shareholdersunite.com

Opportunities in smallcaps

  • Forums
  • Portfolio and comment

Category Archives: LITE

Lumentum: Surging Demand Meets Supply Constraints

Demand for most of the company’s products is booming due to secular tailwinds. However, supply constraints and uncertainty about mobile phone demand are short-term negatives. Despite declining revenue as a […]

June 13, 2020 admin

Boom Time At Lumentum

With basically all its segments booming, the company is experiencing the best of times. While Q3 will be seasonally weak in lasers and 3D-sensing, margins keep on expanding on product […]

February 14, 2020 admin

Lumentum’s Valuation Can Be Stretched Some More

The company is facing secular trends of demand for increased bandwidth most notably from the build-out of 5G, but it is also riding the 3D sensing wave. The company, on […]

December 10, 2019 admin

Lumentum Can Still Thrive

The company has experienced strong growth in 3D sensing and ROADMs, and it is pruning its business of low value-added products (mostly in datacom). It has absorbed the Oclaro acquisition […]

September 1, 2019 admin

Buy Lumentum On Temporary Headwinds

Notwithstanding headwinds in two of its four segments, Lumentum still produced decent results with an EPS of $1.15 for the quarter. The company is facing headwinds from datacom and Apple […]

February 8, 2019 admin

SHU Portfolio; Lumentum’s Business And Margin Are Exploding

We think investors should take advantage of the price weakness here as the company is booming, with the boom set to continue. Telecom has joined in the boom this time […]

November 14, 2018 admin

11 Takeaways From The Lumentum Q3 Earnings

There is surprising strength in telecom, commercial lasers and even datacom demand, although the latter suffers from price erosion. The boom in 3D sensing is about to resume, and there […]

May 8, 2018 admin

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 […]

December 18, 2017 admin

Accumulate Lumentum On Weakness

Surprisingly soft Q1, especially where one would not expect it. That is datacom revenue disappointed. The 3D sensing bonanza was constrained in Q1, but is arriving in full force in […]

November 6, 2017 admin

Lumentum Q4: Take Aways

Lumentum’s shares performed a dramatic turn-around after the conference call. The quarter was a mixed bag, with booming 100G and VSCELs, but soft lasers and telecom. On balance, the tailwinds […]

August 23, 2017 admin

Posts navigation

1 2 Next →
  • AAOI
  • AAPL
  • ABAT
  • ACIA
  • ACXM
  • ADI
  • Administration
  • AEHR
  • AGYS
  • AI
  • AI
  • AIRT
  • AKAM
  • AKTS
  • Alternative energy
  • AMAT
  • AMBA
  • AMF
  • AMRC
  • AMSSY
  • AMZN
  • ANET
  • ANSS
  • ANY
  • APEN
  • APPN
  • APPS
  • ARAY
  • ARLO
  • ASML
  • ASRT
  • ASTI
  • ASUR
  • ASYS
  • ATEC
  • ATOM
  • ATPG
  • Automation
  • Autonomous Vehicles
  • AVGO
  • AVID
  • AYX
  • AZZVF
  • BABA
  • Balance sheet recession
  • Balance sheet recession
  • Banks
  • Battery play
  • BCO
  • BCOV
  • BCRX
  • BEST
  • BGFV
  • Big Tech
  • Biotech
  • BKYI
  • BLDP
  • BLFS
  • BLKB
  • Bonds
  • Book Reviews
  • BOOM
  • BOXL
  • Brexit
  • BWAY
  • BZUN
  • CAGC
  • CAMP
  • CAR
  • Car Market
  • CASA
  • CBLK
  • CCME
  • CCRD
  • CEVA
  • CFSG
  • CGA
  • CGNX
  • China
  • China
  • CHK
  • CHLN
  • CIEN
  • CL
  • CLDR
  • CLF
  • CLFD
  • CMPR
  • CNDT
  • CNXC
  • COCO
  • COHR
  • COHU
  • COIN
  • Commodities
  • CONN
  • Copper
  • Coronavirus
  • Corporate governance
  • CPAH
  • CPBY
  • CPLA
  • Credit Crisis
  • CRM
  • CRNT
  • CRTO
  • CRUS
  • CSLT
  • CSR
  • CSS
  • CSTE
  • CTPR
  • CTRP
  • currencies
  • CVNA
  • CVO
  • CVRS
  • CVV
  • CY
  • CZZ
  • Daily Distortions
  • DAIO
  • DATA
  • DBD
  • Derivatives
  • DIN
  • DJSP
  • DMS
  • DNDN
  • DRYS
  • DSNY
  • DUOT
  • DXC
  • DXCM
  • EBIX
  • ECB
  • Economic Policy
  • Economics
  • Economics of stock analysis
  • Economy
  • EDAP
  • EDU
  • Education
  • EFUT
  • EGAN
  • EGHT
  • Electric Cars
  • ELLI
  • ELTK
  • Emerging Markets
  • Energy
  • ENLC
  • ENTG
  • Environment
  • ENVX
  • EROS
  • ESIO
  • ESPR
  • ESTC
  • ETFC
  • ETN
  • ETSY
  • Eurocrisis
  • EVER
  • EWC
  • EXFO
  • EXTR
  • EYES
  • EYPT
  • FB
  • FCEL
  • FENG
  • Fertilizer stocks
  • Financial crisis
  • Financial crisis
  • Financial regulation
  • FINV
  • First look
  • Fiscal policy
  • FIVN
  • FIZZ
  • FLGT
  • FN
  • FNKO
  • FNSR
  • FOMX
  • FORM
  • FPAY
  • France
  • FSI
  • FSLR
  • FSLY
  • FSYS
  • FTNT
  • FTNW
  • Fun and Games
  • FUQI
  • FVRR
  • GDYN
  • Germany
  • GIII
  • GILT
  • GNC
  • Gold
  • GOOG
  • GSM
  • GV
  • HASI
  • HDGE
  • HDS
  • Health
  • Healthcare
  • HEAT
  • HIMX
  • HOGS
  • HOLI
  • HTZ
  • HUBS
  • HUSA
  • HUYA
  • HYGS
  • Hype Alert
  • Hype alert
  • ICHR
  • ICLK
  • ICON
  • Ideas that work
  • IIN
  • ILMN
  • IMF
  • IMMR
  • INDI
  • Inequality
  • Inflation
  • INFU
  • INMB
  • Innovation
  • INOV
  • INS
  • INSG
  • INTC
  • Interesting!
  • INTZ
  • INVE
  • Investment ideas from readers
  • INVN
  • INWK
  • IOC
  • IOC Technically
  • IOTS
  • IPGP
  • IPWR
  • IQ
  • IRBT
  • ISDR
  • ISR
  • Italy
  • ITI
  • IVAC
  • Japan
  • JCOM
  • JD
  • JKS
  • KEM
  • Keynesianism
  • KLAC
  • KLR
  • KOPN
  • KRMD
  • Latin America
  • LC
  • LDK
  • LFMD
  • LGIQ
  • LIQT
  • LITE
  • LOGM
  • LOVE
  • LRCX
  • LSCC
  • LTRX
  • LUNA
  • LVGO
  • Management Ideas
  • MARK
  • MASI
  • MAXR
  • MCHX
  • MDCA
  • MEET
  • MGNI
  • MICT
  • MIME
  • MIND
  • MIXT
  • MJCO
  • MLSS
  • MNAP
  • Model Portfolio
  • MOMO
  • Monetary policy
  • MORN
  • MOS
  • MRAM
  • MRIN
  • MRVL
  • MSCC
  • MSFT
  • MT
  • MTBC
  • MTEX
  • MTSI
  • MU
  • MUEL
  • MVIS
  • MVN
  • MX
  • MXPT
  • MZOR
  • Natural Gas
  • NEOS
  • NEP
  • Netherlands
  • NEWR
  • Newsletter
  • NFLX
  • NH
  • NIHD
  • NLST
  • NNDM
  • NOK
  • NOVT
  • NOW
  • NPTN
  • NQ
  • NSSC
  • NTAP
  • NTGR
  • NTIC
  • NTNX
  • NVCR
  • NVDA
  • NVRO
  • NXTD
  • OCLR
  • OESX
  • Oil
  • OKTA
  • OLED
  • OMTK
  • One to watch
  • ONP
  • Opinion
  • OPRX
  • PAR
  • PAVM
  • Pay
  • PAYC
  • PAYS
  • PCTY
  • PEGA
  • PERI
  • PII
  • PIP
  • PIR
  • PKE
  • PKKFF
  • PLUG
  • PNTR
  • Politics
  • Portfolio
  • Portugal
  • PRGS
  • PRO
  • PRTS
  • PTC
  • Public Policy
  • Public sector deficits and debts
  • Public sector deficits and debts
  • PVTL
  • PWER
  • PWFL
  • PYPL
  • QE
  • QFIN
  • QUAD
  • RACE
  • RADA
  • RAMP
  • RBBN
  • RCEL
  • RCII
  • RCM
  • RDCM
  • Reform Capitalism
  • REFR
  • Regulation
  • Remarkable
  • Research Reports
  • RLGY
  • RMBL
  • RNET
  • RNG
  • RNWK
  • ROKU
  • RQHTF
  • RUBI
  • Rumors
  • Russia
  • SAMOF
  • SBS
  • Secular Stagnation
  • SELB
  • SENS
  • SFIX
  • Shareholdersunite elsewhere
  • SHOP
  • Short Selling
  • SHU Forum
  • SHU Portfolio
  • SIGM
  • SIMO
  • SITM
  • SKX
  • SKY
  • SMCI
  • SMFR
  • SMLR
  • SMSI
  • SMTX
  • SNCR
  • SOGO
  • Solar sector
  • SOQ
  • Sovereign debt crisis
  • SPLK
  • SPWR
  • SQNM
  • SRAX
  • SSI
  • SSTI
  • SSYS
  • ST
  • STAF
  • STGW
  • Stock Tips
  • STP
  • SUNW
  • SURG
  • SWIR
  • SWKS
  • SYMX
  • SYNA
  • SYNC
  • SZYM
  • TAIL
  • Target 2
  • TDOC
  • TEAM
  • TECD
  • Technical Analysis
  • Technical Trading Ideas
  • Technology
  • TER
  • TEUM
  • TFFP
  • TGLS
  • TGNA
  • The best from the boards
  • The Markets
  • The World according to Economics
  • TITN
  • TJX
  • TLM
  • TLND
  • TLRA
  • TMK
  • TNDM
  • tnh
  • TPL
  • TPLM
  • Trade
  • TRIP
  • Trump
  • TSCO
  • TSL
  • TSLA
  • TSTC
  • TTD
  • TTGT
  • TTMI
  • TUFN
  • TWLO
  • TXN
  • TZOO
  • UBNT
  • UGRO
  • UMC
  • Uncategorized
  • UNG
  • UNXL
  • UPH
  • USIO
  • UTX
  • VCEL
  • VEEV
  • VERB
  • VIAV
  • vix
  • Voodoo economics
  • VRAY
  • VTSI
  • WDAY
  • WDC
  • WEX
  • WG
  • WIFI
  • WK
  • World Economy
  • WSTL
  • XLNX
  • XOM
  • XPER
  • XPLT
  • xxii
  • YETI
  • YEXT
  • YI
  • YY
  • ZAYO
  • ZBRA
  • ZIM
  • ZLPSF
  • ZM
  • ZS
  • ZUO
  • ZYXI
Powered by WordPress | theme SG Grid