PRINCETON, N.J., March 13, 2012 /PRNewswire/ -- Next Inning
Technology Research (http://www.nextinning.com), an online
investment newsletter focused on semiconductor and technology
stocks, has published updated outlooks on Anadigics (Nasdaq: ANAD),
Avago Technologies (Nasdaq: AVGO), RF Micro Devices (Nasdaq: RFMD),
Skyworks Solutions (Nasdaq: SWKS), and TriQuint Semiconductor
(Nasdaq: TQNT).
Next Inning readers leverage the insight you can only get from
an industry insider. Editor Paul
McWilliams has spent his life in technology and is a nerd by
admission. Fortunately for Next Inning readers, he also loves
to write about technology trends in ways that make it easy for an
average reader to understand the complexities of the industry and,
more importantly, which companies are likely to be the winners and
losers as technology trends change.
McWilliams can rightfully claim to have turned bullish on Apple
years ago shortly after it introduced the iPod. While he
believes Apple still has room to run, he now thinks the real money
will be made by investors who know how to find right component
suppliers for the booming smartphone and tablet
manufacturers. In a special 10-page report he examines the
five leading suppliers of the RF semiconductor devices every mobile
device uses to connect with cellular and WiFi networks.
As McWilliams put it in his first presentation of these stocks
last December, this is an investment thesis that has the simplicity
even Warren Buffett would admire.
The average gain for this group of stocks since the December report
was published is 31%, versus a 17% gain for the Nasdaq, with the
top stock moving up by 87%. In his exclusive 10-page, follow-up
report, which is now available for free to trial subscribers,
McWilliams updates his outlook for these stocks and advises readers
on which stocks offer the best potential for further gains.
To get ahead of the Wall Street curve and receive this report
for free, you are invited to take a free, 21-day, no obligation
trial with Next Inning. For full details on this offer,
please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1377
McWilliams covers these topics and more in his special 10-page
report covering the five leading RF semiconductor companies:
-- Why is it important for investors to understand the balance
of fixed and variable costs associated with running an RF
semiconductor company? What is the realistic per share value
of each of the five companies' balance sheets and how does
McWilliams arrive at this figure? Which of the five companies
are rebuilding business models and which ones are expanding into
adjacent markets?
-- What three factors suggest Anadigics is performing above
expectations? How long will it take for this performance to show up
on Anadigics' income statement? Is there now a buying
opportunity in Anadigics following its post-earnings pullback and,
if so, what is the upside potential? What major risk factor do
investors need to be aware of when considering Anadigics?
-- What does Avago offer to investors that none of the other
four companies do? What five factors may give Avago an edge
over its rivals?
-- Does McWilliams expect RF Micro Devices could double from
current levels this year? What two positive events have benefited
RF Micro recently, and what three factors have weighed on the
stock? What one change is happening today at RF Micro that could
toss the bears out on their heads?
-- Last June, McWilliams advised readers to sell Skyworks at its
then current price in the mid-$20s. Following this, he
flipped to a bullish view on the stock last December when it was
trading under $14.50 and advised
readers the price could double within a year. With it now
approaching that target, does McWilliams think there is enough
upside left to offset the risk of a continued hold? What does
McWilliams think Skyworks' balance sheet will look like once it
records its January purchase of Advanced Analog? Does
McWilliams think investors should now view this as a good purchase
for Skyworks?
-- Does McWilliams expect that TriQuint shares could move above
$10 by year end? Is McWilliams
expecting a second-half rebound from TriQuint's key markets? What
other drivers does McWilliams see in store for TriQuint in 2012 and
why are they important for investors to understand?
Founded in September 2002, Next
Inning's model portfolio has returned 299% since its inception
versus 51% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that
provides regular coverage on more than 150 technology and
semiconductor stocks. Subscribers receive intra-day analysis,
commentary and recommendations, as well as access to monthly
semiconductor sales analysis, regular Special Reports, and the Next
Inning model portfolio. Editor Paul
McWilliams is a 30+ year semiconductor industry veteran.
NOTE: This release was published by Indie Research Advisors,
LLC, a registered investment advisor with CRD #131926.
Interested parties may visit adviserinfo.sec.gov for additional
information. Past performance does not guarantee future
results. Investors should always research companies and securities
before making any investments. Nothing herein should be construed
as an offer or solicitation to buy or sell any security.
CONTACT: Marcia Martin, Next
Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC