QCOM vs SWKS - Stocktrades Canada

Hello I am thinking about investing in QCOM or SWKS (or wait a bit since I think they are a bit expensive right now) and I would like to know your thoughts about them.

I don’t know witch one may benefit the most in the upcoming 5G boost. Qualcomm had a huge settlement with Apple that will generate some good cash flows as well as an increase of revenue per chips but I don’t really like their balance sheet vs Skyworks.

Skyworks has a great balance sheet but I read that 40% of their revenue come from Apple. this could be an issue if Apple delays their 5G Ihone or cut deals with them.

Thanks

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Asked on June 24, 2020 1:08 pm

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Hey Kevin, we don't typically focus on U.S based companies, but I'm going to have a look at these and get back to you. Give me a couple days here.

Cheers

Dan

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Posted by Dan Kent

Answered on June 25, 2020 9:50 am

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