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 don’t even have any.
- There are also valuation anomalies at work which are tradable, in our view.
Optical Networking Stocks: Death By A Thousand Cuts | Seeking Alpha
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