bloggingstocks.com/2006/10/03/analyst-upgrades-10-3-06-skyworks-upgraded-by-four-firms/#commentsFiled under:

MOST NOTEWORTHY:

Standard Pacific (NYSE: SPF) and Skyworks Solutions (NASDAQ: SWKS) top today's extensive list of upgrades.

  • Standard Pacific Corp. was upgraded to Outperform from Neutral at Credit Suisse. The firm considers SPF a clever land purchaser and a quality builder.
  • Skyworks Solutions Inc., the developer and manufacturer of semiconductors for wireless communications products, was upgraded by four firms this morning: To Neutral from Underperform at Credit Suisse, to Buy from Hold at Stifel Nicolaus, to Market Perform from Underperform at BMO Capital Markets and to Buy from Neutral at Pacific Growth Equities. Skyworks announced a corporate restructuring and reaffirmed Q3 guidance.

OTHER UPGRADES:

  • American Tower Corp (NYSE: AMT) was added to J.P. Morgan's Focus List this morning. The upgraded was based on valuation, multiple expansion and catalysts including a stock buyback plan and the potential removal of the stock options accounting overhang.
  • Lehman Bros. is positive on Apache Corp.'s (NYSE: APA) international opportunities and upgraded them to Overweight from Equal Weight.
  • Scientific Games Corp (NASDAQ: SGMS) was added to Goldman Sachs America's Conviction Buy List. The firm is positive on the Global Draw deal that they believe will expand capabilities into video lottery.
  • Merrill Lynch upgraded St. Jude Medical Inc. (NYSE: STJ) to Buy from Neutral on the belief they will continue to take market share away from Boston Scientific (BSX).

Analyst initiations provided by TheFlyOnTheWall.com.

Analyst upgrades 10-3-06: Skyworks upgraded by four firms originally appeared on BloggingStocks on Tue, 03 Oct 2006 11:27:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>skyworks solutionsSkyworksSolutionsspfstandard pacificStandardPacificswksTue, 03 Oct 2006 11:27:00 EST