Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.52

+0.9%

Dec 19 9:30 AM EST

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To: robert b furman who wrote (6326)

2/17/2017 11:18:29 AM

From: robert b furman

Read Replies (1) of 7827

Substantial beat with stronger guidance for Q 1 and further out into the year (unheard of usually).

Kita acquisition boost revenue and new probers out next quarter adding to regular income stream.

Big new customer in S Korea for logic (my guess is Samsung).

Turret sales boosted by RF devices.

Several new handlers out over the year of 2017.

80 % of all handlers made in Malaysia in 2016 - boosting margins.

12th quarter of non gaap profitability.

Looks like Cohu has a nice growth projection finally.

52 per cent of all handlers were automotive - quite a shift and signs of good management.

Management expects to outgrow the semi equipment sector and auto to remain very strong through out all of this year.

Book to bill over one in last quarter.

All in all a solid report !

Over night AH trading provided the clue for today's blast off -- now over $16.00.

After Hours Volume:After Hours High:After Hours Low:

41,351

$ 15.01
(16:17:44 PM)

$ 13.5643
(17:19:59 PM)

Read more: nasdaq.com

After years of doing nothing this sleeper is now on a breakout in price and on very substantial volume.

I think I just lost one of my best $10.00 put selling stocks.

I have 230 Cohu $10.00 put contracts expiring today.

Looks like they expire to $00.00 today.

The synthetic long that slum dog suggested was a heck of play.

I'll let my 40 August $12.50 puts be decayed with time and the march $12.50 calls (20) that I bought for 75 cents are now trading at $3.10 bid and 3.70 ask with a last trade of $3.10. 150 of the call contracts have traded today already.

It appears to me that the good quarter was either anticipated along with all of the many semi equipment firms or the word got leaked.

There has never been a 150 contract volume day in the history of Cohu.

So we've learned to watch the open interest on a stock. 75 cents to $3.10 in a week!

Slumdog - I owe you a big fat juicy meal if you ever get to Texas or Wisconsin.

That synthetic long paid in aces on both sides - so far! <smile>

Hope every one was along with me on that trade:

screencast.com

128 million in cash ($4.77 cash per basic share) and no bank debt.

Plenty of money to continue acquisitions in consumables and wafer level packaging.

Jeffrey Jones does an excellent job of keeping impaired intangibles as a cash flow positive event it saved $1,031,000 in taxes.

Next years tax rate estimated to go up from 22.7 % to 23.0%.

These guys are coining money.

It looks like their business is growing again.

Auto is over half of their revenue and looks good throughout the future.

If and when autonomous vehicles become legal and more mainstream autos will prove to be huge growth of chips of all kinds.

The turret handler is well suited for auto chips per Louis.

Great to see a report like this give such a strong price boost!!!

Bob

I'm pinching my self Cohu having a $2.00 plus up day !!!!

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