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II-VI Incorporated Message Board

  • chemwhiz chemwhiz May 14, 2013 3:03 PM Flag

    Diversity of products

    I like this company because they have so many different products in such diverse markets. Their core expertise is in exotic materials--which is a pretty broad category. Compare them to CREE (which I also own). They operate in the same space with the Wide Bad-gap materials, but in addition they have lasers for industrial machinery, lasers for communications, special windows for the defense industry, rare metals (not #$%$ real well right now), and thermoelectric applications. WOW! Longs will be rewarded for their patience, I bet. I have been holding for many years, just added some more...

    Sentiment: Buy

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    • Hey - I've been lightening up on CREE - I'm almost out of CREE but will likely hang on to what I have for the long term.

      IIVI is still my largest position but is stagnant.

      Heck it's been 10 days since I checked in here and I see thestreet ungraded it on 6/20 from hold to buy. Must not have effected it much.

      Good luck.

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