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SHU Portfolio: Why We Just Bought Lumentum

December 18th, 2017 · No Comments

  • Finisar, one of the stocks in our SHU portfolio, rallied 28% on a substantial investment from Apple.
  • Shares in Lumentum sold off heavily on this news.
  • We think that sell-off in Lumentum is overdone and bought these shares as well for the SHU portfolio. We’ll explain why.

Source: SHU Portfolio: Why We Just Bought Lumentum – Lumentum Holdings Inc. (NASDAQ:LITE) | Seeking Alpha

Tags: FNSR · LITE · SHU Portfolio