Ian Ainsworth Finisar Corp FNSR-Q TOP PICK Jun 28, 2011

Optical components. The only way to handle all the video content on the internet is to upgrade networks to handle higher volumes. Optical components are on a growth track and will be for some time. Only 2 companies that can handle this, JDS Uniphase (JDSU-Q) and this company. Stock is down about 70% when Chinese cut back on orders. Trades at 10X normalized earnings and growing at 20%.