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Non-Tech : Kirk's Market Thoughts

COHR 193.44

+4.2%

2:22 PM EST

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Kirk ©

mary-ally-smith

To: Kirk © who wrote (3150)	5/29/2015 2:37:31 PM
From: robert b furman	2 Recommendations Read Replies (1) of 26742

I'm talking my book here - so full discosure: Cohu has been upgraded and done a solid job or reallocating the once big cash horde into complementory test handlers and also is into LED and justb recently announce a handler that will work in the wafer probing / inspection area. Both gooe servicing adressable market sizes. I also have been buying some brooks - a very solid semi that also is branching out into a new Life sciences division which is a high growth market in the Pharma sector.The use their automated handling sytem to take samples of drugs and store them into a cryo freezer - it is protection from litigation claims.They have also added the capabiltiy of storing bio samples - another good growth area. FWIW - both pay a nice dividend and Brks is at a very low dip price right now (11.00 ish is a deal imho Bob

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