We like it for its relative safety and strong yield.
The company has a solid capital return program in place.
It is well-positioned to benefit from healthcare changes.
The company looks on track to mending its credibility issues with Wall Street.
As the markets ripped higher this week, we added shares to two model portfolio positions on undeserved weakness and sold some of another for a huge gain.
We remain Skyworks bulls and still hold a meaningful position in the name.
We remain bullish on the shares.
We believe MA remains well positioned for the shift toward electronic payments.
We like this as an interest-rate play and for its improving fundamental business.
The company should grow along with an improving economy.