Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.06

-0.9%

11:36 AM EST

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the longhorn

To: bearshark who wrote (7499)	3/9/2023 10:55:16 AM
From: robert b furman	1 Recommendation Read Replies (2) of 7822

Chart Update: An interesting formation/price action going on here. stockcharts.com A double top followed by a cup and handle or a cup nd handle where the handle has a cup and handle all to its own. Cohu always has a dip before it breaks out to new highs. It is just always manipulated that way to have a maximum advance. This might be a clue as it is a double dip in a row - obviously accumulation has been desired. IMO Those who control its price like to shake share holders out just before the break out and advance. Might as well have your money put to use right before the runup. I agree. <smile> I think we are riding on the coattails of some brutally tough money managers and their games. The good news is some accumulation has been achieved and I think we are about to see new highs with a 4 handle coming soon. Bidens discisting budget and I want all your money, will create a crappy market if any of his money grab is achieved. I think none of it will pass. Thayhad that opportunity and didn't get it done when they had the House. Trump's tax cuts generated record tax receipts for the government but will sunset in 2025. If you were the real money of Wall Street and you saw tax increases coming, you'd want the final blow off top to happen before you had to pay more in capital gains. With paralysis in Congress, a time clock of the top being competed is ticking. The long bull we've enjoyed must be completed for a huge haul of profits to fit in the 2025 tax year. Just random thoughts about what much of today's Congress wants to extract from the investor class for wealth redistribution to the voting class who live paycheck to paycheck or rely on government entitlement programs/subsidies. The one good thing about Cohu now is they have 368 million dollars cash/investments. With rates climbing, that is a significant new source of income for Cohu. A source of income they've learned to create in the past. Sadly it has been lacking for the last decade plus as the Zero Interest Rate Program eliminated the revenue. 368 million time 5% = 1.840,000 additional income of almost 4 cents a year. Every little bit counts. With recurring revenue of almost 50% of their revenue and the huge reshoring of chip making back to the USA, Cohu's future looks relatively bright, even in the face of a possible recession. Cohu's price action has been mild vs smaller companies in the same sector i.e. INTT and AEHR. Here's to Cohu getting their turn! Bob

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