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| TOP PICK | 17.660 | Ian Ainsworth | 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%. | 2011-06-28 |