Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.22

+1.8%

Nov 3 3:59 PM EST

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To: bearshark who wrote (7608)	11/10/2023 1:33:33 PM
From: robert b furman	Read Replies (2) of 7822

Hi Bear, I wonder if there is an payoff penalty? Cohu ran debt free for decades, so I'm sure they do don't mind it. They have always and I suspect always will be very cyclical. Years ago I liked them for that reason. THe PC cycle distated everything. I used to bail out on a double, and wait for the trough in business. If I missed bailing the cycle came back a her or two later and meanwhile they were paying a dividend - albeit small, but better than a bank paid. They are doing the correct things - building up the contactors and recurring consumables. This next cycle when all the onshoring in EU, UK and the U S begins the ramp on new systems, they print money if and when that 1 billion mark is reached. They could do a split, buy back a LOT of stock before that, or buy another leader in the special packaging/advanced packaging test. Hang in there Bear! Bob

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