Cohu, Inc. (COHU) Message Board

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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: robert b furman who wrote (7418)	7/29/2022 10:06:12 AM
From: robert b furman	Read Replies (1) of 7822

Taking a speculative gamble on an "ADD TO" after great earnings and good guidance. Here's where I usually get myself in trouble. I like that Cohu is insourcing production into their low cost Philippines and Malaka facilities. Those are the kinds of money making moves to make after the kinds of money costing moves are done and over (like severance pay, terminating leases and disposing of excess properties and selling noncore divisions. Added yesterday 500 @ 28.75 Added yesterday 500 @ 28.65 Added to day 500 @ 28.30 Average of 1500 shares @28.57 (1.587 % speculative add) Long term core position = $16.44. NON gap earnings annualized = .81x4 = $3.24 (PE 8.8 times is still a conservative investment - especially with almost 300 million in cash if all debt was paid off - they've got staying power for weathering a trough in system orders - which they do not see with a growing back log. I think we should be working our way up into a 3 handle. GULP Bob

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