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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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, […]
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 […]