Jim Cramer Talked About These 16 Stocks Recently

9. Skyworks Solutions, Inc. (NASDAQ:SWKS)

Number of Hedge Fund Holders: 31

Answering a caller’s query about Skyworks Solutions, Inc. (NASDAQ:SWKS), Cramer stated:

“It’s very cheap. It’s very cheap, but I don’t have a catalyst. I would still rather own NVIDIA than I would Skyworks. Gotta go for best of breed.”

Skyworks (NASDAQ:SWKS) develops and manufactures semiconductor products used across industries such as aerospace, automotive, telecommunications, and consumer electronics. The company’s portfolio includes components like amplifiers, converters, filters, and oscillators that support multiple advanced technology applications. In a February episode of Squawk on the Street, Cramer made the following comments on Skyworks (NASDAQ:SWKS):

“Yeah and Liam Griffin is doing such a great job, has been there for ages. . . .Skyworks has a huge percentage of Apple’s business. Now remember, Apple’s like Fight Club, you can’t mention in the conference call, just say a large client. It looks like Broadcom’s going to be splitting, maybe not as much as Skyworks, but that’s just devastating at Skyworks, very very good for Broadcom and this is just Hock Tan just coming, every cylinder. But David you know when you have one client, it is just a very rough thing… I think that one of the things that the company may regret is, you know they’ve got some Samsung business, but they needed to far. . . .when we see these companies like NXP, okay, NXP they say is autos, but it also has near field communications. Texas Instruments has got IoT and it also has autos. You need something else in order to make it so that if you do lose the greatest customer in the world, and they didn’t lose it, they just lost some of it, then you have what this is. By the way, Liam Griffin is a liked person. He’s out in two weeks he didn’t answer the calls, he didn’t answer the questions at the conference call. So, it was disconcerting. I found the whole thing disconcerting.”