- We think investors should take advantage of the price weakness here as the company is booming, with the boom set to continue.
- Telecom has joined in the boom this time with a Chinese recovery and the company can sell twice the ROADMs they sold in the quarter.
- Financial metrics are improving fast, with gross and operating margins, cash flow and profits on steep upward slopes. The shares are simply too cheap.
SHU Portfolio; Lumentum’s Business And Margin Are Exploding
November 14th, 2018 · No Comments