Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.66

+0.7%

3:15 PM EDT

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To: Johnny Canuck who wrote (7759)	12/17/2024 4:50:17 PM
From: robert b furman	Read Replies (1) of 7822

I agree on a needed correction. Today the CLX studies have been in red MOJO - a corrective early stage. They have been MOJO red for 5 days including today. That is the start of a buying opportunity. Yesterday the market entered a bottom spotter which signals retail selling and market maker buying and dropping the prices. The advance declines is troublesome and may be suggestive of a top beginning and a bigger decline I always buy too soon. A bigger decline would always be welcomed (I just need to be patient and wait for the yield to fit the goal). In a long run view, buying the bigger dips really grows the portfolio faster and to higher balances. I've not bought much since October 2023. I did buy some T in June and some VZ this last July with cash at $40.25 - 6.65% yield. I have not grown my dividend revenue stream and want it to get a bit bigger. Hard to be patient for so many months! Yesterday I sold some XOM 95 puts at $2.05 and some VZ 39 puts @ 1.84. Today VZ sold at 2.22. That would result in an assigned price of $36.78. With a 2.71 dividend that would result in a dividend yield of 7.37%. I'll gladly get those assigned to me I was happy with the 7.29% at 1.84 premium. The XOM would yield 4.3% if assigned. Doing equal amounts of puts would result in a blend of 5.835%. As a first fire out of the barrel getting close to 6% is good. Next tranche if 7% approaches and another double down if 8% gets approached - it would be a really bad corrective for 8%. Those usually end up in keeping the premium vs being assigned. Always helps build cash when combined with dividends. This may well be a great opportunity to get some deals. Bob

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