SL..it nice to hear from another investor on the board. Congrats on managing your way to a great return in Swks!! Btw, I believe we are quickly approaching the time, if we aren't there already, where buy-the-dip is back in style for SWKS...along with the other four horsemen and AAPL. After all, they have all seen BIG pullbacks and are now on sale. In addition, it's smartphone season with apple's upcoming launch event. Plus, Aldrich, Cook, and AVGO have all dismissed the China slowdown (if there even is one) as a headwind for their respective businesses. The shorts will lose control soon.
I'm not in the camp that says it's only in October where the bottom can be put in. I believe it's been put in for Swks in the low $70's. Again, buy-the-dips might already be the play, and I added more shares today on that basis.
The moral of the story as it relates to Swks growth going forward is...don't OVER-emphasize Apple.
I agree. The div is not a meaningful factor with Swks...as of now. And, it is certainly NOT the reason to own SKWS. But, they did recently double the div. I believe that is an indication of things to come over the next few years. Ultimately, SWKS will become a company with a dividend yield as a meaningful investing factor. This is the essence of my post.
DS...you and I have been in the camp that says there will be no rate hike this year. However, at this point, I am hoping for a small rate increase of 1/4 point or less in September. Maybe this will get the whole thing out of the headlines for awhile. Get it over with!!
37,040...it's my only holding in my non-retirement account. I invest in aggressive growth mutual funds in my retirement accounts.