They say the smallest fraction of time ever recorded is from when a red traffic light turns green in New York City until someone blows a car horn.

While it might not be as short, the time between when Apple (NASDAQ:AAPL) brings a new product to market and when someone opens the lid to discover which component manufacturers have gotten their parts installed isn't very long.

That was the case with the new iPhone, which had a number of techies breaking open the packaging to reveal its innards. Among the big-name companies, such as Marvell Technology (NASDAQ:MRVL), which is supplying the Wi-Fi chips for the iPhone, smaller Skyworks Solutions (NASDAQ:SKWS) was also discovered inside, providing the power amplifier for use on AT&T's GSM/EDGE cellular network.

As Motorola's cell-phone market share has declined, Skyworks has been working to gain new design wins to break it from the trio of companies that provided half of its revenues last year: Motorola, Samsung, and Sony Ericcson. While Skyworks is part of the iPhone, it also finds its parts inside LG phones and will be part of Qualcomm's new architectures.

Screening for likeability
Skyworks showed up on a screen of companies that have enjoyed growing investor support these days, after starting off the year on the outs. Skyworks has moved from a two-star Motley Fool CAPS rating at the start of the year to a three-star-star rating today, while also enjoying a valuation below that of the market.

CAPS is a 110,000-plus-member investor community that rates thousands of stocks on whether they will outperform or underperform the market. It's not a predictive service, but our research has found the returns of stocks in the CAPS universe correlated precisely with their relative CAPS ranking. Top-rated three-, four-, and five-star stocks outperformed low-rated one- and two-star stocks.

Here are a few of the other companies the CAPS screener found that are currently enjoying significant investor support:


CAPS Rating January

CAPS Rating Today



First Community Bancshares (NASDAQ:FCBC)





North American Energy Partners (NYSE:NOA)





Office Depot (NYSE:ODP)





Skyworks Solutions





thinkorswim Group (NASDAQ:SWIM)





 Sources: Motley Fool CAPS, Yahoo! Finance.

Naturally, this is not a list of stocks to buy and sell, but rather a starting point for further analysis. Investors have raised their outlook significantly on these companies, and there may still be room to move.

A fine mesh filter
Shares of Skyworks Solutions have appreciated by about 35% since they hit their lows back in March. However, as it garners new design wins and reduces the risk associated with having its revenues dependent on a concentrated number of customers, the stock becomes an even more attractive buy. That's one of the reasons CAPS member BobbyKlobber picked Skyworks to outperform the market: "Increasing business with [Research In Motion] should see profits and share value appreciate as quarterly results continue to meet or beat estimates."

Takes a CAPS bow
There are many ways to screen for stocks to beat the market. You can use the new CAPS screener to find other stocks you're going to want to own, but if you want to see what other stocks CAPS investors are marking up to four and five stars, head over to Motley Fool CAPS now -- it's completely free to join.

Apple is a Motley Fool Stock Advisor recommendation. Try any of our Foolish newsletter services free for 30 days.

Fool contributor Rich Duprey does not have a financial position in any of the stocks mentioned in this article. You can see his holdings. The Motley Fool has a disclosure policy.