Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.47

-0.3%

9:42 AM EST

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To: robert b furman who wrote (6343)	4/27/2017 11:06:15 PM
From: EACarl	Read Replies (1) of 7827

Back from the shadows......still hold a little of this. Listened to CC today. I'm seeing ~.40 per share next quarter. $86 million guidance (will probably beat by a couple million, let's call it $88) 40% margin = $35.2 million Less $22 million op ex = $13.2 million. ~20% tax rate leaves =$10.56 million. ~27 million shares = $.391 per share, let's say they find a little somewhere and call it $.40 per share. When they're talking $400 million per year or $100 million per quarter, that's going to bring ~$.50+ per share per Q or $2 per share for a year. So what kind of forward P/E can COHU earn? 13 = $26 stock price 15 = $30 stock price. Will the market add their net cash to that? Maybe....but probably not. Stock does NOT look expensive. Definitely has plenty of strength for a change! Problem is, when will "the market" see the peak of the cycle? Because we all know from that day forward it's all down from there. Need to be out before that!

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