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Non-Tech : Kirk's Market Thoughts
COHR 138.18-0.6%Nov 18 3:59 PM EST
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To: Kirk © who wrote (3734)1/15/2016 2:03:34 PM
From: robert b furman1 Recommendation

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I just took a $2.00 profit on 7500 cohu bought in September from some 10.00 puts and bought 23% to 26% more brooks in the 8.90 -8.99 range.
Cohu has a 24 cent dividend and brooks pays 40 cents.

I just got a raise for next year.<SMILE>

In confusion lies opportunity.

Looks like I'll get assigned 6000 brks this month at an average cost of 9.35 dividend yield = 4.27% 10.00 - .65 premium.

They guided weak for this quarter and have fallen hard from 13.

I like their life sciences division which will add stability something their semi equipment seldom provides.

I'm getting too old to handle these swings.LOL

Bob
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