Miley Fundamental Portfolio Update

I finally have some updates for the portfolio.  I am dropping DXPE and KLIC.  DXPE has performed well but I think there are better choices, while KLIC has gone nowhere.  In their place, I am buying Outerwall (OUTR) and Skyworks Solutions (SWKS).  Outerwall is the operator of Redbox and Coinstar kiosks.  Even with today’s outside gains due to the announced price hike in Redbox prices, I think that the stock is grossly undervalued as the intrinsic value is about 148.  Revenue growth over the past 5 years was 29%, EPS growth was 46%, return on equity is 33% and estimated earnings growth is about 18%.  As for Skyworks Solutions, they are an innovator of high reliability analog and mixed signal semiconductors.  I put its intrinsic value at about 92, so the stock is undervalued as well.  Past revenue growth was 23%, EPS growth was about 33%, return on equity is almost 20% and estimated earning growth is about 19%.  I think both of these stocks are great choices for the coming year.

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