5G Portfolio – NEWS
– Intel [INTC] announced they will no longer be involved in the 5G smartphone modem business. It will continue work on projects that involve 5G infrastructure. In a possibly related matter ….
5G model Portfolio – Clearfield [CLFD] Added to Portfolio
The Investment Strategy 5G Model Portfolio has added Clearfield [CLFD] to the portfolio. The company has passed all criteria to be included.
5G Model Portfolio – Calix [CALX] Added to Watch List
The Investment Strategy 5G Model Portfolio has added Calix [CALX] to the universe of stocks that are covered under the 5G classification. The company was posed to pass all of the criteria to be included in the model portfolio until this quarter.
5G Model Portfolio Update – 2019 March 13
Skyworks has now passed all the criteria to be included in the model. The company is global with engineering, marketing, operations, sales and support facilities throughout Asia, Europe and North America. Skyworks website: http://www.skyworksinc.com/
5G Model Portfolio Update – 2019 February 18
Four new companies have been added to the consideration list for the 5G model portfolio.
1. ADVA, 2. Cisco, 3. Western Digital, 4. Xilinx. As a result of the analysis no stocks were added to the model portfolio.
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