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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (64447)	8/1/2020 10:41:46 AM
From: robert b furman	Read Replies (1) of 78704

Hi E_K_S, I'm inclined to think Intc has a plan - a very tough to accomplish plan. They always write specs to the extreme difficult. The specs they wrote for thermal test handlers has led Cohu to roll up on a global basis all types of test handlers . I still think Cohu is a future 5-6 bagger. Intel having troubles will prevail and Intel at a rare discount is a good "AddTo" candidate. albeit at a higher valuation. I'm thinking it may take some time and the selling of puts will either earn some cash or get a discounted price. October 45's at $1.69 to $1.77 bid ask would sell at $1.73 - net purchase price of $43.27 The March pandemic low was % 43.63. I think there would be plenty of buying support down there. Dividend of $1.32/ $43.27 = 3.05% / .167 = 18.27% (annualized if not assigned). Nothing shabby about that! I'd take either one, but it would be a starter position as their correction may take more time and the boys in Wall Street enjoy deep discounts on great stocks when they trip up. I'm going to add it to my IBM watchlist. It's always good to have blue chip alternatives! Bob

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