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Episode 29: 3 Semiconductor Stocks to Sell Now? Texas Instruments, Qualcomm, and Skyworks Solutions

Texas Instruments has been an investor favorite for its decades of growth, high dividends, and share buybacks. Will that continue to be relevant with the capital expenditures going from less than $1 billion-a-year just a few years ago to an average of $5 billion over the next few years? Qualcomm has taken a beating in recent quarters with the smartphone market slumping. The company is diversifying, but will it accomplish that soon enough to remain in the portfolio for the long haul? Skyworks Solutions looked primed for growth in the late 2010s when we first added it to our portfolio. This…

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