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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 233.10+0.2%Oct 31 9:30 AM EST

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To: Gottfried who wrote (25402)8/4/2015 11:20:16 AM
From: robert b furman  Read Replies (1) of 25522
 
i Gand TO,

The merger and tax inversion was a source of funds for a huge stock buy back plan -5 billion a year.

That went down the tubes with the merger canceled.

Amat pays a 40 cent dividend.

So does Brks and it is below $10.00, as it reports earnings on the 6th AH.

So Amat can get cheaper!

Brks has collapsed from 13.50's and Cohu has also collapsed from the 13 80's.

Both debt free and a lot of cash in the bank around 3 bucks,but Brooks has more shares.

I've sold some puts on both.

They'll net me in the low 9's with a yield on brks over 4%.

Solid companies to own and let grow over the long run IMO

Bob
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