Azenta Message Board - Msg: 33254515

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Technology Stocks : Azenta

AZTA 30.20

+1.0%

Oct 31 9:30 AM EST

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To: Johnny Canuck who wrote (1105)	3/24/2021 12:42:52 PM
From: robert b furman	Read Replies (2) of 1138

Hi Johnny, Brroks held a virtual webcast yesterday. It can be seen here: brooks.investorroom.com Both of their segments were covered. BRKS is making a 40 million dollar expansion in China and their capital is going there for this year and it should be finished by this calendar year end, which will be their fiscal Q 1. Both segments have excellent growth with expanding margins. This stock has really advanced this year. I continue to view it as a high growth buy and hold stock. During this climb I have scaled out my cost and will continue to hold the remaining shares on a long term basis. Schwartz says the semi sector will continue to be strong for 2-3 years. Their design wins are confirmed that far out. These guys are debt free and have a big capital plan with the 40 million expansion in China and a biostorage unit being built on campus at the Cleveland Clinic. Schwartz says the M&A path is fertile, but requires disciplin. Bob

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