Expect a recovery within mobile to start in the June quarter, but it will likely be modest as we think the content story is not as attractive as other areas of semis, says a CFRA analyst on Skyworks (SWKS). Angelo Zino and Brian Colello discuss SWKS as Morningstar has a 4-star rating on the company. The Morningstar analyst notes that WKS is still considered as the best-of-breed in the radio frequency chip space. Angelo and Brian go over how SWKS announced a $2B new stock buyback and generated a record quarterly operating cash flow. They then go over tech stocks to keep on your radar. Tune in to find out more about the stock market today.
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