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Entries Tagged as 'FNSR'

SHU Portfolio: Finisar Should Embrace More Outsourcing

September 13th, 2018 · Comments Off on SHU Portfolio: Finisar Should Embrace More Outsourcing

Finisar produced good Q1 results and the next couple of years look promising for the company. Upswings in telecom and 3D Sensing especially, and 5G and Finisar’s cheaper third generation QSFP28 will be the main drivers. However, we feel that the company would be able to benefit much more if it left its near 100% […]

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Tags: FNSR · SHU Portfolio

Riding The Finisar Waves

June 21st, 2018 · Comments Off on Riding The Finisar Waves

Given industry characteristics, few companies in the optical network sector are long-term holds. What investors can do is ride a wave in which demand and cost cutting outpaces the price erosion, and that looks like it’s happening starting the next quarter. There is the additional boost from a more secular market like 3D sensing, and […]

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Tags: FNSR

SHU Portfolio: Why We Just Bought Lumentum

December 18th, 2017 · Comments Off on SHU Portfolio: Why We Just Bought Lumentum

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 […]

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Tags: FNSR · LITE · SHU Portfolio

SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook Intact

December 11th, 2017 · Comments Off on SHU Portfolio: Finisar Struggling Short-Term, But Longer-Term Outlook Intact

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 […]

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Tags: FNSR · SHU Portfolio

Where Did It Go Wrong With Finisar?

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 […]

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Tags: FNSR

SHU Portfolio: What To Buy Next

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

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Tags: FNSR · FSLR · SHU Portfolio

SHU Portfolio: JD.Com, Finisar And Nutanix

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 […]

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Tags: FNSR · JD · NTNX · SHU Portfolio

At Finisar, Everything Is Postponed A Quarter

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 […]

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Tags: FNSR

4 Companies Which Stand To Benefit From 3D Sensing

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 […]

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Tags: FNSR · HIMX · LITE · Technology · VIAV

Finisar’s Big Value Gap To Lumentum Is Going To Close

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 […]

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Tags: FNSR · LITE