Technology Stocks & Market Talk With Don Wolanchuk Message Board

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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk

SOXL 41.85

-6.9%

Nov 11 4:00 PM EST

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To: Runomo™ who wrote (92202)	8/1/2014 2:24:04 PM
From: robert b furman	Read Replies (1) of 206809

I really like brks. Their life sciences is such a wonderful addition to their semi capabilities. Thinking of selling some Cohu and enjoy the now 10 cents dividend vs Cohu's 6 cents. When they sold of that Granville division they made alot of cash and they're sharing it. They are like a bigger Cohu. I think Cohu can have faster growth as they are smaller - then I'm going to diversify into Intc,Amat,Brks and Cohu. I'm way too overconcentrated in Cohu. Fun on up days like today though. Bob

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