Four Growth Stories - SCSS, SWKS, EQIX and SWI
Skyworks designs and manufactures several types of chips that enable wireless capabilities in cell phones and tablets. The company’s circuits are used in the devices of Apple, HTC and Samsung.
SolarWinds has been on a tear for the last year and a half; the company’s second-quarter sales increased by 40% year over year to $64 million–the fifth straight quarter that SolarWinds’ year-over-year sales growth has accelerated–and beat management’s first-quarter guidance of $59.0 million-$60.2 million.
Equinix is the largest network-neutral provider of data centers in the world. Equinix’s customers have the ability to plug into a host of network providers to speed up connections to content partners, financial exchanges, ad servers, and the like.
I have owned this company in the first quarter of the year and again started a position last week. No, I don’t have a crystal ball, I bought it after the earnings. The company makes sleep number mattress and has been on a roll for over last 6 quarters.
For entry points and earnings growth information on the company please go here.