Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.15

+2.8%

3:59 PM EDT

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To: bearshark who wrote (7706)	6/9/2024 11:29:53 AM
From: robert b furman	of 7822

Hi Bear, AMKR really swings on a daily basis. I was watching it and swapped out 100 shares so I could have a tracking stock in my account positions list. I taded on my new Schwab account as they have a #1 trade and a # 2 trade automatically triggers. TDA didn't have that so I learned how to use it. It resulted in a quick execution. It was not the best entry point but I sold Cohu for $32.50 and bot AMKR for $32.49. If we get a dip back in the $29's I'll buy some more Cohu and try another swap out. At least AMKR has a modest dividend! It looke like a very good trader and I'll see how selling puts on it works also. It could well be a better alternative to Cohu. We see... The updated list of companies now does show Nvidia and a huge percent increase for Q1. It is quite a list! From a first quick look, they appear to have about 4 times the revenue. It could well be a good buyer of Cohu? It would hurt my feelings to get 1.XX plus a fractional share of AMKR for one share of Cohu, maybe even two for one! Cohu as a lot of cash and I think they are playing , keep the price low as we buy back our shares created from the Xcellis acquisition. Sooner or later the big "Chip Act" is going to raise all boats in the semi equipment sector. It would not surprise me to see an increase in merger and acquisition ACTIVITY AMONGST THEM ALL! - just before it takes off in earnest - should be soon I think. They are troughing and it could well be a multi quarter of year run! It will not be a Nvidia, but it could well make the sector a favorite. In the late 1990's Cohu was a percent leader within the equipment sector! Somewhere I have a Wall Street Journal clipping on it. At any rate I owe you for briining to my attention. THANKS! I'll enjoy watching it together with you. Bob

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