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 Intact – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha