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Technology Stocks : Cohu, Inc. (COHU)
COHU 24.21+1.8%Nov 3 9:30 AM EST

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To: Johnny Canuck who wrote (7590)8/21/2023 10:42:48 PM
From: robert b furman  Read Replies (1) of 7822
 
Oi Johnny,

Always appreciate your experienced view.

A lot of cross currents and the final answer is not sure or known.

Cohu will catch a tailwind as the chip act and reshoring evolves.

In between, I'm just a chicken thief dip buyer.

I have a full position and if it gets crazy (like Cohu can do) I'll add to on the cheap.

It's just a very long term buy and hold - not saying anyone should follow, but over the years they've been superior to me, and they've consolidated their market, a market where growth is assured.

It's a hard to own , if one follows the market too closely, but it is a conservative debt free, growing firm.

GODD ENOUGH FOR ME!

Buy and hold with confidence!

Thank you for your analysis, it is always welcome here!

Bob
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