Buy and Sell Signals, and Other Market Perspectives Message Board

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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives

SPY 691.88

-0.3%

Jan 30 4:00 PM EST

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GROUND ZERO™

To: Peace who wrote (112572)	10/18/2018 11:40:29 AM
From: robert b furman	1 Recommendation Read Replies (2) of 222684

Hi Peace, Here is a semi equipment that has branched out into life sciences (cold storage of pharma samples and very cold storage of bio samples). They have reinvented the industry with creative enabling capabilities and destructive to older technologies. In this next quarter they will be selling an equipment division for 965 million cash and will be rolling up cryo storage of bio-samples an a global perspective. IMHO this one is about to launch (95% of all outstanding shares are owned by institutions/hedge funds. Dr Steven Schwartz is CEO (brilliant leader) and Lyndon Robertson CFO (very conservative man). Brks pay a 10 cent quarterly dividend. full disclosure : my second longest holding and second largest as well. I love listening to their webcasts. screencast.com Here is my all but lifelong hold of another semi equipment company. Cohu: screencast.com Cohu has just completed the merger of XCRA. Xcra was about to be sold to a Chinese hedge fund but the US government cfius put the kabosh on the deal. Cohu stepped up and bought them. Xcera had greater revenue,greater cash,and higher margins than Cohu. Their proforma and Q4 guidance are scheduled to be announced in early November. It will ore than double their revenue and the first EPS from sell side broker is at 2.77 per share. This is a great long term buy and hold IMHO Another reason why semi's will have another leg up IMHO. The mid and small size semi's have not had the same run that Lrcx, Amat, Klac have enjoyed. Bob

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