In late July, Goldman Sachs highlighted 25 small-cap stocks that have upside of over 25% relative to the bank's 12-month price targets. Since then, we have been following several companies on the bank's list; chief among them is Infinera (NASDAQ:INFN). Based in Sunnyvale in the heart of Silicon Valley, Infinera is one of the optical networking industry's leading companies, and with shares trading at over 28x 2014 consensus EPS estimates, Infinera hardly conjures the image of a traditional "value" play. However, we view value as a multi-faceted idea, and do not subscribe to the idea that value must necessarily translate into low multiples across the board. With the company reporting solid Q2 results and issuing solid guidance, we...
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