Skyworks Solutions shares have had a tremendous run, but they are still not overly expensive considering the company’s earnings growth, said Cory Krebs, Portfolio Manager for the Catalyst Dynamic Alpha Fund. Krebs added that Skyworks is a great way to play Apple, but in a much smaller cap stock. He is also bullish on MSCI, saying the company is a smart play on the emergence of ETFs, as well as the growth in foreign stock funds due to the weakening dollar. Finally, Krebs is positive on Kraft Food, saying it pays a healthy dividend and is insulated from the strong dollar because of its heavily domestic sales base.
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