iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,419 Blog Posts

What’s Your Excuse for Not Owning $COHR?

They make lasers for the pistol hot OLED market, which is now enjoying the comforts of having Apple as a brand new customer. This new demand is causing major disruptions in the demand/supply dichotomy, prompting massive investment in the field, building new factories in an effort to ramp up supply.

You can see it in the shares of OLED and UCTT. But COHR is rarely discussed — because of the esoteric nature of their business.

Pray tell, what is your excuse for not including COHR in your portfolio of long term holdings?

If you enjoy the content at iBankCoin, please follow us on Twitter

13 comments

  1. yourlame

    I put all my $$$ in HMNY…. just kidding only an idiot would own that stock as movie chains will soon be putting out their own passes …. another winner from the FLY

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • burrito land

      If Movie theaters came out with their own passes, they would no longer be profitable. Keep in mind that hmny pays movie theaters for each ticket purchased through their subscription program, even if they are only charging the customer $10. Once they have a large enough user base, they build bargaining power with the theaters, and they will also raise their $10 promotional subscription fee. Granted they are burning through cash at the moment, but things could turn around very quickly.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • aflow90

        You can argue the validity of their business model until we’re all blue in the dick, but it really doesn’t matter.

        Unless you have a cost basis in the $2’s trading that name is basically gambling. There’s no technical/fundamental edge to be had.

        • 1
        • 0
        • 0 Deem this to be "Fake News"
    • Dr. Fly

      After I book my 300% gain in HMNY, I will celebrate by decapitating you, ISIS style.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  2. thegametheorist

    Cuz I have too much money in fucking fizz lol

    • 1
    • 0
    • 0 Deem this to be "Fake News"
  3. aj

    wait for pullback to buy COHR

    • 1
    • 0
    • 0 Deem this to be "Fake News"
  4. natehois

    I own it, along with the rest of those companies you posted about a few weeks ago that had the high revenues etc etc. Call it the “Good Shit” portfolio.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. numbersgame

    Fly, the tax man cometh. Your numbers (“Earnings”:$100.6M, $71.1M,etc) are Operating Income, not Net Income.

    That being said, COHR is a MUCH better investment than HMNY. HMNY has already declined 60% from its peak, so cashing out that lotto ticket is a much better idea than your thoughts from 4 days ago (“will never sell it”).

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • Dr. Fly

      I know, EBIT is a much better measure of a companies cash flow than net income, which is often obscured by charges.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  6. Dr. Fly

    HMNY isn’t an investment, but a lotto ticket.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. bushwacker2

    KEM, CC, NVDA. Those are my excuses for not owning COHR.

    • 0
    • 0
    • 0 Deem this to be "Fake News"