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:
Added SWKS
· by
Anne Manning
·
12/16/2021 05:26 PM
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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
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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
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Decisions Manifest
Oops. Funny. I meant over sold.
Added SWKS
· by
Leonard Douglass
·
12/18/2021 10:00 PM
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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...
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,...
Bought ADS, SWKS, SBUX
· by
Ken Mobley
·
02/13/2018 09:43 PM
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Decisions Manifest
Added to positions
Added SWKS and URBN
· by
Nicholas Stratigos
·
09/02/2015 09:37 AM
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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
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Decisions Manifest
Great minds. =)
Added to FB and SWKS
· by
Nicholas Stratigos
·
01/09/2018 09:47 AM
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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
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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
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Decisions Manifest
Initiated position in SWKS and OUT Added to AMGN All on 1/31
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...
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...
Bought SBUX & SWKS
· by
Bruce Buxton
·
02/01/2018 11:25 AM
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Decisions Manifest
SBUX,SWKS
Groundhog Games: Challenge X
· by
Dennis Malcolm
·
01/31/2016 03:48 PM
·
General Discussion
BWLD, CSTE, GILD, KMI, MIDD, SWKS, PII, PRLB, SAM, SGY
Groundhog Games: Challenge X
· by
Ellis Sawyer
·
02/02/2016 09:03 AM
·
General Discussion
JAZZ. CELG SWKS AAN HIBB RPXC SWN AFL WFM CLC
Groundhog Challenge XIII (2019) Entries
· by
Mark R. Johnson
·
01/30/2019 10:31 AM
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Groundhog Challenge
Mark Johnson 2019 entries: EPAM ADS SLP AMZN SWKS
Groundhog Challenge XIII (2019) Entries
· by
Petra Linden
·
02/02/2019 08:39 AM
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Groundhog Challenge
HD VZ JAZ PAYC CMCSA SWKS QCOM IIVI
Groundhog Challenge XI (2017): Rules of Engagement
· by
Roy Chastain
·
02/01/2017 08:25 PM
·
Groundhog Challenge
I pick FIVE, HEI, SWKS, SBNY and CERN.
Groundhog Challenge XI (2017): Rules of Engagement
· by
Susan Maciolek
·
02/02/2017 03:10 PM
·
Groundhog Challenge
Bower City Picks: DY, OZRK,CTHS,SWKS,FB
Groundhog Challenge XI (2017): Rules of Engagement
· by
Matt Spielman
·
02/03/2017 10:26 AM
·
Groundhog Challenge
My picks: AAPL AL CELG MBLY SCHW SWKS TWOU
2018 Groundhog Challenge
· by
Matt Spielman
·
02/01/2018 04:41 PM
·
Groundhog Challenge
My picks: ADS, AL, CWH, SCHW, SILC, SWKS
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Ellen Hall
·
02/01/2022 09:25 AM
·
Groundhog Challenge
My picks are: GOOG, SWKS, TROW, MMS, LRCS Ellen Hall
Groundhog Challenge XVII (2023)
· by
Martin Eckerle
·
02/02/2023 11:13 PM
·
Groundhog Challenge
LULU WAL TSM SWKS LCII SBNY GOOG SWX GNRC JNJ
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 Games: Challenge X
· by
Terry Lyon
·
02/01/2016 02:19 PM
·
General Discussion
2016 portfolio: PHM, MRK, GNTX, SWKS, PII, BC, HAIN, CEF, HON, PYPL
2018 Groundhog Challenge
· by
Bonnie Matter
·
02/02/2018 01:59 PM
·
Groundhog Challenge
Groundhog Challenge 2018 Picks ULTA GE EGOV SBUX SWKS MMS Thank you. Bonnie Matter
Groundhog Games: Challenge X
· by
Susan Maciolek
·
02/02/2016 04:14 PM
·
General Discussion
Nominees for Bower City Investors: AAPL, LUV, SWKS, V, ODFL Susan
Groundhog Challenge XIII (2019) Entries
· by
Dennis Malcolm
·
01/29/2019 10:34 PM
·
Groundhog Challenge
Dennis Malcolm – 2019 Groundhog entries AL ALGN AMZN BKNG FB ILMN SWKS TXMD
2018 Groundhog Challenge
· by
Sandra Caster
·
02/04/2018 09:32 PM
·
Groundhog Challenge
My picks are: BOTZ SBUX PBH CELG SWKS APOG ULTA LRCX FIVE STMP Sandy
2018 Groundhog Challenge
· by
Ken Mobley
·
02/13/2018 09:36 PM
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Groundhog Challenge
Hi Mark, My selections are: ADS, CVS, SWKS, FB, AMZN Thank you, Ken
GH 2015 Picks.
· by
Roy Chastain
·
02/02/2015 02:32 AM
·
Groundhog Challenge
For 2015, I pick: CTSH, GNTX, HP, JBLU, NVO, OLED, PCLN, PNRA, SWKS AND TROW.
Let go of an old friend!
· by
Nicholas Stratigos
·
08/26/2015 11:58 AM
·
Decisions Manifest
Sold my stake in IIVI to generate funds for SWKS. Needed to up my PAR.
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Barbara Masters
·
02/01/2022 07:44 PM
·
Groundhog Challenge
MICCI (Central Indiana) 2022 Groundhog FB, SAM, GRBK, AMZN, SWKS, ASML, AX, F
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Ruben Alanis
·
02/02/2022 11:28 AM
·
Groundhog Challenge
Ruben Alanis 2022 GH selections: AGL, AX, FB, FLGT, MITK, SKLZ, SMED, SWKS
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Ruben Alanis
·
02/02/2022 11:36 AM
·
Groundhog Challenge
Alanis Family Club: AGL AL AX FB FLGT GRBK MITK SAM SKLZ SMED SWKS
2022 Ground hog
· by
Terry Lyon
·
02/02/2022 11:35 AM
·
Groundhog Challenge
2022 selections BABA SWKS FB AMWD THO MED FNF TROW OLLI DPZ Terry Lyon
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Jennifer Erhardt
·
02/02/2022 02:36 PM
·
Groundhog Challenge
Jennifer Erhardt 2022 GH Selection: ASML AVGO FB GOOGL HLIO INTC MKSI MKTX SWKS
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Susan Maciolek
·
02/02/2022 04:48 PM
·
Groundhog Challenge
I’m back this year! AMD, AMZN, AX, GNRC, HLI, ILMN, MKSI, SWKS
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Dennis Malcolm
·
02/02/2022 08:17 PM
·
Groundhog Challenge
LA/MS Model Club Groundhog entries AL ASML CNXC ESNT FIVE OZK PANW QCOM RGLD SWKS
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Anat Benjamin
·
01/31/2022 09:12 AM
·
Groundhog Challenge
Alchemy investment club : IRTC,ZNGA,RBLX,SWKS,GOOGL,FNF,FB,BABA,AX,GHG
Groundhog Challenge XVI (2022): Better Burrowing Ahead
· by
Martin Eckerle
·
02/01/2022 10:39 AM
·
Groundhog Challenge
2022 Groundhog picks: ADUS ASX CRMT FB IAA MBUU PSXP SWKS TROW WAL
Groundhog Challenge XVII (2023)
· by
Kevin Gillogly
·
01/21/2023 11:20 AM
·
Groundhog Challenge
Here are my submissions: FOXF SWKS GOOGL GIL DAR BOOT FLT TSM POOL AMZN Kevin Gillogly
Groundhog Challenge XVII (2023)
· by
james gallagher
·
01/27/2023 12:23 PM
·
Groundhog Challenge
Groundhog 2023 submission MMMB SOFI BRCC TPB INMD BROS SWK DLHC Jim Gallagher
Groundhog Challenge XVII (2023)
· by
Ken Mobley
·
02/02/2023 09:44 PM
·
Groundhog Challenge
My 2023 Ground Hog selections…. SWKS ABT GPN TSM FIS NEOG Kate Mobley