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Qorvo, Inc. Message Board

  • k2ava2j k2ava2j Mar 25, 2013 7:51 PM Flag

    Tudor Investment’s biggest closed positions

    Finally, Tudor Investment’s biggest closed positions included the PowerShares KBW Bank Portfolio ETF and SPDR Select Energy Sector ETF. Other closed positions of interest include RF Micro Devices (NASDAQ: RFMD ) , which specializes in radio-frequency (RF) components and semiconductors. Like Cirrus Logic, it has been benefiting handsomely from being a component supplier for iDevices (and lower-end phones). Bulls are hopeful that it will do a lot of business in China, where smartphones and upgrades of phones are strong sellers. Some analysts are also expecting a rebound in global semiconductor demand, which bodes well for the company, and smartphones are increasingly employing more RF technology. Still, it faces serious competition, including from deep-pocketed Qualcomm.

    We should never blindly copy any investor's moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing. 13-F forms can be great places to find intriguing candidates for our portfolios

    =Maybe now we can break the $5 wall and move from there, Up?

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