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SHU Portfolio; Lumentum’s Business And Margin Are Exploding

November 14th, 2018 · No Comments

  • 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.

Source: SHU Portfolio; Lumentum’s Business And Margin Are Exploding – Lumentum Holdings Inc. (NASDAQ:LITE) | Seeking Alpha

Tags: LITE