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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (60218)	4/25/2018 8:55:59 PM
From: Spekulatius	Respond to of 78748

Re FN and other optical stocks - a lot of them are getting trashed. I think it is a combination of the Chinese reducing spending for high speed coms a bit and maybe the powerplay trade war between China and the US. Plays are EMCR, FN, FNSR and LITE. I think my picks would be FN and FNSR. EMKR trades around book with 1/2 the market cap in cash and could be a takeout, so is interesting as well. OCLR is supposed to merge with LITE, but I am guessing I would not expect the Chinese to like this deal, so who knows?