However, last Friday I bought some Skyworks Solutions (SWKS) when it fell to the 50 day moving average of $15.50. I think the company will report a good number but thus far reaction to its 2 main peers have been mixed. The stock has done little until today, so I am simply going to sell the portion of the position I added about a week ago (about 40% of my stake) for a quick 4.5% gain (price was right near $16.20) which isn't bad work for 4 days.

As with TriQuint I think the stock is cheap for its growth... I continue to be boggled by the valuations people are placing in some sectors versus others based on ability to grow. Speaking of, I bought a little TriQuint to offset this sale, and keep my exposure to the sector somewhat consistent.
Aside from that, I am betting on black... no red... no black.
Long Skyworks Solutions in fund; no personal position
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