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Non-Tech : Kirk's Market Thoughts
COHR 175.87-1.4%1:40 PM EST
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To: Elroy who wrote (26672)12/3/2025 11:11:26 AM
From: Kirk ©1 Recommendation

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I believe any company with a market cap under $1T is a potential acquisition target by the very large ones but I think the model now is to invest in them with cash upfront to buy future productions such as Apple did to secure VCSELS from Finisar or Nvidia is doing to get future Intel chips and got a bit of equity. Coherent did this by selling half its Silicon Carbide production line to two Japanese companies (25% each) so it has control but also cash to retire debt from buying Coherent when it was II-VI.
Is COHR a potential acquisition target?
And any company under $100B is better as there are more much larger companies with higher PE and cash above that.

COHR was acquired by II-VI after it bought and partially digested Finisar. II-VI changed its name to COHR to be less nerdy and reflect a good part of their business involves coherent light.

I don't swap companies just because this or that might look better as I prefer to learn how the good ones trade then trade around my core positions that started in my taxable accounts. The more volatile the better.

As for LITE, Dan Niles has recommended it often in the past so search for some of his videos or writeups on CNBC. I really don't follow LITE since I have no interest in following more companies unless someone convinces me to replace my COHR (all in my ROTH now with huge gains that are fairly substantial) with something else which would have to be both less risky and better future.

Are you considering LITE or COHR as investments or trades?
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