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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives
SPY 681.89+0.3%Oct 31 5:00 PM EST

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To: yard_man who wrote (180020)10/4/2022 1:08:02 PM
From: robert b furman   of 218280
 
Hi Yard Man,

Me either.

I had a homerun with BRKS. Completely sold out and turned it into XOM,CVX, and KMI thank goodness.

I even sold some Cohu for an even swap on XOM - on a very lucky day when Cohu was higher than XOM.

One Friday's worth only and the next Monday Cohu started its long decline.

It's popping hard this week. It is my second largest holding. It is by far my longest held. I had just a 1% of the company way back, as I started buying Cohu in 1978. It was my only holding for decades as it grew and kept its dividend in bad times as they were always debt free (till the Xcerra acquisition which was a brilliant move).

Bob
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