Article Results:
[Sep 01, 2015] Skyworks Solutions, by Mark Robertson
Ken Kavula stole the show during our recent Round Table with his nomination of SWKS, a specialty semiconductor company.
[Jan 01, 2018] Sweet 16: Our "Fave Sixteen", by Mark Robertson
For the Fave Five, we isolate companies with strong short and long-term expectations. This month, we use that criteria for our "Sweet 16."
[Jul 25, 2018] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.
[Feb 12, 2018] Sweet 16: Screening Results, by Mark Robertson
The Heavy Hogs for 2017 generated an annual total return of 42.4%. Here's the consensus favorites from this year's contest.
[May 10, 2019] Omaha-Inspired Ownage, by Mark Robertson
Mark's first cut at a cheat sheet for the Chicago NAIC national convention.
[May 01, 2016] Floating Back To Our Ivory Screen, by Mark Robertson
Simply put, the best companies (quality) that are potentially “on sale” (return forecast) as the ones that should merit further attention.
[Jun 01, 2016] Best Prices Vs. Fair Value: Morningstar, by Mark Robertson
Is the market cheap or expensive? We don’t really pay much attention to this, instead rendering that same opinion on a stock-by-stock basis as we hunt for quality companies at bargain prices.
[Sep 01, 2015] Portfolio Analysis: A Primer, by Ken Kavula
We’ll pick up where we left on last month, turning now to analysis of a portfolio.
[Dec 01, 2015] Where Imagination Meets Vision, by Mark Robertson
“Put it before them briefly so they will read it, clearly so they will appreciate it, picturesquely so they will remember it and, above all, accurately so they will be guided by its light.” -- Joseph Pulitzer
Forum Post Results:
Skyworks Solutions (SWKS)
· by
Mark Robertson
·
09/17/2023 10:35 AM
·
Stocks
Equity Analysis (SWKS) Value Line Close (9/22/2023) This stock is ranked 4 (Below Average) for Timeliness. The company is facing some negative...
Skyworks Solutions (SWKS)
· by
Matt Spielman
·
09/17/2023 01:53 PM
·
Stocks
Thanks for the reminder about Skyworks, Mark. Once upon a time, I owned them and Apple. I sold SWKS to reduce the redundancy. I’m out of Apple now,...
Round Table (August 2015)
· by
Mark Robertson
·
09/02/2015 02:14 PM
·
Stocks
August Round Table Stocks Presented: Conoco Phillips (COP), Paypal (PYPL), Skyworks Solutions (SWKS), Urban Outfitters (URBN) The audience selected...
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Chidambaram Olagappan
·
02/01/2022 09:09 PM
·
Groundhog Challenge
Informatica Inc (INFA) Sofi Technologies (SOFI) Visa Inc ( V) Green Brick Partners (GRBK) Skyworks Solutions ( SWKS) Ollie’s Bargain Outlet ( OLLI)...
Solomon Select: Skyworks Solns (SWKS) -- September 2015
· by
Mark Robertson
·
09/28/2015 01:09 PM
·
Stocks
Solomon Select: September 2015 Skyworks Solutions (SWKS) The audience vote at the August Round Table was a landslide. The kind of landslide that...
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Ann Dexheimer
·
02/02/2022 03:26 PM
·
Groundhog Challenge
Alarm.com* ALRM Green Brick Partners* GRBK Malibu Boats MBUU MKS Instruments MKSI Maximus MMS Micron Tech MU Okta OKTA Ollie’s Bargain OLLI...
Added SWKS
· by
Anne Manning
·
12/16/2021 05:26 PM
·
Decisions Manifest
I’ve been watching Skyworks for the last couple of months. I can’t decide if it is under sold and I need to jump in or there is a reason it has...
Added SWKS
· by
Ruben Alanis
·
12/16/2021 01:41 PM
·
Decisions Manifest
Placed a limit order at $142 a while back and it triggered and now the price is back up ($147). Limit orders are good….
Added SWKS
· by
Anne Manning
·
12/18/2021 06:14 PM
·
Decisions Manifest
Oops. Funny. I meant over sold.
Added SWKS
· by
Leonard Douglass
·
12/18/2021 10:00 PM
·
Decisions Manifest
Looking at the chart for SWKS on Stockcharts.com The RSI and MFI don’t look oversold to me. What happened on December 16th to trigger the big drop...
Suggested additional Stocks (XON & ZU)
· by
William (Bill) Thompson
·
03/27/2015 01:42 PM
·
Support & Suggestions
Today’s Power Lunch program included Bill Miller interview. Two stocks he has in his portfolio are Intrexon Corp. (XON) and Zulily, Inc. (ZU)....
Investing Round Table (May 2019)
· by
Mark Robertson
·
05/29/2019 07:36 AM
·
Stocks
The video archive of the May 2019 session is available here: https://www.youtube.com/watch?v=lbVwIt7QLjc A fairly lengthy discussion and soul...
Round Table (January 2018): Advent of Groundhog Day
· by
Mark Robertson
·
01/31/2018 09:50 AM
·
Stocks
Stocks Featured Alliance Data Systems (ADS) Skyworks Solutions (SWKS) Starbucks (SBUX) Stocks Sold Bioverativ (BIVV) Cisco Systems (CSCO) Fossil...
Tin Cup Demonstration Portfolio (February 2024)
· by
Mark Robertson
·
02/01/2024 05:35 PM
·
Portfolio Design & Management
Tin Cup: Portfolio Decisions Based on lowest PAR and “similar” industry position with Taiwan Semi (TSM), SELL all shares of Skyworks Solutions...
This Week at MANIFEST (9/25/2015)
· by
Mark Robertson
·
09/24/2015 09:56 AM
·
General Discussion
The work-in-progress versions of your monthly e-newsletter can be accessed here. Cover Story Solomon Select Skyworks Solutions (SWKS) Fund Feature...
Bought ADS, SWKS, SBUX
· by
Ken Mobley
·
02/13/2018 09:43 PM
·
Decisions Manifest
Added to positions
Added SWKS and URBN
· by
Nicholas Stratigos
·
09/02/2015 09:37 AM
·
Decisions Manifest
Bought positions in an IRA account. URBN was just 1/2 position. want to watch for a while before putting other foot in the water.
Added SWKS and URBN
· by
Mark Robertson
·
09/03/2015 08:17 AM
·
Decisions Manifest
Great minds. =)
This Week at MANIFEST (11/20/2015)
· by
Mark Robertson
·
11/20/2015 02:53 PM
·
General Discussion
Fave Five Here are five stocks that could be studied going into the weekend. They essentially represent a listing of stocks with favorable short...
Introducing Weekend Warriors & Fave Five
· by
Mark Robertson
·
11/22/2015 10:05 AM
·
Stocks
Fave Five Here are five stocks that could be studied going into the weekend. They essentially represent a listing of stocks with favorable short...
Fave Five (11/27/2015)
· by
Mark Robertson
·
11/29/2015 10:59 AM
·
Stocks
Fave Five Here are five stocks that could be studied going into the weekend. They essentially represent a listing of stocks with favorable short...
This Week at MANIFEST (12/29/2017)
· by
Mark Robertson
·
12/23/2017 09:29 AM
·
General Discussion
Photo: Rochester, Michigan This Week at MANIFEST (12/29/2017) MANIFEST 40 Updates 1. Apple (AAPL) 15. Procter & Gamble (PG) 23. Intel (INTC)...
Added to FB and SWKS
· by
Nicholas Stratigos
·
01/09/2018 09:47 AM
·
Decisions Manifest
Both continue to have good potential. Added to existing positions to bring them in line with other portfolio holdings
Bought swks, out, and amgn
· by
Matt Spielman
·
02/01/2018 09:59 AM
·
Decisions Manifest
That looks to be great timing on SWKS, Larry—approaching +5% today. Although, I hate when stocks I like have big up moves just before Groundhog Day...
Bought swks, out, and amgn
· by
Larry Dix
·
01/31/2018 09:38 PM
·
Decisions Manifest
Initiated position in SWKS and OUT Added to AMGN All on 1/31
This Week at MANIFEST (9/30/2016)
· by
Mark Robertson
·
09/26/2016 09:17 AM
·
General Discussion
Companies of Interest: Value Line (9/30/2016) The average Value Line low total return forecast for the companies in this week’s update batch is...
This Week at MANIFEST (6/30/2017)
· by
Mark Robertson
·
06/25/2017 08:19 PM
·
General Discussion
Companies of Interest: Value Line (6/30/2017) The average Value Line low total return forecast for the companies in this week’s update batch is...
Sold CAT, CMPR Bought CAKE, CWH, SWKS, STMP
· by
Matt Spielman
·
08/17/2017 10:26 AM
·
Decisions Manifest
It’s been a busier week than I thought it would be… CAT: Love how they have performed through a poor commodity pricing environment, but the PAR is...
This Week at MANIFEST (6/29/2018)
· by
Mark Robertson
·
06/23/2018 09:04 AM
·
General Discussion
This Week at MANIFEST (6/29/2018) “Let me tell you why my TV series in the 90s was so good, besides just an inordinate amount of just pure good...
This Week at MANIFEST (9/27/2019)
· by
Mark Robertson
·
09/22/2019 11:50 AM
·
General Discussion
This Week at MANIFEST (9/27/2019) “I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that.” — Warren Buffett,...
This Week at MANIFEST (9/29/2017)
· by
Mark Robertson
·
09/23/2017 08:55 AM
·
General Discussion
This Week at MANIFEST (9/29/2017) Tell me and I forget. Teach me and I remember. Involve me and I learn. — Ben Franklin Turnout Terraforming As a...
Bought SBUX & SWKS
· by
Bruce Buxton
·
02/01/2018 11:25 AM
·
Decisions Manifest
SBUX,SWKS
This Week at MANIFEST (3/27/2020)
· by
Mark Robertson
·
03/21/2020 01:15 PM
·
General Discussion
Companies of Interest: Value Line (3/27/2020) The median Value Line low total return forecast for the companies in this week’s update batch is...
Expected Returns, September 2015
· by
Kurt Kowitz
·
09/30/2015 09:52 PM
·
Announcements & Events
Expected Returns, September 2015 Stock-based alerts already make a difference, Brian Hayek celebrates dividend divas, and Ken Kavula delivers a...
Expected Returns (8/7/2023)
· by
Mark Robertson
·
08/06/2023 01:45 PM
·
General Discussion
The pace of earnings slows down in the week ahead, although powerhouse reports and potentially sector-rattling updates are due from Skyworks...
This Week at MANIFEST (12/4/2015)
· by
Mark Robertson
·
12/04/2015 09:17 AM
·
General Discussion
Fave Five Here are five stocks that could be studied going into the weekend. They essentially represent a listing of stocks with favorable short...
This Week at MANIFEST (5/8/2020)
· by
Mark Robertson
·
05/03/2020 10:07 AM
·
General Discussion
Earnings This Week Earnings spotlight: Tyson Foods (TSN), Shake Shack (SHAK), Skyworks Solutions (SWKS) on May 4; Fiat-Chrysler (FCAU), Sysco...
This Week at MANIFEST (9/30/2016)
· by
Mark Robertson
·
09/26/2016 09:09 AM
·
General Discussion
This Week at MANIFEST (9/30/2016) What are the best toys of all time? Jonathan H. Liu suggested the following: A stick, a box, string, a cardboard...
Fave Five (12/4/2015)
· by
Mark Robertson
·
12/04/2015 09:49 AM
·
Stocks
Fave Five Here are five stocks that could be studied going into the weekend. They essentially represent a listing of stocks with favorable short...
Fave Five (2/26/2016)
· by
Mark Robertson
·
02/27/2016 10:31 AM
·
Stocks
Fave Five (2/26/2016) Our Fave Five essentially represents a listing of stocks with favorable short term total return forecasts (1 year, according...
This Week at MANIFEST (12/29/2017)
· by
Mark Robertson
·
12/23/2017 10:56 AM
·
General Discussion
Companies of Interest: Value Line (12/29/2017) The median Value Line low total return forecast for the companies in this week’s update batch is...
Expected Returns (8/7/2023)
· by
Mark Robertson
·
08/06/2023 01:53 PM
·
General Discussion
Earnings This Week Monday, August 7 – Tyson Foods (TSN), Lucid Group (LCID), Skyworks Solutions (SWKS), Paramount Global (PARA), and Palantir...
This Week at MANIFEST (3/30/2018)
· by
Mark Robertson
·
03/24/2018 10:01 AM
·
General Discussion
This Week at MANIFEST (3/30/2018) “It takes considerable courage to work in an environment in which one is compensated according to one’s...
This Week at MANIFEST (9/28/2018)
· by
Mark Robertson
·
09/24/2018 09:13 AM
·
General Discussion
This Week at MANIFEST (9/28/2018) “I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that.” — Warren Buffett,...
This Week at MANIFEST (6/28/2019)
· by
Mark Robertson
·
06/24/2019 01:49 PM
·
General Discussion
This Week at MANIFEST (6/28/2019) “When you buy a stock, you become an owner of the company. There is just as much reason to exercise care and...
This Week at MANIFEST (3/31/2017)
· by
Mark Robertson
·
03/27/2017 08:11 AM
·
General Discussion
This Week at MANIFEST (3/31/2017) “It’s March Madness. Every four minutes I either go to the restroom or get a snack.” — Mark Robertson Sometimes,...
This Week at MANIFEST (5/22/2020)
· by
Mark Robertson
·
05/18/2020 06:34 AM
·
General Discussion
Earnings This Week Earnings spotlight: Baidu (BIDU) on May 18; Walmart (WMT), Home Depot (HD), Kohl’s (KSS) and Advance Auto Parts (AAP) on May...
This Week at MANIFEST (7/1/2016)
· by
Mark Robertson
·
06/25/2016 11:05 AM
·
General Discussion
This Week at MANIFEST (7/1/2016) “I don’t think I’ve ever wanted magic more.” — J. K. Rowling, author, Harry Potter series. “The market is fond of...