LPL - LG Display Is Anticipating The Return Of Old Foes After A Record Quarter

• LG posted strong growth in Q4 revenue and earnings, especially for a company that has gone through a recent string of quarterly losses.
• LG makes a compelling argument for longs, assuming it is able to maintain the recent trend of improved quarterly performance.
• Outstanding quarterly numbers were offset by tepid guidance and earnings call comments that suggest LG may have to contend once again with problems from the past.
• The possibility the display market could revert back to a state of imbalance makes going long LG a dicey move.

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