COHR Sells on Strong Earnings: Andrew Graham Sees Buy Opportunity

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1. 01 COHR NYSE ACHETER -7,26%
   Entrée $327,23 13 août 2026

   Actuel $303,48 09 sept 2026

   Résultat −$23,75

   vs. indice −5,3% SPY −2,0% sur la même période

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   Contexte de la transcription source

   …nt. And so, yeah, I mean, the reaction is the stock has rallied 60% in the last ten sessions. And so people who are buying it for the earnings print are now just taking it off as sort of a natural market internal that goes on all the time. And this is a stock you should be adding not not selling. Andrew, do you think that this is a reaction and it's a hey, look, we have no idea. We don't have an alternative universe, at least that I know of that we can go play this a different way. But the direct comparison the next day to Lumentum…

   And this is a stock you should be adding not not selling.

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2. 02 CRWD NASDAQ ACHETER -7,86%
   Entrée $225,53 13 août 2026

   Actuel $207,80 09 sept 2026

   Résultat −$17,73

   vs. indice −5,9% SPY −2,0% sur la même période

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   Contexte de la transcription source

   …erformance right now? I think it's the broader suite of products is what happens. So Palo Alto and CrowdStrike have been aggregating all these different pieces of the security stack, and they offer the most integrated product suite. And so Palo Alto is probably the one I think that's going to come out better post earnings than maybe CrowdStrike, where expectations are super high. But either way, both are names that we'd own. I think the, you know, the driver, of course, corporate America, I don't think is going to be scrimping on spending money on security when open source models, whether they're in China or the United States, are starting to kind of push up a…

   Palo Alto is probably the one I think that's going to come out better post earnings than maybe CrowdStrike, where expectations are super high. But either way, both are names that we'd own.

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3. 03 LITE NASDAQ ACHETER +12,33%
   Entrée $880,41 13 août 2026

   Actuel $988,98 09 sept 2026

   Résultat +$108,57

   vs. indice +14,3% SPY −2,0% sur la même période

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   Contexte de la transcription source

   …t again at the end of 27, that's a compelling investment opportunity, I think, in anyone's mind. Okay. And so outside of that opportunity, where are you seeing some more opportunities, say, in optical networking over the next coming years? So yeah, we own Lumentum. We own coherent within optical in particular, you know, Corning doesn't really have the same margins that that these other guys have. So while we own a small bit of it and are sort of our dividend yielding lower beta portfolios, it's not something that I expect to really jump off the map. Sienna is another name that we flirt with from time to time, but the entire network…

   So yeah, we own Lumentum. We own coherent within optical in particular, you know, Corning doesn't really have the same margins that that these other guys have.

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4. 04 PANW NASDAQ ACHETER -15,38%
   Entrée $396,00 13 août 2026

   Actuel $335,10 09 sept 2026

   Résultat −$60,90

   vs. indice −13,4% SPY −2,0% sur la même période

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   Contexte de la transcription source

   …erformance right now? I think it's the broader suite of products is what happens. So Palo Alto and CrowdStrike have been aggregating all these different pieces of the security stack, and they offer the most integrated product suite. And so Palo Alto is probably the one I think that's going to come out better post earnings than maybe CrowdStrike, where expectations are super high. But either way, both are names that we'd own. I think the, you know, the driver, of course, corporate America, I don't think is going to be scrimping on spending money on security when open source models, whether they're in China or the United States, are starting to kind of push up a…

   Palo Alto is probably the one I think that's going to come out better post earnings than maybe CrowdStrike, where expectations are super high. But either way, both are names that we'd own.

   Aller