Skyworks Solutions: Apple Concentration Discount Keeps Shares Cheap, But I Expect This To Change

I wanted to revisit one of my smaller positions in my portfolio to see what has been happening since my last article over a year ago , where I maintained a buy ratingMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have a beneficial long posi ...