Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 139.28

-0.5%

Nov 14 9:30 AM EST

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To: Elroy who wrote (25554)	8/14/2025 9:49:27 AM
From: Kirk ©	Read Replies (1) of 26512

Good questions. I'd love to hear how much tariffs and reciprocal tariffs hurt their margins. They may not want to say for fear of getting targeted by POTUS for making a lot of stuff in CHINA despite having that big plant in Texas to build VCSELS for Apple, Samsung, etc. COHR has a lot of debt from buying Coherent when they were merged Finisar and II-VI but they are paying it down with their good cash flow. The exponential price gains then waterfall declines are pretty regular since COVID...

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