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Lumentum Sell-Off… Should You Buy?

April 17th, 2017 · No Comments

  • The optical network sector has given up a substantial part of its gains in short order.
  • But the pre-release of Applied Optoelectronics should allay some fears.
  • In the second half of the year, there are multiple tailwinds which should lift most of these stocks.
  • However, the sector is not without some structural problems, and there are unexpected and difficult-to-explain valuation differences between its two biggest companies.

Lumentum Sell-Off… Should You Buy?

Tags: FNSR · LITE