Mermel- AVNW
I like the stock, but looks like we might have to hold into the Dec report in March to get a pop. Normally I would say that's risky, but the company did guide for around breakeven for the Dec qtr, and then a blowout Mar qtr(better than the $.42 Sept qtr). Hopefully nothing changes when we get the report
By the way, surprised you didn't get into AAOI in the high $30s to low $40s on earnings day. I mean they beat the Dec qtr by 100%, and raised Mar qtr guidance by 100% ! Super growth, and PE still is only around 13- 14 going forward even now. Price targets have been raised to around $60 avg by a few analysts.
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