The only misbehaving share in our SHU portfolio produced disappointing results. But there was also relief that the company is finally shipping significant quantities of VCSELs. While the longer term outlook is bright, the real fun for the shares is likely to be three-four quarters away. Source: SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook […]
Entries Tagged as 'FNSR'
December 11th, 2017 · No Comments
November 6th, 2017 · Comments Off on Where Did It Go Wrong With Finisar?
One of our favorite shares is selling off, illustrating the problems of timing developments in a cyclical industry, or actually several cyclical sectors. Most of these sectors now seem to hit snails, which is the worst-case scenario. But this will turn around sooner or later, especially on the telecom side, first in the US, to […]
October 30th, 2017 · Comments Off on SHU Portfolio: What To Buy Next
Here are two stocks with catalysts. First Solar is likely to benefit from possible protectionism in its home market as a result of the Suniva/Solarworld case. Finisar is benefiting from 3D sensors and is well positioned for a Chinese demand recovery. Source: SHU Portfolio: What To Buy Next – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha
October 4th, 2017 · Comments Off on SHU Portfolio: JD.Com, Finisar And Nutanix
We’re starting a concentrated portfolio ultimately containing some 10-12 names while keeping plenty of cash as a hedge. The first candidate is JD.com, a quality name which has sold off nearly 20% in short order. Finisar and Nutanix are also way off their highs, but we think that will correct itself in time, given the […]
September 26th, 2017 · Comments Off on At Finisar, Everything Is Postponed A Quarter
A disappointing quarter from Finisar, in which the catalysts are pushed out a quarter, in part due to a process change for VSCELs. Margins, inventories and capex all moved unfavorably, as investment precedes an increase in revenue. The latter is still expected in the second half of the company’s fiscal year, with 3D-sensing, China and […]
July 31st, 2017 · Comments Off on 4 Companies Which Stand To Benefit From 3D Sensing
The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, the 3D sensing market will be much bigger, and we think this should provide ample opportunities for the companies mentioned in this article. Source: 4 […]
June 17th, 2017 · Comments Off on Finisar’s Big Value Gap To Lumentum Is Going To Close
Finisar, the biggest optical networking company, trades at a huge discount compared to number two Lumentum. We don’t see reasons for that in terms of margins, growth, profitability or balance sheet. And now the last reason for the value gap, Lumentum’s upcoming boom in VSCELs is also matched by Finisar. We think the value gap […]
May 8th, 2017 · Comments Off on Optical Networking Stocks: Death By A Thousand Cuts
Sometimes whole sectors are sold off without much discrimination between the different names. This opens up opportunities for the rational investor. For instance, the optical networking sector has sold off, multiple times on news of a slowdown in Chinese demand. However, by no means all of these networking stocks have comparable exposure to China; some […]
April 23rd, 2017 · Comments Off on For Finisar And Others, The Optical Network Selloff Seems To Be Largely Optical
A big selloff in optical networking stocks doesn’t seem to be based on hard facts. It mostly seems related to unconfirmed concerns about a China slowdown, but this seems a matter of timing, the demand is still likely to materialize. Meanwhile, some of the companies, like Finisar, have been slaughtered too briskly, ignoring cheap valuations […]
April 17th, 2017 · Comments Off on Lumentum Sell-Off… Should You Buy?
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 […]