TriQuint Semiconductor

  • What to Expect From This Radio Frequency Chip Manufacturer?

    By tarun bachhawat - August 13, 2013 | Tickers: AAPL, SWKS, SPRD, TQNT

    The Radio frequency (RF) chips manufacturer Skyworks Solutions (NASDAQ: SWKS) has had some bad luck this year because despite three straight quarters of solid results, the company’s shares have appreciated only 10%. In the past, the company’s performance has been directly linked to Apple’s (NASDAQ: AAPL) performance, as it was considered an Apple supplier and negative news regarding the iPhone was not well received by investors.

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  • A Smartphone Play You Would Regret Missing

    By Harsh Chauhan - July 29, 2013 | Tickers: AAPL, T, S, TQNT

    If TriQuint Semiconductor’s (NASDAQ: TQNT) second-quarter report was a litmus test, then the company passed it with flying colors. After a string of disappointments over the past year or so, TriQuint had promised investors that it would deliver a profitable year in 2013 when it released its first-quarter results three months back, which were terrible to say the least.

    So, TriQuint needed to call for a solid outlook this more »

  • Make-or-Break Day Coming for This Apple Supplier

    By Harsh Chauhan - July 23, 2013 | Tickers: AAPL, SSNLF, TQNT

    I’ve been bullish on chipmaker TriQuint Semiconductor (NASDAQ: TQNT) for what seems like ages, but the stock has disappointed me more often than not. However, surprisingly, the company’s shares are up more than 46% this year. But, most of that appreciation has happened in the last three months after TriQuint offered a glimmer of hope to investors and stated that it will put a full stop to its more »

  • Is Sky the Limit? Not for This Company

    By Nick Chiu - May 21, 2013 | Tickers: RFMD, SWKS, TQNT

    Skyworks Solutions (NASDAQ: SWKS) is the company that turns complexity into simplicity by offering analog and mixed signal semiconductors, enabling wireless capabilities. Skyworks continues to benefit from the proliferation of Long-Term Evolution (LTE) in Europe, Asia, and North America, as well as the strong growth in tablets. As the company continues to transform its product mix toward highly customized solutions, Skyworks continues to diversify and expand into multiple markets.

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  • 7 Major Hedge Fund Moves to Watch

    By Meena Krishnamsetty - May 6, 2013 | Tickers: HTWO, JRN, LCUT, RAM, TQNT

    Did you know many of your peers have been beating the market simply by tracking specific picks from hedge fund managers? See, it is important to track hedge funds’ filings with the SEC, especially 13Gs or 13Ds, because they reveal the latest moves made by the financial world’s most influential money managers. Let’s take a closer look to some of the recent filings made by Lyon Street Capital more »

  • Will This Company Finally Deliver?

    By Harsh Chauhan - April 29, 2013 | Tickers: AAPL, BBRY, SSNLF, TQNT

    TriQuint Semiconductor (NASDAQ: TQNT) never fails to surprise me. There was a time when I’d expected the company, and its stock, to really set the Street on fire. Under this belief, I initiated an outperform CAPS call on the stock in November last year, and I’ve seen my pick appreciate more than 18%.

    However, the ride hasn’t been easy, and I’d lost all hope from the more »

  • Mirror Mirror on the Wall, Is Skyworks the Perfect Stock?

    By Fani Kelesidou - March 13, 2013 | Tickers: RFMD, SWKS, TQNT

    If investors had a magic mirror that could give them the answer to the question "which stock is the perfect stock?", then investing would have been a piece of cake. But, in the Wall Street world it does not work like that. It takes time and effort to find a stock that is worth your money.

    In my quest for a compelling investment opportunity, I stumbled upon Skyworks Solutions (NASDAQ: SWKSmore »)

  • Will This Underdog Ever Become a Top Dog?

    By Harsh Chauhan - February 11, 2013 | Tickers: AAPL, CRUS, TQNT

    I don’t know how many times I would be writing a “down but not out” sort of post about TriQuint Semiconductor (NASDAQ: TQNT). Less than three months ago, I truly believed that there were some solid reasons that could help TriQuint become a top dog. The stock actually did well since I last covered it and gained close to 20%. But much of that good work was undone as more »

  • An Apple Play Basket for the New Year

    By Harsh Chauhan - December 28, 2012 | Tickers: AAPL, CRUS, OVTI, SWKS, TQNT

    I like Apple (NASDAQ: AAPL) for two reasons -- 1. It revolutionized smartphones as we know them, and 2. It opened up new areas for investors to make money (apart from an investment in Apple itself). The company has been under pressure ever since it released the iPhone 5 for some reason or the other, and has seen its year-to-date return decline to a “lowly” 26% as of this writing. But more »

  • This Stock is Ready to Break Out of Mediocrity, are You Watching?

    By Harsh Chauhan - November 23, 2012 | Tickers: AAPL, RTN, TQNT

    Last month, I told you why you should considering buying TriQuint Semiconductor (NASDAQ: TQNT), under the belief that the company’s business is set to climb higher. However, even though TriQuint’s revenue climbed in the third-quarter reported last month, its shares didn’t.

    Getting Better…

    TriQuint saw its revenue jump 13% on a sequential basis to $200.8 million in the previous quarter. In addition, the company posted a more »

  • The Time Seems Right to Buy This Beaten Down Apple Play

    By Harsh Chauhan - October 17, 2012 | Tickers: AAPL, CRUS, TQNT

    If I was to ever make a list of unlucky stocks, TriQuint Semiconductor (NASDAQ: TQNT) would have certainly ranked amongst the unluckiest ones in my list. Despite being a longtime component supplier to none other than Apple (NASDAQ: AAPL), TriQuint’s stock price performance has been nothing but disappointing.

    A Sorry Story

    The company’s top line has grown at a decent rate over the past five years, but its more »

  • Get Ready, TriQuint is Ready to Roll

    By Harsh Chauhan - July 31, 2012 | Tickers: AAPL, CRUS, TQNT

    I knew it, and I told you. TriQuint Semiconductor (NASDAQ: TQNT) held its ground in the second quarter and its shares trended higher in high single digits after releasing earnings. The maker of radio frequency (RF) chips parked its revenue at $178 million, ahead of the Street estimate of $176.8 million. It also posted lesser than expected losses at 9 cents a share on an adjusted basis while analysts more »

  • Don’t Panic if TriQuint Falters in the Second Quarter

    By Harsh Chauhan - July 13, 2012 | Tickers: AAPL, CRUS, TQNT

    The feeling when you see your recommendation come good -- priceless. Remember I had told you that TriQuint Semiconductor (NASDAQ: TQNT) looked like a good bet more than two months back after posting its first quarter results. The company had managed to top estimates, but committed a sin by following it up with a guidance that fell way behind projections.

    However, I had faith in TriQuint’s prospects and told you more »

  • An Indirect Apple Supplier to Keep On Watch

    By Tom Gibbs - May 7, 2012 | Tickers: AAPL, AXTI, TQNT | Editor's Choice

    Value-focused investors have generally had a positive experience over the past several years in purchasing companies that supply popular electronics manufacturers.  Unlike the larger enterprises that they supply – i.e. Apple (NASDAQ: AAPL) – many of these component producers are much smaller and are significantly less followed by institutions.  As such, the strategy can often isolate relatively cheap firms that operate in small niches within the vast semiconductor market.  One of more »

  • Did TriQuint's Drop Open Up a Window of Opportunity?

    By Harsh Chauhan - April 30, 2012 | Tickers: AAPL, CRUS, TQNT

    Almost all of the component suppliers who rely on the largest company on earth for a key portion of their bread and butter were in a celebratory mood last week. However, there was one who didn’t make it to the bash. TriQuint Semiconductor (NASDAQ: TQNT) fell almost 13% after the company posted first quarter results. Although TriQuint edged past estimates, it issued a depressive guidance for the ongoing quarter more »

  • Value Investing in Apple Suppliers

    By Eric Novinson - March 8, 2012 | Tickers: AAPL, BRCM, CRUS, TQNT

    Successful tech companies like Apple (NASDAQ: AAPL) typically trade at a high price-to-earnings ratio, and Apple's ratio of 15 continues to attract attention from value investors. Investors who are confident about Apple, which I am, recognize that high sales of the next generation iPad and iPhone will also improve the growth prospects of Apple's suppliers. One of these suppliers, Cirrus Logic (NASDAQ: CRUS), presents value investors with a more »