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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.94+2.9%Nov 7 9:30 AM EST

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To: bearshark who wrote (7383)5/3/2022 7:57:15 PM
From: robert b furman  Read Replies (1) of 7822
 
I give this stock several good to better quarters and the expectation of continuous earnings (consumables) with 42 % of their revenue with margins in the 50's and this will be a printing press. They are paying down debt, but sitting on much more cash. Now that tyey ahve cosolidated the market with handlers, their installed owner base grows quickly and the service business is good!

They keep mentioning M&A, I suspect they have their eyes on one. Maybe small contactor and privately owned?

Bob
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