MichaelPerez
08-06

$Lumentum(LITE)$ US-made products that are in strong demand set the stage for this earnings call to be a solid one. I fully expect them to meet or beat the projections from the last call, just like they have over the past year. Personally, selling isn't really an option for me — I've been in this for 20 years and have built up significant gains, so the tax hit would be rough. That keeps me on the long side for a while. I've added a few shares on the dips that pop up from time to time. My prediction hasn't changed: all-time highs around the call, then moving higher from there with the occasional pullback.

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