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Company name Skyworks Solutions Inc
Stock ticker SWKS
Live stock price [stckqut]SWKS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $28.29
Target stock price (averages with growth) $37.3
Target stock price (averages with no growth) $28.51
Target stock price (manual assumptions) $27.01

The following company description is from Google Finance: http://www.google.com/finance?q=swks
Skyworks Solutions, Inc. (Skyworks) offers analog and mixed signal semiconductors. Skyworks offers custom linear products supporting automotive, broadband, cellular infrastructure, energy management, industrial, medical, military and cellular handset applications. The Company’s portfolio includes amplifiers, attenuators, circulators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure radio frequency (RF) subsystems, isolators, mixers/demodulators, optocouplers, optoisolators, phase shifters, phase locked loops (PLLs)/synthesizers/VCOs, power dividers/combiners, receivers, switches and technical ceramics. Its portfolio includes customized power amplifiers and front-end solutions. On June 10, 2011, the Company completed the acquisition of SiGe Semiconductor, Inc. (SiGe), a semiconductor provider. On April 27, 2011, the Company acquired 100% ownership of a private company engaged in the design and manufacturing of optical components.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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It is no secret that two of the hottest stocks in technology are Google [stckqut]GOOG[/stckqut] and Apple [stckqut]AAPL[/stckqut]. Google leads in market share between the two companies by offering the Android OS, which is free. Which causes an investor to wonder, is Google really capitalizing on the mobile trend that it is leading?

This infographic from Wordstream shows that Google does just fine in capitalizing on the mobile market.

Google mobile solutions
Find out how Google’s mobile solutions could work for your business.

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Too many people misinterpret “buy and hold” as “buy and hold no matter what.” A better phrase would be “buy to hold,” as this reflects the true intention of long-term investing. When you buy to hold, you hold the investment for as long as it makes sense to do so. You should consider each investment as a new investment for that day. Do not own an asset that does not make sense.

If something changes in the investment, market, or your goals, “bought and sold” is the way to go. As an investment strategy, “sell” is not a four-letter word.

If you make a mistake in your business analysis, or if the company moves in a different direction than you expected, you sell. In addition, if the reaction of the market agrees with your analysis, and the stock that was once a good deal with plenty of benefits is now just a solid stock that probably will not drop, you should divest your initial investment to let your earnings grow on their own.

Your goal should be to sell as infrequently as possible and only to minimize the inevitable drops in the market. Ultimately, “buy to hold” simply means you need to do your homework, find a great business to own for a while, and check it regularly to re-balance and re-evaluate.

I try to help you decide the right companies on this site. I use the tools that I teach in my book, The Confident Investor. If you really want to increase your wealth then your first investment should be to buy my book. You can purchase my book wherever books are sold such as Amazon, Barnes and Noble, and Books A Million. It is available in ebook formats for Nook, Kindle, and iPad.

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Company name Republic Airways Holdings Inc.
Stock ticker RJET
Live stock price [stckqut]RJET[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=rjet

Republic Airways Holdings Inc. is a holding company. The Company offers scheduled passenger services through its wholly-owned operating air carrier subsidiaries: Chautauqua Airlines, Inc. (Chautauqua), Shuttle America Corporation (Shuttle), Republic Airline Inc. (Republic Airline) and Frontier Airlines, Inc. (Frontier). As of December 31, 2011, its operating subsidiaries offered scheduled passenger service on 1,483 flights daily to 132 cities in 42 states, Canada, Mexico, and Costa Rica under Frontier operations as Frontier and through fixed-fee code-share agreements with AMR Corp., the parent of American Airlines, Inc. (American), Continental Airlines, Inc. (Continental), Delta Air Lines, Inc. (Delta), United Air Lines, Inc. (United), and US Airways, Inc. (US Airways). The Company took delivery of eight A320 aircraft, two E190 aircraft, placed into service three A319 aircraft, sold five A318 aircraft, four of which have remained in the fleet under sale leaseback agreements.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Being a confident investor implies that you have enough money to invest. I am constantly getting requests from my site or via Twitter regarding how to get started investing. Many people appear to understand that it is important to invest but do not currently have the funds to do it.

If you read my book, The Confident Investor, you will learn that I recommend that you take 10% of your income out of your paycheck and move it to a separate savings account for investment purposes. I have also discussed this concept on this site. This 10% comes out before you spend a single dime on expenses. You are effectively cutting your income by 10%.

To cut your income by 10%, you will likely need to cut your expenses by at least that much. Recently, I read an article on CNN about the 10 biggest money wasters. These might be areas to consider for you:

  1. ATM Fees
  2. Lottery tickets
  3. Gourmet coffee
  4. Cigarettes
  5. Infomercial impulse buys
  6. Brand-name groceries
  7. Eating out
  8. Unused gym memberships
  9. Daily internet deals
  10. Bundled cable or phone services

In each of the above, CNN explains the common waste and suggests a way to save the money. Following all of these suggestions (if you were guilty of all of them) would probably knock of $50-100 per week. $100 per week means $5,000 per year towards your investment portfolio.